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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

Adding 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. 

Editing a work package

  • Click the work package that you wish to edit. The Description tab is displayed, allowing you to update any previous info on:
    • Title
    • Lead beneficiary
    • Start Month
    • End Month
    • Objectives
    • Work package description
    • General description of all deliverables


  • Click the Effort tab to update any previous information on the effort:                  
Add a deliverable

To add deliverables, click the Add deliverable button. The following screen is displayed: 

Complete the deliverable data (the deliverable number is already displayed)

  • Title
  • Lead beneficiary (select it from the drop-down list
  • Type - select from the drop-down list one of the following values: 

  • Dissemination level- select from the drop-down list one of the following values:

  • Description:

Link the deliverable to an existing work package by checking the corresponding box and click the OK button:

Re-open the work package by clicking on it. The following screen is displayed, allowing you to:

  • Edit, if needed, the work package description in the Description tab:

  • Check and add the work package effort in the Effort tab:

  • Edit, if needed, the work package description in the Description tab:

  • Check and add the work package effort in the Effort tab:

3.a. Standard work packages

For the standard work packages, this screen 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.

  • To manage the partners (manage the list of partners associated to the work package):
    • Click the Manage partners button in the Effort tab
    • Use the search field to find the partner

    • Select/deselect the checkboxes next to partners. You are also able to 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.
Link work package to deliverable 

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