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Enhancements in Form C: Streamlined Cost Details and Reporting Features

The new style of Form Cs introduces a user-friendly pop-up interface for entering detailed cost information. Users can now add descriptions for split costs directly in a dedicated window, improving cost tracking per work package. The total costs are automatically calculated, ensuring accuracy. Transitioning from old-style Form Cs is seamless; simply double-click to convert. Enhanced reporting features allow coordinators to generate summaries based on activity type, cost type, and work package. This update aims to optimize cost management within projects.

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Enhancements in Form C: Streamlined Cost Details and Reporting Features

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  1. Use of Resources Cost details in Form Cs

  2. Agenda • Introduction • What is the new feature in a Form C • What will be achieved • What will it look like • Business Logic • New-style Form Cs • Old-style Form Cs • Reporting • Per Activity Type • Per Cost Type • Per Work Package • Questions

  3. Introduction In current Form Cs the user writes the amount of costs directly in the editable cells of the cost matrix.

  4. In new-style Form Cs the user will be able to click on a cell and add inside a pop-up window, one or more lines of details for: Cost Explanation Work Package

  5. In this way, the user can: • Split the total costs in sub-costs defining different descriptions and work packages for each cost item. • Have reports grouped by these details (for example costs per work package).

  6. New-style Form Cs Upon clicking on a cell of an empty cost matrix, the follwoing pop-up will be shown

  7. The title of the window presents the Activity Type and the Cost Type of the selected cell.

  8. Edit cost details • “Cost” field is mandatory • Total cost is automatically calculated

  9. Add new lines • Upon clicking on the “plus” icon a new empty row is added

  10. Delete lines • Upon clicking on the “X” icon If only one row exists/remains then the “X” icon becomes disabled.

  11. Copy the TOTAL cost back to the cell Upon clicking the “Done” button the sum of the detail lines is copied back to the corresponding field of Form C

  12. Old-style Form Cs • No changes. But, if users want to convert an old-style Form C to a new-style (with details) they can double- click on a cell. A confirmation pop up window will be shown

  13. Actual Indirect Costs No details will be provided. The field will remain as it is, directly editable.

  14. PDF Reporting per Form C • The Coordinator can view a printable summary of: • Details per Activity • Details per Cost Type • Details per Work Package • Can be accessed through: • A link in the Form C screen • A separate tab in FORCE • A link next to “Submission History”

  15. Example: Cost details per Activity

  16. Questions?

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