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This page describes the steps to be taken to complete and submit the final beneficiary report for KA2 Erasmus+ projects. Before submitting the report, please ensure that all of the project data is up to date. While drafting the final report it is still possible to update the project information under the various project tabs in Mobility Tool+.
Please read the onscreen instructions carefully. There may be differences between the beneficiary reports for the different key actions but the basic functionality remains the same. The instruction in this page are based on a KA205 - Strategic Partnerships for youth project example.
Open the project and check that it is up to date
Check the "Details" tab
The project must be in follow-up status, unlocked and you must have the necessary permissions to modify the project data, in order to complete the Beneficiary Report.
Check the project "Organisations" and "Contacts"
Check the organisation details and associated contact persons for all organisations.
If any organisation details need to be updated, the National Agency should first be notified and the details should be updated in the Organisation Registration system. Once the changes are made in the National Agency's project management system, they will be reflected in Mobility Tool+.
This does not apply to certain contact details, such as those of the project co-beneficiaries and partners, which can be updated directly in Mobility Tool+.
Check the other project items
Check all the other projects tab and ensure they are updated with the latest and correct information.
Check the "Budget" tab
Check the Budget tab to view the summary of the project budget as entered under the various project tabs.
The Show Budget Transfer option allows you to view the minimum and maximum allowed budget transfers, which provide more detailed information on the entered budget.
"Generate" the Beneficiary Report
Click the "Reports" tab
When all the project data is up to date, click the Reports tab and create the draft beneficiary report by clicking the Generate Beneficiary Report button.
Depending on the key action, you may see this button directly or you may need to navigate to the Final Beneficiary Report sub-tab to find the button.
Click on "Edit Draft"
Once you have generated the report, click on Edit Draft to access it. You will be directed to the report screen. Note that the project status has now changed to processing.
General report functionality
Report options and information
In the top left corner of the report screen you will see:
"Continue editing" or "Release" the draft report for other users
Once you have started to fill in the report, if you leave the report screen you can return to it at any time by clicking on the Reports tab. You will have two options:
Click on the Show log + button on the Reports page to see the main actions performed on the report, and the person who performed each action. Click the Hide Log- button to close the log.
Fill in the Beneficiary Report
Inactive Organisations within Project Activities
At the top of the beneficiary report screen there is an overview of the Inactive Organisations within Project Activities section. This is for your information only and will not block the submission of the report.
Check the "Context" section
You will notice that the Context section is already filled in and marked with a green check. The Context section contains the same information that is displayed under the project details (Details tab) and it cannot be modified in Mobility Tool+.
If project dates or titles require modifications this should be done by making a formal amendment request to the National Agency. Once this request is processed, the data will be updated in Mobility Tool+.
Navigate to the following sections by scrolling down or by clicking on the desired section in the left column of the report screen. The selected section is highlighted in blue.
As you fill in each section, it will be marked with a green check.
Fill in the "Project Summary"
Click on the Project Summary section, add a summary for the project and provide all other mandatory information in this section.
Remember that the project summary will be displayed in the Project Results Platform once the Final Report is finalised in the National Agency's project management system.
Fill in the "Description of the Project"
Once the next section Description of the Project is clicked, the previous section receives a green check mark, as all fields for that section have been completed.
In a similar way, all other sections will be marked as completed.
Fill in the "Project Management"
Please provide answers to the questions above each field.
Fill in the "Implementation"
Complete the Implementation section, detailing the practical arrangements, participants' profile, impact, dissemination of the results and future plans.
Certain sub-sections subsections may display the information This section does not apply for this project. No action is required in these sub-sectionssubsections.
Fill in the "Follow-up"
Please provide answers to the questions above each field to complete the Follow-up section and its sub-sectionssubsections.
Check the "Budget" section
The Budget section is automatically filled in with the Budget Summary, providing an overview of the budget of the various project items, such as Project Management and Implementation.
Note that the Start Submission Process button at the top left side of the report screen is now available. All report sections (except the Annexes) are marked complete. The supporting documentation (Annexes) can be added after you have started the submission process.
Attach the required Annexes
Click on Annexes and upload the supporting documentation as required.
The Declaration of Honour is mandatory for all projects and you must use the template provided with the report for each project:
Please note that according to national context, a signature may not suffice and a stamp for the organisation might be needed as well.
Repeat step 2 above to upload any additional required documents.
Mark the "Declaration of honour"
The uploaded files, including the declaration of honour, are listed in the List of uploaded files section.
However, you must mark the Declaration of Honour as such by clicking on Contains declaration of honour next to the correct file. The declaration is now highlighted in yellow and bears the mention DOH.
This is step is mandatory but it can also be performed after you have started the report submission.
You can delete an already uploaded document by clicking the X icon.
Submit the report
Click on "Start Submission Process"
Once all sections are completed, click on the Start Submission Process button.
Unable to submit: KA203 - Invited organisations error
A KA203 Higher Education Final Beneficiary Report cannot be submitted (submission button inactive) if the project contains invited organisations that do not participate in any Learning, Teaching and Training activity of type Invited teachers at higher education Intensive Study Programmes (SP-HE-IST). In such situations an error message is s displayed under the submission button. To submit the report, the beneficiary must delete the invited organisation(s) not participating in any Learning, Teaching and Training Activities from the organisation list in Mobility Tool+.
See MT+ KA203 Invited organisation from enterprise for details.
Unable to submit: KA229 - Warning messages
For specific information concerning warning messages displayed for KA229 projects, see MT+ KA229 School Exchange Partnerships Overview.
Check the "Beneficiary Declaration of Honour and Signature"
Once you have started the submission, the Beneficiary Declaration of Honour and Signature screen is displayed. Here you can check that all of the required supporting documentation has been attached and Add more files if necessary.
If you did not mark the declaration of honour when you uploaded it, you must mark it at this stage. Then, click the Next Step button to continue.
Accept the "Data Protection Notice"
Read the Data Protection Notice and click Accept to continue.
Click the "Not Done" buttons to "Done" in the Checklist
A checklist appears prompting you to ensure that all actions have been performed.
As each item is checked, change the Not Done button to Done by clicking the respective button. Once all items are marked Done, click the Next Step button to continue.
Click on "Submit Beneficiary Report"
To finish, click the Submit Beneficiary Report button. The project will be locked once the button is clicked and can no longer be updated.
For KA229 projects the submit button will be replaced by Ready for Submission. Additional information available under MT+ KA229 School Exchange Partnerships Overview.
A message is displayed indicating that the submission is in progress. It may take up to 15 minutes before the submission to the National Agency is completed.
Report Status and Report Download
Back in the Reports tab, you will be able to see when the report is successfully submitted - once the report is received, the status of the report submission changes from Submission in progress to Submitted.
When the status is Submitted, you have the option to download the report by clicking on the Download Beneficiary Report button. The download will save a *.zip file (compressed file) including the beneficiary report as *.pdf file and all supporting documents submitted with the report.
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