Fp tools 2010-11-29

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

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  • Lettertype en grootte
  • Fp tools 2010-11-29

    1. 1. www.fp-tools.eu
    2. 2. Complete product family Scientific reporting Financial reporting & financial proposal writing Public and private projectwebsite Project proposal writing
    3. 3. Traditional FP reporting Coordinator WP-leader x WP-leader 1 <ul><li>Disadvantages: </li></ul><ul><li>Many versions, little overview </li></ul><ul><li>No logging of changes </li></ul><ul><li>No picture of progress </li></ul>Partner 1 Partner 2 Partner n ..
    4. 4. Why tools are needed <ul><li>Large recurrent reporting effort </li></ul><ul><li>Many scientists, many locations </li></ul><ul><li>Word/Excel does not scale for reporting </li></ul><ul><li>Exponential management nightmare! </li></ul>
    5. 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. 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. 7. EU-xpert document editing Partner can enter text by typing … … or pasting Word document In mailbox assignee
    8. 8. EU-xpert document editing Inserting picture from desktop adjust import settings if needed before importing
    9. 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. 10. EU-xpert track changes See previous edits of other authors … and compare modifications
    11. 11. EU-xpert assignment status Inform assigner that work is done … … and change the assignment status to Done
    12. 12. EU-xpert assignment status <ul><li>A assignement can have four states: </li></ul><ul><li>Open: the edit assignment has been assigned to a participant and is in progress </li></ul><ul><li>Done: the Participant has finished editing </li></ul><ul><li>Sign-off: the Workpackage leader has checked the work and OK’s it </li></ul><ul><li>Closed: the Project management office closes the edit assignment </li></ul>Project Management Office Workpackage leader participant
    13. 13. EU-xpert WP-leader view
    14. 14. EU-xpert Word document generation
    15. 15. EU-xpert benefits <ul><li>Ease to use, easy to navigate </li></ul><ul><li>Only one version of content: No version control needed </li></ul><ul><li>One click report creation, no layout troubles </li></ul><ul><li>Significant reduction of logistical handling for all users </li></ul>According to customers: Saves time, reduces stress
    16. 16. Financial management and Monitoring with EU-fin EU-fin
    17. 17. <ul><li>Support coordinator responsibilities: </li></ul><ul><li>Financial planning </li></ul><ul><li>Project cost reporting </li></ul><ul><li>Distribute EC-contribution </li></ul><ul><li>Financial management </li></ul>EU-fin goal
    18. 18. <ul><li>Setting up your EU-fin project: </li></ul><ul><ul><li>By Coordinator </li></ul></ul><ul><ul><li>Support FP-Tools </li></ul></ul>How does EU-fin work Step 1: Setting up EU-fin
    19. 19. Settings & Parameters <ul><li>Flexible Parameters: </li></ul><ul><ul><li>● Project type ● Work Packages </li></ul></ul><ul><ul><li>● Periods ● Beneficiaries </li></ul></ul><ul><ul><li>● Type of ● Link Beneficiaries & WP’s </li></ul></ul><ul><ul><li>Expenditures ● Requested Contribution </li></ul></ul><ul><li>Fixed Parameters (Linked to funding scheme) </li></ul><ul><ul><li>● Activity types </li></ul></ul><ul><ul><li>● Funding rates </li></ul></ul>Step 1: Setting up EU-fin
    20. 20. <ul><ul><li>Coordinator invites beneficiaries to EU-fin (financial contact persons) </li></ul></ul>Financial Planning Step 2: Inviting Partners EU-fin
    21. 21. <ul><li>Contact person of each beneficiary enters financial planning </li></ul><ul><li>Using personalized web based forms </li></ul>Financial Planning Step 3: Entering Financial Planning EU-fin <ul><li>Coordinator monitors process </li></ul>
    22. 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. 23. <ul><li>After each reporting period the actual costs have to be reported in EU-fin </li></ul><ul><li>Per work package & type of expenditure </li></ul><ul><li>On the basis of own financial administration of beneficiary </li></ul><ul><li>Explanation is very important, part of periodic report </li></ul>Periodic reporting
    24. 24. <ul><li>Click on ‘project costs’ in the navigation panel </li></ul>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. 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. 26. <ul><li>Coordinator generates necessary reports </li></ul>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. 27. <ul><li>Form C calculations are generated by EU-fin </li></ul><ul><li>Form C now submitted with FORCE </li></ul><ul><li>EU-fin and FORCE are complementary, no overlap! </li></ul>Form C and FORCE
    28. 28. <ul><li>Coordinator can generate overview queries at any moment </li></ul><ul><li>Using PivotTable </li></ul>Continuous: Monitoring Monitoring
    29. 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. 30. <ul><li>EU-fin is flexible: Project interface can always be modified </li></ul><ul><li>EU-fin is complete: Project interface can be used in each project phase </li></ul><ul><li>EU-fin is accurate: Up-to-date data is available for all users anytime anywhere </li></ul>EU-fin benefits
    31. 31. FP-projects with FP-tools
    32. 32. making Science possible www.fp-tools.eu

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