Project

The project >grants< type allows NRC to capture information related to the implementation and project closure steps of the PCM process.

Useful links

Create a new project (from a contract)
View and edit a project


Create a new project

Select a contract for which you would like to create a project. Navigate to the Projects subtab, and click the “New” button.

Select record type “Project” and click “Next”.

Fill out the project detail information, especially indicating changes in the data from earlier phases and new information available under "Implementation – Grants Opening". When you are finished, click "Save".


View and edit existing project

Select a project from the ">Grants<" tab in the navigation bar. In the upper left side of the page, click the “Recently Viewed” dropdown and select “Projects”.

Note that the “Project Roles”, “Deadlines & Milestones”, "Partnerships”, “Files,” and “Locations & Core Competency,” will not carry over from the contract. This is because an entirely new record was created. These fields should be populated for this project specifically.

Fill out the project detail information in the following fields.

NOTES:

  1. Total budget in USD, NOK, other donor currency, as well as total expenditure will be populated by Agresso.
  2. In the grants opening section under "Details", the “Grants Opening Meeting Date” field is read only; this date will be populated when the “Grants Opening Meeting” deadline end date has been populated in the "Deadlines & Milestones" subtab (go here for more information).
  3. The Implementation mandatory actions box will automatically check when all mandatory actions have been filled out.
  4. The “Project Closure Meeting Date” field is read only; this date will be autopopulated when the “Project Closure Meeting” deadline end date has been populated in the "Deadlines & Milestones" subtab (go here for more information).

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