13
EU-fin Financial management of FP7 projects

EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Embed Size (px)

Citation preview

Page 1: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

EU-finFinancial management of FP7 projects

Page 2: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Webbased tool for financial administration

Partners enter planned and actual budgets

Via personal beneficiary menu Report costs on wp level

EU-fin introduction

Page 3: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

EU-fin

Coordinator invites beneficiaries to EU-fin (financial contact persons)

Invitation Email

Page 4: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Log in procedure

Page 5: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Planned budgets

Navigation Panel

Select work package

Whole duration

column is entered

by coordinator

Planned

budgets,

indirect costs &

person months per period

Page 6: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Actual costs

• After each reporting period the actual costs have to be reported in EU-fin

• Per wp & type of expenditure

• On the basis of own financial administration

Page 7: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Actual costs

BudgetActual costsExplanation

Click on ‘Write’

Navigation and budget panel

Page 8: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Explanation of reported costs

(click on ‘write’)

Explanation

Page 9: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Click on ‘Reports’ in the navigation panel

Reports

Overviews of entered budgets and actual costs

Explanation overviewForm C calculationsPerson months overview

Page 10: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

To view the documents, click on ‘view’

Uploaded documents

Coordinator can upload documents in EU-fin for beneciaries

Document will pop up in a new window

Click on ‘Documents’ in the navigation panel

Page 11: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Online user manual

To access the online user manual, click on ‘User manual’ in the navigation panel

The manual will pop up in a new window

Page 12: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

EU-fin is web based Monitor your budget versus cost in one

system Create reports in the same system One version of content Less e-mail

Benefits of using EU-fin

Page 13: EU-fin Financial management of FP7 projects. Webbased tool for financial administration Partners enter planned and actual budgets Via personal beneficiary

Questions???

Questions