Tools and services for managing EU funded Tools and services for managing EU funded projects projects

Education and training on designing and steering Education and training on designing and steering EU funded projectsEU funded projects

Development and support of tools for managing :Development and support of tools for managing :

• InformationInformation

• ResourcesResources

• ExpertiseExpertise

• KnowledgeKnowledge

Two complementary web-based tools Two complementary web-based tools continuously updated and available 7/7-continuously updated and available 7/7-

24/24 24/24

• Project NetBoardProject NetBoard

Stepwise construction, negotiation, Stepwise construction, negotiation,

management and termination management and termination

of I3, NOE, IP, STREPS …of I3, NOE, IP, STREPS …

• Home NetBoardHome NetBoard GroupWare platform for GroupWare platform for

management of knowledge management of knowledge

and resultsand results

 

Apply to a callApply to a call• Cooperative project constructionCooperative project construction• Collect informationCollect information• Reach consensus on wokplan and Reach consensus on wokplan and budgetbudget• Edit the proposalEdit the proposal

Financial foollow upFinancial foollow up• Report expenses and receiptsReport expenses and receipts• Elaborate financial statementsElaborate financial statements• Manage payments to partners Manage payments to partners • Keep track of all financial mattersKeep track of all financial matters

Public Web site and private groupwarePublic Web site and private groupware• Fast and easy to customizeFast and easy to customize• Exchange of all information formatsExchange of all information formats• Bridge with the EU project officerBridge with the EU project officer• Manage forums, des news …Manage forums, des news …

Tracking activitiesTracking activities• WP, tasks and deliverables WP, tasks and deliverables planningplanning• Collect time sheetsCollect time sheets• Collect all eventsCollect all events• Manage meetingsManage meetings• Dig out information for reportingDig out information for reporting

Negotiated contentNegotiated content• Fix the contractual version,Fix the contractual version,• Reference data and versioningReference data and versioning• Routine update and amendmentsRoutine update and amendments

Project Forms :

Access to pre-prepared forms to fill in (A0, A1, A2 …)

Partner Forms :

Access to pre-prepared forms for each partner to enter administrative information, financial status (FC, FF, AC, UF…) and financial provisions (currency, exchange rate, labour cost categories, productive working time …)

Workplan :

Access to pre-prepared forms to describe the phases (activities), workpackages, and tasks

Access to pre-prepared forms to describe the risks, the milestones and the deliverables.

Efforts :

Access to pre-prepared forms to allocate efforts of partners to tasks according to their labour cost categories

Corresponding provisional budget is automatically calculated

This is the data base for all components of the This is the data base for all components of the project : administrative profile of partners, project : administrative profile of partners, provisional budget, workplan, efforts provisional budget, workplan, efforts allocation to partners …allocation to partners …

DESCRIPTION :DESCRIPTION :Collect administrative financial and operational Collect administrative financial and operational datadata

EDITION :EDITION :View, edit and print contractual forms (CPF) and View, edit and print contractual forms (CPF) and the so called « Technical Annex ».the so called « Technical Annex ».

USEFUL TABLES :USEFUL TABLES :A broad variety of tables and views to the dataA broad variety of tables and views to the data

EDITION :EDITION :To view, edit and print the contract To view, edit and print the contract forms (CPF) and the « Technical forms (CPF) and the « Technical Annex » according to the lay out Annex » according to the lay out requested by the Commissionrequested by the Commission

USEFUL TABLES :USEFUL TABLES :Provides a variety of views to the project Provides a variety of views to the project data and a wide range of tables to be data and a wide range of tables to be inserted wherever needed into the inserted wherever needed into the technical annextechnical annex

To steer and track the work of all To steer and track the work of all contributors to the project consistently with contributors to the project consistently with the financial module.the financial module. 5 sections continuously adapted to the 5 sections continuously adapted to the stepwise set up of the rules by the stepwise set up of the rules by the Commission Commission

The Commission formulates new The Commission formulates new constraints and obligations in a rather constraints and obligations in a rather erratic way.erratic way.

To report accurate and auditable labour cost of To report accurate and auditable labour cost of each actor and keep whith changes along time.each actor and keep whith changes along time.

Automatically used to feed the financial Automatically used to feed the financial statements and check cost consistencystatements and check cost consistency

To collect factual events as they occur along time To collect factual events as they occur along time and further re-organise this information in MS and further re-organise this information in MS word reports word reports

Create, modify, edit and broadcast the Create, modify, edit and broadcast the agenda and the minutesagenda and the minutes

- Permet de visualiser et d’éditer toute une série - Permet de visualiser et d’éditer toute une série de tableaux pour des périodes donnéesde tableaux pour des périodes données

Contructing at any time all tables the Contructing at any time all tables the Commission uses to ask for any period of Commission uses to ask for any period of time, and even many others …time, and even many others …

Public web site components to be Public web site components to be customized at willcustomized at will

Private GroupWare where to :Private GroupWare where to :

Customize the web siteCustomize the web site

Registrate the users and groupsRegistrate the users and groups

Assign the access rightsAssign the access rights

Add, modify, delete public web pagesAdd, modify, delete public web pages

Compose the page using any HTML editor.Compose the page using any HTML editor.Copy and paste the HTML code in the new pageCopy and paste the HTML code in the new page

PlatformPlatform-Upload, download, publish and modify filesUpload, download, publish and modify files-Circulate newsCirculate news-Enter into discussion and chat roomsEnter into discussion and chat rooms-Set up a shared organizerSet up a shared organizer-Manage the use of common resourcesManage the use of common resources

Modify, archive or make it public