H2020 Participant Portal Training: Submission, Financial & Project Reporting

H2020 Participant Portal Training: Submission, Financial & Project Reporting

Participant Portal is the most important tool for finding information, preparing and submitting the proposal and managing the contract of research & innovation projects under the EU Framework Programme. In this training you will learn how to use the tool efficiently.

The full training course takes place over 2 days. Each day is divided into theoretical and practical parts with many opportunities for the participants to ask specific questions related to their businesses and clarifications of the outstanding issues. The trainings are held in 3 locations in Europe and the number of seats is limited to 10 – this ensures that all the participants receive answers to their questions.

The training is based on the rules and obligations related to the management of a project funded under Horizon 2020.

Upcoming H2020 Participant Portal Trainings

Please choose the course from the table below and click “Enrol”.

For all “Fully Booked” trainings Waiting List is available! 

By clicking “Enrol” button, you agree to our General Terms and Conditions.

27-28 September 2018FrankfurtEnglish

Seats Available

Click to Enrol
25-26 October 2018BrusselsEnglish

2 Seats Left

Click to Enrol
22-23 November 2018ViennaEnglish

Fully Booked!

Click to Enrol

By clicking “Enrol” button, you agree to our General Terms and Conditions.

For all “Fully Booked” trainings Waiting List is available! 

Prices (excl. VAT)

  • Complete 2-Day Training // €990 excl. VAT

What is Included?

Participation to the training course includes:

  • Electronic training materials
  • Daily coffee breaks
  • Lunches with non-alcoholic drinks
  • Paper for notes and pens
  • Free wireless internet
  • Certificate of attendance

Why participate in the training course?

  • Proposal Submission
  • Allocation of Roles & Access Rights
  • Submitting Part A & B: Budget Data & Technical Info
  • Project Monitoring Obligations
  • Financial statements reporting

Are you able to answer “YES” to all these questions?

  • Do you know how to navigate your way around the participant portal?
  • Are you 100% confident when uploading your financial statements at each reporting period?
  • Do you know how to request amendments via the Participant Portal for your Grant Agreement or Consortium Agreement?
  • Do you know how to accurately describe your Use of Resources reporting accurately and in detail?
  • Are you sure of your financial & technical obligations on the continuous reporting module?

Who Should Attend?

The typical attendee profile includes among many others the following:

  • EU Project Officers
  • External Funding Mangers
  • Financial Controllers
  • Principle Investigators
  • Researchers

However, EFMC’s tailor-made specialist participant portal training is not just designed specifically for financial staff who work on EU projects but also for researchers who may occupy the roles of principle investigator or project coordinator for their respective entities and for all scientific or technical staff who report on the Part B of their H2020 projects

In addition, it can be of particular interest to persons working on the following programmes which now come under the participant portal umbrella:

Internal Security Fund – Police
Rights, Equality and Citizenship
Internal Security Fund – Borders
Consumer Programme
Asylum, Migration & Integration
Union Civil Protection Mechanism
Promotion of Agricultural Products
3rd Health Programme
Hercule III Programme
Research Fund for Coal and Steel
Pilot Projects & Preparatory Actions
Justice for Europe programme
Consumer Programme

Course Syllabus

The course takes place over 2 days:

  • DAY 1 – The Participant Portal’s functionality, validation & submission procedure
  • DAY 2 – Submission, financial & project reporting in the participant portal


09:00 / Start of the Event

09:00 – 09:15

Introduction and brief introduction of participants

09:30 – 10:00

Understanding the Participant Portal

10:00 – 10:30

The Participant Portals Features

  • ECAS (European Commission Authentication System)
  • Identity and Access Management, roles
  • Tools available after login
  • The new Grant Management System

10:30 – 11:00 / Coffee Break

11:00 - 12:30 

  • The Registration Process
  • The Validation workflow

12:30 - 13:30 / Lunch

13:30 - 15:00

    • Appointment of LEAR
    • Powers of LEAR
    • Differences & Roles of LEAR & E-SIGNATORY

15:00 - 15:30 / Coffee Break

15:30 - 17:00

  • Financial Checks & Balances
    • Financial Viability Check
    • Financial Capacity Check
    • Internal Portal Communication

17:00 / End of the Training DAY1


09:00 / Start of the Event

09:00 – 10:00

  • Proposal Submission
    • Pre – Registration
    • Consortium set up
    • Part A, Part B & Annexes

10:00 – 11:00

  • Allocation of Roles & Access Rights
    • Legal Entity Data
    • Partner Inputting
    • Role Allocation
    • Access Rights

10:30 - 11:00 / Coffee Break

11:00 – 12:30

  • Submitting Part A & B: Budget Data
    • Consortium Eligibility & External Influences
    • Specific Other Indirect Cost Projects
    • Inputting Budget Data
    • Editing Part A & B
    • Submission Procedure

12:30 - 13:30 / Lunch

13:30 – 15:00

  • Project Monitoring Implementation
    • Project Monitoring Obligations
    • Periodic Report - Technical Reporting
    • Periodic Report – Financial Reporting

15:00 - 15:30 / Coffee Break

15:30 – 17:00

  • Financial Reporting Modules & the Dashboard
    • Periodic Reporting Module
    • Continuous Reporting Module
    • Dashboard Management in PP
    • Financial Statements Reporting
    • Use of Resources Reporting
    • Signing & Submission of Financial Statements
    • EU assessment of Periodic Report & Request for Payment
    • Making amendments to the GA & CA via the PP

17:00 / End of the Training DAY2

Download Agenda from the following link.


Your Contact:

Margit Loikmaa
Administrative Manager
(+372) 604 1400

  • Margit Loikmaa

    Margit Loikmaa