Quarterly returns

If your organisation is a delivery partner, you report on each of your projects every quarter. My projects is your reporting home. This appears only when it is turned on for your organisation.

Your reporting home

My projects shows every project you hold, one line each, with where it's up to. The first time you visit, a Welcome may walk you through it and, where the organisation has one, ask you to agree to its agreement.

• This quarter's reports: one report per project, per quarter, with its Status: Not started, Draft saved, Submitted or Closed. Select Start my update, Continue my update or View my report.
• Earlier submissions: everything you've sent before this quarter.
• Shared back with you: partner versions of quarterly reports released to your organisation. Select Read the report.
• Your details: the people the organisation writes to about yours. Select Edit or Add a contact, then Save my details.

If you hold projects in two or more Epics, All Epics shows them by Epic. A project whose work has finished says No report due.

The Dashboard also shows this quarter's reports.

Complete your update

1. Select Start my update (or Continue my update).
2. Work through the sections: Progress, Outcomes, Summary reflections, Housekeeping, then Review & submit. Your brief shows your Epic goal, your project and what you committed to.
3. Select Save at any time; you can come back later.
4. On Review & submit, check it over and tick the box to say the report is ready.
5. Select Submit my update. Nothing reaches your captain until you do.

If the quarter closes before you submit, the page says This quarter has closed. Your answers are kept exactly as you left them, but they were not submitted.

Let a colleague report for you

Use Delegates to give a colleague your returns for a set time. See Your organisation's members.

See also

• Your organisation's members
• Your applicant dashboard