Amendments

For H2020 CSA Lump Sum and for H2020 SGA projects which use special unit costs for research infrastructure: a new upgraded version of Amendments with support for Model Grant Agreement (MGA) v.5.0 is released now.
More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Reporting and Payment

Continuous Reporting

For JUST SGA OG and REC SGA OG types of action: the 'Publications' and the 'IPR (Patents)' tabs are no longer available for the Continuous Reporting. For more information about what sections are supported per type of action, please click here.

Amendments

For all the existing draft Consortium Requested Amendments it is now mandatory to select the 'Project Representative Legal Signatory' check box for the Coordinator.

More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Reporting and Payment

Periodic Reporting

For the COSME-SGAE type of action: the auto-generated .pdf 'Final Summary Financial Statement' and the 'Financial Statement per Partner' document are now available.
For more information on how to complete your financial statement, please click here.

Amendments

If an FPA is suspended, resuming the action after suspension for any linked SGA is not possible with AT26. For more information about how to prepare an amendment, please click here.
The amendment type "AT65 - General Amendment Clause" is now supported. For more information about how to prepare an amendment, please click here.

Reporting and payment

For projects in the 'Suspended' status, the opening of Periodic Reporting now complies with the following rules:
a. for multi-prefinancing projects (e.g. projects of the COFUND-PCP, PCP, COFUND-PPI, PPI, ERANET-Cofund types of action):
- - - - at the end of Interim Reporting Periods, the Periodic Report will not be launched
      - at the end of the Final Reporting Period, the Project Officer will decide whether the last Periodic Report can be launched, or an amendment is needed to change the duration of the Reporting Periods and of the project
b. for all other projects:
- - - - at the end of Interim Reporting Period:
        if the project has been in the 'Suspended' status for the whole duration of the Reporting Period, the Periodic Report will not be launched
        if the project has been in the 'Suspended' status only for part of the Reporting Period, the Project Officer will decide whether the Periodic Report should be launched, or an amendment is needed to change the duration of the Reporting Periods
      - at the end of the Final Reporting Period, the Project Officer will decide whether the last Periodic Report can be launched, or an amendment is needed to change the duration of the Reporting Periods and of the project.
The opening of Scientific Reports for ERC projects now complies with the following rules:
- - - - at the end of an Interim Scientific Reporting Period:
        if the project has been in the 'Suspended' status for the whole duration of the Reporting Period, the Scientific Report will not be launched
        if the project has been in the 'Suspended' status only for part of the Scientific Reporting Period, the Scientific Report will be launched automatically
      - at the end of the Final Reporting Period, since the last Periodic Report covers both the Scientific and Financial parts, the common behaviour for the last Periodic Report will be followed
Termination Reports for H2020 partners are always launched, regardless of the status of the project.
For MSCA projects: a specific version of the deviation report is supported. For more information about risk management, please click here.
For Hercule ToA: A new tab called Training activities is now available. For more information about the Training activities tab, please click here.
For Hercule ToA: A new tab called Dissemination and communication activities is now available. For more information about this tab, please click here.
For the Project achievements tab: an informational text now mentions the fact that the character limit for section 1.1 is 6000 and for all other sections is 4000. For more information about the project achievements tab, please click here.
For MSCA-ITN/RISE: the export to excel functionality for the Financial Statement Summary is now also available. For more information about the financial statement for MSCA-ITN, please click here. For more information about the financial statement for MSCA-RISE, please click here.
For ToA JUST/REC/ISFP/ISFB/AMIF/JUST-DRUGS/AGRI: Some partners are exempt of providing the Certificate on Financial Statement (CFS).
For the personnel costs calculation wizard regarding actual personnel costs:
- Improved the calculation of the ceiling for the eligible hours for persons not working the full financial year
- fixed the behaviour of the control that allows/forces to use the hourly rate of the last closed financial year

Reporting and payment

For COSME GA type of action: the Exercise Model has been updated and it uses now the beneficiary-based approach, so that the reimbursement rate is applied at the beneficiary level.

Amendments

For CONS FPA-OG projects: amendments have been aligned with the Model Grant Agreement (MGA) v2.0.

More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Project monitoring

During a project review, the Experts will have now in their task an additional direct link to the Innovation Radar review form. Although it appears to all Experts, the link is applicable only for the Expert that has this task in addition to his project review task. For more information about the Project Monitoring process, please click here.

Reporting and payments

Periodic Reporting

For MSCA projects: the Deviation report is now available. For more information about assessing the periodic report, please click here.

ERC final reporting

The ERC final report is now supported.

For more information about the ERC final reporting process, please click here .
For more information about the ERC-ADG/COG/STG financial statement, please click here .
For more information about the Technical Report (Part B)/Report Core, where an additional optional upload of the Workforce Table has now been implemented, please click here .
For more information about how the final scientific part differs from the interim scientific part, please click here .
For more information about the new Assessment tab, please click here .
For more information about the new Further information tab, please click here .
For more information about the new Survey tab, please click here .
The limit of characters in section 1.1 on the Project Achievements tab has been increased to 6000 (from 4000). For more information about the Project Achievements tab, please click here.

Reporting and payment

For Hercule-AG/ER-AG:
- The Periodic Report is now available. UoR is available. The following tabs are part of the periodic report:
  - publishable summary
  - milestones
  - deliverables
    For more information about the reporting process, please click here . For more information about the supported ToAs, please click here.
- Indirect costs are not eligible, so, this cost is not displayed. For more information on the financial statement for Hercule-ER-AG, please click here .

Beneficiary Termination Assessment

For ERC-COG/STG/ADG and only for the special case when the change of Host Institution is retroactive and the former coordinator needs to submit a CFS, the Beneficiary Termination workflow is launched. For more information about the workflow, please click here .

Reporting and payments

Periodic Reporting

For CONS-JA type of action: the auto-generated .pdf "Final Summary Financial Statement" is now available.

Amendments

For FCH2-JU; SGA-CSA/RIA; COFUND-PPI/EJP types of action: amendments have been aligned with the Model Grant Agreement (MGA) v5.0.
For COSME GA projects: amendments have been aligned with the Model Grant Agreement (MGA) v4.0.
Validation of the Suspension End Date: when resuming a suspended project action, SyGMa will now validate the Suspension End Date. The validation of the Suspension End Date is mandatory and it cannot be:
- - earlier than the Suspension Start Date
  - later than the project End Date or the current date, if the project End Date has not been defined.

More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Reporting and payments

The Periodic report exercise model is now available for the following context under the H2020 CS2-IA type of action: CS2-GAM-2018-AIR/ECO/ENG/FRC/LPA/REG/SAT/SYS/TE2.

Grant Agreement Preparation

For AGRI projects: the default option in the article 28.1 is 'limited joint and several liability'. A third option has also been added for 'individual financial responsibility'. The default setting of this article is manually overridable.

Amendments

For H2020 MSCA-COFUND & MSCA-RISE; H2020 SME-2 for Clinical Studies & for Health; H2020 RIA/CSA projects which use special unit costs for Clinical Studies; CS2 JU and ERC-LVG types of action: amendments have been aligned with the Model Grant Agreement (MGA) v5.0.
For HP FPA-PJ projects: amendments have been aligned with the Model Grant Agreement (MGA) v2.0.
For ISFB (DG HOME program): amendments are now supported.
For more information about the types of action for which Consortium requested amendments are made available, please click here. To know for which types of action EU services initiated amendments are made available, please click here.
For AGRI projects: the default option in the article 28.1 is 'limited joint and several liability'. A third option has also be added for 'individual financial responsibility'. The default setting of this article is manually overridable.

Reporting and payments

For HP-PC, HP-PJ, HP-SGA-OG and HP-SGA-PJ types of action: the 'Scientific Publications' and the 'Dissemination and Communication activities' tiles are now available in the Continuous and Periodic report for HP grants.

Grant Agreement Preparation

The ToA ERC-Synergy is now supported.
For ToA HP-SGA-OG and CONS-SGA-OG: MGA version 3.0 is now available.
For JUST-AG, JUST-SGA-OG, REC-AG, REC-SGA-OG: Change in the Reimbursement rate and indirect cost rate calculation.
All H2020 deliverables flagged with the dissemination level 'PUBLIC' will be published in Corda. An information tooltip will be now displayed when a public deliverable is added to make the beneficiary aware that, once approved by the Project Officer, the deliverable will be sent to Cordis for publication. For more information about deliverables tab in GAP, please click here.
A new deliverable type ("Data") for non-H2020 is now available. For more information about deliverables tab in GAP, please click here.

Amendments

All H2020 deliverables flagged with the dissemination level 'PUBLIC' will be published in Corda. An information tooltip will be now displayed when a public deliverable is added to make the beneficiary aware that, once approved by the Project Officer, the deliverable will be sent to Cordis for publication. For more information about how to prepare an amendment, please click here.
For ToA HP-SGA-OG and CONS-SGA-OG: MGA version 3.0 is now available.
For JUST-AG, JUST-SGA-OG, REC-AG, REC-SGA-OG: Change in the Reimbursement rate and indirect cost rate calculation.
A new deliverable type 'Data' is available. For more information about how to prepare an amendment, please click here.

Reporting and payment

For CHAFEA grants (as it is already for H2020), deliverables that have dissemination level 'Public' and are approved by the Project Officer will be publicly available. For more information about how to complete the deliverables, please click here.
The Interim Payment Letter has been revised. No major changes in content have been made (same options for payment were kept), but it has been streamlined and simplified offering slightly less information, which, as before, can be found in the attachments.
A new deliverable type ('Data') is now available. For more information about how to complete the deliverables, please click here.

Beneficiary Termination

Beneficiary Termination for MSCA-RISE is now available: for more information about beneficiary termination process, please click here. For more information about completing the Researcher Declaration tab, please click here.

Amendments

For JUST-FPA-OG and REC-FPA-OGA: amendments are now supported. For more information about the types of action for which Consortium requested amendments are made available, please click here. To know for which types of action EU services initiated amendments are made available, please click here.

Reporting and payments

- The Interim Payment Letter has been revised, streamlined and simplified offering slightly less information.

The Archived Processes are accessible again.

The error preventing certain user roles from accessing the projects has now been solved.
The issue not allowing the users to sign documents (e.g. Declaration of Honour) has now been fixed.

Grant Agreement Preparation

For International partners: The option in Article 14a is also available to International Organisations other than International European Interest Organisations. For more information about adding Linked International Partners during Grant Preparation, please click here. To know more about the addition of an International Partner through an amendment to the Grant Agreement, please click here.

Continuous Reporting

The 'Publications' questionnaire has been further enhanced as follows:

1. For all types of action with 'Publications' tab: the fields 'Costs for article processing charges (APC)' and 'Length of embargo period' became mandatory (first if gold OA and second if green OA) with the possibility for the beneficiaries to type '0' in both cases

2. For ERC only: two additional fields were added to the 'new/edit publication' pop-up, the 'Project publications' table and the printed PDF:

"Please list the names of the project team members (excluding the Principal Investigator) that are in the author list" :

- user can add names (comma-separated) but those names (if any) must already be present in the authors' list - optional field

"How representative of the core output of the project, in relation to the project objectives, is this publication?"

- users must select number 1 to 5 - this field is mandatory

3. Repository link: currently the value is taken from OpenAIRE and, if not available, or the publication doesn't come from OpenAIRE, we fill it in with data from CrossRef - we changed this behaviour so that the CrossRef data is no longer used to populate the Repository Link field.

For more information about how to complete the "Publications" screen, please click here.

Periodic Reporting

The Payment of the Balance letter now correctly supports negative and zero payments.

Beneficiary termination assessment

For MSCA-ITN: the reporting process for the terminated beneficiary is made available and, in this case, the following constraints apply:
- the Researcher Declarations pertaining to the Terminated Beneficiary can't extend after the Beneficiary Termination Date: if any of the submitted Researcher Declarations pertaining to the Terminated Beneficiary have an end date that’s later than the Beneficiary Termination Date, then the Financial Statement or the Technical Part of the Termination Report cannot be locked for review.
  In order to proceed, users responsible for Researcher Declarations that exceed the Beneficiary Termination Date will have to update the Recruitment/Secondment periods and set a correct end date.
- it is mandatory that the Researcher Declarations are consistent between the Researchers Screen, the terminated Beneficiary Financial Statement, and the Technical Part of the Termination Report, that is, the Researcher Declarations for the Terminated Beneficiary should not be changed once either the Financial Statement or the Technical Part have been locked for review. The system will not prevent such changes, but the submission of the Termination Report will be blocked if any inconsistency is detected. In order to proceed, concerned users will have to restore consistency by either changing back the Researcher Declarations or re-opening the Technical/Financial parts in order for them to be updated before they are locked again.
The Coordinator will be able to edit and delete any Researcher Declaration (independently of whether the Recruiting Organisation is terminated or not). For more information about the Beneficiary Termination flow, please click here.

Amendments

For S2R JU, ECSEL JU and COFUND-PCP types of action: a new upgraded version of Amendments with support for Model Grant Agreement (MGA) v.5.0 is released now. More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Reporting and payment

Continuous Reporting

For HERCULE-AG and HERCULE-ER-AG types of action: Continuous Reporting is now available. For more information about what sections are supported per type of action, please click here.

Reporting and payment

Periodic Reporting

For CONS-SGA-GA, HP-PJ and HP-PC types of action: the auto-generated .pdf "Final Summary Financial Statement" is now available.

Amendments

The amendment type "AT39 - Change of the amount of the pre-financing guarantee" is supported now for non-H2020 types of action. More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

For ERC-ADG/COG/STG: a new upgraded version of Amendments* with support for Model Grant Agreement (MGA) v. 4.0 is released now. For ERC-POC: a new upgraded version of Amendments* with support for Model Grant Agreement (MGA) v. 5.0 is made available now.
*For MGA v. 4.0 and later versions of the MGA, a simplification of the ERC calculator and, therefore, of the Annex 2 (in this simplified version the partner cost breakdown per reporting period is not displayed anymore) has been already agreed and implemented. Consequently, if the Grant Agreement is amended, the new ERC calculator and the new simplified Annex 2 will be applied. The cost breakdown per reporting period will not be displayed or printed in Annex 2 anymore. The new version of Amendments will apply to ALL amendments (i.e., amendments on Grant Agreements signed with MGA v. 5.0, MGA v. 4.0 or earlier).

Continuous Reporting

For ESTAT-AG: Continuous Reporting is made available now and it consists of the "Publishable Summary", "Deliverables" and "Milestones" questionnaires. For more information about what questionnaires are supported per type of action, please click here.

Grant Agreement Preparation

The procedure for a new bank account creation is modified. For more information, please click here.

Reporting and Payment

Periodic Reporting

For ERC-ADG/COG/STP/POC (except from ERC-LGV) types of action: the auto-generated .pdf "Final Summary Financial Statement" is now available. For more information about the reporting process, please click here.
For IMI2-RIA/CSA/IA types of action: The Payment letters and the Deviation Report have been enabled.

Continuous Reporting

MSCA-RISE type of action: The Critical Risk tab is now available.
For ESTAT-AG type of action: Continuous Reporting is now available. It contains the following tabs: Publishable Summary, Deliverables and Milestones.
For more information offered to the Consortium about the continuous reporting process, please click here.

General feature

A rich text editor for writing messages in the Participant Portal Grant Management Services "Active Processes" and "Communication Centre" tabs is now available. This allows the users:
- to create and format their text by using the bold, italic, underline, justify, indent, etc. buttons;
- to set different font names and sizes
- to set as style existing HTML elements
- options to easily insert and format lists, tables, images, hyperlinks and form elements.

For more information about how to access and edit your messages, please click here.

Amendments

For ESTAT type of action: amendments are made available. More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Reporting and Payment

For JUST-AG and REC-AG projects, beneficiaries do not need to upload the 'Summary of the Use of Resources for a single partner" anymore in order to lock for review their Financial Statement. The upload is still available but it's optional. For more information about the reporting process, please click here.

Grant Agreement Preparation

The support for the lump sum share pilot (IA-LS and RIA-LS) is released.

Amendments

The Amendment Information screen was improved:
- The Beneficiary signature date is displayed now.
- There is a new category of amendment clauses: On demand; the amendment clauses in this category are activated on demand following the procedure below:

For Consortium-initiated amendments:

1. The Consortium contacts the Project Officer.

2. The Project Officer examines whether the request is justified.

For EU- and Consortium-initiated:

3. The Project Officer prepares a case file and submits it internally to the Legal Services for examination on whether the request is justified.

If justified:

4. The Service Desk asks the Project Officer to ask the Consortium to open the Amendment session (or the Project Officer to open an EU session) — unless already open.

5. The Service Desk selects and data loads the clause in the system.

For more information about how to prepare an amendment, please click here.

Reporting and Payments

Continuous Reporting

For HOME/ISFB-AG: Continuous Reporting is made available (the "Summary for Publications", "Deliverables" and "Dissemination and communication activities" questionnaires). For more information on which questionnaires of the Continuous Report are supported by your type of action, please click here.
It is now possible to export the list of Deliverables and their current status to an Excel file, via a link in the Deliverables page. For more information about Continuous Reporting, please click here.

Periodic Reporting

For JUST/JUST-DRUGS-AG, HOME/ISFB-AG and JUST/REC-AG: Periodic Reporting is made available. For more information on which sections of the Periodic Report are supported by your type of action, please click here.
The Personnel Costs Calculation Wizard is now supported. The wizard is offered within the reporting module of PPGMS as a help for beneficiaries to report on personnel costs. For more information about the wizard and how to use it, please click here.
For the H2020 actions that use the standard Use of Resources, it is now possible to export to PDF the Use of Resources Summary:
- the generation of a PDF containing the Use of Resources Summary for a single partner is available in the partner's Financial Statement screen.
- the generation of a PDF containing the Use of Resources Summary for the whole consortium is available as follows:
  - For Coordinators: the document is available from the "Financial Statements" screen that can be reached by clicking on the title of the 'Periodic Report' section in PPGMS. It includes:
    - before the Periodic Report submission, the Use of Resources data for all the Financial Statements that have been 'Accepted by the Coordinator' (that is, included in the Periodic Report);
    - after the submission of the Periodic Report, it will include the Use of Resources data for all the Financial Statements that have been submitted in the Periodic Report.
      To find out more about how to complete financial statements, please click here.
In the Use of Resources pop-up of H2020 Financial Statements:
- the maximum length for the text fields has been increased to 4000 characters;
- the user instructions for the 'Other direct costs' have been improved.
  For more information about how to complete financial statements, please click here.
It is now possible to export the list of Deliverables and their current status to an Excel file, via a link in the Deliverables page.

Reporting and Payment

Periodic Reporting

For MSCA-COFUND, MSCA-ITN and MSCA-RISE: the auto-generated .pdfs "Summary of the Financial Statement for all Partners" and "Final Summary Financial Statement" are now available.
For COSME-GA and COSME-GAE: the auto-generated .pdf "Final Summary Financial Statement" is now available.

Continuous Reporting

For JUST-SGA-OG and REC-SGA-OG: Continuous Reporting is made available. For more information about what sections are supported per type of action, please click here.

Reporting and Payment

For CS2-IA Grants for Members: Continuous Reporting is made available. For more information about what sections are supported per type of action, please click here.

Grant Agreement Preparation & Amendments

Only for RIA/CSA/IA: following the guidelines of Model Grant Agreement v. 4.0:
- the removal (AT5b) and addition (AT6b) of International Partners is now supported.
- partners requesting zero funding are now also supported. For more information about how to request these amendment types, please click here.

Reporting and payment

For the ToA SESAR: The "Total project costs including IKOP" cost category has been added to the Financial Statement. For more information about how to complete the Financial Statement for SESAR, please click here.
For the ToA CleanSky2: The "Total project costs including IKOP" cost category has been added to the Financial Statement. For more information about how to complete the Financial Statement for CleanSky2, please click here.
For the ToA BBI: The "Total project costs including IKOP" cost category has been added to the Financial Statement. For more information about how to complete the Financial Statement for BBI, please click here.

Please note that the three above types of action are available only for the reporting starting with 12.02.2018.

Amendments

The amendment submission is not anymore blocked whenever the pre-financing percentage (%) goes higher than 90% of the maximum grant amount.
For HP FPA-PJ and HP SGA-PJ: amendments are now supported. More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Reporting and Payment

For ERC-POC: the Use of Resources has now been enabled (same as standard ERC).

Reporting and Payment

For UCPM-EXT-AG, UCPM-INT-AG: Continuous Reporting is made available.
For HP-SGA-PJ: Periodic Reporting is made available.
For more information about what sections are supported per type of action, please click here.

Grant Agreement Preparation

For MSCA-IF type of action: MGA v5.0 is now supported for Work Programme 2018-2020.

Reporting and Payment

For ERC-POC type of action: the Use of Resources is now available.

Amendments

For IMI2 Joint Undertaking: amendments have been aligned with the Model Grant Agreement (MGA) v5.0. More information on available types for consortium requested amendments you can find here.

General features

A banner will be displayed each time there is a communication about issues or interruptions impacting the well-functioning of the Participant Portal Grant Management Services (PPGMS).

Amendments

For AMIF: the amendment clause "AT33 - Change of the funding rate" is made available.

Amendments

AT61 - Transfer of the Grant Agreement to an executive agency/the Commission is now supported. For more information about available amendment types for your type of action, please click here. To know how to apply the changes for the amendment, please click here.

Reporting and payment

Periodic Reporting

The following types of action are now supported:
- ISFP-AG (DG HOME)
- RFCS
- AGRI-MULTI
- AMIF-AG

For more information about what sections are supported per type of action, please click here.

Each time a beneficiary answers with "No" the question whether a publication is in open access or not, a warning message should appear with the following text: "In H2020 (see article 29.2 of the grant agreement) beneficiaries must ensure open-access to all peer-reviewed scientific publications relating to the results of the project. For more information about completing the "Publications" questionnaire, please click here.
The information of the PI time commitment tab is now automatically included in the generated pdf.

Continuous reporting

In the Deliverables' generated .pdf file, the accepted/rejected deliverables have now the status "Accepted"/"Rejected". For more information about completing the "Deliverables, Ethics, DMP, Other Reports" tab, please click here.

Project Monitoring

After the 30 day contradictory review period has ended or after the evaluation of the submitted remarks by the EU, a Final Report Review Letter about the final outcome of the project review will be externalised to the Consortium in PPGMS and the Coordinator will be notified via PNS in this sense. For more information about the Project Monitoring process, please click here.

Proposal management and Grant Preparation

For the European Innovation Council (EIC): the 2-step evaluation of proposals is now supported.

Reporting and Payment

The LEAR and the PACO of the audited beneficiary will be notified via a PNS about the implementation of audit results in the Periodic Report and the receipt of the Audit Implementation Information Letter containing audit details.

Amendments

For COFUND PCP/PPI and COFUND-ERANET Grant Agreements: Amendment clause AT92-Change of the pre-financing is now supported. More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Amendments

For COSME-GAE: Amendments are configured to support effort on work packages. As a consequence, the user should provide efforts on work packages on new amendments on Grant Agreements.

Grant Agreement Preparation

For CS2: Amendments aligned with MGA v3 are now available.
The ESTAT programme (the European Statistics Annual Work Programme) is now supported.

Amendments

For CS2: amendments have been aligned with the Model Grant Agreement (MGA) v3.0.

Reporting and payment

Periodic reporting for JUST-AG is now supported. For more information about the supported types of action for Periodic Reporting, please click here . To know more about completing the financial statement for JUST-AG, please click here .
For ERC-STG/COG/ADG: A new tab has been created for the Periodic Report called "PI time commitment". For more information on how to complete this screen, please click here .
Following the guidelines of the MGA v4.0:
- for beneficiaries not receiving funding, a financial statement will not be created anymore;
- the Use of Resources is now available for the new cost category " internally invoiced goods and services" and the template of the Use of Resources has been updated accordingly.

For more general information on completing financial statements, please click here . To know more about how to complete the financial statement for ERC-ADG/COG/STG, click here .

For Cofund-PCP/PPI: The label 'Lead Procurer' has been updated to 'Mandate for Lead Procurer'. For more information on the Reporting process for Cofund-PCP/PPI, please click here .

For standard H2020 types of action, the Financial Statements Summary document can now be exported to Excel by Coordinators:
- the document is available from the "Financial Statements" screen to be reached by clicking on the title of the 'Periodic Report' process box in Participant Portal Grant Management (PPGMS). It will include, before the Periodic Report submission, the data of all the Financial Statements that have been 'Accepted by the Coordinator' (that is, included in the Periodic Report); after the submission of the Periodic Report, it will include the data of all the Financial Statements that have been submitted in the Periodic Report. For more information about the reporting process, please click here .

Continuous reporting

The "Deliverables" tab has been renamed to "Deliverables, Ethics, DMP, Other Reports". For more information on Continuous Reporting, please click here .

Beneficiary termination reporting

For MSCA-IF-EF/GF: the termination report is available now. For beneficiaries that were terminated before the Termination Report was activated, the periodic report will include both the Financial Statement of the old beneficiary and the one of the new beneficiary. At the moment, the Beneficiary Termination Reporting workflow will be launched manually by the CSC; the automatic launch will be implemented with a later release. For more information on the Beneficiary Termination Reporting, please click here .

Scientific Reporting

For ERC-STG/COG/ADG: the PDF-based Scientific 'core of the report' will be replaced by a form-based one: the 'Scientific Report (Part B)' tab will be replaced by 5 new tabs with forms to be completed: 'Project Achievements', 'Problems and Difficulties', 'Expeditions and Awards', 'Disseminations and Outputs' and 'Keywords'. With the next IT release, the 'Part B of the Scientific Report' system generated .pdf template will be automatically generated. Until that document is ready, there will be no document for 'Part B of the Scientific Report' in the system. For more information about the Scientific Reporting process, please click here .

Amendments

For COSME-GA: Amendments are configured to support effort on work packages. As a consequence, the user should provide efforts on work packages on new amendments on Grant Agreements. In addition, amendments are configured to support specificities of MGA v2.1.

Continuous Reporting

For JUST-DRUGS, ISFP, AMIF: The "Deliverable with a standard form: Mid-term progress report" template can be downloaded by clicking on the question mark icon next to Deliverables tile.

Grant Agreement Preparation

For ECHO: the UCPM (Union Civil Protection Mechanism) programme is now supported.

Reporting and payment

Periodic reporting for MSCA-Cofund has been enabled:
- The Financial Statement will be pre-filled automatically based on the researchers' declarations entered in the Continuous Report.
- In case of a universal takeover, all researchers' declarations will be assigned to the beneficiary that took over and there will be no Financial Statement for the old beneficiary.
- The Unit Costs and Number of Units (person-month), as foreseen in the Annex 4, are determined by taking into account:
  - The type of contract (Employment contract/Fixed amount fellowship)
  - The implementing organisation ( the beneficiary/a partner organisation).

For more information on how to complete the financial statement for MSCA-Cofund, please click here.

The text labels in the Availability of funds for Cofund-PCP/PPI screen have changed. More information provided to the Consortium on how to complete the "Commitment on the availability of funds" can be found here.

Continuous reporting

For AGRIP: The summary for publication is now available.
For MSCA-Cofund: Continuous reporting has been enabled.

Grant Agreement Preparation

The Model Grant Agreement (MGA) version is now mentioned for each signed grant and for each grant under preparation.

Audit Preparation

The beneficiaries are now being notified of an ongoing audit via Formal Notification.

Periodic reporting

For MSCA-Cofund: When a financial statement is being signed, a specific clause is added to the confirmation pop-up: "The total remuneration costs for each researcher per month are equal to or higher than the amount set out in Article 15.1.1 (d)."

Project Monitoring

For Deliverables and Milestones tabs in the Sygma screens for individual review reports and the final review report the following changes have been implemented:
- Additional information is displayed to users on top of the page
- Filtering possibilities to help users focus only on Deliverables/Milestones due for the current Review:

- - If the Monitoring is linked to a Reporting Period: the filtering is done only for those due for the current Reporting Period and those still overdue from previous Reporting Periods;
  - If the Monitoring is not linked to a Reporting Period: the filtering is done for those due until the present date.
- Additional information is displayed to users in the Deliverables/Milestones assessment tables, particularly estimated delivery date and present acceptance status coming from Continuous Reporting, etc.
- The possibility to reset (erase) the assessment status/comment for a specific Deliverable or Milestone

- Errors and warnings appear more explicitly on impacted rows
- References to Deliverables are consistent between the error message and the displayed Deliverable reference

Grant Agreement Preparation

Model Grant Agreement (MGA) v 4.0 is now supported. On 27 February 2017, the Commission adopted the fourth, revised version of the HORIZON 2020 model grant agreement. The most important changes are:
- implementation of action tasks by international partners (see new art. 14a of Model Grant Agreement v.4.0):
  - A new tab, next to the Linked Third Party tab of Beneficiary Data, and a screen is created to allow entering the list of International Partners for a Beneficiary.
  - International Partners may only come from countries not eligible for funding.
  - There is no Financial Information screen for the International Partners tab, as International Partners may enter only total project Costs but are not eligible to receive funding. Instead, the project total costs are entered in the Partner Summary tab (at the bottom).
  - The International Partners are linked to the new Article 14a, for which there is also a new corresponding GA Option. This is managed automatically by the system (activated if there is even a single International Partner, de-activated else).
  - An International Partner of a Beneficiary cannot appear as a Beneficiary in the same project, neither as a Linked Third Party for the same Beneficiary.
- For CSA/RIA/IA: a distinction is being made between Partners (Beneficiaries and Linked Third Parties) eligible for funding but requesting zero funding and those that are not eligible for funding. Consequently:
  - in the first case, the "requesting zero funding" has to be flagged by the Partner or the Project Officer (PO)

- - in the second case, the "not eligible to receive funding" flag is automatically set (for Other Countries which receive Exceptional Funding (OCEF) and International Organisations (IOs)) and only the PO can deselect the check box

- - In both cases, the setting of the flag leads to the activation of Article 9 in the GA Options screen. In particular, this article is automatically activated for Partners not eligible for funding (typically partners from OCEF countries and international Organisations).
  - When the "requesting zero funding" check box is selected, a simplified Cost Breakdown table will appear allowing the editing only of the Total costs. In case the user had filled in the rest of the Cost Breakdown information, this will be wiped out, except for the Total Costs (as the Cost breakdown information is not displayed).

For more information on Grant Agreement Data Preparation screens, please click here.

Reporting and payment

MGA v 4.0 is now supported. Consequently the following changes have been implemented:
- For H2020 types of action where foreseen by MGA 4.0: : A new cost category, called "Costs of internally invoiced goods and services" has been implemented
  - for ongoing Reporting and Payments (REPAs)
  - for previous REPAs: via an adjustment
  - an additional line (h) has been included in the "Cost category" table of the financial statement - for more information on how to complete the general financial statement, please click here.
- For MSCAs: the PDF of the Financial Statement for MSCA-IF/ITN/RISE projects has been updated to reflect the changes introduced with MGA 4.0. More information on how to complete the Financial Statement for these Types of Action can be found here.

For Cofund-PCP/PPI: the Funds availability (called "Commitment on availability of resources" for Cofund-PCP/PPI) is now available. Beneficiaries have to provide 2 amounts: for the available funds and for the available in kind contribution (the latter only for Linked Third Parties). They also need to indicate which beneficiary will act as Lead Procurer. For more information about the reporting process for Cofund-PCP/PPI, please click here.
For ERC-ADG/COG/STG: the PDF document for the Use Of Resources will now be generated automatically when the Periodic Report is submitted. For more information on how to complete the financial statement for ERC-ADG/COG/STG, please click here.
Light revision of Periodic Reporting - the generated .pdf for the Technical Part contribution will include the following changes:
- The Gender questionnaire has been updated: now we also differentiate between female/male researchers and non-researchers in the workforce.
- The third question for the Summary for publication is now: "Progress beyond the state of the art, expected results until the end of the project and potential impacts (including the socio-economic impact and the wider societal implications of the project so far)"
- Science with and for Society questionnaire - users are referred to the H2020 Online manual to find out information on the responsible research and innovation (RRI) approach

Continuous reporting

The Gender questionnaire has been updated: now we also differentiate between female/male researchers and non-researchers in the workforce. For more information about completing the "Gender" data, please click here.
The third question for the Summary for publication is now: "Progress beyond the state of the art, expected results until the end of the project and potential impacts (including the socio-economic impact and the wider societal implications of the project so far)"

Formal Notifications

The Edit button for drafts of Formal Notifications is visible now.

Grant Agreement Termination - Consortium requested

MSCA-IF: a new rule has been added to check that the Fellowship End Date cannot be later than the Grant Agreement Termination Date.

General features

In case that there are new messages their number will be now displayed on the right hand side of the "Process communications" box.

General features

Bugfix

The issue with downloading files whose names contain special characters such as comma has been solved now: to download their documents, the users should use the button.

Reporting and payment

For ERC-ADG/COG/STG: the Use of Resources overview is now available in the Financial Statement. It is mostly the same as the standard H2020 one, except for:
- since ERC projects don't use Work Packages, they are not requested the Use of Resources details
- the Use of Resources for the two 'Direct Personnel Costs' category: instead of asking for the Person/Months per work package, it will ask for the Person/Months and costs per Staff Category
  The PDF of the Use of Resources is not generated yet, it will be ready in the next major release.
  For more information, please click here.
Use of Resources: a new rule is added to check at least a Person/Months detail is specified whenever Direct Personnel Costs are declared.
For Cosme-GA: two additional cost categories (their sum is presented under the Receipts cost category) have been included only for the Financial Statement submitted in the final reporting period:
- - Income generated by the action
  - Financial contributions given by third parties to the beneficiaries
Summary for publication tab: the checks on the validity of the website url has been improved.
The Deliverables screens in the Continuous and Periodic Reports now also display the description of each deliverable (will be mostly used for ethics, where ethics requirements have been automatically concerted into deliverables and still kept their name "requirement 1", so now this can be changed in a more appropriate name).

Beneficiary termination reporting

It is now possible to start working on a Termination Report and submit it regardless of the fact that a Periodic Report workflow for a previous Reporting Period is still ongoing (for more information about the workflow, please click here). If a Periodic Report is ongoing, a few limitations apply:
- the terminated beneficiary can't declare adjustments for previous periods: all adjustments will have to be declared in the ongoing Periodic Report
- since the previous Periodic Report has not been completed, it might not be possible to calculate whether the terminated beneficiary needs to upload the "Certificate for Financial Statements"; in these cases, the beneficiary will have the possibility to upload the CFS anyway
- the Project Officer will not be able to Approve the Termination Report until the Periodic Report workflow has been completed
  All the limitations are removed once the Periodic Report flow is completed.

Scientific reporting

For ERC-ADG/STG/COG: the interim scientific reports are now supported. These reports consist of:
- Summary for publication
- Deliverables
- Publications
- IPR
- Open Research Data
- Part B of the Scientific Report: narrative part to be uploaded as a PDF.
  For more information about the workflow please click here.

Continuous reporting

A new tab has been created, informing H2020 project applicants of their potential obligations regarding the EU Access and Benefit Sharing regulation (related to Nagoya protocol). For more information, please click here.
All H2020 projects (non-FPA) coordinators that start after the release date will automatically receive a Participant Portal Notification (PNS) informing them of their potential obligations, the way to assess it themselves and the way to satisfy their obligations.
Note: Ongoing projects will also be notified.
To help you scroll through projects with many deliverables, the header will now always be displayed at the top of the table.
The deliverables screens in the continuous and periodic reports now also display the description of each deliverable (the feature will be mostly used for ethics, where ethics requirements have been automatically concerted into deliverables and still kept their name "requirement 1", so now this can be changed in a more appropriate name).

General features

The Communication centre has been enhanced. For more information, please click here.
- Messages:
  - A subject and a body can now be defined for a message.
  - When typing a message, the number of characters used will be displayed with a maximum number of 4000 (when exceeded the message will not be able to be sent) and when the size of messages has been exceeded (same size is now set as in Sygma) an error will now be displayed
  - Messages and their replies can now be filtered by process and/or key word (in subject and body).
  - Messages now will have a "context":" Project" or "Process"
  - Message per user can now be highlighted
  - Users will now have access to messages based on their role defined in IAM/Secunda.
  - A draft message can now be saved.
  - The following things will now be possible: a reply to a message, uploading of several pdfs, addition of a title, increased number of characters
Formal Notification: Several attachments can now be uploaded and a "draft/template" formal notification is now available.
PNS: The PO will now also be notified in case of termination of a beneficiary

Continuous reporting

The EU Access and Benefit Sharing (ABS) regulation (related to Nagoya protocol) is now supported. For more information, please click here. All H2020 projects (non-FPA) coordinators that start after the release date will automatically receive a PNS informing them of their potential obligations, the way to assess it themselves and the way to satisfy their obligations. Note: Ongoing projects will also be notified.

Scientific reporting (RESC)

For ERC-ADG/STG/COG: the interim scientific reports are now supported. For more information about the workflow, please click here.

Reporting and Payment

Bugfixes

The issue with downloading the Deliverables having special characters (";", ",", "?", "#", "%") in the Title has been fixed now.

Amendments

For COSME SGAE: amendments are now supported. More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Reporting and payments

For COSME-SGAE, HP-SGA-PJ: Continuous Reporting is enabled. For more information on which tabs and types of action are supported for Continuous Reporting, please click here.
For MSCA-IF: 'Summary of the Use of Resources' document is now generated with the Periodic Report.

Reporting and Payment

Bugfixes

An issue that prevented users from 'locking for review' the technical part of a Periodic Report when the Summary for Publication included images and no description was provided has been fixed now.
An issue that prevented some beneficiaries of FP7 projects from being able to revise their Financial Statement after the Periodic Report was rejected back to Consortium has been resolved.

Reporting and Payment

Some issues with the Secondments table in the Researcher Data document of the Periodic Report have been fixed now:
- the column 'Secondment Cost for the Reporting Period' will include only the cost of the secondment for the duration within the reporting period.
- the columns 'Sending Country Group' and 'Secondment Country Group' will be filled in with the correct country group.

Amendments

For JUST: amendments are now supported. More information on available types for consortium requested amendments you can find here. The available types for EU Services initiated amendments can be found here.

Grant Agreement Preparation

New feature

For ERC calls with two-step evaluation procedures involving interviews:
- At the end of the first step of the evaluation, successful candidates will receive a second communication on the outcome of the evaluation as follows:
  - a PNS is sent to all concerned beneficiaries to inform them that a communication on the details of the 2^nd step of the evaluation (interview) awaits them in the Participant Portal, My Area > My Proposal(s). To access it, they will need to click the Follow-up (FO) button, authenticate using their EU Login credentials.
  - a task is created under the Proposal Management and Grant Agreement Preparation process box in PPGMS and asks successful candidates to click the Confirm button and thus acknowledge the receipt of the communication.
    Please note that only the Principal Investigator (PI) can confirm. The representatives of the Host Institution receive the PNS and the task for their information only and can only view and download the documents.

Reporting and payment

For Adjustment Financial Statements, the Use of Resources for Direct Personnel Costs now allows to declare negative Person/Months.

Amendments

Amendment Type AT36 - Change concerning specific cost categories (specific unit costs) is supported for amendments for H2020 grants. For more information on how to prepare an amendment, please click here.

Reporting and payment

For MSCA-ITN: the milestones questionnaire has been added. For more information on which tabs are available per type of action, please click here.

Grant Agreement Preparation

Bugfix

- For ISFP, AMIF, JUST-DRUGS: The default reporting option has been fixed now: one reporting period and no interim payments regardless project duration.

Grant Agreement Preparation

The Justice Programme - Drugs Policy Initiatives under DG HOME is now supported.

Amendments

For EJP-COFUND: Amendment type "AT91 - Change concerning equipment costs" is now supported. If GA option 6.2.D.2 is added or removed, the amendment AT91 will be automatically checked. For more information on how to prepare the amendment, please click here.

Reporting and payment

For COSME-GAE: Periodic Reporting is now available. For an overview of all available types of action for periodic reporting, please click here.
For MSCA-ITN: The Network-Wide Training Activities table is now printed as part of the Technical Part of the Periodic Report (when the Technical Part is locked for review). For more information on completing the table, please click here.
For ERC-POC projects: the "Attachments" section has been removed from the Financial Statement screen. For more information on how to complete the financial statement, please click here.

The Financial Statement screen before:

The Financial Statement screen now:

For COSME-EEN-SGA: Links to a "Financial Statements Summary" pop-up and to a "Use of Resources summary" pop-up will be displayed in the Financial Statements page of the Periodic Report. Also, a Use of Resources link has been added for each cost category and for the summary in the Financial Statement page. The Use of Resources document will be automatically generated when the Coordinator submits the Periodic Report. For more information on how to complete your financial statement, please click here.
For H2020-EEN-SGA: Links to a "Financial Statements Summary" pop-up and to a "Use of Resources summary" pop-up will be displayed in the Financial Statements page of the Periodic Report. For more information on how to complete your financial statement, please click here.
From April 2017 on, all H2020 deliverables flagged with the dissemination level 'PUBLIC' will be published in Corda. A warning message will be now displayed when a public deliverable is submitted to makes users aware that, once approved by the Project Officer, the deliverable will be sent to Cordis for publication. For more information on how to complete the Deliverables tab, please click here.
For MSCA-RISE projects: the maximum cumulative length of all secondment periods for one researcher (12 months) is now checked for each researcher when the Financial Statement is being locked for review (in addition to when a new Researcher Declaration is submitted). If the 12 month period is exceeded, then an error will be displayed for all researcher declarations already submitted by the affected researcher. In that case, the duration of secondment periods will need to be changed so that, in total, it would not exceed the maximum of 12 months. For more information on how to complete the Researcher Declaration tab, please click here.

Participant Notification System (PNS) messages

Each PNS will now include a direct link to the Participant Portal:
- to My Projects for project(s)
- to My Proposals for proposal(s)
Each time an action is completed in the Project Monitoring Process, a PNS will be sent to inform the Project Officer.

Task details

For open tasks, a progress status will be now displayed when clicking on the task:

Attachments

All types of attachments can be uploaded now (.pdf, .zip, .doc, .docx, .rtf, .csv, .xml, 7z, .gif, .jpg, .jpeg, .png, .odt). The max file size is: 50MB. Changes are applied when:
- uploading documents as attachments in tasks
- uploading documents as attachments together with a message
- uploading documents as attachments to support GAP termination
- uploading documents as attachments when sending a Formal Notification.

Declaration of Honour

An explanation and a disclaimer has been added to the "sign Declaration of Honour" task and to the help button

Static text inside the sign DoH task:

The signature of the Declaration of Honour (DoH) is a prerequisite for signing the Grant Agreement.
The DoH must be signed electronically by the beneficiary's Project Legal Signatory (PLSIGN).
For more details and requirements please consult the corresponding section of the H2020 Online Manual.

Text of the help button:
The Legal Signatories (LSIGNs) are persons who are authorised, on behalf of their organisation (i.e. the participating beneficiary), to sign the Declaration of Honour (DoH), the Accession Form to the Grant Agreement and later the amendment of the Grant Agreement (if applicable).
The LSIGN role can be assigned by the Legal Entity Appointed Representative (LEAR) (or an Account Administrator) of the organisation to as many persons in the organisation as necessary. The assignment of the LSIGN role is not sufficient: the role must be linked to a particular project (and thus becoming a Project Legal Signatory or PLSIGN for that project).
Linking of the LSIGN to a project may be done by the Coordinator Contacts (CoCo) or Participant Contacts (PaCos).
After assigning and linking the PLSIGNs, they will be notified when a legal document (e.g. Declaration of Honour, Grant Agreement or amendment) is due for signature.
A detailed explanation about the various roles in the Grant Management Services is available in the H2020 Online Manual.
An overview of the Grant Agreement signature process is described in the corresponding section of the H2020 Online Manual.

Reporting composition panel

The reporting composition panel has been enhanced with:
- the possibility to filter on status (draft, available, included);
- alert messages are now displayed outside the reporting composition panel pop-up.

Reporting and payment

Bugfix

For MSCA-COFUND: A beneficiary which is not the Recruitment Organisation can now edit and submit the Researcher Declaration.

Reporting and payment

Bugfix

For MSCA-ITN/RISE: the change of the start date for a beneficiary due to a Universal Takeover could result in the calculation of incorrect values in the financial statement. This has been now fixed.

Amendments

New features

Termination of a partner (AT2) is now supported for COSME-FPAE, CONS-FPA and CONS-SGA amendments. For more information about how to prepare an amendment, please click here. For more information about supported types of action, please click here.
Amendments are now available for Shift2Rail JU.

Reporting and payment

Bugfix

For Shift2Rail: the "Use of resources" has been now enabled in the Actions column of the Financial Statement. For more information on how to complete your Financial Statement, please click here.

Reporting and payment

Bugfix

For MSCA-IF: The data in the 'Number of units' detail pop-up have been fixed to correctly take into account the Fellowship End Date.

Grant Agreement Preparation

The HOME programme "Asylum, Migration and Integration Fund" (AMIF) is now supported.
For HOME and JUST programmes: Currently, the indirect cost rate is calculated based on the encoded indirect costs (IC).
It was requested to change this approach. In general, editing the IC will be possible only during submission (In SEP) while in case of GAP it should be calculated (therefore not editable) based on the indirect cost rate (ICR) determined during submission.

Reporting and payment

For MSCA-ITN: periodic reporting is now supported:
- A new template for the financial statement is used: read-only (except for the operating grants part) because the costs will be automatically generated based on the "duration in person months" (this is a new column) in the researcher declaration. When the technical part of a periodic report is completed, a .pdf containing the Recruitments table will be generated as part of the Periodic Report document. For each researcher linked to Researcher Declarations affecting the Financial Statement, the total duration of the Recruitment cannot exceed 36 months.
For MSCA-RISE: periodic reporting is now supported:
- A new template for the financial statement is used: read-only (except for the operating grants part) because the costs will be automatically generated based on the duration (in person months) in the researcher declaration. When the technical part of a periodic report is completed, a .pdf containing the secondments table will be generated as part of the Periodic Report document.
The ToA H2020-EEN-SGA is now supported: periodic reporting and support for the financial statement.
The ToA COSME-EEN-SGA is now supported: periodic reporting and support for the financial statement.
For MSCA-ITN: the Network-wide training activities is now available. Please click here for more information.
The Open Data questionnaire is available for all standard H2020 projects:
- - CSA/RIA/IA
  - CSA-LS
  - BBI-CSA/IA-DEMO/IA-FLAG/RIA
  - COFUND-EJP/PCP/PPI
  - CS2-CSA/IA/RIA
  - ECSEL-IA/RIA
  - ERA-NET-COFUND
  - PPI
  - SESAR-CSA/IA/RIA
  - SGA-CSA/RIA
  - SME-1/2
  - Shift2Rail-CSA/IA/RIA

For more information, please click here. The tab should be displayed when Article 29.3 is checked (similar implementation to the one for Infrastructures, where we checked article 16.1).

For Shift2Rail: periodic reporting is now supported:
- Financial statement:
  - A "Total project costs including IKOP" cost category has been added - please note that this will not be part of the printed Financial Statement, because the cost category is not part of the Annex 4 in the Model Grant Agreement. This cost therefore doesn't affect any other costs.
  - The "IKOP certificate" can be uploaded

Beneficiary termination reporting

For MSCA-ITN: The researcher declaration has an extra column "duration in person months" and an extra table "Project secondment periods". Based on this duration the financial statement will be automatically generated (read-only, except for the operating grants part). For each researcher linked to Researcher Declarations affecting the financial statement, the total duration of the recruitment cannot exceed 36 months.
For MSCA-RISE: The researcher declaration has an extra column "duration in person months". Based on this duration the financial statement will be automatically generated (read-only, except for the operating grants part).
For MSCA-ITN: the Network-wide training activities is available now. Please click here for more information.
The ToA H2020-EEN-SGA is now supported: periodic reporting and support for the financial statement.
The ToA COSME-EEN-SGA is now supported: periodic reporting and support for the financial statement.
The Open Data questionnaire is available for all standard H2020 projects:
- - - CSA/RIA/IA
    - CSA-LS
    - BBI-CSA/IA-DEMO/IA-FLAG/RIA
    - COFUND-EJP/PCP/PPI
    - CS2-CSA/IA/RIA
    - ECSEL-IA/RIA
    - ERA-NET-COFUND
    - PPI
    - SESAR-CSA/IA/RIA
    - SGA-CSA/RIA
    - SME-1/2
    - Shift2Rail-CSA/IA/RIA

For more information, please click here. The tab should be displayed when Article 29.3 is checked (similar implementation to the one for Infrastructures, where we checked article 16.1).

Grant Agreement Termination

For MSCA-IF: the fellowship end date (Fellowship End Date: additional date used for the calculation of financial statements) and a warning has been added: "Attention!! The fellowship end date will be used for the automatic calculation of the number of units for the financial statements. Please make sure it corresponds to the real end date of the researcher activities (i.e. actually implemented person-months). If there is a problem, please contact us." User requesting the termination should provide additionally the Fellowship End Date. This is the real end date of the researcher activities and it will be used for the automatic calculation of the number of units for the financial statements. Please click here for more information on the Grant Agreement termination process.

The type of action HP FPA-PJ is now also supported.
The type of action MSCA-Cofund is now also supported for Model Grant Agreement V3.0.

Continuous reporting

For the Chafea programme "Promotion of agricultural products (AGRIP)" - Type of action AGRI-MULTI:
- the continuous reporting is now supported: the tabs critical risks and deliverables are available.

Beneficiary Termination Reporting

The labels used for the "Beneficiary termination reporting" process and tasks have been updated to reflect correctly the termination process.

Reporting and payment

The 'Family' and 'Contract' questions from MSCA-RISE Researcher declarations have been removed because they are not applicable. For the same reason, the possibility of defining 'part-time' secondment periods has been also removed.

Amendments

Text of amendment type AT2 FPA/SGA - Removal of a partner whose participation was terminated (for other reasons) is updated to the latest version.

Continuous Reporting

For Researcher Declarations: the cumulative length of the periods across all the declarations for a given researcher is now no longer allowed to exceed 36 months.
For MSCA-ITN, MSCA-COFUND, MSCA-RISE type of actions: The Summary for Publication and Milestones screens are now available.

Project Monitoring

The project monitoring review process for the consortium and for the experts is now available. Please click here for more information.

Partner Termination Reporting

The partner termination reporting for the consortium is now available in the Grant Management Services in the Participant Portal for all H2020 types of action (except for CSA-LS, ERANET-COFUND, COFUND-PCP/PPI, MSCA-IF/GF, SME1, ERC-LVG). Please click here for more information.

Grant Agreement Preparation

The HOME ISF-P program is supported now.
The REC program is supported now.

Amendments

EASME H2020 EEN-SGA: migration to the new MGA v.2.0 of (2016) is supported.
Management of "Infrastructure Transnational / Virtual Access Provisions" in amendments: modifications to the installations (add new, remove or update existing installations) are now supported.
Amendment type "AT7a- Change concerning the participation with or without EU funding": a specific start date (or end date) where the beneficiary has become ineligible (or eligible) for funding can now be specified.
Amendment type "AT53 - Change of annex 3b (administrative arrangement for JRC)" is now supported.
MSCA-IF part-time suspension: a part-time item can now be replaced by one or more other items.

Reporting and Payment

Periodic Reporting

- Marie-Curie Researcher Declaration: when submitting a Researcher Declaration, the user must now confirm that the Recruitment/Secondment fulfils the eligibility criteria.
- The tab name for "Report Core" has been updated to "Tech. Report (Part B)" for the following work programmes: H2020, 3rd Health Programme, CONS and COSME. The change is not applicable for ERC-POC and FP7.
- For MSCA-IF: the Cover Page of the Periodic Report will now include information about the Researcher's Supervisor, if any was provided.
- Fixed an issue that allowed multiple work packages to be specified for a single 'Person-Months per work package' detail line of the use of resources for Personnel Costs categories.

Continuous Reporting

- For MSCA-IF:
  - the user can now change the Hosting Organisation of a Secondment (when more than one organisation is available)
  - when creating a new Secondment, if there is only one organisation available, the organisation will be automatically selected as the Hosting Organisation

Project monitoring for consortium and for experts

The project monitoring process for the consortium and for the experts is now available for all H2020 types of action (except for ERC-ADG, ERC-COG, ERC-LVG, ERC-POC, ERC-STG and FPA): Please click here for more information.

Partner termination reporting

The partner termination reporting is now available for all H2020 types of action (except for CSA-LS, ERANET-COFUND, COFUND-PCP/PPI, MSCA-IF/GF, SME1, ERC-LVG). Please click here for more information.

General

The display of the Process Specific Documents has been enhanced:
- you can expand/collapse the list now
- the documents are listed per type

The display of the Documents Library has been enhanced in the same way:
- you can expand/collapse the list now
- the documents are listed per type

Reporting and Payment

Bugfix

For MCSA-ITN: all Researcher Declarations for the same researcher must now have the same 'Family charges' value. For more information about the Researcher Declaration, please click here.

Reporting and Payment

For MSCA-IF: an issue occurring when the user tried to change the Destination Organisation in a Researcher Declaration has now been fixed.
An issue about automatically changing the Sending organisation in the Researcher Declaration when the form is opened in read-only mode has now been fixed.
For MSCA-ITN, RISE, COFUND: an issue preventing users from changing the hosting country in the Researcher Declaration has now been fixed.
An issue that could result in an obsolete Coordinator Contact to appear as the recipient of the Payment Letters in the generated pdfs has now been fixed.
An issue that allowed users to add non-contiguous recruitment periods in the Researcher Declaration for MSCA-ITN projects has now been fixed.

Reporting and payment

The periodic report for CoFund-PCP/PPI has been activated. Please click here for more information.

Amendments

New feature

The system supports the change of pre-financing for JRC: in general, if there is a change of pre-financing in a multi-beneficiary project and JRC is one of the active beneficiaries, then JRC prefinancing changes as well. For these cases, an extra paragraph will be printed in the amendment type "AT38 - Change of pre-financing" with the change of JRC pre-financing and a change of administrative arrangement will be needed.

Amendments

The following amendment types are enabled for COSME-FPAE (Erasmus): For a complete overview of all amendment types available per type of action, click here.
- AT3 - Addition of a new partner
- AT4 - Change of beneficiary due to partial takeover
- AT6 - Addition of an affiliated entity
- AT8 - Change of coordinator
- AT11 - Change of the partnership’s acronym
- AT12 - Change of Annex 1 (action plan/implementation strategy
Amendment type "AT49 - Change concerning trans-national/virtual access to research infrastructure" is now supported for H2020. Please click here for more information.

Grant Agreement Preparation

Bug fix

Before "only beneficiaries or third parties established in an OCEF country" (OCEF=Other Countries which get Exceptional Funding) were entitled to participate as 'not receiving EU funding'. Now, also "International Organisations (IOs) of non-EU interest" are entitled to participate as 'not receiving EU funding'. Treat International Organisations (IOs) of non-EU interest same way as OCEF countries for 'not receiving EU funding' flag.
Some documents appearing to applicants in the Ethics tab of the Grant Agreement Data preparation screens were not accessible. Now any document appearing to applicants in that location can be downloaded.

Amendments

Bug fix

Before "only beneficiaries or third parties established in an OCEF country" (OCEF=Other Countries which get Exceptional Funding) were entitled to participate as 'not receiving EU funding'. Now, also "International Organisations (IOs) of non-EU interest" are entitled to participate as 'not receiving EU funding'. Treat International Organisations (IOs) of non-EU interest same way as OCEF countries for 'not receiving EU funding' flag.

Reporting and Payment

Bug fix

Payment initialisation failed in some cases. This has been fixed now.

Reporting and payment

Bug fix

In the Transnational installations table, under the Infrastructure tab, the data for Third Parties are missing. This has been fixed now.

Grant Agreement Preparation and Amendments

Bug fix

The Project Officer can now deselect the "Participates as 'not receiving EU funding' check box for beneficiaries or third linked parties established in an OCEF country (OECF = Other Countries which get Exceptional Funding). For more information about the latest system changes concerning participation as 'not receiving EU funding' please check the communication notes released on 22.09.2016.

Amendments

New feature

Addition of linked third parties is allowed on amendments after the end date of the project or after the termination date of the project.

Grant Agreement Preparation

The website of a consortium can now also be displayed in the legal information tab, providing this information is available in the Participant Database Management tool (PDM).

The AGRIP program is now also supported.
In the Beneficiary/Third party Financial Information screen, the field "No Contribution Requested?" is now called "Participates as 'not receiving EU funding' and it is a check box.
It has been clarified who is entitled to participate as 'not receiving EU funding':
- Only beneficiaries or third parties established in an OCEF country (OECF = Other Countries which get Exceptional Funding) are entitled to participate as 'not receiving EU funding'; the system will automatically preselect the check box for those participants. Exceptionally, those participants might be entitled to receive EU funding; in this case, the project officer of the project should agree and only him is allowed to deselect the check box.
- Beneficiaries/linked third parties not receiving EU funding participate in the action but will NOT receive any EU funding. For such beneficiaries the tasks should be described in Annex 1 and the estimated costs should be mentioned in the separate column in Annex 2. These costs will however not be reimbursed or taken into account for the calculation of the grant.

Attention!! Unlike before, participants NOT established in an OCEF country (e.g. Member State or Associated country) are NOT entitled to participate as 'not receiving EU funding'. There is NO exceptional handling of this rule. However, they can request ZERO max. grant amount; the system does not block it anymore.

Transitional period:

In case that the check box is selected on 22.09.2016, there will be an error message similar to the following:

"The beneficiary belongs to a Member State and therefore it should NOT participate as 'beneficiary not receiving EU funding', however, its max. grant amount could be zero."

In this case, the project officer should deselect the check box for that beneficiary/third party. The possibility to deselect the checkbox will be made available in the near future.

Amendments

The amendment type "AT7b - FPA/SGA: Changes concerning the participation with or without action tasks" is enabled. For more information about this amendment type, please click here.
The amendment type "AT28 - Change of the participation in the Research Data Pilot" is enabled. This amendment type is used to change GA option of Article 29.3. For more information about this amendment type, please click here.
The FPA/SGA specificities including connected amendments have been implemented. Amendments always need to be done one by one (i.e. grant agreement per grant agreement, amendments in bulk are not possible). Some FPA amendment types (AT3, AT4, AT6 and AT8) however are automatically connected with certain changes in the SGAs (‘connected amendments’). For example:
- addition of a new beneficiary to the FPA: as soon as the FPA amendment is signed by both parties, the system automatically issues a "connected amendment" and the beneficiary will also be added (as 'inactive') to all signed SGAs connected to the FPA.
- addition of a linked third party;
  - Please note that the following still needs to be done manually: the activation of the new beneficiary/third party and the update of their financial contribution in each SGA.
MSCA-IF projects: the system supports the change of Partner Organisation responsible for the outgoing phase. A wizard helps the user to specify the new partner organisation that replaces the existing one in the GA. This modification leads to a change of Annex 1 of the Grant Agreement. For more information about this change, please click here.

The website of a consortium can now also be displayed in the legal information tab, providing this information is available in the Participant Database Management tool (PDM).

In the Beneficiary/Third party Financial Information screen, the field "No Contribution Requested?" is now called "Participates as 'not receiving EU funding' and it is a check box.
It has been clarified who is entitled to participate as 'not receiving EU funding':
- Only beneficiaries or third parties established in an OCEF country (OECF = Other Countries which get Exceptional Funding) are entitled to participate as 'not receiving EU funding'; the system will automatically preselect the check box for those participants. Exceptionally, those participants might be entitled to receive EU funding; in this case, the project officer of the project should agree and only him is allowed to deselect the check box.
- Beneficiaries/linked third parties not receiving EU funding participate in the action but will NOT receive any EU funding. For such beneficiaries the tasks should be described in Annex 1 and the estimated costs should be mentioned in the separate column in Annex 2. These costs will however not be reimbursed or taken into account for the calculation of the grant.

Attention!! Unlike before, participants NOT established in an OCEF country (e.g. Member State or Associated country) are NOT entitled to participate as 'not receiving EU funding'. There is NO exceptional handling of this rule. However, they can request ZERO max. grant amount; the system does not block it anymore.

Transitional period:

In case that the check box is selected on 22.09.2016, there will be an error message similar to the following:

"The beneficiary belongs to a Member State and therefore it should NOT participate as 'beneficiary not receiving EU funding', however, its max. grant amount could be zero."

In this case, the project officer should deselect the check box for that beneficiary/third party. The possibility to deselect the checkbox will be made available in the near future.

Reporting and Payment

Continuous and periodic reporting

Questionnaires

The "Science with and for society" questionnaire is now available in the Continuous and Periodic Report for the relevant projects. For more information, click here.
The "Infrastructures" questionnaire is now available in the Continuous and Periodic Report for the relevant projects. Please click here for more information.

The Secondments screen is now available for MSCA-IF projects. Through this screen it will be possible to manage the secondments related to the project. Please click here for more information.
The researcher's Supervisor data can be managed from the Secondments screen. Please click here for more information.

A few improvements have been made to the "Publications" questionnaire:
- - The 'repository link' field is now mandatory for peer reviewed publications
  - Some of the field labels have been improved and tooltips have been added to clarify the expected content of the fields "Is this a joint public/private publication", "Link to the publication" and "Repository Link"
  - A new field 'Link to the publication' has been added to specify a web links for publications without a DOI

For more information, click here.

Several changes to the "Gender" questionnaire have been implemented:
- If a Universal Transfer of Rights and Obligations (UTRO) happens, the old beneficiary will not be listed anymore; the new beneficiary will be present instead. If any male/female staff numbers had been declared for the old beneficiary, those numbers will be transferred to the new one automatically.
- If a beneficiary is terminated from the project because it hasn't provided an accession form, it will be removed from the list.

For more information, click here.

Bugfix: The check on the SME Impact questionnaire has been fixed so that the date for an 'Accounting period' survey must always be later than the the date for a 'Beginning of the Project' survey. For more information on the questionnaire, please click here.

Continuous reporting

Deliverables

For MSCA-IF projects (EF and GF), the "estimated delivery date" for the deliverable is recalculated in case of suspensions (part-time or full-time) during the reporting period: the time of suspension is taken into account and as a result the "estimated delivery date" is moved to the future accordingly.

Periodic reporting

Report core

The tab "Report Core" will now be added for new ERC-ADG/STG/COG projects in stead of the "management of the action" tab. The user will be able to upload the report core and/or the workforce table. Already existing projects will still display the "management of the action" tab.

Financial statements

By clicking on the Number of Units (person months) in the Financial Statement for MSCA-IF, a pop-up window now opens and displays details of how that number is calculated based on the suspension periods.

CFS certificate

If the max grant amount is lower than the eligible contribution ceiling, a CFS doesn't need to be provided, independent of how much contribution have been requested.

Grant Agreement Preparation

Each time a Grant Agreement is signed by the consortium, an automatic email will now be sent to the EU officers involved (Project Officer, back-up Project Officer, Financial Officers and Legal Officers, on the condition that they have been assigned in SyGMa).

Amendments

Each time an amendment is signed by the consortium, an automatic email will now be sent to the EU officers involved (Project Officer, back-up Project Officer, Financial Officers and Legal Officers, on the condition that they have been assigned in SyGMa).

Bug fix

Reporting and Payment

Several labels for the SME Impact questionnaire have been changed. For more information on the SME Impact questionnaire, please click here.

The termination of the Grant Agreement is supported now. For more information, please click here.

Bug fixes

Grant Agreement Preparation

The total costs in the summary screen for MSCA-RISE projects was wrongly calculated when there was a partner organisation not receiving funding. This has been corrected.

FP7 Reporting and Payment

For FP7 reporting only, the financial statement screen for the beneficiary is again available.

Evaluation Result Letter

The fields "WP Year" or "WP Decision" are now mandatory for proposals under rejection or under termination.

Grant Agreement Preparation

New Model Grant Agreements (MGAs)

In the GA Information screen, we will display the legal name and version of the model grant agreement used by the project.

When the project is signed, we will also display the GA's entry into force date in the Project Summary screen.

GA options

When a project has the new Topic metadata "cascade prizes possible", then GA option art 15.2 is automatically selected.
In the Amendment Information page and GA options page, there will be a possibility to preview the options (click on an icon).
An update has been applied on the applicable law for international organisations (art 57.1): there will be more options for the beneficiaries being International Organisations to select the applicable law for article 57.1. This will be applied for the projects to be signed with H2020 MGA 3.0 or non-H2020 MGA v2.0.

Partner summary and LFV partner screen

The partner summary and LFV partner screen have been updated: it now also shows the "profit" and "non LRI" (non-large research infrastructure) status.

Amendments

Amendment types

The amendment type "AT39 - Change of the amount of the pre-financing guarantee" is now supported for non-H2020 amendments.
GA options
When a project has the new Topic metadata "cascade prizes possible", then GA option art 15.2 is automatically selected.
In the Amendment Information page and GA options page, there will be a possibility to preview the options (click on an icon).

An update has been applied on the applicable law for international organisations (art 57.1): there will be more options for the beneficiaries being International Organisations to select the applicable law for article 57.1. This will be applied for the projects to be signed with H2020 MGA 3.0 or non-H2020 MGA v2.0.

Partner summary and LFV partner screen

The partner summary and LFV partner screen have been updated: it now also shows the "profit" and "non LRI" (non-large research infrastructure) status.

Ethics

It is now possible to modify the Lead Beneficiary and Dissemination Level for Ethics Deliverables during the Grant Preparation also for Types of Actions that have exclusively Ethics Deliverables (e.g. Types of Action). This functionality is already available for all other Types of Actions.

Reporting and Payment

Continuous Reporting

The SME Impact questionnaire is available now. The questionnaire covers section 7 of the H2020 Periodic Report Template and is only available for projects in which an SME is a beneficiary. Please click here for more information.
The Energy questionnaire is available now. The questionnaire covers section 11 of the H2020 Periodic Report Template and is only available for projects under Societal Challenge 'Secure, Clean and Efficient Energy' under specific calls. The answers to the Energy questionnaire, where relevant, will be included in the Periodic Report's 'Questionnaire' PDF document.Please click here for more information.
The Innovation questionnaire is available now. The questionnaire covers section 6.4 of the H2020 Periodic Report Template and is only available for LEIT, Societal Challenges and Innovation in SMEs projects. The answers to the 'Innovation' questionnaire, where relevant, will be included in the Periodic Report's 'Questionnaire' PDF document. Please click here for more information.
The answers to the Publications' questionnaire, where relevant, will be included in the Periodic Report's 'Questionnaire' PDF document. Please click here for more information.

Periodic reporting: Types of action supported

For CHAFEA projects, the reimbursement rate for the project is now displayed in the Financial Statement screen.

Bug fix

The sorting of milestones is now also possible per delivery date, 'Achieved' flag and Comments (a sorter is now displayed in these columns).

Ethics

New feature

Before a final Opinion is encoded by Ethics experts in the Ethics evaluation process, at times, additional information may be requested from the applicant.
- In view of this requirement, the "Additional information needed" option needs to be selected by the expert. When selected, a task is created for the Consortium to upload attachments and the Consortium is notified via PNS system. The "Applicant Request for Information" document, containing additional information regarding the request, is made available to the Consortium.

- The Consortium or its representative has to upload the requested information in Grant Management application in the Participant Portal.

- Both documents, "Applicant Request for Information" and "Applicant Response for Information", will be visible under the Process specific documents.

- After the document is uploaded, the Complete button needs to be pressed.

- This process may be repeated, until the Consortium provides complete information to the Ethics experts.

Reporting and payment

Improvements

- The users will be able to see in the Periodic Report Composition pop-up how many report elements are included in the Periodic Report, without expanding the documents folder.

Example:

(0/2) - 0 report elements have been included in the Periodic Report from a total of 2

(3/3) - 3 report elements have been included in the Periodic Report from a total of 3

All reporting elements are ordered based on the beneficiary order defined in the project.

Reporting and Payment

The 'Repository link' in the Publications questionnaire is now editable for publications imported through OpenAIRE.

Amendments

For MSCA action amendments:"Professional reason" is now available as reason for full time suspension.

Amendments

During an amendment, to change the Host Institution for an ERC grant, it is now possible to update the country of residence.

ERL batch

The deadline for redress is not mandatory anymore for rejection of proposals that were in a reserve list.

Reporting and payment

The periodic report for the type of action HP-PC and HP-PJ is now supported.

Grant Agreement Preparation

New features
- A new drag & drop icon has been added in each relevant screen. Please click here for more information. An issue with the drag and drop feature when clicking on the title has also been resolved.
Bugfixes
- The warning 'Eligibility Criteria not satisfied. There should be at least 3 independent legal entities, each of which is established in a different Member State (MS) or Associated Country (AC) or Overseas Countries and Territories (OCT)' was also displayed when the consortium was respecting the eligible criteria.This has been corrected now.

Amendments

New features

- A new drag & drop icon has been added in each relevant screen. Please click here for more information. An issue with the drag and drop feature when clicking on the title has also been resolved.
Bugfixes
- The 'Add Infrastructure/Installation' link in the Infrastructures screen was not working, this has been corrected.
- The signature of an amendment with a termination date of a partner beyond the end date of the project no longer creates an error.

Reporting and Payment

The due date of the deliverables is now correctly calculated.
An issue where the periodic report could not be submitted because of the following message: "You are blocked due to an exception "Manual intervention required for periodic reporting session with id: XXXXXX due to duplicate partners" has now been solved.

Grant Agreement Preparation

For each different stage of a project, a different document section has been added.

Reporting and Payment

Beneficiaries having third parties will now receive the notification about reporting preparation just once.

Amendments

The supported types have been updated:
- Modifications of "Change of the action's estimated eligible costs" to support for correction of Art 5 regarding the total eligible costs. The beneficiaries and third parties which haven't requested EU contribution are now correctly excluded from the total eligible costs of the project in the Grant Agreement (art 5.2) and the total eligible costs of the beneficiary in the Annex 2:
  - Project summary screen now contains an extra field "Total costs (the sum of the partners excluding those who haven't requested EU contribution)"
  - Partner summary field now contains an extra field "Partner costs (the sum of the partners excluding those who haven't requested EU contribution)"
  - please note a separate communication will be done to POs of the signed projects that are impacted. For the affected projects, whenever an amendment session would be opened in the future, the modification of the action's total eligible costs will be automatically detected. It will be considered, as well as the corresponding modification of Annex 2 -the overall budget table-, together with the rest of changes under the amendment. As this modification does not affect the maximum grant amount, there is no real urgency to have the corrected calculation reflected in your grant(s) and you can wait till other changes would be needed and requested later on. If no amendment would be launched in the future, you will receive a reminder about the need to correct this amount before the end date of the project.
- The amendment type "Change of PI data" is now available for ERC.
- Partial takeover (Change of beneficiary due to partial takeover) is available now.

An additional field for the termination of a beneficiary has been added: an indicative date up to which the beneficiary can incur costs. On ongoing amendments where there is a beneficiary termination defined and the amendment is not submitted yet, it will be set by default "The effective date of beneficiary termination". The default value could be modified by the user.
In the amendment information tab, the preview button is now showing the list of beneficiaries affected by the amendment type.

Reporting and Payment process

The type of action ERA-NET-Cofund and CSA-LS is now also supported:
- the consortium will be able to submit their periodic report
  - for the first and interim periods:
    - only the technical part (different types of deliverables: ranking list, observer report, joint selection)
    - no financial statements are required NEW
    - request for pre-financing is required (follows the same process as the financial part) NEW
    - commitment on availability of funds is required (follows the same process as the financial part) NEW
  - for the final periods:
    - technical and financial part is required
- the Project Officer will be able to assess the submitted Periodic Report (verify the pre-financing to be paid)
- Currently there is no Compass workflow available, so no automatic invoices or payment requests
- Please click here for more information.

The Dissemination and Communications Activities Questionnaire is available now:

Updates to the Deliverables due date:
- deliverables not submitted yet before the due date, have a status in red
- deliverables submitted after the due date, have a warning icon displayed next to the receipt date

Continuous reporting process

The Progress Report for the deliverables can now be downloaded.
From the Deliverables screen for MSCA-ITN and MSCA-RISE projects, a new line has been added above the Deliverables table with the a label and a link to 'Download template'. This option will allow to download the template for the Progress Report.
The templates are different depending on whether it is a MSCA-RISE or a MSCA-ITN project.

General feature

The download of an attachment sent by the coordinators to the project officer was failing, this has been corrected.

Grant Agreement Preparation

The process time-line was not always shown as completed when completed. This has been corrected.

Reporting And Payment Process

For finished FP7 projects, a link to the Final Report is displayed now.

When a deliverable was uploaded, the message in the communication log was wrong, it said it was submitted by the EU instead of the consortium. This has been corrected.

Continuous reporting process

The publication tab was not accessible for ERC projects. This has been corrected now.

Amendments process

In an ERC amendment the Grant agreement option "The principal beneficiary is hosting and engaging the principal investigator" is now also selectable.

Reporting and payments process

The financial statements of a beneficiary to which a Universal Transfer of Right and Obligations (UTRO) was applied, weren't accessible. This has been corrected now.

Grant Agreement Preparation

The General Information tab was not opening in the proposal session. This has been corrected.

Amendments

An error message was shown when opening the General Information tab in a MSCA-IF-EF amendment. This has been corrected.
The button to add a Partner Organisation during an amendment for a MSCA-IF-GF project was missing from the screen. This has been corrected.

Grant Agreement Preparation

Error message not any more shown, when user does not enter any value for Full-time Postgraduate Research Experience column, in the Researcher Background screen.

Continuous reporting process

The start date of the continuous reporting process, as shown in the "process specific communications", was wrong for projects with a start date in the future. This has been corrected.

Amendments

An error message was shown when trying to access the declarations for COFUND, this has been corrected.

Amendments

The amendment type 57.2 could be wrongly indicated as changed, when a non EU beneficiary is removed in an amendment for non accession, this has been corrected.

Amendments

After adding new beneficiaries to an amendment, the COFUND declarations were wrongly generated for the beneficiaries that had already signed it, this has been corrected.

Reporting and Payment Process

Deliverable ID was missing from notification sent to officer to inform him that a submission was done, this has been corrected.

Amendments

Re-using the name of a previously removed deliverable is not blocking anymore.
A wrong error message was shown for part time suspension amendment.

Grant Agreement Preparation

Support to special deliverable for Data Pilot Report.

Amendments

Tooltip has been added for the in-kind costs.

Reporting and Payment

The Intellectual Property Rights questionnaire is now supported. Please click here for more information.
Publications are also supported. Please click here for more information.

Reporting and Payment Process

The documents were not displayed correctly for the periodic report, this has been fixed.

Bugfix

Grant Agreement Preparation

An error message concerning dedicated work time was wrongly shown in the Principal Investigator page. This has been corrected now.

Ethics flow

The ethics process box disappears
The ethics report and the previously uploaded justification elements can now be found under "other documents"

Each time an ethics report is uploaded after the invitation, the coordinator receives a Participant Portal Notification (PNS) that the Ethics Summary report is available on the Participant Portal.
Ethics Requirements due during project implementation will appear as ethics Deliverables in a special ethics Work Package, editable only by the Project Officer/Ethics Officer
The already existing ethics data will be migrated to the new solution and Deliverables will be created:

Immediately: for projects under preparation and with an open SyGMa session and for projects under implementation
After grant signature: for projects that have finished the grant preparation and await the grant signature

For Projects under implementation, the Ethics Deliverables created for ethics requirements will have the status of the corresponding ethics requirement at the moment of the migration and will have, as document uploaded, any potentially existing Justification Element uploaded for that specific requirement.

Grant Agreement Preparation termination

The termination of the Grant Agreement Preparation is supported now. Both the EU and the Consortium may decide to terminate the Grant Agreement Preparation during:

- the Grant Agreement Preparation (ping-pong): via the "Terminate" button

- the Grant Agreement signature: the "Decline" signature button

Bugfixes

General Features

The milestones of the different steps were missing from the timeline. They're not missing anymore.

Amendments

The creation of an H2020 amendment based on a previous one was failing. It is corrected.

Bugfixes

Continous Reporting

When the name of a deliverable was too long , an error was generated. This has been corrected.

Bugfix

Amendments: A warning is now displayed when a third party is terminated in an amendment.

New features

General features

Dates will have the following format from now on: 10 SEP 2014.

Grant Agreement Preparation

New default pre-financing rate: for projects with several reporting periods the new default pre-financing rate (80/130) will be applied, only if:
- they are invited after 15/11/2015, or
- they are part of a specified list
For Cleansky JUs: A Declaration of non-affiliation (for clusters) can now be uploaded by the consortium.
The type of calls now needs to be selected in the Evaluation Result Letter:

Amendments

The amendment clause "Change of the amount of the pre-financing and the contribution to the Guarantee Fund" is now replaced by two separate clauses: "Change of the amount of the pre-financing" and "Change of the amount of the contribution to the Guarantee Fund"
The amendment clause: "Change of the reimbursement rate(s)" is now available.
For ERCEA projects: the Principal Investigator Contact Related Info is now editable.

Bugfix

Consortium Initiated Amendments: When creating an amendment for a project with 'Specific unit cost categories applicable to the Grant', the corresponding GA option is marked as updated, even it wasn't. This has been corrected now.

New features

Amendments
- Currently, any new amendment request is by default from based on the latest signed amendment or grant agreement in case no amendments are in force yet. Users can now launch a new amendment based on a previously cancelled or withdrawn amendment.
General
- In case an electronic signature is taking longer than expected, a tooltip explaining more in detail what is happening is displayed by passing the mouse over it. The information displayed can be the following:
  - generating... The PDF document is being generated and the next actor will be informed when it is ready for review. This may take a few minutes. -
  - sealing... The PDF document has been generated and is now being sealed. The authorised signatory will be informed when the document is ready for electronic signature. This may take a few minutes.
  - signing... Your electronic signature is being processed. This may take a few minutes. - informing... The next actor in the process is being informed. This may take a few minutes.
- A date is now displayed as "10 Nov 2015" instead of "10/11/2015" to avoid possible confusion between European and American formats.

Bugfix

Only for projects with ongoing periodic reporting and where there has been a Universal Transfer of Rights and Obligations (UTRO) applied for one of the beneficiaries: the "periodic reporting composition" task now opens correctly.

Bugfixes

The ethics requirements are now included in the Annex I - Description of action (part A).

New features

For the MSCA-IF Type of Actions: Grant Agreement Preparation and Pre-financing: When a project is signed without a specific rule or project start date, the coordinator will be able to encode it after the grant signature. The pre-financing payment will be done after this date is known.

Reporting: Whenever a deliverable is submitted or rejected, a Participant Portal Notification is sent.
General interface: The error messages and consistency of labels have been enhanced.

Bugfixes

Formal Notifications sent to the EU Officer: For some Formal Inbound Notifications sent by the consortium, the EU Officer wasn't notified. This has been corrected now.
Amendments: An amendment request to change the coordinator needs to be signed by the current (old) coordinator and not by the new one.
Reporting: The differentiation of the possible cases to fill in Financial Statements has been improved. The different cases were already visible in the periodic report composition hierarchy. Now this has also been made more clear in the task lines and description.

Financial Statement
--- Financial Statement (as UTRO)
--- Financial Statement (as TP)
--- --- Financial Statement (as TP UTRO)

Financial Statements for a beneficiary and/or the merged organisation need to be signed.
Third Party (TP) Financial Statements and/or their merged organisation don't need to be signed by the beneficiary but only submitted.

New features

Grant Agreement Preparation:
- 'Requested EU Contribution' field: the authorised persons from the consortium have the possibility of changing the automatically calculated Requested EU Contribution. To do so, the person has to click on the icon that's available beside this field and confirm his or her intention.
- 'Requested EU Contribution Eligible for CFS' field: as per the Grant Agreement, the Certificate of Financial Statements must be provided by the Consortium in the Final Report if the Total of the Requested EU Contribution for actual costs and unit costs exceeds a threshold (325.000 € for H2020). This field shows which part of the contribution requested in the current report will be taken into account later on to calculate this amount. The field is always calculated by the system, and it is now updated automatically if the the Requested EU Contribution field is changed.
Grant Agreement Preparation: Decimals are now allowed (up to 4 digits) on the duration of the recruitment for ITN, COFUND, IF types of action, and on the duration of the secondments for RISE.
Reporting: A notification is now sent to the Coordinator when a deliverable is submitted or rejected.

Bugfix

Reporting: You can now create a Researcher Declaration for Partner Organisations.

Bugfixes

With some browsers PDF documents couldn't be recognised and therefore couldn't be uploaded. This has been solved now.

Bugfixes

Reporting: the critical risks screen can now be opened even if it contains an empty State of Play.
Reporting: documents couldn't be generated if the critical risk contained an empty State Of Play. This has been corrected now.
Amendments: For Innovative Training Networks (ITN) projects, the recruitments screen wasn't editable. This has been corrected now.
Amendments: For Marie Sklodowska-Curie Actions (MSCA-RISE) projects: the secondments screen was read-only. This has been corrected now.

New features

Amendments for Framework Partnership Agreement (FPA) projects are now supported.

New features

The clause "Removal of a beneficiary whose participation was terminated" has now been enabled.

Bugfixes

Continous Reporting

When the name of a deliverable was too long , an error was generated. This has been corrected.

Bugfix

Amendments: A warning is now displayed when a third party is terminated in an amendment.

New features

General features

Dates will have the following format from now on: 10 SEP 2014.

Grant Agreement Preparation

New default pre-financing rate: for projects with several reporting periods the new default pre-financing rate (80/130) will be applied, only if:
- they are invited after 15/11/2015, or
- they are part of a specified list
For Cleansky JUs: A Declaration of non-affiliation (for clusters) can now be uploaded by the consortium.
The type of calls now needs to be selected in the Evaluation Result Letter:

Amendments

The amendment clause "Change of the amount of the pre-financing and the contribution to the Guarantee Fund" is now replaced by two separate clauses: "Change of the amount of the pre-financing" and "Change of the amount of the contribution to the Guarantee Fund"
The amendment clause: "Change of the reimbursement rate(s)" is now available.
For ERCEA projects: the Principal Investigator Contact Related Info is now editable.

Bugfix

Consortium Initiated Amendments: When creating an amendment for a project with 'Specific unit cost categories applicable to the Grant', the corresponding GA option is marked as updated, even it wasn't. This has been corrected now.

New features

Amendments
- Currently, any new amendment request is by default from based on the latest signed amendment or grant agreement in case no amendments are in force yet. Users can now launch a new amendment based on a previously cancelled or withdrawn amendment.
General
- In case an electronic signature is taking longer than expected, a tooltip explaining more in detail what is happening is displayed by passing the mouse over it. The information displayed can be the following:
  - generating... The PDF document is being generated and the next actor will be informed when it is ready for review. This may take a few minutes. -
  - sealing... The PDF document has been generated and is now being sealed. The authorised signatory will be informed when the document is ready for electronic signature. This may take a few minutes.
  - signing... Your electronic signature is being processed. This may take a few minutes. - informing... The next actor in the process is being informed. This may take a few minutes.
- A date is now displayed as "10 Nov 2015" instead of "10/11/2015" to avoid possible confusion between European and American formats.

Bugfix

Only for projects with ongoing periodic reporting and where there has been a Universal Transfer of Rights and Obligations (UTRO) applied for one of the beneficiaries: the "periodic reporting composition" task now opens correctly.

Bugfixes

The ethics requirements are now included in the Annex I - Description of action (part A).

New features

For the MSCA-IF Type of Actions: Grant Agreement Preparation and Pre-financing: When a project is signed without a specific rule or project start date, the coordinator will be able to encode it after the grant signature. The pre-financing payment will be done after this date is known.

Reporting: Whenever a deliverable is submitted or rejected, a Participant Portal Notification is sent.
General interface: The error messages and consistency of labels have been enhanced.

Bugfixes

Formal Notifications sent to the EU Officer: For some Formal Inbound Notifications sent by the consortium, the EU Officer wasn't notified. This has been corrected now.
Amendments: An amendment request to change the coordinator needs to be signed by the current (old) coordinator and not by the new one.
Reporting: The differentiation of the possible cases to fill in Financial Statements has been improved. The different cases were already visible in the periodic report composition hierarchy. Now this has also been made more clear in the task lines and description.

Financial Statement
--- Financial Statement (as UTRO)
--- Financial Statement (as TP)
--- --- Financial Statement (as TP UTRO)

Financial Statements for a beneficiary and/or the merged organisation need to be signed.
Third Party (TP) Financial Statements and/or their merged organisation don't need to be signed by the beneficiary but only submitted.

New features

Grant Agreement Preparation:
- 'Requested EU Contribution' field: the authorised persons from the consortium have the possibility of changing the automatically calculated Requested EU Contribution. To do so, the person has to click on the icon that's available beside this field and confirm his or her intention.
- 'Requested EU Contribution Eligible for CFS' field: as per the Grant Agreement, the Certificate of Financial Statements must be provided by the Consortium in the Final Report if the Total of the Requested EU Contribution for actual costs and unit costs exceeds a threshold (325.000 € for H2020). This field shows which part of the contribution requested in the current report will be taken into account later on to calculate this amount. The field is always calculated by the system, and it is now updated automatically if the the Requested EU Contribution field is changed.
Grant Agreement Preparation: Decimals are now allowed (up to 4 digits) on the duration of the recruitment for ITN, COFUND, IF types of action, and on the duration of the secondments for RISE.
Reporting: A notification is now sent to the Coordinator when a deliverable is submitted or rejected.

Bugfix

Reporting: You can now create a Researcher Declaration for Partner Organisations.

Bugfixes

With some browsers PDF documents couldn't be recognised and therefore couldn't be uploaded. This has been solved now.

Bugfixes

Reporting: the critical risks screen can now be opened even if it contains an empty State of Play.
Reporting: documents couldn't be generated if the critical risk contained an empty State Of Play. This has been corrected now.
Amendments: For Innovative Training Networks (ITN) projects, the recruitments screen wasn't editable. This has been corrected now.
Amendments: For Marie Sklodowska-Curie Actions (MSCA-RISE) projects: the secondments screen was read-only. This has been corrected now.

New features

Amendments for Framework Partnership Agreement (FPA) projects are now supported.

New features

The clause "Removal of a beneficiary whose participation was terminated" has now been enabled.

New features

Grant Management Services data available from call deadline: when clicking on the "FO" button in "My projects" on the Participant Portal, you will now be able to see the Grant Management Services shortly after the call deadline instead of the confirmation screen of the submitted proposal. Note that besides keeping access to your submitted proposal data, you'll also see the target date to inform you about the evaluation results.
Declaration of Honour: as soon as the invitation to prepare the grant agreement has been sent, the Coordinator will have a task available to sign the Declaration of Honour. This should be signed before a grant agreement can be proposed.
New ethics process: you can now have access to live ethics information and upload your justification elements (certificates, etc) yourselves through the new Participant Portal Grant Management Services Ethics Process.

Participant Notification System (PNS):
- based on feedback from (external) users, we have reviewed the content of the notifications and the recipients, so they are more effective.
- CC roles have only been added when they are really useful or important, others interested can check the project status any moment live in the PP, even if they haven't received a notification.
- here's an overview of all notifications and who receives them.
Additional access to help pages of a specific process (besides the general button available on every page). The grant preparation and consortium requested amendments help pages are currently available, but more processes will be added in a later release.

Specific Grant Agreement (SGA): a button gives you direct access to the Framework Partnership Agreement (FPA) now.

New features

Amendments for projects on energy efficiency with the type of action Innovation Action (IA) are now supported.

Bugfix

There was a problem after signature of the financial statements. The task was mentioning processing for a long time even though the signatures were properly processed. The issue has been fixed and all tasks have been unblocked.

Bugfix

Regarding the H2020 Form C "Use of Resources": the number of person months can be entered in decimals now.

The following amendment clauses are enabled for RIA, CSA, IA:

Addition of a new beneficiary *
Change of the status as ‘receiving EU funding’ or ‘not receiving EU funding’
Removal of a linked third party
Addition of a linked third party

The following amendment clauses are enabled for SME-1:

Addition of a new beneficiary *

* Some additional guidance for addition of new beneficiary that might be useful:

A new beneficiary is added when a session is open to externals or internals (this is the same way as in the GA preparation).
The accession form of the new beneficiary is available as soon as the session is closed, that is, when either the "Involve PO" or the "Lock for review" button is pressed by the Coordinator.
The accession form is electronically signed by the PLSIGN of the new beneficiary (in the Participant Portal).
The amendment cannot be signed by the Coordinator unless all the accession forms of the newly added beneficiaries are electronically signed.
Access rights assignments (e.g., PLSIGN, CoCo, …) for the representatives of the new beneficiary are done in Participant Portal by the Coordinator and are available as soon as the session is closed, that is, when either the "Involve PO" or "Lock for review" button is pressed by the Coordinator.

New features

When a formal notification is sent or received, there will be a trace in the audit log. This can be consulted under the project or process messages.
The message will display like other system messages and:
- if the process is known, it will be linked to that process reference
- if no process is known, it will be linked to the project number.

When sending a formal notification, the user will have the option to choose the related process or explicitly decide it’s not process-related.

New features

Support for Commission Initiated amendments. The Commission may on its own initiative propose amendments to the grant agreement and the coordinator is invited to countersign it.
The system now also provides the possibility for the coordinator project specific legal authorized signatory to decline the signature of the proposed grant agreement. In this case, a reason needs to be given for the project officer.
First implementation to support the ethics appraisal process in the front office. In this first version, there will no explicit tasks yet as users are used to in other processes.
Whenever a clock is displayed, it is visually presented with the arrow pointing to the target and shows - target legal date (#legal days passed (excluding stops) / legal #days) - example: 14/12/2014 (90/92 days) which means that 2 days are left according to the legal date When hovering over the clock, a tooltip appears to give additional explanation.
Users will need to explicitly confirm the implications before electronically signing their financial statement.
The metro line for the Proposal Management & Grant Agreement Preparation process has been updated to be more standard and descriptive.

New features

The operating grants information is now displayed in the partner summary and in the partner LFV screens.
The Validate button is now also available for closed sessions (when you can't edit).

Bugfixes

The variables of all the Grant Agreement Options in amendments are now also editable by the Consortium.
The consumer Specific Grant Agreement type of action is now also supported.

Bugfixes

For FP7 reporting: in the FormC financial statement document the "Certificate on Methodology" is set to NO, even if in the screen the checkbox was ticked. This has been corrected now.

Bugfixes

Periodic reporting: the notification template informing the coordinator that a beneficiary submitted his cost statement now correctly mentions the name of the partner who submitted the cost statement.
There was a blank page while trying to read the PDF document sent as formal notification. This has been fixed now.

Bugfixes

Correction of an issue for Health, Consumer and COSME types of action: when the reimbursement rate and/or the prefinancing amount is modified, the total budget of the project and the totals of the financial information are now correctly updated.

New features

The notifications are improved to ensure the consortium is properly informed when a grant agreement is signed by both coordinator and EU.
Currently, as a coordinator, it is only possible to follow up tasks when the coordinator has also to perform a similar task. Most of the times, this is not an issue. So far there's only a single exception where the TP declaration is not to be uploaded by all partners. Now the coordinator will have also a means to follow-up and see a tasl "Third party declarations to sign, scan and upload by others". When clicking on the task detail, s/he will notice which LE has got such task and whether or not it is already done.

Bugfixes

For some tasks, you can click two different buttons. As it is recommended to only click one of the buttons, the other one will now be disabled while processing your request. F.ex. buttons "Lock for Review" and "Involve PO".

New features

A big yellow "plus" button is now available from the process overview page. This will be visible if at least one option is enabled and authorised to the user.
Behind this button, users can launch a new interaction with the Service to:
- key in a new message outside the context of a particular process
The access to the structured data has been removed from the project identity card.
Instead, by clicking on the icon of each process, you can access the structured data specific per process.The access to the grant data from the project identity card is more clear; the link is now explicitly called 'Latest Legal Data'.
Further details how the grant data evolved over time can be obtained by clicking on the process title; this reveals the data as they were modified in the context of that particular process.
During some tasks like 'prepare grant data', you already had the option to validate data from within the form.
Now the results of this validation is also visible in the process overview just below the task to explain why the task button is disabled.
As a reminder, the task button is only active (yellow) when the user is authorised to complete the task and after all errors have been resolved.
The error messages have been clarified for the GA option screen.
Implementation of the HEALTH and CONSUMER types of action.
The checks for the scientific reports for the European Research Council (ERC) have been corrected.
The Deliverable Number is now correctly displayed in the "Work Package Description" screen for Innovative Training Networks (ITN) projects

Bugfixes

If due dates are available, they will be visible on the metroline of each process.
For example:
- the proposal management is supposed to take no longer than 5 months.
- the target timing to reach a signed grant agreement is 3 months after launching the grant preparation
The due dates are displayed as a real date followed by the number of remaining calendar days.

Bugfixes

When moving, in the Grant Agreement Preparation process, from the project summary to the Financial information tab, the beneficiaries tab shows a red cross (validation error), which shouldn't be the case. This has been corrected now.
Project Legal Sign detailed contact informations are not visible anymore.

Bugfixes

The Project Legal Signatory (PLSIGN) is no longer mandatory to complete the Grant Preparation phase for the beneficiaries. The PLSIGN is still mandatory for the Coordinator and the Joint Research Centre (JRC) (if not a Joint Undertaking -JU).
All beneficiaries in the grant must be SME within the last 2 years condition is added in 1405 rule
For ERC projects, fixed the Grant Agreement PDF to print the country of Birth instead of the Country of Residence for the Principal Investigator

Bugfixes

The partner will now be warned if his Non Profit status is not known. A tooltip will be shown in the Beneficiaries tab, mentioning "Your Non-profit qualification is not known. This does not give you access to specific reimbursement rate you might be entitled to".
In the deliverables tab, some deliverable numbers are used twice.
Partner Organisations can now be assigned an effort on a work package.

Bugfixes

It is now possible again to see the document detail related to FP7 amendments.
Automated amendments following changes in Legal Entity do not follow the normal amendment process and will no longer be visible in the process list. You'll still be able to see the confirmation letters in the document library as usual though.
Some users were facing problems with incorrect URLs towards the grant management system. This should be solved now.

New features

The notifications sent via the Participant Portal have been optimised in several ways:
The subject of the message starts with
- NEW TASK: in case a new task has been published in the Participant Portal, you are invited to go to the portal and perform the requested task
- INFO: for those in copy of a notification, this is for your information only and internal follow-up
- ATTENTION: in case nobody has the role assigned within one or more legal entities that are addressees by the notification
please make sure that the responsible person(s) get the required role assigned and pass him/her the notification to perform the requested task. When you are in copy of a notification, the role and name of the addressed persons within your organisation will be explicitly mentioned.
It is possible to add attachments to messages. This can be done only from the edit message popup where you can also apply simple formatting options.
In case of Universal Transfer of Rights and Obligations between two legal entities, notifications sent via the Participant Portal will address all users, which have been assigned the required role(s) in both the merger and merged legal entity.
Changed behaviour in the document library: documents will appear by default only once they are official. This means that they are either exchanged between both parties or linked to an official document exchanged by both parties. Documents still under preparation or signature will appear only as part of a task (e.g. to be approved and submitted or signed).
In the project document library, it is possible to explicitly include draft and/or obsolete documents.

Bugfix

The default prefinancing for H2020 Grant Agreements with three reporting periods is now calculated as 1/3rd of the "Maximum Grant Amount" (to the nearest cent). Previously it was calculated as 33.33% of the "Maximum Grant Amount".

New features

Bank accounts are now partially hidden. The bank account number will only appear when typing the four last digits of the number.

Bugfix

The error "There is a problem loading processes" when logging on to the Grant Management Services Tool in the Participant Portal, has been corrected now.

Bugfix

The fact that the Coordinator can submit the Grant Agreement Preparation data to the EU several times didn't work correctly in the previous release. This has been fixed now.

Bugfix

The Coordinator can submit the Grant Agreement Preparation data to the EU several times now.

The messaging feature allowing fast and easy communication between the consortium and the EU service is supported now. For more information click here.

When selecting a bank account, all your bank accounts will be displayed in the drop down menu now.
The notifications which were sent to the L-sign by mistake, are now only sent to the LEAR.

H2020 Grant Agreement Preparation is supported now

Description	Screens
Project summary
Beneficiaries list
General information
Grant Agreement Information
Grant Agreement Options
Financial information
Legal and Financial overview
Work packages

Page tree

Grant Management Services Earlier Releases

Amendments

Reporting and Payment

Continuous Reporting

Reporting and Payment

Periodic Reporting

Amendments

Reporting and payment

Reporting and payment

Amendments

Project monitoring

Reporting and payments

Periodic Reporting

ERC final reporting

Reporting and payment

Beneficiary Termination Assessment

Reporting and payments

Periodic Reporting

Amendments

Reporting and payments

Grant Agreement Preparation

Amendments

Reporting and payments

Grant Agreement Preparation

Amendments

Reporting and payment

Beneficiary Termination

Amendments

Reporting and payments

Grant Agreement Preparation

Continuous Reporting

Periodic Reporting

Beneficiary termination assessment

Amendments

Reporting and payment

Continuous Reporting

Reporting and payment

Periodic Reporting

Amendments

Continuous Reporting

Grant Agreement Preparation

Reporting and Payment

Periodic Reporting

Continuous Reporting

General feature

Amendments

Reporting and Payment

Grant Agreement Preparation

Amendments

Reporting and Payments

Continuous Reporting

Periodic Reporting

Reporting and Payment

Periodic Reporting

Continuous Reporting

Reporting and Payment

Grant Agreement Preparation & Amendments

Reporting and payment

Amendments

Reporting and Payment

Reporting and Payment

Grant Agreement Preparation

Reporting and Payment

Amendments

General features

Amendments

Amendments

Reporting and payment

Periodic Reporting

Continuous reporting

Project Monitoring

Proposal management and Grant Preparation

Reporting and Payment

Amendments

Amendments

Grant Agreement Preparation

Amendments

Reporting and payment

Continuous reporting