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Planning and Budgeting Module (PBM)

Planning and Budgeting Module (PBM). RBEC WORKSHOP. 01-05 Oct 2007. Agenda. Introduction to PBM Big Picture Advantages of PBM PBM Cycle Functionalities of PBM Questions. Introduction to PBM. What is PBM? PBM is an Atlas module that facilitates the budgeting and allocation process.

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Planning and Budgeting Module (PBM)

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  1. Planning and Budgeting Module (PBM) RBEC WORKSHOP 01-05 Oct 2007

  2. Agenda • Introduction to PBM • Big Picture • Advantages of PBM • PBM Cycle • Functionalities of PBM • Questions

  3. Introduction to PBM • What is PBM? • PBM is an Atlas module that facilitates the budgeting and allocation process. • Why PBM? • EB has mandated UNDP,UNICEF and UNFPA towards an integrated and harmonised approach, moving from current input budgeting to results based budgeting (RBB). PBM is a required step in the direction of ensuring systems’ support to RBB

  4. Introduction to PBM • Why PBM • Corporate Standard Tool, (part of ATLAS) • Facilitates budgets preparation in a RBB format by functions • Simplifies and enhances budgeting & allocation process (scenario budgeting, download from HCM, upload to KK, etc)

  5. Big Picture Input plan into office Management Plan tool (OMP) Office Management Plan (OMP) Performance Measurement Other data Sources Atlas Planning & Budgeting Module (PBM) UNDP Strategic Plan Discussion and preparation of workplan Atlas

  6. One corporate system (Atlas PBM) used in over 140 CO (PBM replace excel sheet) PBM supports RBB Linkage to Human Resource – Position Management Position data already populated from HCM with proforma costs. Facilitates Scenario Analysis/Versioning Facilitates automatics upload of budgets into Atlas KK Supports role-based hierarchical approval (Preparer vs Reviewer) Advantages of PBM

  7. PBM Cycle 3. PBM released to users 2. Model prepared for users (Budget coordinator) 4. Budget preparer creates budgets (scenarios) 1. PBM Seeded with budget data Information Flow 5. Budget preparer submits budget for review/approval 6. Reviewer approves/rejects budget 7. Approved budget uploaded to KK

  8. Functionalities – Roles PBM has three different roles: • Budget Coordinator • Budget Preparer • Budget Review • Budget Coordinator – IT related functions (creating users, seeding module, IT support) • Budget Preparer • Creates budgets • Creates scenarios • Submits budgets • Budget Reviewer • Review budgets • Accepts or rejects budgets

  9. Functionalities – Budget Versions Budget Office Budget Reviewer 4. Rejects Budget 8. Submits Budg et Budget Preparer 1.Prepares Budget 2. Submits Budget 10. Creates Presentation Schedules for Executive Office 9. Reviews / Modifies Budget 3. Reviews Budget 7. 5. Modifies Budget 6. Re-Submits Budget

  10. Functionalities - Planning Workspace

  11. Functionalities – GOE (Line items)

  12. Functionalities - Position

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