Fill in data - Versionsgeschichte

213.185.171.233: /* Actuals */

2018-10-19T12:29:42Z

‎Actuals

Karoline Ohler: /* Actuals */

2018-10-19T11:07:02Z

‎Actuals

Karoline Ohler: /* NEC */

2018-10-19T11:03:50Z

‎NEC

Karoline Ohler: /* Risks */

2018-10-19T11:00:42Z

‎Risks

Karoline Ohler: /* Actuals */

2018-10-16T16:02:39Z

‎Actuals

Karoline Ohler: /* Checks Risks */

2018-10-16T15:27:02Z

‎Checks Risks

Karoline Ohler: /* Budget */

2018-10-16T15:05:06Z

‎Budget

Karoline Ohler: /* Forecasts */

2018-10-16T14:57:49Z

‎Forecasts

Karoline Ohler: /* Forecasts */

2018-10-16T14:56:33Z

‎Forecasts

Karoline Ohler: /* Expenses */

2018-10-16T14:32:03Z

‎Expenses

@@ Zeile 214: / Zeile 214: @@
 Numbers have to be entered in May (# for 1st quarter; month 3), August (# for 2nd quarter; month 6), November (# for 3rd quarter; month 9) and February (# for 4th quarter; month 12) for the revenue recognition; more entries are possible but not needed.
-Please note that the calculation above the expenses details the difference between the project volume contract and the expenses. This ist just to see at one glance the total amount and what still needs to be spent.
+Please note that the calculation above the expenses details the difference between the project volume contract and the expenses. This is just to see at one glance the total amount and what still needs to be spent.
 [[Datei:P_Expenses.PNG]]

← Nächstältere Version		Version vom 19. Oktober 2018, 11:07 Uhr
Zeile 213:		Zeile 213:

	Numbers have to be entered in May (# for 1st quarter; month 3), August (# for 2nd quarter; month 6), November (# for 3rd quarter; month 9) and February (# for 4th quarter; month 12) for the revenue recognition; more entries are possible but not needed.		Numbers have to be entered in May (# for 1st quarter; month 3), August (# for 2nd quarter; month 6), November (# for 3rd quarter; month 9) and February (# for 4th quarter; month 12) for the revenue recognition; more entries are possible but not needed.
		+
		+	Please note that the calculation above the expenses details the difference between the project volume contract and the expenses. This ist just to see at one glance the total amount and what still needs to be spent.

	[[Datei:P_Expenses.PNG]]		[[Datei:P_Expenses.PNG]]

@@ Zeile 144: / Zeile 144: @@
 ===NEC===
-Please list any expected and actual Non Eligible Costs (NEC) related to the action. Please not that project development cost such as proposal writer are not charged to the action as NECs.
+Please list any expected and actual Non Eligible Costs (NEC) related to the action. Please not that project development cost such as proposal writer are not charged to the action as NECs, those will be charged to a different account/budget(AUT500/520).
 [[Datei:P_NEC.PNG]]

@@ Zeile 311: / Zeile 311: @@
 [[Datei:P_Risk.PNG]]
-Overall "1" is a low risk, "3" is a high risk.
+'''Rating'''
 *Year

@@ Zeile 210: / Zeile 210: @@
 ====Actuals====
 Numbers have to be entered in May (# for 1st quarter; month 3), August (# for 2nd quarter; month 6), November (# for 3rd quarter; month 9) and February (# for 4th quarter; month 12) for the revenue recognition; more entries are possible but not needed.
@@ Zeile 242: / Zeile 243: @@
 *Expenses CAUT only ACTY
 *NEC ACTY
 [[Datei:P_Expenses Edit.PNG]]
@@ Zeile 271: / Zeile 274: @@
 '''Most fields will be filled/calculated automatically once you enter the total expenses, thus please only enter numbers in the highlighted fields in MIS'''
 ====Forecasts====

← Nächstältere Version		Version vom 16. Oktober 2018, 15:27 Uhr
Zeile 296:		Zeile 296:
	===Checks Risks===		===Checks Risks===

		+
		+	====Financial Report Checklist====
		+	For each expense report entered in the [[#Expenses\|expense tab]] you will need to complete this checklist. Follow the checklist while checking the financial report and respond accordingly.
		+
		+	Please create a .pdf by clicking on the [[Datei:P_Check]] button, otherwise your entry won't be saved. All previous checklists can be seen in the sub-tab "PDF".
		+
		+
		+	====Risks====
		+
		+	In paralell with the revenue recognition you need to add a new entry in the Risk tab using the [[Datei:P_Plus.PNG]].
		+
		+	[[Datei:P_Risk.PNG]]
		+
		+	Overall "1" is a low risk, "3" is a high risk.
		+
		+	*Year
		+	*Month - to mirror the entry in the [[#Expenses\|expense tab]]
		+	*Project Volume - not adjustable; up to EUR 1 Mio is considered low rist, EUR 1 - 3 Mio is considered medium risk, more than EUR 3 Mio is considered high risk
		+	*Variance Expenditure Actuals vs Plan - please consider the work plan, burn rate, activities and any other factors when entering 1, 2 or 3
		+	*Security/Crisis - this is marked per country, not per project; approach administrator if you would like to adjust the rating
		+	*CO Performance - this is marked per country, not per project; approach administrator if you would like to adjust the rating
		+	*Other Risk - if there is no additional rist leave blank, otherwise rate 2 or 3
		+	*Other Risk Specification - please specify the additional other risk
		+	*Weighted Average Rist - total risk for the action

	===Reports===		===Reports===

← Nächstältere Version		Version vom 16. Oktober 2018, 15:05 Uhr
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	====Budget====		====Budget====
		+
		+	The budget is used to prepare the CAUT annual Budget in autumn. Therefore you can only add the Budget during a certain time each year of which you will be notified on your [[Home Screen]].
		+
		+	Please note that when entering the Budget it should be identical to the lates forecast. Please use the button "copy latest forecast" [[Datei:P_Copy latest forecast.PNG]] in order to facilitate a quicker entry.
		+
		+	[[Datei:P_Budget.PNG]]

	===Checks Risks===		===Checks Risks===

@@ Zeile 279: / Zeile 279: @@
 The forcasts are used to monitor the action and plan accordingly. You can make as many forecasts as you wish.
 The forecast for the current year includes any already incurrend spending as well as planned expenditures.
-The small calculation on the top shows you if 100% of the budget was used (if you include any underspending in your forecast this will be highlighted red)
+The small calculation on the top shows you if 100% of the budget was used (if you include any underspending in your forecast this will be highlighted <span style="color:red;">red</span>)

← Nächstältere Version		Version vom 16. Oktober 2018, 14:56 Uhr
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	====Forecasts====		====Forecasts====

		+	[[Datei:P_Forecast.PNG]]

		+	The forcasts are used to monitor the action and plan accordingly. You can make as many forecasts as you wish.
		+	The forecast for the current year includes any already incurrend spending as well as planned expenditures.
		+	The small calculation on the top shows you if 100% of the budget was used (if you include any underspending in your forecast this will be highlighted red)

		+
		+	'''Note:''' When entering the forecast for the action you will be guided though all years where you can/should forecast - please do go though all years and do not cancle mid-entry!
		+
		+	[[Datei:P_Forecast form.PNG]]

	====Budget====		====Budget====