Project new cofin/en/ - Revision history

Writer: /* Project scorecard cofinanced projects */

2018-11-21T09:10:56Z

Project scorecard cofinanced projects

Writer: /* Project scorecard cofinanced projects */

2018-11-21T09:10:05Z

Project scorecard cofinanced projects

Writer: /* Project basic plan */

2018-11-21T09:07:19Z

Project basic plan

Writer: /* hourly rate formula for project */

2018-11-21T09:07:02Z

hourly rate formula for project

Writer: /* Project plan */

2018-11-21T09:06:21Z

Project plan

Writer: /* Main project participants */

2018-11-21T09:06:03Z

Main project participants

Writer: Created page with "= Project scorecard cofinanced projects = right ''Management of large (international) project consortia for EU co-funded projects in the..."

2015-12-24T08:21:45Z

Created page with "= Project scorecard cofinanced projects = 500px|right ''Management of large (international) project consortia for EU co-funded projects in the..."

New page

= Project scorecard cofinanced projects =
[[File:Izkaznica_all_EN.JPG |500px|right ]]

''Management of large (international) project consortia for EU co-funded projects in the programme Horizon 2020 or similar.
* '''Project partners''' can also access project in 4PM. Project partners can have various levels of user/project access rights.
** '''Lead partner (beneficiary)''' has full project management rights and overview,
** '''project partners''' have management control and overview over their part of the project.
* management of project team and access rights - each partner can manage it's project team
* project activity plan, implementation, and reporting (hours, effort, comments)
* financial planning (budget) and costs:
** by partners
** by periods
** by actual and eligible costs, cost areas
** various levels of co-funding
* reporting (export functionality).''

==Basic project information==

*''project name''* - descriptive name of the project.
*''project group''* also used to put projects to programme, department, division.... Important for eventual integration 4PM-ERP system.
*''priority ''- drop-down list: 4 levels. Recommended internal rules.
*''project size ''- drop-down list: 4 levels. Recommended internal rules.
*''project status ''- drop-down list to label and group project through life cycle.
*''description ''- main project goals, text field
obligatory fields (*)

click '''show details''' to show additional fields:
*''PROJECT ID ''- unique identifier, automatically created by 4PM
*''MAIN PROJECT FOR PROJECT GROUP ''- for management of ''activities ''or ''costs ''on the level of project group (programme)
*''ANALYTICS''
*''DEFAULT VAT''
*''DEFAULT PAYMENT DUE''

[[File:IzkaznicaFP7_EN.JPG|400px | right]]

* '''history of changes''' is hidden in detailed overview, under the icon "hour".
PROJECT OPENED BY

== Main project participants ==

Set main project participants of project team:
- Contractor / lead beneficiary
- project manager
- Client
- main contact person

If an organization or contact is not yet entered in 4PM, use button '''ADD'''.

== Project plan ==

*''Planned effort'': estimation of work.
*''Planned start and end dates'': manual entry.
* ''''SUBJECTIVE ESTIMATION OF ACCOMPLISHMENT OF THE PROJECT''': manual entry by project manager (and record of changes).

% COMPLETION OF PLANNED HOURS: hours reported / hours allocated
* '''SUBJECTIVE ASSESSMENT - SCHEDULED REALIZATION''': difference between plan and actual progress.

== hourly rate formula for project ==
'''Select a formula for automatic calculation of hourly rates form salaries'''.

== Copy project ==
To copy an existing project click '''COPY PROJECT''' to open a '''copy form'''. Select the categories you wish to copy:
* GENERAL - all data in scorecard. New project will have new name labelled with: (copy). A project copy can be renamed.
* RESOURCES - all project team
* TASKS & MILESTONES - all project task, phases and milestones. No resources will be allocated
* ASSIGNMENTS - all project task, phases and milestones. All resources will be copied
* PORTAL STRUCTURE -
* START DATE - the new start date. All project activities are moved according to new start date.

'''Good to know'''
Project templates can be used for rapid entry of projects to 4PM. When copying template just select a '''new start date''' for the project. Application moves all planned project activities according to a new start date.
Once the copy is completed, the resources get allocated new tasks, milestones. The application does not send e-mail notifications.

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-= Project scorecard cofinanced projects =
+= New project scorecard - co-financed projects =
 [[File:NEw_project_entry.JPG|500px|right]]
 [[File:Izkaznica_all_EN.JPG |500px|right]]

@@ Line 53: / Line 53: @@
 * ''''SUBJECTIVE ESTIMATION OF ACCOMPLISHMENT OF THE PROJECT''': manual entry by project manager (and record of changes).
-% COMPLETION OF PLANNED HOURS: hours reported / hours allocated
+* % COMPLETION OF PLANNED HOURS: hours reported / hours allocated
 * '''SUBJECTIVE ASSESSMENT - SCHEDULED REALIZATION''': difference between plan and actual progress.

@@ Line 47: / Line 47: @@
 If an organization or contact is not yet entered in 4PM, use button '''ADD'''.
-== Project plan ==
+== Project basic plan ==
 *''Planned effort'': estimation of work.

@@ Line 40: / Line 40: @@
 Set main project participants of project team:
-- Contractor / lead beneficiary
+* Contractor / lead beneficiary
-- project manager
+* project manager
-- Client
+* Client
-- main contact person
+* main contact person
 If an organization or contact is not yet entered in 4PM, use button '''ADD'''.