Work Plan Setup

1. Work Plan Setup the project work plan can be written online, allowing all applicants central access and up-to-the-minute documentation. This feature is based on the templates from Annex 4 of the EC’s ‘Guide for Applicants’ (Part B1.3 a-e). Proposal Writer 7 – main features

2. Setting up a work plan – the core of your proposal • The project work plan is the heart piece of your proposal, since it clearly describes the goals you want to achieve and the manner in which you intend to achieve them. The EC’s requirements state that the work plan should be broken down in work packages, listing the corresponding deliverables and milestones, as well as the personnel effort involved. Accordingly, the Proposal Writer Work Plan Setup • is based on the templates provided by the EC, • generates deliverable, milestone and personnel effort lists, • lets you integrate all these lists in the proposal document, • work package descriptions are centrally available.

3. Setting up a work plan – the core of your proposal Proposal Writer lets you write your work plan online.

4. Setting up a work plan – the core of your proposal Proposal Writer lets you write your work plan online. Begin by setting up work packages. Enter the information about the work package, and make sure that the first nine work packages are numbered 01-09 to facilitate the listing and sorting.

5. Enter the information about the work package, and make sure that the first nine work packages are numbered 01-09 to facilitate the listing and sorting. Setting up a work plan – the core of your proposal The work package list corresponds with Table 1.3.a from Annex 4 of the EC’s ‘Guide for Applicants’. To do this, select ‘Print’. The list will be displayed in a new browser window. Copy/paste it from there into your proposal document. This allows you to integrate it directly in your proposal document.

6. To do this, select ‘Print’. The list will be displayed in a new browser window. 8 10 Copy/paste it from there into your proposal document. Setting up a work plan – the core of your proposal The entries in the work package list, can also be edited. Select the work package you wish to edit from the list, In the entry box edit the information and save it once you have finished. and double-click on the entry.

7. Setting up a work plan – the core of your proposal In the entry box edit the information and save it once you have finished. After setting up a work package list, you can begin writing the individual work package descriptions. Select the work package, and go to ‘Edit WP Description’. According to Table 1.3.c from Annex 4 of the EC’s ‘Guide for Applicants’, enter the planned person-months each participant will invest in the work package, the work package objectives, the description of work, possibly broken down into tasks, together with the role of the participants involved in the work package.

8. According to Table 1.3.c from Annex 4 of the ‘Guide for Applicants’, enter the description of work, possibly broken down into tasks, together with the role of the participants involved in the work package. Setting up a work plan – the core of your proposal While you enter your information, it will be saved automatically every twenty seconds. Thus ensuring that no data is accidentally lost. Below the description of work, Table 1.3c requires you to list the deliverables for the work package. To do this go to ‘Add’ at the bottom of the page.

9. Setting up a work plan – the core of your proposal To do this go to ‘Add’ at the bottom of the page. Enter the information about the deliverable, and make sure to number it correctly, by having the first digit refer to the corresponding work package. You can also see all the planned deliverables, independent of the corresponding work packages. Go to ‘Edit Del. List’ at the bottom of the page.

10. You can also see all the planned deliverables, independent of the corresponding work packages. Go to ‘Edit Del. List’ at the bottom of the page. Setting up a work plan – the core of your proposal Click on the title of each column to sort the list accordingly. Often times different partners will be in charge of writing one or two different work packages. This may lead to an incongruent numbering of the deliverables. Especially if they are edited several times. The coordinator can correct this by amending the deliverable numbers. Scroll over the information icons to find out more, about the data you should enter. As before edit an entry by double-clicking on it. Seen together in the deliverables list, this discrepancy may become apparent.

11. Setting up a work plan – the core of your proposal Scroll over the information icons to find out more, about the data you should enter. The Proposal Writer ‘Work Plan Setup’ also takes the information from the work package description, that corresponds with Table 1.3d from Annex 4 of the EC’s ‘Guide for Applicants’, to create the ‘Summary of Staff Effort’ table. The table can also be copy-pasted into the proposal document from the print version. Finally the ‘Work Plan Setup’ lets you enter the milestones as required in the EC’s ‘Guide for Applicants’.

12. Interested? • We hope that this presentation was informative. • Proposal Writer offers a set of other features that were not presented here, such as a message board, set of mailing lists, participant directory, a proposal roadmap and more. • If you want to find out more or are interested in acquiring Proposal Writer, please contact • projectangel@progressima.org