Projects and organizations

An organization owns the research work. Admin records its name, code, time zone, currency and active state before a coordinator opens work against it. A funded project belongs to that organization and acts as the counterparty for each work package. Its contact name, address and eligibility note give the team a common place to check which project a package belongs to. A project can be marked active while work continues under it.

Team membership links a person to an organization and a platform user. The member record carries a role name, time zone and active state. Keep that membership current before assigning a package owner or reviewer. The relationship matters when work crosses organizational boundaries: the package, milestone and member must point to the intended research organization.

• Organization. Admin keeps the identity and operating context for the research unit that owns the records.
• Funded project. Research Coordinator selects the project that will be the package’s counterparty and checks the eligibility note with the grant team.
• Membership. Admin maintains the member linked to a platform user, so assignments and reviewer records identify a person.

Agree which organization owns each funded project and how the team uses project codes. Decide who updates the project contact and eligibility note when funding terms change. Set the organization’s time zone before staff compare due dates or review decisions across locations. The currency selection belongs to the organization; task hours remain effort, not an amount of money. Make an explicit access plan for staff who work with more than one organization.

Decide how an inactive project or team member should be handled in the operating routine. Existing records still need a readable owner and counterparty, while new assignments need a current member. Research Coordinator and Admin should rehearse a project correction before the first operating cycle, including the effect on already planned packages.

Suppose a team starts a funded materials study at a second research organization. Admin records that organization’s code and time zone, then adds the project and its contact. The Package Owner is linked to the new organization through Team Members. Research Coordinator opens the package and checks that its organization and counterparty resolve to the same research unit. If the project was selected from the old organization, correct that relationship before tasks or evidence are added.

Then ask an Independent Reviewer to find the owner and project from the package. The reviewer should be able to tell which project funded the work and which organization is responsible for it without relying on the package subject alone. That is the useful test of the handoff.

• Active Work Packages — Current package work with owner, funded project and due date in one list.
• My Work Packages — Assigned packages a person can take into their daily planning review.

Continue with package planning and use the data model when preparing project and member records.