European Commission It-How-To Manual
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Actions

Add a work package


  • Click the "Add Work Package" button to add a work package:                                                                                                       

 

  • Complete the work package data:
    • Title
    • Lead beneficiary (select it from the drop-down list)
    • Start Month
    • End Month
    • Objectives
    • Description
    • Deliverables description

  • Click the button to display the newly created work package in the existing list : 

     
  • Click the  button to save the work package. 
  • You can change the order of work packages by dragging and dropping ().  

Edit a work package




  • Click the work package that you wish to edit. The Description tab is displayed, allowing you to:
    • edit the Title, Start Month and End Month of the work package by changing the data directly in the corresponding fields.
    • choose/change the Lead Beneficiary, from the drop-down list.
    • edit the Objectives, Work Package Description, General Description of All Deliverables

 

  • Click the Effort tab to update any existing information on the effort:                  

       


  • Standard work packages

For the standard work packages, the Effort tab allows you to manage the data concerning both the partners and their effort.

(warning) Please note that efforts, partners and the list of deliverables will be printed out in the Description of the action.

      • Click the "Manage partners" button in the Effort tab to manage the list of partners associated to the work package:
    •  
      • Use the search field in the newly displayed pop-up to find the partner:

      • Select/deselect the checkboxes next to partners. You can also select/deselect all partners by using the dedicated buttons.

              

      • When the list is correct, press "OK".

              

      • To assign/edit the effort for each partner, edit the data in the dedicated field
      • To remove a partner from the table, click the "Remove" button.


  • Ethics work packages

For the ethics work packages, this screen allows you to manage the data concerning the partners only.

(warning) Please note that:

      • the ethics work package is not printed out in the Description of the action, which will contain only the list of deliverables.
      • the ethics work package cannot be numbered by the user, since it will be imported and assigned by default the number corresponding to the importing order (e.g. if it is the first one to be imported it will be number 1 etc).
          • Click the "Manage partners" button in the Effort tab to manage the list of partners associated to the work package:

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          • Use the search field to find the partner:

          • Select/deselect the checkboxes next to partners. You can also select/deselect all partners by using the dedicated buttons.

   When the list is correct, press "OK".

          • To remove a partner from the table, click the "Remove" button
Add a deliverable
  • Click the "Add deliverable" button to add a deliverable:  

  • Complete the deliverable data (the deliverable number is already displayed):
    • Title
    • Lead beneficiary - select it from the drop-down list
    • Type - select a value from the drop-down list 
    • Dissemination level - select a value from the drop-down list
    • Enter the due date of the deliverable
    • Enter the description of the deliverable

  • Link the deliverable to a work package by checking the corresponding box and clicking the "OK" button:

Link work package to deliverable 

If a deliverable is added but not linked to a work package it will be displayed in the deliverables' list without a "relative number in WP" associated to it: 

  • Click on the deliverable to display the pop-up screen allowing you to link it to an existing work package:

  • Check the box corresponding to the work package you wish to link the deliverable to and click the "OK" button:

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