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Fp tools 2010-11-29

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Use of FP-tools software for FP7 reporting, financial and scientific (collorative editing).

Use of FP-tools software for FP7 reporting, financial and scientific (collorative editing).

Published in: Technology, Economy & Finance

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  • Lettertype en grootte
  • Transcript

    • 1. www.fp-tools.eu
    • 2. Complete product family Scientific reporting Financial reporting & financial proposal writing Public and private projectwebsite Project proposal writing
    • 3. Traditional FP reporting Coordinator WP-leader x WP-leader 1
      • Disadvantages:
      • Many versions, little overview
      • No logging of changes
      • No picture of progress
      Partner 1 Partner 2 Partner n ..
    • 4. Why tools are needed
      • Large recurrent reporting effort
      • Many scientists, many locations
      • Word/Excel does not scale for reporting
      • Exponential management nightmare!
    • 5. EU-xpert concept Workpackage leader Participants Navigation tree of entire report Non-editable text printed in report Editable text printed in report Instructions not printed in report
    • 6. EU-xpert assignments , create Coordinator instructs WP leaders Assigning EU-xpert assignments Assigning EU-xpert assignments Title assignment Instruction for assignee select assignee(s) Default assignment status = open Due date for assignment Send email with deeplink to assignee Save & send assignment
    • 7. EU-xpert document editing Partner can enter text by typing … … or pasting Word document In mailbox assignee
    • 8. EU-xpert document editing Inserting picture from desktop adjust import settings if needed before importing
    • 9. EU-xpert document editing Partner can enter text by typing … or pasting Word document Inserting picture from desktop In mailbox assignee adjust import settings if needed before importing
    • 10. EU-xpert track changes See previous edits of other authors … and compare modifications
    • 11. EU-xpert assignment status Inform assigner that work is done … … and change the assignment status to Done
    • 12. EU-xpert assignment status
      • A assignement can have four states:
      • Open: the edit assignment has been assigned to a participant and is in progress
      • Done: the Participant has finished editing
      • Sign-off: the Workpackage leader has checked the work and OK’s it
      • Closed: the Project management office closes the edit assignment
      Project Management Office Workpackage leader participant
    • 13. EU-xpert WP-leader view
    • 14. EU-xpert Word document generation
    • 15. EU-xpert benefits
      • Ease to use, easy to navigate
      • Only one version of content: No version control needed
      • One click report creation, no layout troubles
      • Significant reduction of logistical handling for all users
      According to customers: Saves time, reduces stress
    • 16. Financial management and Monitoring with EU-fin EU-fin
    • 17.
      • Support coordinator responsibilities:
      • Financial planning
      • Project cost reporting
      • Distribute EC-contribution
      • Financial management
      EU-fin goal
    • 18.
      • Setting up your EU-fin project:
        • By Coordinator
        • Support FP-Tools
      How does EU-fin work Step 1: Setting up EU-fin
    • 19. Settings & Parameters
      • Flexible Parameters:
        • ● Project type ● Work Packages
        • ● Periods ● Beneficiaries
        • ● Type of ● Link Beneficiaries & WP’s
        • Expenditures ● Requested Contribution
      • Fixed Parameters (Linked to funding scheme)
        • ● Activity types
        • ● Funding rates
      Step 1: Setting up EU-fin
    • 20.
        • Coordinator invites beneficiaries to EU-fin (financial contact persons)
      Financial Planning Step 2: Inviting Partners EU-fin
    • 21.
      • Contact person of each beneficiary enters financial planning
      • Using personalized web based forms
      Financial Planning Step 3: Entering Financial Planning EU-fin
      • Coordinator monitors process
    • 22. Demo entering planning Choose WP Click < Save > Enter planning Indirect cost are calculated automatically Enter person months Whole duration column: open or closed Totals are calculated automatically
    • 23.
      • After each reporting period the actual costs have to be reported in EU-fin
      • Per work package & type of expenditure
      • On the basis of own financial administration of beneficiary
      • Explanation is very important, part of periodic report
      Periodic reporting
    • 24.
      • Click on ‘project costs’ in the navigation panel
      Select work package Select period Planned budgets and person months are shown Actual costs and person months have to be entered And, if necessary, the adjustments to previous periods Save the entered information Repeat for each work package Reporting of actual costs
    • 25. Click on ‘Explanation costs’ in the navigation panel Select WP Select period Actual costs appear Enter explanation of the actual costs Click on <Save> to save the entered explanation Repeat for each work package Reporting of actual costs
    • 26.
      • Coordinator generates necessary reports
      Generating reports A3.1 Various other reports Distribution of EC-contribution Explanation of use of resources Summary financial report Step 4: Generating reports EU-fin
    • 27.
      • Form C calculations are generated by EU-fin
      • Form C now submitted with FORCE
      • EU-fin and FORCE are complementary, no overlap!
      Form C and FORCE
    • 28.
      • Coordinator can generate overview queries at any moment
      • Using PivotTable
      Continuous: Monitoring Monitoring
    • 29. Continuous: Monitoring Select parameters and location in table The overview is generated The new overview is generated Hide parameters Export overview to Excel or PDF Monitoring: pivot table Select page Change columns shown Select the relevant periods The overview adjusts automatically Change the location of the parameter
    • 30.
      • EU-fin is flexible: Project interface can always be modified
      • EU-fin is complete: Project interface can be used in each project phase
      • EU-fin is accurate: Up-to-date data is available for all users anytime anywhere
      EU-fin benefits
    • 31. FP-projects with FP-tools
    • 32. making Science possible www.fp-tools.eu

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