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Preparing EU-fin for periodic reporting Interactive user manual for coordinators.

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Presentation on theme: "Preparing EU-fin for periodic reporting Interactive user manual for coordinators."— Presentation transcript:

1 Preparing EU-fin for periodic reporting Interactive user manual for coordinators

2 What is EU-fin? Web-based tool for the financial management of fp7 projects –Planning of budgets & person months –Reporting actual costs & person months by beneficiaries directly into EU-fin –Explanation of costs –Monitoring –Reallocating budgets Introduction

3 How does it work? Setting up EU-fin by coordinator Partner/coordinator enters planning of budgets Partners report actual costs & explanation Coordinator monitors reporting, enters payments, generates reports Allocating budgets and monitor spent budgets Introduction

4 Structure of EU-fin Coordinator menu –Setting up / adjusting project interface –Monitoring module –Generating reports –Payment module Beneficiary menu –Personal menu for each partner –Budgets, costs & explanation forms –Generating Form C Introduction

5 Log-in This presentation contains direct links to the right pages in EU-fin, to use these links you have to log-in first. Go to: EU-fin Log inEU-fin Log in Your user information has been sent to you by , contact the helpdesk if you havent received this helpdesk Change log-in information before first log-in: Change passwordChange password

6 Structure of coordinator menu Navigation panel: 4 submenus Click on these titles to navigate through the coordinator menu A submenu will appear on the left side Introduction

7 Check set up of EU-fin Check planning of the budgets per beneficiary Invite partners to EU-fin In this manual Structure of manual

8 Check each parameter: Go to Reports » Parameter reports to check the information that is inserted for each parameter, the most important parameters are: - Users ( address right?) - Links beneficiary to work package In the following slides is explained how to make changes to parameters. (1) Check set up of EU-fin Check set up of EU-fin

9 Update project info and parameters 'Project » Project information and parameters' Update project information: –Indirect cost calculation: Advice or no advise Advice: in the beneficiary menu an advice is calculated for the indirect costs, depending on the method used by a beneficiary –Whole duration column closed: yes or no Yes: in the beneficiary menu, the whole duration column is closed for the partners Check set up of EU-fin

10 Update periods Project » Periods Update period information Click in front of the period you want to change and click after making adjustments After each reporting period: close period Check set up of EU-fin

11 Update type of expenditures Project » Type of Expenditures Click in front of the type of expenditure you want to change, and click after making adjustments Type of expenditures cannot be deleted once the budgets have been entered in the beneficiary menu for this type of expenditure Name and order can be updated Check set up of EU-fin

12 Update modules 'Project » Module The use of modules is optional To remove a module, first go to project » Work package/Task to remove the link with a module, then remove the module Modules can be used to add another aggregation level. Without modules there is only one level, namely work package. When using modules there are two aggregation levels, the module will become work package, and the work packages become tasks. Thereby creating even more insight in the project budgets Check set up of EU-fin

13 Update work package 'Project » Work Package / Task' Click in front of the work package you want to update and click after making changes Work packages cannot be deleted once budgets or costs have been reported Check set up of EU-fin

14 Update user 'Project » Update Users' Select the user you want to update and click after making changes Users that are linked to a work package cannot be deleted. First remove the user from the work package, before deleting the user. Check set up of EU-fin

15 Update Beneficiary Beneficiary » Update beneficiary Select the beneficiary you want to update and click after making changes Beneficiaries that are linked to a work package cannot be deleted Check set up of EU-fin

16 Update link beneficiary to wp Beneficiary » Update link benef. to wp Select the work package, then the beneficiary and click after making changes To insert a new link between a partner and a work package, go to 'Beneficiary » Insert Link Beneficiary to Work Package''Beneficiary » Insert Link Beneficiary to Work Package' After adding the link, go to Beneficiary » Create beneficiary menu and click on to activate the new link Check set up of EU-fin

17 Update EC contribution Beneficiary » Update Beneficiary contribution per activityBeneficiary » Update Beneficiary contribution per activity Select the partner, then the activity and update the requested contribution for this activity. Click to save the information Check set up of EU-fin

18 Update Communication 'Beneficiary » Communication' Here you can update the main addresses, fax numbers and phone numbers of each beneficiary. Note: the address, phone number and fax number of a single user can be inserted and updated via Project » Update userProject » Update user Check set up of EU-fin

19 Update Addresses 'Beneficiary » Addresses' Here you can update the address information of your beneficiaries Check set up of EU-fin

20 Enter beneficiary menu 'Beneficiary » Go to beneficiary menu'Beneficiary » Go to beneficiary menu* *Note: If you have made changes to the EU-fin set up, first go to Beneficiary » Create beneficiary menu and click on. This will update the structure of the beneficiary menu When EU-fin is set up by these steps, a personal menu for each beneficiary is created. Beneficiaries can access this menu directly and report their actual costs and person months. Check set up of EU-fin

21 The coordinator can enter the beneficiary menu from EU- fin: Select the beneficiary from the drop down box and click to enter the menu for that beneficiary Note: the beneficiary menu that is accessed from the coordinator menu is not the same as the beneficiary menu that the beneficiaries see after log in. To access the actual beneficiary menu, go to the link and click. Use the personal log-in information of partners (go to: 'Project » Insert user')'Project » Insert user' Enter beneficiary menu

22 Structure of beneficiary menu Navigation panel of beneficiary menu Click on these titles to navigate through the beneficiary menu Financial planning: Planning of budgets Project costs: Reporting of actual costs Reports: Generate queries of entered data Documents: View documents uploaded by the coordinator Beneficiary: View and update the beneficiary information User manual: access the EU-fin user manual for beneficiaries The beneficiary menu

23 (2) Planned budgets Check planned budgets In EU-fin, the planned budgets are entered per work package (or task: use modules). For every work package, the budget is planned for every type of expenditure and period. Planned person months can be entered at the bottom of the page. When planning the budgets, the budget panel on the left shows the assigned budget for the activity type of that wp. It also registers total budgets on whole duration level.

24 There are 3 methods for entering the financial planning, these are: Method 1: The coordinator enters all planned budgets per work package, both the whole duration budget and the break down per period. The whole duration column is closed (See Slide 9).Slide 9 Method 2: The coordinator enters the whole duration budgets, the whole duration column is closed (See Slide 9) and the whole duration budgets cannot be changed by the partners. The partners enter the budget breakdown per periodSlide 9 Method 3: The partners enter both the whole duration budget and the break down per period. The whole duration column is open (See Slide 9).Slide 9 Planned budgets Check planned budgets

25 Before inviting the partners to EU-fin, the financial planning must be checked. Use the analysis Budget and Costs, you can use the following settings: When using Method 2&3: The partners have entered the planned budgets for this reporting period. When inviting them to EU-fin to report the eligible cost for this reporting period, ask them to check the entered financial planning. Planned budgets Check planned budgets

26 The following reports are also useful for checking the planned budgets: Reports » A3.1 Complete To check if the A3.1s from EU-fin are the same as the GPF A3.1s. If the requested EC-Contribution is not right, you can update this via EC-Contribution and Payments » Update beneficiary contribution per activity EC-Contribution and Payments » Update beneficiary contribution per activity If the planned budgets are not right, you have to update the whole duration budgets in the beneficiary menu. Go to Beneficiary » Go to beneficiary MenuBeneficiary » Go to beneficiary Menu EU-fin reports Check planned budgets

27 Reports » Datadumps » EC-contribution and budgets planned To check if the budgets that are inserted in the whole duration column are the same as the assigned budgets (calculated from the assigned EC-Contribution). Percentage: Funding percentage for this activity type (Is dependent on the status of the Beneficiary, adjust via Beneficiary » Update BeneficiaryBeneficiary » Update Beneficiary EC-Contribution: Assigned EC-Contribution (Update via EC-Contribution and Payments » Update beneficiary contribution per activityEC-Contribution and Payments » Update beneficiary contribution per activity Budget Assigned: Budget calculated from the assigned EC-Contribution Is calculated automatically from the assigned EC-Contribution. Change status of beneficiary or EC-Contribtion if the budget assigned is wrong. Budget Planned: Planned Budget in the Whole duration column This is the budget that is entered in the whole duration column in the beneficiary menu. Go to the beneficiary menu of a beneficiary if this budget is wrong: Beneficiary » Go to beneficiary MenuBeneficiary » Go to beneficiary Menu Difference: The difference betwee budget assigned and budget planned Is calculated automatically from budget EU-fin reports Check planned budgets

28 The EU-fin beneficiary menu is simple to use, therefore beneficiaries dont need much training. A manual is available with step-by-step instruction for partners (including Force instructions. This manual can be found at the log-in page for the Coordinator menu.log-in page for the Coordinator menu After having made all the necessary adjustments to this manual, you can upload this document into EU-fin. In the coordinator menu, go to Project » Documents. Upload the file and provide an explanation, click on to save the document. The partners can find the document in the beneficiary menu under Documents in the navigation panel. Project » Documents Manual for beneficiaries Beneficiary user manual

29 After EU-fin is ready to use, the partners have to be invited to start reporting their eligible costs. We advise to send the first to the partners from a personal account of the coordinator or the coordinators assistant. The from EU-fin might not be recognised as important, because it is from an unknown source. In the link a template for this invitation can be found. Words in Italic have to be filled in for the specific situation of the project (Names, dates, addresses etc) and the template can be adapted if required. To open the document, click here: Inviting partners Invite partners

30 After introducing EU-fin to the beneficiaries, their log-in information can be send to them. Go to EU-fin Project » to compose the . In this editor you have to fill in the following information:Project » –Subject Enter the subject of the (the project name will automatically be included in the subject) –To Select the recipients of the –With Authorisation Tick this box to include the personal log-in information of each user –Body text Enter the text of the (You can use the following template: Invitation from EU-fin Invite partners

31 Example of the generated Invitation from EU-fin Invite partners

32 When the partners start reporting the actual costs and person months in EU-fin, the coordinator can monitor their actions in EU-fin Monitoring is explained in the manual Monitoring with EU-fin that can be found at the log-in page for the Coordinator menu.log-in page for the Coordinator menu Monitoring


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