Table of Contents:

Description

During the Grant Agreement Preparation, the grant data are entered and submitted to the EU. The coordinator completes the workplan tables (e.g. work package descriptions, deliverables and milestones) as part of the Description of the Action (DoA).

Source documentation

Please see the Online Manual (heading "Prepare the description of the Action, Annex 1") on the Funding & Tenders Portal for more information.

Relevant screens in the Grant Management Services

In the Work Packages screen, the Consortium adds/edits work packages (including the Ethics ones).

Adding and editing work packages and linking them with deliverables

In order to link work packages to deliverables, the following steps have to be taken:

Add an empty work package
Add/create deliverable
Link deliverable(s) to the existing work package

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. 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. 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: 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: