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Dictionary termTrack EStablev2026.2

Updated project plan

The revised project-planning document -- updated work packages, timeline, budget allocation, or personnel roles -- issued after a sponsor has approved a change request. It is the downstream artefact of an approved change, not the change request itself and not the underlying pivot that prompted it.

ByCASRAI Editorial Board
· Last updated 5 Sept 2026
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Examples

Worked examples

  • Is an instance

    After approval of an amendment, a Horizon Europe consortium publishes an updated Annex 1 with revised work-package timelines and partner roles.

  • Is an instance

    An NIH grantee submits an updated project plan following approval of a major scope change.

Counter-examples

Looks similar, but isn't

  • Not an instance

    The original project plan from the proposal is not an updated plan.

  • Not an instance

    An informal team-meeting note without formal sponsor approval is not the updated project plan.

Editorial commentary

An updated project plan is the revised version of a project’s formal planning document — timeline, work packages, budget allocation, or personnel roles — issued once a sponsor has approved a change to the original plan. It is the record of what changed, produced after the fact, not the decision to change something or the request that asked for permission.

What triggers one

An updated project plan is typically produced after a sponsor approves a formal change request, after a no-cost extension is granted (since the timeline itself has changed), or after a substantive pivot has been formally accepted by the sponsor. Without one of these upstream triggers, there is nothing for the plan to be “updated” from — the original approved plan simply stands.

What it typically contains

For Horizon Europe consortia, this commonly takes the form of a revised Annex 1 to the Grant Agreement, with updated work-package timelines and partner roles reflecting the approved amendment. For NIH awards, it takes the form of an updated project narrative or budget justification reflecting the approved scope, personnel, or budget change, retained as part of the award file.

The three-step sequence

These three terms describe consecutive stages of the same process, not synonyms: a pivot is the substantive scientific decision to change direction; a change request is the formal ask the sponsor must approve when that pivot meets the prior-approval threshold; an updated project plan is the resulting document that records what was actually approved and now governs the project going forward.

What it is not

An informal team decision recorded only in internal meeting notes, without the sponsor’s formal approval behind it, is not an updated project plan in the compliance sense — it has no standing against the original approved terms of the award until the sponsor has actually signed off.

Also known as

Revised project plan · Project plan v2 · Amended workplan

Machine-readable encodings

Use in your systems

JATS XML <role> element
xml
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Schema.org DefinedTerm (JSON-LD)
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  "datePublished": "2026-05-21T02:23:01",
  "dateModified": "2026-09-05T17:32:33",
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