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1. CONTENTS Budgetary Flow 4 Plan to Budget Application 6 Features of Application 7 Process Flow 8 Planning Application 9 Logging into Application 9 Selecting.

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Presentation on theme: "1. CONTENTS Budgetary Flow 4 Plan to Budget Application 6 Features of Application 7 Process Flow 8 Planning Application 9 Logging into Application 9 Selecting."— Presentation transcript:

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2 CONTENTS Budgetary Flow 4 Plan to Budget Application 6 Features of Application 7 Process Flow 8 Planning Application 9 Logging into Application 9 Selecting the Forms13 Forms Layout14 Data Tool Bar 15 Dimensions 21 Data Forms35 Recurrent Expenditure Forms35 Development Expenditure Forms44 Ceiling Forms50 PE Data Forms53 Slide No 2

3 CONTENTS Supplementary Budget Form 59 Set Thousands Separator & Decimal Separator64 Manage Approvals65 Copy Version72 Reports76 HTML & PDF format77 Selecting Reports79 Setting PoV80 Convert to PDF format83 Export to Excel84 Smart View87 Connecting to Application89 Navigating in SMART View93 ADHOC Analysis95 Slide No 3

4 BUDGETARY FLOW 4

5 Sector Working Group Treasury Macro Working Group PoliciesPolicies Line Ministry Estimates Working Group Budget Procedural Group Prepares Itemized Budget Review & Approve Yes No Yes Review & Approve No Parliament Finance Minister Government Printers 5

6 PLAN TO BUDGET APPLICATION 6

7 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. 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

8 Process Flow Log in Save Enter Data Set Dimensions Select a Form Promote - Approval Submit Data Adjust Data If any Run Reports 8

9 LOG INTO THE APPLICATION Double Click on Internet Explorer Icon 9

10 LOG INTO THE APPLICATION Click on Launch Application Icon 10

11 LOG INTO THE APPLICATION Enter User Name & Password and Press Log on Icon 11

12 LOG INTO THE APPLICATION Select Navigate-Application-Planning- MOF_Pln 12

13 SELECTING THE FORMS Press on Expand Icon (+) in order to go to Sub head level 13

14 FORM LAYOUT MENU BAR STANDARD TOOL BAR CONTENT AREA VIEW PANE ADJUSTER 14

15 Data Entry Tool Bar 15 CommentCut Save Data Refresh Print Adjust Grid Spread Lock Supporting Details Edit Open Document CopyPaste Open in Smart View Ad Hoc Grid Suppression Remove Keep Only Task List 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.

16 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

17 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

18 Data Entry Tool Bar A Blue triangle appears marking a cell with text attached. To see the comment select cell right click select View Comment or Edit-Comment. This command allows you to add notes to the given cell. (Edit-Comment) 18

19 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

20 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

21 DIMENTIONS 21

22 DIMENTIONS 22

23 DIMENSION - ACCOUNT This Dimension captures measure of financial and statistical data in Chart of Accounts as shown below 23

24 DIMENSION - CLASS Class includes members that facilitate data capture for Consolidated Fund services and Personal Emoluments data. 24

25 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

26 DIMENSTION - ENTITY The Entity dimension includes the list of ministries and the Departments and cost centers under each of them. 26

27 DIMENSION - GEOGRAPHY Includes the various geographic locations and counties according to which budgeted figures will be captured. 27

28 DIMENSION - PERIOD Period dimension includes the time-periods across which data will be captured 28

29 DIMENSION - PROGRAMMES The Programmes dimension includes a list of programmes as initiated by various ministries, and across which budgeting will be done. 29

30 DIMENSION - DEVELOPMENT Data shall be captured as Development, Recurrent, Supplementary or Actual data. 30

31 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

32 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

33 DIMENSION - YEAR Includes the fiscal years the application is scoped for. The number of years can be increased. 33

34 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

35 RECURRENT EXPENDITURE FORM 35

36 RECURRENT FORM Press Expand Icon (+) to see Forms Double click on Draft Forms 36

37 Select RECURRENT DRAFT FORM Double click on RECURRENT DRAFT FORM 37

38 RECURRENT FORM Click on YES 38

39 Recurrent Form Form gets Loaded 39

40 Set DIMENSIONS Set Dimensions & select GO option 40

41 Enter Data Data Entry Prohibited Data Entry Available 41

42 Color Codes 42 Data Entry Available Data Entry Prohibited Data changed but not saved Supporting Details Attached Cell is Locked

43 Save Data After entering Data select Save Option Clicking on Refresh Option will result in loss of Unsaved Data 43

44 DEVELOPMENT EXPENDITURE FORM 44

45 DEVELOPMENT FORM Press Expand Icon (+) to see Forms Double click on Draft Forms 45

46 DEVELOPMENT DRAFT FORM Select DEVELOPMENT DRAFT FORM 46

47 Set Dimensions of the FORM Set Dimensions & select GO option 47

48 Enter Data Data Entry Prohibited Data Entry Available 48

49 Save Data After entering Data select Save Option Clicking on Refresh Option will result in loss of Unsaved Data 49

50 CELEING FORMS 50

51 CEILINGS FORM Select RECURRENT CEILINGS FORM Set Dimensions & Select GO option 51

52 Set Dimensions Select RECURRENT CEILINGS FORM Set Dimensions & Select GO option 52

53 PE DATA FORMS 53

54 PE DATA ENTRY FORM Select PE Data Entry Form 54

55 PE DATA ENTRY FORM Select File-Preferences-Planning-User Variables 55

56 Setting Analytical Dimension 56

57 Setting Account Dimension 57

58 Setting the Dimensions 58

59 SUPPLEMENTARY BUDGET FORM 59

60 Supplementary Budget Form Select SUPPLEMENTARY FORMS & select appropriate Forms from the list 60

61 Supplementary Development Form 61 Set Dimensions and Select GO

62 Supplementary Development Ambit Expand 62

63 Supplementary Development AMBIT 63

64 Thousands Separator & Decimal Separator 64 Select File Menu-Preferences-Financial Reporting- Thousands Separator or Decimal Separator

65 MANAGE APPROVALS 65

66 Manage Approvals To mange Approvals go to TOOLS menu & select MANAGE APPROVALS 66

67 Set SCENARIO & VERSION Select SCENARIO & VERSION and select GO option 67

68 Select TREE Display Set Display option to Tree View 68

69 START PLAN CYCLE Set Plan Cycle to START and select Details option under ACTION 69

70 CHANGE STATUS Select Change Status, Action and press Submit 70

71 ADD ANNOTATION In order to add annotation select Add Annotation and enter text 71

72 COPY VERSION 72

73 COPY VERSION In order to copy version go to TOOLS menu and select COPY VERSION 73

74 Set SCENARIO, COPY FROM & COPY TO Set SCENARIO, COPY FROM & COPY TO Version and select GO option 74

75 Select ENTITIES Select desired Entities from Available Entities and press COPY DATA 75

76 REPORTS 76

77 REPORTS Reports can be previewed in HTML and PDF formats HTML : The HTML option will allow the users to run reports that contain dynamic Reports functions, such as expansions. These reports contain expansions which allow the user to drill down on selected accounts by entity. Once the user has finished the drill down, the PDF button can be selected to convert the report into a printer-friendly format. PDF : The PDF option will retain all report formatting and will print as displayed on the screen. When you view a report in PDF, the report is generated using the user POV and output in PDF. If the report has multiple page members, the report is generated for all of the page members. The report is displayed in Adobe Acrobat Reader in the Web browser. Reports can be previewed in HTML and PDF formats HTML : The HTML option will allow the users to run reports that contain dynamic Reports functions, such as expansions. These reports contain expansions which allow the user to drill down on selected accounts by entity. Once the user has finished the drill down, the PDF button can be selected to convert the report into a printer-friendly format. PDF : The PDF option will retain all report formatting and will print as displayed on the screen. When you view a report in PDF, the report is generated using the user POV and output in PDF. If the report has multiple page members, the report is generated for all of the page members. The report is displayed in Adobe Acrobat Reader in the Web browser. 77

78 Selecting REPORTS To select reports press EXPLORE Menu 78

79 Select REPORTS Select Test Reports & New Tests Select desired report from the list of Reports available 79

80 Set VERSION Select appropriate VERSION 80

81 Set ENTITY Select appropriate ENTITY and select GO option 81

82 Report in HTML format Can reset POV 82

83 Convert to PDF Format To PDF format 83

84 Exporting to Excel Exporting report to EXCEL 84

85 Saving the Reporting 85

86 Accessing Report in Excel Format 86

87 SMART VIEW 87

88 Select SMART VIEW Select SMART VIEW menu 88

89 Connecting to PLANNING APPLICATION Select OPTIONS and ADVANCED 89

90 Connecting to Application Select OPEN menu and select ORACLE HYPERION SMART VIEW 90

91 Launching the application using Smart view 91 Select PRIVATE CONNECTIONS

92 Connecting to the server 92 Select Connection and Select REPORT from the list

93 Accessing the form from the server 93

94 Submitting the data Once the form is launched in the Smart view the data can be entered as in the Excel and can be submitted back to the Planning Application using the Submit Button 94

95 Ad Hoc Analysis – using Smart view 95 Launch the smart view as shown. Click on the OPEX data base connection. The list below shows the Ad hoc analysis (as marked)

96 Ad Hoc Analysis – using Smart view 96

97 Ad Hoc Analysis – using Smart view 97

98 Ad Hoc Analysis – choosing the member 98

99 Q&A 99

100 IFMIS DEPARTMENT Ministry of Finance, Treasury Building Harambee Avenue P.O. Box Tel: Website: 100


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