The first phase/etapp report has to be filled in and submitted to unlock the next round of funding.

Since this is the first one it would be good to set up a checklist which can be reused for later reports.

Draft checklist:

• Make a copy of the template phase report
• 2.1-2.2 Progress
  • Add all deliverables listed in the Etapp-/Budget addendum for the current phase
  • Add any leftover deliverables reported in the last Phase report
  • Gauge the completion of each deliverable and make notes of any deviations
• 2.3 Financials
  • Make a copy of the budget addendum handed in with the last phase report
  • Lock the tab for the current phase
  • Add a cost calculation tab
  • Request the latest cost/worktime estimates from KTH and STTS and add the data to the tab
  • Do an accounting excerpt for WMSE-costs since last phase report, also do one for the period of the last report to compare any differences due to estimates [need to ask PTS in which phase to stick the difference.
  • Get the number of hours worked (per WMSE person) for the current month, estimate costs based on this.
  • Calculate KTH/WMSE overhead costs based on reported hours
  • Distribute hours/costs per budget line (of the current phase) based on work done and completion estimates in 2.1-2.2
  • Based on the above distribution calculate any funds remaining (per budget line) and add to the next phase (add a new line if any entries are not present in the next phase. [Check with PTS about new line per activity or per deliverable]
  • Per organisation split the spending by PTS and own financing
  • Add the summary to the phase report, even out and differences due to rounding.
• 2.4 Events
  • Collate old monthly reports to find highlights
• 3.1 Upcoming events
  • Make a note of any planned upcoming events
  • Make a special notes of any new events not in the last plan
  • Add any newly planned events to the Budget addendum
• 3.2 Risk analysis
  • Add any newly identified risks
  • Re-evealuate the existing risks
  • Update list of any preventive measures taken
• Share link to phase report with collaborators
  • Add it to the index
  • Handle any feedback
• Send report to PTS
• Create task for next phase report