Session open to beneficiaries/coordinator
Editable screens:
- Coordinator can edit ALL data that the externals are supposed to edit: the common data (like "General Information", "Work Packages", "Milestones", …,) and data of a specific beneficiary, or third party.
- Beneficiary can view all the data of the project, but it can edit only the data of itself.
- EU staff can view the data of the project and they can edit specific data "reserved" for internals to edit: "GA Option", prefinancing amount, "GA Information", "Reporting Periods", Duration, Joint and Several Liability flag.
The coordinator and the beneficiary should, as soon as they have been invited:
- Nominate their Legal Entity Authorised Representative (LEAR) (take into account that the validation of the LEAR by the EU Validation Services can take a while)
- Nominate their Project Legal Signatory (PLSIGN) (this is done by the LEAR)
The coordinator should select the PLSIGN who will appear in the Grant Agreement in Sygma from all PLSIGNs which have been nominated in the Funding & Tenders Portal. All nominated PLSIGNs are able to sign. Please see How to Nominate/revoke a Role to nominate other PLSIGNs.
Currently, beneficiaries still receive a warning when they haven't nominated a PLSIGN when the grant needs to be signed, although this nomination is not mandatory for beneficiaries at this point in the funding process. This warning will soon disappear.
Summary:
| SyGMa screens | Coordinator | Non-coordinator beneficiary | EU staff |
|---|---|---|---|
| Beneficiaries (general information) | Edit all data | Edit only its data | Edit (only to change the Coordinator) |
| Beneficiaries Partner Summary | Info normally read-only except for: the option to edit Short Name and Add a department | Edit only its data | View |
| Beneficiaries Financial Information | Edit all data | Edit only its data | View |
| Beneficiaries Project Representatives | Info imported from the Funding & Tenders Portal not editable, The coordinator has to tick one of the names if several have been selected as PLSign in the Funding & Tenders Portal, as the ticked name will appear in the GA (any PLSign may sign). *** (see note at the beginning of this table) For the other beneficiaries, no need to do anything. (Currently there is a warning, which will be corrected soon).*** (see note at the beginning of this table) | Edit only its data | View |
| Beneficiaries Bank Account | Edit all data | View | View |
| Beneficiaries Linked Third Parties | Edit all data | Edit only its data | Edit (only to flag Joint Several Liability) |
| (Grant Agreement) General Information | Edit all data All except duration | View | Edit (only duration) |
| Reporting Periods | View | View | Edit |
GA Information | View | View | Edit (only duration of the project) |
GA Options | View | View | Edit |
Financial Information | View | View | Edit (only the pre-financing data) |
LF Overview | View | View | Edit |
Work Packages | Edit all data | Edit all data | View |
Deliverables, Ethics, DMP, Other Reports | Edit all data | Edit all data | View |
Milestones | Edit all data | Edit all data | View |
Reviews | View | View | Edit |
Critical Risks | Edit all data | Edit all data | View |
| Infrastructures | Edit all data | Edit only its data | Edit |
| Principal Investigator | Edit all data | View | View |
| Researcher | Edit all data | View | View |
| Recruitment | Edit all data | View | View |
| Secondments | Edit all data | View | View |
| Scientific Periods | View | View | Edit |
| Partner Organisations | Edit all data | View | View |
| Ethics | View | View | Edit |
| Security | View | View | Edit |
| Partner Membership (only for FCH) | Edit all data | Edit only its data | View |
Session open to EU staff
Editable screens:
- Internals: full edit to all the data.
- Externals: only view, no edit.
Summary:
| SyGMa screens | Coordinator | Non-coordinator beneficiary | EU staff |
|---|---|---|---|
| Beneficiaries (general information) | View | View | Edit |
| Beneficiaries Partner Summary | View | View | Edit |
| Beneficiaries Financial Information | View | View | Edit |
| Beneficiaries Project Representatives | View | View | Edit |
| Beneficiaries Bank Account | View | View | Edit |
| Beneficiaries Linked Third Parties | View | View | Edit |
| General Information | View | View | Edit |
| Reporting Periods | View | View | Edit |
GA information | View | View | Edit |
GA Options | View | View | Edit |
Financial Information | View | View | Edit |
LF Overview | View | View | Edit |
Work Packages | View | View | Edit |
Deliverables, Ethics, DMP, Other Reports | View | View | Edit |
Milestones | View | View | Edit |
Reviews | View | View | Edit |
Critical Risks | View | View | Edit |
| Ethics | View | View | Edit |
| Security | View | View | Edit |