I) Set up and activate a Monitoring instance in the project's Timelines
1) Create a monitoring instance
2) Activate a monitoring instance
I) Set up and activate a Monitoring instance in the project's Timelines
Monitoring instances are part of the Timelines of the project. As such, all instances that are required as per the Operational Modalities applicable to the project should be created as soon as the project reaches the “Budget Cleared” phase of the workflow, i.e. after Technical Review and HC endorsement.
1) Create a monitoring instance
All monitoring instances are to be created in the Timelines’ tab of the project.
2) Activate a monitoring instance
Timelines are automatically activated by the system at the date saved in the ‘Active date’ field.
*Please note you can edit the active and due dates before an instance is activated. To learn how to edit an active instance, please refer to the Timelines’ validation article of the Help Portal.
You can also click on [Activate] to activate the instance. This action will override the active date previously saved, and the instance will be active immediately.
