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  1. CONTENTS Slide No • Budgetary Flow 4 • Plan to Budget Application 6  Features of Application 7  Process Flow 8 • Planning Application 9  Logging into Application 9  Selecting the Forms 13  Forms Layout 14  Data Tool Bar 15 • Dimensions 21 • Data Forms 35  Recurrent Expenditure Forms 35  Development Expenditure Forms 44  Ceiling Forms 50  PE Data Forms 53

  2. CONTENTS Slide No  Supplementary Budget Form 59  Set Thousands Separator & Decimal Separator 64 • Manage Approvals 65 • Copy Version 72 • Reports 76  HTML & PDF format 77  Selecting Reports 79  Setting PoV 80  Convert to PDF format 83  Export to Excel 84 • Smart View 87  Connecting to Application 89  Navigating in SMART View 93  ADHOC Analysis 95

  3. BUDGETARY FLOW

  4. BUDGETARY FLOW Budget Procedural Group Sector Working Group Treasury Macro Working Group Line Ministry Estimates Working Group Prepares Itemized Budget Review & Approve Review & Approve Policies Yes No Yes No Government Printers Finance Minister Parliament

  5. PLAN TO BUDGET APPLICATION

  6. Features of Planning Application • Planning is a centralized, Web-based planning, budgeting, and forecasting solution that drives collaborative, integrated, event-based planning processes throughout the Organization. • Multi-dimensional/ multi user planning with a powerful business rules engine & Allocations • Flexible workflow and plan management capabilities comprehensive Microsoft Office integration • Planning supports Flexible Operational Planning • In Planning Decision makers and managers can communicate the course of action and collaborate with budget holders to optimize the planning process.

  7. Process Flow Log in Select a Form Set Dimensions Enter Data Submit Data Adjust Data If any Run Reports Save Promote -Approval

  8. LOG INTO THE APPLICATION Double Click on Internet Explorer Icon http://mofdevapp:19000/workspace/

  9. LOG INTO THE APPLICATION Click on Launch Application Icon

  10. LOG INTO THE APPLICATION Enter User Name & Password and Press Log on Icon

  11. LOG INTO THE APPLICATION Select Navigate-Application-Planning-MOF_Pln

  12. SELECTING THE FORMS Press on Expand Icon (+) in order to go to Sub head level

  13. FORM LAYOUT MENU BAR STANDARD TOOL BAR CONTENT AREA ADJUSTER VIEW PANE

  14. Data Entry Tool Bar Comment Cut This command saves all the changes made to the web form and stores them on the server. Your remaining total will not automatically update when you save. In order to see how changes you make affect your totals, you must run the business rule for the current org. Remove Keep Only Supporting Details Ad Hoc Grid Copy Paste Refresh Adjust Print Save Data Grid Spread Task List Edit Open Document Lock Open in Smart View Suppression

  15. Data Entry Tool Bar This command will NOT save changes but provides a warning about any unsaved data back to the values stored since the last save took place. Initiates the printing process of the Current document. We can Increase or Decrease a Cell value by certain Percentage (%) or Value. Right Click on the cell choose Adjust or Edit-Adjust from the menu bar.

  16. Data Entry Tool Bar You can Increase or Decrease the values by certain Percentage (%) or value across multiple Dimensions. Planning ignores the real-only, locked cells and cell having supporting details while calculating the Data Spread. (Edit-Grid Spread) This command will lock and unlock a given cell. we cannot enter data into Locked Cells. In order to enter data into a locked cell we need to Unlock that particular cell. To unlock, position the cursor back on the locked cell and click the command again. Use shift-click to select multiple cells to lock or unlock the cells.

  17. Data Entry Tool Bar This command allows you to add notes to the given cell. (Edit-Comment) A Blue triangle appears marking a cell with text attached. To see the comment select cell right click select View Comment or Edit-Comment.

  18. Data Entry Tool Bar From data form cells, you can add, replace, and view EPM Workspace documents. These documents can be a Web site or any file type (for example, an .XLS or .PDF file). [Same as Edit ->Add/Edit Document] This Function enables you to open the added documents to the data cell. [Edit -> Open Document] Cut cell contents. Shift –Click to select multiple cell to cut. [ Edit -> Cut ] This command makes a copy of cell Contents. [ Edit -> Copy ]

  19. Data Entry Tool Bar Paste previously Cut or Copied data. If data is Copied or Cut from multiple cells it will be pasted in the same way. The administrator can include instructions to guide you in preparing budget data. If instructions are available, a View link displays in the data form's Instructions column. This exports a minimally-formatted spreadsheet version of the web form. Values are exported, with no formulas. This allows you to take advantage of Excel capabilities when entering data and calculations into existing forms. [Same as File -> Open in Smart View]

  20. DIMENTIONS

  21. DIMENTIONS

  22. DIMENSION - ACCOUNT This Dimension captures measure of financial and statistical data in Chart of Accounts as shown below

  23. DIMENSION - CLASS Class includes members that facilitate data capture for Consolidated Fund services and Personal Emoluments data.

  24. DIMENSTION - CURRENCY Captures the currencies in which data can be displayed in the application via currency conversion. The default currency is Kenyan Shillings (KES).

  25. DIMENSTION - ENTITY The Entity dimension includes the list of ministries and the Departments and cost centers under each of them.

  26. DIMENSION - GEOGRAPHY Includes the various geographic locations and counties according to which budgeted figures will be captured.

  27. DIMENSION - PERIOD Period dimension includes the time-periods across which data will be captured

  28. DIMENSION - PROGRAMMES The Programmes dimension includes a list of programmes as initiated by various ministries, and across which budgeting will be done.

  29. DIMENSION - DEVELOPMENT Data shall be captured as Development, Recurrent, Supplementary or Actual data.

  30. DIMENSTION – SOURCE OF FUND Source of Funding Dimension consists of the various donors, which are either domestic or External donors. External resources can be received in the form of either Grants or Loans.

  31. DIMENSION - VERSION The versions include Ministerial Version, to be used by the line ministries. The data is then promoted to Estimate Working Group (EWG). The EWG then copies this data into the EWG version and works on it. A similar process is followed by the Budget Procedural group, which uses the BPG Version. The Ceiling version is used to capture MTEF Ceiling guidelines.

  32. DIMENSION - YEAR Includes the fiscal years the application is scoped for. The number of years can be increased.

  33. DIMENSION - ANALYTICAL Analytical dimension holds miscellaneous items like treasury bond numbers and similar such requirements which would not fit in any of the other dimensions.

  34. RECURRENT EXPENDITURE FORM

  35. RECURRENT FORM Press Expand Icon (+) to see Forms Double click on Draft Forms

  36. Select RECURRENT DRAFT FORM Double click on RECURRENT DRAFT FORM

  37. RECURRENT FORM Click on YES

  38. Recurrent Form Form gets Loaded

  39. Set DIMENSIONS Set Dimensions & select GO option

  40. Enter Data Data Entry Prohibited Data Entry Available

  41. Color Codes Data Entry Available Data Entry Prohibited Data changed but not saved Supporting Details Attached Cell is Locked

  42. Save Data Clicking on Refresh Option will result in loss of Unsaved Data After entering Data select Save Option

  43. DEVELOPMENT EXPENDITURE FORM

  44. DEVELOPMENT FORM Press Expand Icon (+) to see Forms Double click on Draft Forms

  45. DEVELOPMENT DRAFT FORM Select DEVELOPMENT DRAFT FORM

  46. Set Dimensions of the FORM Set Dimensions & select GO option

  47. Enter Data Data Entry Prohibited Data Entry Available

  48. Save Data Clicking on Refresh Option will result in loss of Unsaved Data After entering Data select Save Option

  49. CELEING FORMS