José Levelink
Updated :
Planned advisory services can be found in the Action plan (Advisory services memo). An analyst client information adds the budget information to the project.
In the Budget tab, click on the year and on + at the Planned Advisory services [year]. Fill in the Title.
There are two types of Advisory services:
A deliverable is mandatory as well as the Country where the advisory service will take place.
When Type is "Event", the Event is added to indicate the costs
For Event the mandatory fields are the number of persons, the number of days, the fee per day, the number of international tickets (can be 0). Adiitional fields are the number of Domestic tickets and Other costs that might occur (rent of location etc). Whe a report has te be produced, please tick the field.
A total amount will be calculated by the system.
When a trainer (peer-to-peer or consultant) or a business advisor (days or mission) is present the applicable type should be added. See for the explanation Advisory services budget
Once the event has been filled in, the donor contract has to be chosen (can be more than one) and the total amount as well as the amount for administrative cost need to be filled in.
The advisory service can be saved.