Difference between revisions of "TeamPlanEffort/en/"

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**Experiments: if a partner is a member of project for shorter period, then a new task in WP1 should be set according to new period. If a WP (i.e. WP401-WP420) lasts 18 months than planned effort is distributed by 18  
 
**Experiments: if a partner is a member of project for shorter period, then a new task in WP1 should be set according to new period. If a WP (i.e. WP401-WP420) lasts 18 months than planned effort is distributed by 18  
  
*'''Reporting effort'''
+
 
 +
'''Reporting effort'''
 
**Partner should report project effort on a monthly basis. After effort report is entered, click '''save'''.  
 
**Partner should report project effort on a monthly basis. After effort report is entered, click '''save'''.  
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The numbers get colours:
 
The numbers get colours:
 
** blue - below budget (current spending)
 
** blue - below budget (current spending)
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** empty grey cell - no plan
 
** empty grey cell - no plan
 
** value 0,00 - not reported yet
 
** value 0,00 - not reported yet
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'''Summary columns'''
 
'''Summary columns'''
 
**Total plan - total effort plan by partner
 
**Total plan - total effort plan by partner
 
**Effort - total reported effort
 
**Effort - total reported effort
 
**% - percentage of spent effort.
 
**% - percentage of spent effort.

Revision as of 11:29, 23 October 2013

Work plan and effort reporting for FP7

Important Project plan with work packages (WP) and task must be entered before you start entering effort plan by partner and WP.

Only users from lead beneficiary can see the whole table with plan and reported efforts. Users from major project beneficiaries or experiments can see and report only on their part of the project effort.

Filters

  1. Period filter: default setting is project start date and current date. You can optionally change period.
  2. Work package: a list of all planned WPw
  3. Project partners: selection by project roles.

Effort Table

Default setting of the table is list of all partners and WPs and reported effort by project partner and WP. If you wish to se

Colours

  • blue - below budget (current spending)
  • red - overspending (current value)
  • empty grey cell - no plan
  • value 0,00 - not reported yet

Summary colums

  • Total plan - total effort plan by partner
  • Effort - total reported effort
  • % - percentage of spent effort.

Edit and inserting effort plan

Click button edit plan below the table. Enter effort plan by WP and by partner. Remember to save.

Partner details and effort reporting

Click on the name of the partner. A new table shows:

  • list of WPs with effort plan for beneficiary
  • list of project months (start month and current month) - list of month can be expanded by setting period filter above the table
  • planned effort is calculated from WP effort plan and the duration of the task for this partner.
    • Examples of use:
    • Major project partners: if a WP lasts 36 months, than planned WP effort is distributed equally to 36 months (units).
    • Experiments: if a partner is a member of project for shorter period, then a new task in WP1 should be set according to new period. If a WP (i.e. WP401-WP420) lasts 18 months than planned effort is distributed by 18


Reporting effort

    • Partner should report project effort on a monthly basis. After effort report is entered, click save.

The numbers get colours:

    • blue - below budget (current spending)
    • red - overspending (current value)
    • empty grey cell - no plan
    • value 0,00 - not reported yet

Summary columns

    • Total plan - total effort plan by partner
    • Effort - total reported effort
    • % - percentage of spent effort.