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Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
Cascade   eu reporting - erik van den elsen v.1.0.rh
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Cascade eu reporting - erik van den elsen v.1.0.rh

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EU-FP7 Reporting for the CASCADE project using EU-FIN and EU-XPERT.

EU-FP7 Reporting for the CASCADE project using EU-FIN and EU-XPERT.

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  1. Plenary meeting 2013 - AlicanteEU project reporting 2013Erik van den Elsen, Rudi Hessel, VioletteGeissen, Coen Ritsema
  2. Plenary meeting 2013 - AlicanteContents• Reporting periods for the CASCADE project• EU Reporting components• Online reporting system– Financial reporting with EU-Fin– Scientific reporting with EU-Xpert• 2013 reporting
  3. Plenary meeting 2013 - AlicanteContents• Reporting periods for the CASCADE project• EU Reporting components• Online reporting system– Financial reporting with EU-Fin– Scientific reporting with EU-Xpert• 2013 reporting
  4. Plenary meeting 2013 - AlicanteCascade reporting periods• The EU reporting periods in FP7 have an interval of18 months (1,5 years).• The reports must be submitted within 60 days afterthe project period has ended.Report Project month submission1 (periodic report) 20 (August 2013)2 (periodic report) 38 (February 2015)3 (periodic report) 56 (August 2016)4 (Final report) 68 (August 2017)YearMonths 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68EU Reporting 1 2 3 12 months 418 months 18 months18 months2012 2013 2014 2015 2016 2017Project year 1 Project year 2 Project year 3 Project year 4 Project year 5 Project year 5.5
  5. Plenary meeting 2013 - AlicanteCascade reporting periodsReporting planningBecause of Integration of reports and financial checks, thereports need to be submitted to the Coordinator much earlier.Report Submission to EU (month) Submission to Coordinator (month)1 (periodic report) 20 (August 2013) 18 (June 2013)2 (periodic report) 38 (February 2015) 36 (December 2014)3 (periodic report) 56 (August 2016) 54 (June 2016)4 (Final report) 68 (August 2017) 66 (June 2017)
  6. Plenary meeting 2013 - AlicanteContents• Reporting periods for the CASCADE project• EU Reporting components• Online reporting system– Financial reporting with EU-Fin– Scientific reporting with EU-Xpert• 2013 reporting
  7. Plenary meeting 2013 - AlicanteCascade reporting componentsA Periodic Report consist of:• An overview, including a publishable summary of theprogress of work (scientific report)• An explanation of the use of the resources (financialreport)• A Financial Statement (Form C – Annex VI to the GrantAgreement)• (if applicable) A summary financial report (AuditCertificate)During the course of the period, Deliverables need to besubmitted (in practice: together with the Periodic Report)
  8. Plenary meeting 2013 - AlicanteCascade reporting componentsA Final Report consist of:• A Periodic Report (as shown in the previousslide),• A final publishable summary report,• A plan for the use and dissemination offoreground,• A report covering the wider societalimplications of the project (Gender, Ethicalquestionnaires)
  9. Plenary meeting 2013 - AlicanteCascade reporting componentsContinuously during the project,‘References of all scientific publications relating toforeground at the latest two months followingpublication’ ......need to be provided to the European Commission.(Article II.30. of the Grant Agreement).After having published a scientific paper -> sendimmediately to the coordinator!
  10. Plenary meeting 2013 - AlicanteCascade reporting componentsFormats for EU reports are prescribed
  11. Plenary meeting 2013 - AlicanteContents• Reporting periods for the CASCADE project• EU Reporting components• Online reporting system– Financial reporting with EU-Fin– Scientific reporting with EU-Xpert• 2013 reporting
  12. Plenary meeting 2013 - AlicanteOnline reporting systemCASCADE has purchased a subscription of theFP-Tools online management system for FP7projects:Financial reportingScientific reporting
  13. Plenary meeting 2013 - AlicanteOnline reporting system(most important) Advantages:• Online system – accessible for all partners, jointproduction of reports,• Online system - central storage, versioningprovided,• Pre-defined project structure,• Pre-defined budgets,• Financial checks,• Hierarchical structure (WPs),• Pre-defined (EU) output formatting.
  14. Plenary meeting 2013 - AlicanteOnline reporting systemEU-FinEU-XpertCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12
  15. Plenary meeting 2013 - AlicanteOnline reporting systemEU-FinEU-XpertCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12Financial dataProject data
  16. Plenary meeting 2013 - AlicanteOnline reporting systemEU-XpertCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-Fin
  17. Plenary meeting 2013 - AlicanteOnline reporting systemEU-XpertCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-Fin
  18. Plenary meeting 2013 - AlicanteOnline reporting systemCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-FinEU-Xpert
  19. Plenary meeting 2013 - AlicanteOnline reporting systemCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-FinEU-Xpert
  20. Plenary meeting 2013 - AlicanteOnline reporting systemCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-FinEU-Xpert
  21. Plenary meeting 2013 - AlicanteOnline reporting systemCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-FinEU-Xpert
  22. Plenary meeting 2013 - AlicanteOnline reporting systemCASCADECoordinatorWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-FinEU-Xpert
  23. Plenary meeting 2013 - AlicanteOnline reporting systemWP2LeaderWP3LeaderWP9LeaderPartner 1Partner 2Partner 12EU-FinEU-XpertCASCADECoordinator EUREPORT
  24. Plenary meeting 2013 - AlicanteOnline reporting system -RolesScientist – scientific reporting – EU-xpert
  25. Plenary meeting 2013 - AlicanteOnline reporting system -RolesScientist – scientific reporting – EU-xpertFinancial – financial reporting – EU-fin
  26. Plenary meeting 2013 - AlicanteOnline reporting system -RolesScientist – scientific reporting – EU-xpertFinancial – financial reporting – EU-finWP leader – scientific reporting – EU-xpert- financial reporting – EU-fin- WP assignments – EU-xpert
  27. Plenary meeting 2013 - AlicanteEU Periodic ReportWorkpackage leaderParticipantsWorkpackages with• Tasks• Deliverables• MilestonesOnline reporting system
  28. Plenary meeting 2013 - AlicanteOnline reporting system – the role of WPleadersWorkpackage leaderParticipants
  29. Plenary meeting 2013 - AlicanteOnline reporting system – the role of WPleadersWorkpackage leaderParticipantsNavigation tree of entire reportNon-editable text printed in reportEditable text printed in reportInstructions not printed in report
  30. Plenary meeting 2013 - AlicanteOnline reporting system – the role of WPleadersCoordinator instructs WP leadersAssigning EU-xpert assignmentsAssigning EU-xpert assignmentsTitle assignmentInstruction for assigneeselect assignee(s)Default assignment status = openDue date for assignmentSend email with deeplink to assigneeSave & send assignment
  31. Plenary meeting 2013 - AlicanteOnline reporting system – the role ofParticipantIn mailbox assigneePartner can enter text by typing …… or pasting Word document
  32. Plenary meeting 2013 - AlicanteOnline reporting system – the role ofParticipantadjust import settings if needed before importingInserting picture from desktop
  33. Plenary meeting 2013 - AlicanteOnline reporting system – the role ofparticipantSee previous edits of other authors … and compare modifications
  34. Plenary meeting 2013 - AlicanteOnline reporting system – the role of WPleadersInform assigner that work is done ……and change the assignment status to Done
  35. Plenary meeting 2013 - AlicanteOnline reporting systemAn assignment can have four states:1. Open: the assignment has beenassigned to a participant and is inprogress,2. Done: the Participant has finishedediting,3. Sign-off: the Workpackage leaderhas checked the work and accepts it,4. Closed: the Project managementoffice closes the edit assignment.ProjectManagementOfficeWorkpackageleaderParticipantCloseassignassigneditFinished(Done)Sign-off
  36. Plenary meeting 2013 - AlicanteOnline reporting system – the role ofcoordinator
  37. Plenary meeting 2013 - AlicanteOnline reporting system – the role ofcoordinator
  38. Plenary meeting 2013 - AlicanteOnline reporting systemSupports the coordinator’sresponsibilities:• Financial planning• Project cost reporting• Distribute EC-contribution• Financial management
  39. Plenary meeting 2013 - AlicanteOnline reporting system• Coordinator invites beneficiaries to EU-fin(financial contact persons)EU-Fin
  40. Plenary meeting 2013 - AlicanteOnline reporting system -participantSelect work packagePlanned budgets and personmonths are shownActual costs and person monthshave to be enteredAnd, if necessary, the adjustmentsto previous periodsRepeat for each workpackage
  41. Plenary meeting 2013 - AlicanteClick on‘projectcosts’ in thenavigationpanelSelect workpackageSelect periodPlannedbudgets andperson monthsare shownActual costsand personmonths have tobe enteredAnd, ifnecessary, theadjustments topreviousperiodsSave theenteredinformationRepeat for eachwork packageOnline reporting system -participant
  42. Plenary meeting 2013 - AlicanteOnline reporting system -coordinatorEnter explanation of the actualcosts
  43. Plenary meeting 2013 - AlicanteOnline reporting system• Coordinator generates necessary reportsA3.1EU-finVarious other reportsDistribution of EC-contributionExplanation of use of resourcesSummary financial report
  44. Plenary meeting 2013 - AlicanteOnline reporting systemSelect parametersand location in tableThe overview is generatedSelect pageChange columns shownSelect the relevantperiodsThe new overview is generatedThe overview adjusts automaticallyChange the location of the parameterHide parametersExport overview to Excel or PDF
  45. Plenary meeting 2013 - AlicanteContents• Reporting periods for the CASCADE project• EU Reporting components• Online reporting system– Financial reporting with EU-Fin– Scientific reporting with EU-Xpert• 2013 reporting
  46. Plenary meeting 2013 - Alicante2013 reporting
  47. Plenary meeting 2013 - Alicante2013 reporting +60d - Month 20 (AUGUST)Submission of reports to the EU(due to vacations in NL: July 15th !)Month 18 (JUNE)All partner contributionssubmitted to the coordinator
  48. Plenary meeting 2013 - AlicanteActivity Deadline2013 reporting deadlines
  49. Plenary meeting 2013 - AlicanteActivity DeadlineCoordinator sends out tasks to WP leaders (scientific)and Participants (financial)May 7th2013 reporting deadlines
  50. Plenary meeting 2013 - AlicanteActivity DeadlineCoordinator sends out tasks to WP leaders (scientific)and Participants (financial)May 7thWP leaders send out tasks to Participants May 15th2013 reporting deadlines
  51. Plenary meeting 2013 - AlicanteActivity DeadlineCoordinator sends out tasks to WP leaders (scientific)and Participants (financial)May 7thWP leaders send out tasks to Participants May 15thParticipants have their reports ready June 14th2013 reporting deadlines
  52. Plenary meeting 2013 - AlicanteActivity DeadlineCoordinator sends out tasks to WP leaders (scientific)and Participants (financial)May 7thWP leaders send out tasks to Participants May 15thParticipants have their reports ready June 14thWP Leaders have their WP reports ready June 30st2013 reporting deadlines
  53. Plenary meeting 2013 - AlicanteActivity DeadlineCoordinator sends out tasks to WP leaders (scientific)and Participants (financial)May 7thWP leaders send out tasks to Participants May 15thParticipants have their reports ready June 14thWP Leaders have their WP reports ready June 30stParticipants have their financial reports ready June 30st2013 reporting deadlines
  54. Plenary meeting 2013 - AlicanteActivity DeadlineCoordinator sends out tasks to WP leaders (scientific)and Participants (financial)May 7thWP leaders send out tasks to Participants May 15thParticipants have their reports ready June 14thWP Leaders have their WP reports ready June 30stParticipants have their financial reports ready June 30stCoordinator has checked all reports July 8th2013 reporting deadlines
  55. Plenary meeting 2013 - AlicanteActivity DeadlineCoordinator sends out tasks to WP leaders (scientific)and Participants (financial)May 7thWP leaders send out tasks to Participants May 15thParticipants have their reports ready June 14thWP Leaders have their WP reports ready June 30stParticipants have their financial reports ready June 30stCoordinator has checked all reports July 8thCoordinator submits reports to EU July 12th2013 reporting deadlines
  56. Plenary meeting 2013 - AlicanteRemarks?Questions?
  57. Plenary meeting 2013 - Alicante...with CASCADE there is always hope...

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