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CONTENTS Budgetary Flow 4 Plan to Budget Application 6

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Presentation on theme: "CONTENTS Budgetary Flow 4 Plan to Budget Application 6"— Presentation transcript:

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2 CONTENTS Budgetary Flow 4 Plan to Budget Application 6
Slide No Budgetary Flow Plan to Budget Application  Features of Application  Process Flow Planning Application  Logging into Application  Selecting the Forms  Forms Layout  Data Tool Bar Dimensions Data Forms  Recurrent Expenditure Forms 35  Development Expenditure Forms 44  Ceiling Forms  PE Data Forms

3 CONTENTS  Set Thousands Separator & Decimal Separator 64
Slide No  Supplementary Budget Form  Set Thousands Separator & Decimal Separator 64 Manage Approvals Copy Version Reports  HTML & PDF format  Selecting Reports  Setting PoV  Convert to PDF format  Export to Excel Smart View  Connecting to Application 89  Navigating in SMART View 93  ADHOC Analysis

4 BUDGETARY FLOW

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

6 PLAN TO BUDGET APPLICATION

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.

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

9 LOG INTO THE APPLICATION
Double Click on Internet Explorer Icon Double click on Internet Explorer Icon on your Desk Top. Enter in the address bar and press Enter.

10 LOG INTO THE APPLICATION
Click on Launch Application Icon

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

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

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

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

15 Data Entry Tool Bar Comment Cut Save Data Refresh Print Adjust Grid Spread Lock Supporting Details Edit Open Document Copy Paste 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.

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.

18 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.

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 ]

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]

21 DIMENTIONS

22 DIMENTIONS

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

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

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).

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

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

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

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

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

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.

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.

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

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.

35 RECURRENT EXPENDITURE FORM

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

37 Select RECURRENT DRAFT FORM
Double click on RECURRENT DRAFT FORM

38 RECURRENT FORM Click on YES

39 Recurrent Form Form gets Loaded

40 Set Dimensions & select GO option

41 Enter Data Data Entry Prohibited Data Entry Available

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

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

44 DEVELOPMENT EXPENDITURE FORM

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

46 DEVELOPMENT DRAFT FORM
Select DEVELOPMENT DRAFT FORM

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

48 Enter Data Data Entry Prohibited Data Entry Available

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

50 CELEING FORMS

51 Set Dimensions & Select GO option Select RECURRENT CEILINGS FORM

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

53 PE DATA FORMS

54 Select PE Data Entry Form

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

56 Setting Analytical Dimension

57 Setting Account Dimension

58 Setting the Dimensions

59 SUPPLEMENTARY BUDGET FORM

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

61 Supplementary Development Form
Set Dimensions and Select GO

62 Supplementary Development Ambit
Expand

63 Supplementary Development AMBIT

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

65 MANAGE APPROVALS

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

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

68 Set Display option to Tree View
Select TREE Display Set Display option to Tree View

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

70 Select Change Status, Action and press Submit

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

72 COPY VERSION

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

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

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

76 REPORTS

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.

78 To select reports press EXPLORE Menu
Selecting REPORTS To select reports press EXPLORE Menu

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

80 Select appropriate VERSION
Set VERSION Select appropriate VERSION

81 Select appropriate ENTITY and select GO option
Set ENTITY Select appropriate ENTITY and select GO option

82 Report in HTML format Can reset POV

83 Convert to PDF Format To PDF format

84 Exporting report to EXCEL
Exporting to Excel Exporting report to EXCEL

85 Saving the Reporting

86 Accessing Report in Excel Format

87 SMART VIEW

88 Select SMART VIEW Select SMART VIEW menu

89 Connecting to PLANNING APPLICATION
Select OPTIONS and ADVANCED

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

91 Launching the application using Smart view
Select PRIVATE CONNECTIONS

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

93 Accessing the form from the server

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”

95 Ad Hoc Analysis – using Smart view
 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

97 Ad Hoc Analysis – using Smart view

98 Ad Hoc Analysis – choosing the member

99 Q&A

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


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