Project report Work plan progress

The tab Work plan progress is included in Project reports of the type “Content” or “Both”, but not in Project Reports of the type “Finance” (further details to be seen in Types of Project Reports).

The structure of the Work plan progress reporting follows the HIT template. Project managers shall describe the progress on work packages including the project specific objective and communication objective, the planned investments, activities, deliverables and outputs.

For the specific project, the Work plan progress reporting follows the logic of the work plan, as it was designed in the last approved version of the application form. If the work plan is changed during a project modification, the Work plan progress reporting logic will be adapted accordingly in all Project reports that are created following the approval of the new application form version.

Structure of the Work package reporting

At the top of each Work package form, there is a tickbox to confirm whether “This work package is completed.”

The progress made on the Project specific objective and the Communication objective is to be described and there is a field to select the Status of the objectives. The project manager can select, if the objectives have been “Fully achieved”, “Partly achieved” or “Not achieved”. Further, there is a textbox to describe the overall progress in the work package.

For each Investment, Activity, Deliverable and Output there is a separate section with text fields to describe the progress in the reporting period. Similar as for objectives, for each activity there is a field to define the Status.

For Deliverables and Outputs, there is also a number field available to fill-in how much was achieved in this reporting period. In this field, the project manager can fill in a positive or negative number. Negative numbers could be used to correct achievements wrongfully reported in previous Project reports.

Deliverables and Outputs are cumulative, meaning that if a report is submitted and another report created the values from the previous report are added to the cumulative values. The cumulative value achieved is calculated as the sum of all previous Project reports with the status submitted.

Project managers can also upload an attachment per item which will show up in the Project report annexes.

In case multiple files should be uploaded per item, it is recommended to upload a zip or rar file.

Status and related data taking over from prior reports

When the first Project report is created, the Status fields of the Project specific objective, the Communication objective, the Activities or the Investments are empty. If a prior submitted Project report exists, the Status fields and related text fields of a newly created report are pre-filled with the Status selected for the respective objective or activity in the latest submitted Project report (namely the submitted report with the highest report number, not latest by date of submission).

Labels for completed in this report / in prior report

If the project manager selects for the Project specific objective, the Communication objective or an Activity the status “Completed in this report”, there is a label added to the respective item.

When the next Project report is created, all the items marked with “Fully achieved” in the previous submitted Project report receive a label with the wording “Completed in prior report. No changes.“ and all completed texts and other data shall be automatically pre-filled in the following report.

This label shall ensure that the project manager and the MA/JS know that the respective the Project specific objective, the Communication objective or an Activity was already previously completed and no changes were made. If the project manager changes the Status or revises data in an text or number field underneath the respective item, the label changes to “New changes after completion.”

For Activities, the label is changed to “New changes after completion.”, if either there are changes within the Activity or any Deliverable underneath the Activity.

The same logic applies to the overall Work package completion. If a Work package was ticked as completed in a prior report, the label “Completed in prior report. No changes.” is shown at the top of the Work package.

If the project manager changes any Status, textbox or number field within the Work package, the label changes to “New changes after completion.”.