2CONTENTS Budgetary Flow 4 Plan to Budget Application 6 Slide NoBudgetary FlowPlan to Budget Application Features of Application Process FlowPlanning Application Logging into Application Selecting the Forms Forms Layout Data Tool BarDimensionsData Forms Recurrent Expenditure Forms 35 Development Expenditure Forms 44 Ceiling Forms PE Data Forms
3CONTENTS Set Thousands Separator & Decimal Separator 64 Slide No Supplementary Budget Form Set Thousands Separator & Decimal Separator 64Manage ApprovalsCopy VersionReports HTML & PDF format Selecting Reports Setting PoV Convert to PDF format Export to ExcelSmart View Connecting to Application 89 Navigating in SMART View 93 ADHOC Analysis
5BUDGETARY FLOW Macro Working Group Line Ministry Prepares Itemized BudgetPoliciesEstimates Working GroupNoTreasuryNoBudget Procedural GroupReview & ApproveReview & ApproveYesSector Working GroupYesGovernment PrintersFinance MinisterParliament
7Features 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 & AllocationsFlexible workflow and plan management capabilities comprehensive Microsoft Office integrationPlanning supports Flexible Operational PlanningIn Planning Decision makers and managers can communicate the course of action and collaborate with budget holders to optimize the planning process.
8Process Flow Log in Select a Form Set Dimensions Enter Data Submit DataAdjust Data If anyRun ReportsSavePromote -Approval
9LOG INTO THE APPLICATION Double Click on Internet Explorer IconDouble click on Internet Explorer Icon on your Desk Top.Enter in the address bar and press Enter.
10LOG INTO THE APPLICATION Click on Launch Application Icon
11LOG INTO THE APPLICATION Enter User Name & Password and Press Log on Icon
12LOG INTO THE APPLICATION Select Navigate-Application-Planning-MOF_Pln
13Press on Expand Icon (+) in order to go to Sub head level SELECTING THE FORMSPress on Expand Icon (+) in order to go to Sub head level
15Data Entry Tool BarCommentCutSave DataRefreshPrintAdjustGrid SpreadLockSupportingDetailsEdit OpenDocumentCopyPasteOpen inSmart ViewAd Hoc GridSuppressionRemove KeepOnlyTask ListThis 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.
16Data Entry Tool BarThis 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.
17Data Entry Tool BarYou 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.
18Data Entry Tool BarThis 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.
19Data Entry Tool BarFrom 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 ]
20Data Entry Tool BarPaste 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]
23DIMENSION - ACCOUNTThis Dimension captures measure of financial and statistical data in Chart of Accounts as shown below
24DIMENSION - CLASSClass includes members that facilitate data capture for Consolidated Fund services and Personal Emoluments data.
25DIMENSTION - CURRENCYCaptures the currencies in which data can be displayed in the application via currency conversion. The default currency is Kenyan Shillings (KES).
26DIMENSTION - ENTITYThe Entity dimension includes the list of ministries and the Departments and cost centers under each of them.
27DIMENSION - GEOGRAPHYIncludes the various geographic locations and counties according to which budgeted figures will be captured.
28DIMENSION - PERIODPeriod dimension includes the time-periods across which data will be captured
29DIMENSION - PROGRAMMES The Programmes dimension includes a list of programmes as initiated by various ministries, and across which budgeting will be done.
30DIMENSION - DEVELOPMENT Data shall be captured as Development, Recurrent, Supplementary or Actual data.
31DIMENSTION – 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.
32DIMENSION - VERSIONThe 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.
33DIMENSION - YEARIncludes the fiscal years the application is scoped for. The number of years can be increased.
34DIMENSION - ANALYTICAL Analytical dimension holds miscellaneous items like treasury bond numbers and similar such requirements which would not fit in any of the other dimensions.
77REPORTSReports 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.
78To select reports press EXPLORE Menu Selecting REPORTSTo select reports press EXPLORE Menu
79Select REPORTS Select Test Reports & New Tests Select desired report from the list of Reports available
80Select appropriate VERSION Set VERSIONSelect appropriate VERSION
81Select appropriate ENTITY and select GO option Set ENTITYSelect appropriate ENTITY and select GO option