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Overview

The CSP (Convocatorias, Solicitudes y Proyectos) module is the core of HERCULES SGI’s research management system. It handles the complete lifecycle of research funding, from grant call publication through application submission to project execution and monitoring.

Convocatorias

Manage grant calls and funding opportunities

Solicitudes

Handle research applications and proposals

Proyectos

Track active research projects and budgets

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Key Features

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Grant Call Management (Convocatorias)

  • Call Creation and Publication: Configure grant calls with funding sources, eligibility requirements, and submission deadlines
  • Multi-language Support: Define titles and descriptions in multiple languages
  • Execution Models: Associate calls with specific execution models (ModeloEjecucion)
  • Eligibility Requirements: Define team and PI requirements (RequisitoEquipo, RequisitoIP)
  • Budget Configuration: Set funding limits, expense concepts, and financial parameters
  • Timeline Management: Configure phases, milestones, and justification periods

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Application Processing (Solicitudes)

Researchers can:
  • Submit applications to published calls
  • Track application status through workflow states
  • Attach required documentation
  • Manage team composition and budgets
  • Respond to evaluation comments

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Project Management (Proyectos)

  • Project Setup: Create projects from approved applications or standalone
  • Team Management: Configure project teams with roles (RolProyecto) and time periods
  • Financial Tracking:
    • Budget allocation and spending control
    • Partner budgets (ProyectoSocio)
    • Annual budgets (ProyectoAnualidad)
    • Cost concepts and expense tracking
    • VAT management (ProyectoIVA)
  • Timeline Management:
    • Project phases and milestones (ProyectoFase, ProyectoHito)
    • Extensions and modifications (ProyectoProrroga)
    • Follow-up periods (ProyectoPeriodoSeguimiento)
    • Justification periods (ProyectoPeriodoJustificacion)
  • Work Package Management: Break down projects into work packages for collaborative projects
  • Document Management: Store and organize project documentation
  • Economic Monitoring: Integration with economic management system (SGE)

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Main Entities

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Convocatoria (Grant Call)

Located at: sgi-csp-service/src/main/java/org/crue/hercules/sgi/csp/model/Convocatoria.java
Key attributes:
  • codigo: External call code
  • codigoInterno: Internal reference code
  • titulo: Multi-language title
  • fechaPublicacion, fechaProvisional, fechaConcesion: Key dates
  • modeloEjecucion: Execution model reference
  • finalidad: Funding purpose/objective
  • regimenConcurrencia: Competition regime
  • estado: Call state (BORRADOR, REGISTRADA)
  • duracion: Expected project duration in months
  • formularioSolicitud: Application form type
Related entities:
  • ConvocatoriaEntidadFinanciadora: Funding organizations
  • ConvocatoriaAreaTematica: Thematic areas
  • ConvocatoriaConceptoGasto: Allowed expense concepts
  • ConvocatoriaFase: Call phases
  • ConvocatoriaHito: Call milestones

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Solicitud (Application)

Located at: sgi-csp-service/src/main/java/org/crue/hercules/sgi/csp/model/Solicitud.java
Key attributes:
  • titulo: Application title (multi-language)
  • convocatoriaId: Associated grant call
  • estado: Application state
  • solicitanteRef: Applicant reference
  • unidadGestionRef: Management unit
  • origenSolicitud: Origin type (CONVOCATORIA_SGI, CONVOCATORIA_NO_SGI, SIN_CONVOCATORIA)
  • formularioSolicitud: Form type used
Related entities:
  • SolicitudProyecto: Project details for the application
  • SolicitudProyectoEquipo: Proposed team members
  • SolicitudProyectoPresupuesto: Budget breakdown
  • SolicitudDocumento: Supporting documentation
  • SolicitudHito: Application milestones

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Proyecto (Project)

Located at: sgi-csp-service/src/main/java/org/crue/hercules/sgi/csp/model/Proyecto.java
Key attributes:
  • titulo: Project title (multi-language)
  • acronimo: Project acronym
  • codigoInterno, codigoExterno: Internal and external codes
  • fechaInicio, fechaFin, fechaFinDefinitiva: Project timeline
  • modeloEjecucion: Execution model (required)
  • estado: Project state
  • importePresupuesto, importeConcedido: Budget amounts
  • confidencial: Confidentiality flag
  • colaborativo, coordinado: Collaboration flags
  • ivaDeducible: VAT deductibility
Related entities:
  • ProyectoEquipo: Team members with roles and periods
  • ProyectoSocio: Partner organizations
  • ProyectoEntidadFinanciadora: Funding entities
  • ProyectoAnualidad: Annual budget breakdown
  • ProyectoPaqueteTrabajo: Work packages
  • ProyectoResponsableEconomico: Financial managers

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User Workflows

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Creating a Grant Call

  1. Navigate to Convocatorias section
  2. Create new call with basic information (code, title, dates)
  3. Configure execution model and funding parameters
  4. Define eligibility requirements for PI and team
  5. Set up thematic areas and expense concepts
  6. Configure phases, milestones, and deadlines
  7. Add funding entities and financial details
  8. Publish call (change state to REGISTRADA)

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Submitting an Application

  1. Search and select target grant call
  2. Create new application (auto-assigned code)
  3. Complete project information form
  4. Add team members with roles
  5. Define budget breakdown by expense concepts
  6. Attach required documents
  7. Submit for review
  8. Track evaluation status and respond to comments

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Managing an Active Project

  1. Create project from approved application or standalone
  2. Configure project team with effective periods
  3. Set up budget allocation and annual breakdown
  4. Define work packages (if applicable)
  5. Configure partner organizations and their budgets
  6. Track milestones and phases
  7. Manage follow-up and justification periods
  8. Monitor economic execution and spending
  9. Process project extensions or modifications
  10. Complete final justification and closeout

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Integration Points

The CSP module integrates with several other HERCULES modules:
  • SGE (Economic Management): Project budget execution and spending tracking via ProyectoProyectoSge
  • REP (Reports): Generate grant call reports, application statistics, and project dashboards
  • COM (Communications): Automated notifications for deadlines, state changes, and alerts
  • PRC (Scientific Production): Link research outputs to funded projects
  • PII (Intellectual Property): Connect inventions to research projects

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API Endpoints

The CSP service exposes RESTful endpoints for all operations:
  • /convocatorias: Grant call management
  • /solicitudes: Application processing
  • /proyectos: Project management
  • /modelos-ejecucion: Execution model configuration
  • /tipos-*: Master data for types (phases, milestones, documents, etc.)

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Database Schema

Database migrations are located in: 
sgi-csp-service/src/main/resources/db/changelog/
Core tables:
  • convocatoria - Grant calls
  • solicitud - Applications
  • proyecto - Research projects
  • modelo_ejecucion - Execution models
  • Supporting tables for relationships, types, and configurations

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Frontend Components

The web interface is located in: 
sgi-webapp/src/app/module/csp/
Key UI modules:
  • Convocatoria management screens
  • Application submission and review interfaces
  • Project dashboard and monitoring tools
  • Budget tracking and reporting views

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