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This page explains how to view and manage (add, edit and delete) participating organisations in Beneficiary module.
When a project becomes available in Beneficiary module, accessible from My Projects after login to the Erasmus+ and European Solidarity Corps platform, all participating organisations with an OID that are part of the signed grant agreement will be available in the Organisations section of the project. The beneficiary organisation must always hold an OID and is always available in the project.
General changes to the organisation information, such as name, address information, website etc. for organisations with an OID (for example Beneficiary, Consortium Coordinator, Consortium Members, Partner,... depending on the action type of the project) cannot be made in Beneficiary module. These details must be updated in the Organisation Registration system.
After the updates are made in the Organisation Registration system, they are then updated in the National Agency project management system. Once these changes have been confirmed by the National Agency, the changes for the organisations in the signed grant agreement are transferred to the project in Beneficiary module. To change the participating organisations that are part of the grant agreement, you must contact the National Agency for an amendment request. See the page Updates to project data in Beneficiary module for additional information.
Depending on the action type and role of the organisation, partner and/or other participating organisations can be added to the project, updated or deleted.
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Access "Organisations" in the projectClick on "Organisations" in the "Content menu"In your project, click on Organisations in the Content menu. The Organisations screen displays. The participating organisations mentioned in the grant agreement, with the exception of organisations without an OID, are available automatically in the project when it is created, and displayed in the Organisations list. The list provides information such as the OID, Organisation ID, Organisation Role, Legal name and more.
List of OrganisationsDepending on the organisation role and whether it is part of the grant agreement, one or more of the following options are available for organisations displayed in the list, by clicking on the relevant icon in the Actions column:
Here is an example from a KA122-ADU project. For the beneficiary organisation, the Delete icon (1) is inactive. You can view and edit (certain) information for the beneficiary organisation. For organisation(s) with the role of Other, you have the options to Delete, View or Edit (2).
The list of Organisations displays the following information for the organisations participating in the project:
Here is an example from a KA122-SCH project: You can add more participating organisations to the project, with or without an OID, using the Create button, as explained under Add an organisation below. This option to add more participating organisations depends on the action type of your project. If it is not possible to add organisations to a project, the Create button will be inactive. View organisation detailsTo view the details of an organisation in your project, click on the View (eye) icon in the Actions column. The organisation details open, displaying the available organisation information. The screen consists of several sections, which can be collapsed or expanded individually, using the dedicated arrows.
Here is an example from an KA121-VET project, displaying organisation information of the Beneficiary organisation. The related KA120 - Erasmus accreditation is displayed in the Accreditations section. Click the Back button at the bottom of the screen to close the organisation details and return to the list of Organisations.
Organisation rolesOrganisations participating in an Erasmus+ or European Solidarity Corps project will have a specific role. In Beneficiary module, the role of an organisation is displayed in the list of Organisations as well as in the organisation details of a specific organisation. The roles assigned to organisations in a project vary, depending on the activity type of the project. The most common examples are:
How to manage OrganisationsAdd an organisationClick on the "Create" buttonTo add an organisation to the project, click on the Create button at the top of the Organisations list. A new screen opens, where you will add the organisation details. The Create button is not available in some projects, for example in ESC30-SOL - Solidarity Projects and KA2 projects, except KA220-HED and for accreditations. See the specifics for the different action types below.
Add an Organisation with OIDDepending on the action type of your project, you can add organisations with or without an OID to your project. If the organisation you want to add has an OID:
Use the scrollbar in your browser to access all information on screen. If the OID provided is not found, an error message is displayed in red. Check that you have provided the correct OID and make the necessary corrections. If you believe you have entered a valid OID but the error persists, please contact your National Agency. You can find the contact details of National Agencies for Erasmus+ and European Solidarity Corps in the Erasmus+ and European Solidarity Corps platform > Support section.
Add an Organisation without OIDIf the organisation you want to add has no OID, leave the OID field empty and fill in all the other fields as required. Mandatory fields are marked with a red asterisk *. Remember that the Organisation ID must be unique for the organisation in the project. Once all necessary information is provided, click on the Save button at the bottom of the page. The button is greyed out until all mandatory fields are filled in.
Organisation added to projectWhen you click Save, a success message confirms that the organisation details have been saved. The newly added organisation is now displayed in the list of Organisations in your project. You can now add associated persons for the organisation, if required. See the page Contacts in projects for details.
Add organisations using the mobility import functionalityIn projects that allow the export and import of mobility activities (KA121, KA122, KA131, and KA171) from the Mobility activity import-export screen, it is possible to add organisations to the project when importing mobility activities. When preparing the import file, the organisation specific columns (Sending/Receiving Organisation ID, Sending/Receiving OID etc.) must be filled in and, if the import is successful, the imported participating organisations will become available in your project. See the pages Organisation ID and OID in projects and Edit the mobility activity import file for details. Edit organisation informationClick on the "Edit" iconTo update organisation information, click on the Edit icon.
Organisation with OIDOnly some fields can be updated if the organisation you want to edit has an OID. The fields that retrieve data from the Organisation Registration system are greyed out and cannot be changed. You may have to use the scrollbar in your browser to access all information for the organisation. Any changes required on the details retrieved from the Organisation Registration system must be done there, and require further action from the National Agency. Organisation without OIDIf the organisation you want to edit does not have an OID, all available information can be updated. Make the changes as applicable. Note that an OID cannot be added at this point, as the field is greyed out. You may have to use the scrollbar in your browser to access all information for the organisation. Click on "Save"Click on the Save button at the bottom of the screen. The organisation information is updated.
Delete an organisation from the projectThe Beneficiary organisation(s), single beneficiary or consortium, sent to your project with the project information from the National Agency's project management system cannot be removed from the project in Beneficiary module. For these organisations, the Delete (bin) icon is not active in the Actions column of the Organisations list. If you need to remove these organisations, please contact your National Agency for an amendment to your grant agreement.
Partner organisations and other organisations can be removed. In the Organisations list, for these organisations, the Delete (bin) icon is active in the Actions column. Click on the Delete icon to remove the organisation from the project, then confirm the deletion in the pop-up window. The organisation will be removed from the project.
NotificationsAn email notification is sent to the preferred contact of the organisation added in the project, providing information on the project and access as well as useful links. Changes made to organisations will also result in an email notification to the preferred contact of the organisation, informing them of this fact. See Notifications to project contacts for details.
Specifics for European Solidarity Corps projectsESC30-SOL - Solidarity ProjectsUnlike other European Solidarity Corps key actions, ESC30-SOL - Solidarity Projects allow only one organisation to be involved in a project. Therefore the option to add other participating organisations is not available. The beneficiary organisation is either an organisation or a natural person, member of the group of people involved in the project, that has applied on behalf of the group using the OID obtained when registering in the Organisation Registration system.
ESC51-VTJ - Volunteering ProjectsAll organisations that wish to take part in European Solidarity Corps volunteering projects must hold a valid Quality Label for volunteering with a host or support role. Implicitly, they must be registered in the Organisation Registration system and have a valid OID. For more details about these projects please see the page European Solidarity Corps project management overview. Specifics for Erasmus+ projects
Consortium (KA121, KA131, KA171)
Organisations added to the project manually will always display their role as Other in these projects. KA131-HED - Mobility of higher education students and staffHigher Education projects can involve organisations from Programme countries as well as from third countries not associated to the Programme. Depending on the nature of the activities, the project can include higher education institutions (HEIs) with a valid Erasmus Charter for Higher Education or other types of organisations also. Please see the page Mobility activities in KA131 Higher Education projects for more details. It is possible to add a HEI to the project starting from its valid Erasmus Code. In the Organisation details screen, add the valid Erasmus code in the dedicated field. The OID and all related information is automatically retrieved. Check and update (if applicable) the remaining organisation details, then click on the Save button at the bottom of the screen to add the organisation to the project. Import Organisations from other projects
See the page Import organisations from other project in KA131 projects for details. KA171-HED - Mobility of higher education students and staff supported by external policy fundsWhen a KA171 project becomes available in Beneficiary module, the beneficiary organisation or consortium coordinator and members, as well as organisations in regional partnerships are available. The Organisation Role for these regional partnership organisations will be Partner Organisation and these organisations can be edited and removed. Organisations added manually to the project will always have the organisation role Other.
It is not possible to add an organisation (with or without an OID) belonging to a region not defined in the grant agreement. In such case, a red warning message displays under the Country field, informing you of this fact. The Save button will be inactive.
KA121/KA122 - Accredited/Short-term projects for mobility of learners and staff (SCH, VET, ADU)Roles in mobility activity
KA2 projectsCreate, Edit and Delete options are not available for KA2 projects. Any changes to the Beneficiary Organisation or any other participating organisations, as well as the addition of organisations to the project, must be done by the National Agency in their project management system. In KA220-HED projects, it will however be possible to create participating organisations of type Organisation of Invited Staff. For any changes required to the organisations, for example adding an organisation, you must contact your National Agency for an amendment. See Updates to project data in Beneficiary module for additional information. Here is an example of the Organisations list in a KA220-VET project. The Create button (1) as well as the Delete (2) and Edit (3) options for the listed organisations are inactive. It is only possible to View (4) organisation details.
KA220-HED - Cooperation partnerships in higher educationIn KA220-HED projects, organisations of type Organisation of Invited Staff can be created and therefore also edited and deleted. Any other type of organisation in the project will have to be updated in the National Agencies project management system. Invited organisations may or may not have an OID. These added organisations will display their organisation role as Other. Specifics for AccreditationsKA120 - Erasmus accreditation and KA150 - Erasmus Accreditation for YouthIn KA120 Erasmus accreditations and KA150 Erasmus accreditations for youth, the Organisation Role displayed is Accredited organisation. You can only View the organisation details, by clicking on the blue View icon. It is not possible to edit or delete the organisation. No additional organisations can be added, the Create button is inactive. For additional details regarding KA120 - Erasmus accreditation in Beneficiary module, see the page KA120 Erasmus Accreditations in Beneficiary module. For additional details regarding KA150 - Erasmus Accreditation for Youth in Beneficiary module, see the page KA150 Erasmus Accreditation for Youth in Beneficiary module. |
All organisations participating in the projects are added and/or updated.
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