Creating (non-Works for Queensland) progress reports Selecting the project

1. Sign in to the eGrants Portal. Go to ‘Projects’.

2. Select the project by clicking the link.

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3. Go to the ‘Project report’ tab.

4. Previous project reports are listed. To start a new project report, select ‘Create’.

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5. Wait until the progress report template is loaded. You can see in the top ribbon that the

page is reloading with a progress report. NB: if you click on the ‘create’ button multiple times, multiple templates are created and displayed on the ‘Progress Report’ tab.

6. Any multiple templates can be deleted.

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7. To prepare a Project Report click on the link as the ‘Project Report Name’ or choose the dropdown and click edit.

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8. The progress report is now available, and you will first land on the ‘Projects Details’ page.

9. Enter the dates for the ‘Start of Reporting Period’ and ‘End of Reporting Period’ by clicking on the calendar.

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10. Review and update the ‘Estimated Commencement Date’ and ‘Estimated Completion Date’ if timeframes have changed. Please ensure that the dates are consistent with project tasks/activity for the project.

11. Enter the ‘Actual Expenditure’ to date against the funded project, without $, spaces or,

separator. This will be changed to the correct format later.

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12. Update the ‘Estimated Final Cost’ if required.

13. Update jobs created and supported. These are mandatory fields, if there are no jobs please add ‘0’.

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14. Click on ‘Save and next’ or click on the ‘Project progress’ tab.

15. Update the details on this page. This can be done by clicking in the field to enter the data. Please note that the actual completion date cannot be entered until project is at 100 per cent and the ‘Vendor Risk’ is complete.

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16. Scroll down to the next section on this page and fill in all relevant ‘Project task/activities’.

Select ‘Edit’ for each task to modify details (e.g. completion date). Again, these must be consistent with project dates. NB: Click on page 2 if further ‘Project task/activities’ are available.

17. Update each field as required and once done, click ‘submit’. NB: The navigation (< 1 2 >) now reflects the Project table.

1.

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18. Once all project tasks and activities have been completed, click ‘save and next’ to the ‘Issues impact & risks’ tab

19. On ‘Issues impact & risk’ tab, review and edit the issues as required.

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20. You can edit/create issues and project risks by using the ‘create’ and ‘edit’ button on the

right side of the screen.

21. It is possible to delete project risks by using the drop-down menu at the right side of the screen

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22. Once this section has been completed, click ‘save and next’.

23. The next tab is the ‘Cashflow forecast & communication’ tab.

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24. To create a new forecast or communication activity, use the button on the right side. NB: When entering forecast details, they need to be consistent with ‘Project tasks/activities’. To make changes or review existing entries, use the dropdown menu on the right side of the entry.

25. Once you have reviewed all entries, click ‘Save and next’ to go to the next ‘documents’

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26. To add supporting Documents, click the ‘Add document’ button

27. Add details and ‘Choose file’ to upload the required document. Please note, you can only upload a single document at a time.

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28. From your File browser, select the file (a size limit does apply).

29. Click ‘Submit’ to upload your document.

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30. After uploading all relevant documents, click ‘Save and next’. The next step is to navigate to

the declaration page.

31. Review the declaration page. Answer the questions regarding signage.

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32. Go to ‘Authorisation’ – enter the person who is approving the progress report

a. If you are approving, tick on ‘Acceptance’, click ‘Submit’. b. If you are assigning to ‘Delegate’, click on ‘Save’.

33. As a council user, you can send a link to the delegate by right-clicking the project link and selecting ‘copy link address’. This link can then be pasted into an email.