Source document: https://docs-lawep.s3.us-east-2.amazonaws.com/1697795287945.pdf (Dominica)
PLANNING APP Developed by: 0 Table of Contents Table of Contents .................................................................................................................. 1 Introduction .......................................................................................................................... 2 Public Sector Investment Programme MIS ............................................................................. 3 Projects ................................................................................................................................. 4 Projects In Pipeline ........................................................................................................................4 Approve Project .................................................................................................................................... 5 Invite Users ........................................................................................................................................... 6 View and/or Edit Users that have been added to a project.
................................................................ 7 Cancel or Change the Status of a project ............................................................................................. 8 Invite Users to an Approved Project .................................................................................................... 9 Restore a Cancelled Project ............................................................................................................... 11 Notes & Updates .......................................................................................................................... 12 LogFrame ............................................................................................................................ 14 Outcomes/Outputs ...................................................................................................................... 14 Invite Users to Logical Framework ..................................................................................................... 16 Output Indicators ......................................................................................................................... 18 Invite Users to an Output Indicator ................................................................................................... 21 Objective Indicators ..................................................................................................................... 23 Invite Users to an Objective Indicator
 ................................................................................................ 26 Outcome Indicators ..................................................................................................................... 28 Invite Users to an Outcome Indicator ................................................................................................ 31 National Agenda Indicators .......................................................................................................... 33 Invite Users to a National Agenda Indicator ...................................................................................... 36 Add a New Project Risk ................................................................................................................ 38 Activities- WBS .................................................................................................................... 40 Invite Users to a Activities-WBS ......................................................................................................... 42 Budgeting ............................................................................................................................ 44 Output(s) Budget ......................................................................................................................... 44 Funding Framework ..................................................................................................................... 46 Invite
46 Invite Users to a Funding Framework ................................................................................................ 46 Reports ............................................................................................................................... 48 Generate Project Planning Reports ............................................................................................... 48 Generate List Of Projects Report ....................................................................................................... 48 Generate Project Profile Report ......................................................................................................... 50 Generate Project Log Frame Report .................................................................................................. 51 Generate Project Outcome indicator Report .................................................................................... 53 Generate Project Output Indicator Report ........................................................................................ 54 Generate Project Risk Matrix Report ................................................................................................. 55 Generate Project Financial Plan Report ............................................................................................. 56 Generate Project Disbursement Plan Report ..................................................................................... 57 1 Introduction This manual was made as a
 guide for users of the Public Sector Investment Programme.
This guide covers the project Identification Module.

In the Project Identification Module step, the idea for the project is initiated and the organization verifies whether this idea responds to the needs of the (future) beneficiaries.

In other words, the pertinence of the project is checked.

This means that the project’s relevance should be aligned with the country, ministry or department’s strategy.
But more importantly the project must be based on a thorough knowledge and analysis of the situation in the target zone and of the needs of the beneficiaries.

Project General Information Section: 1.

Project Title 2.

Project Description 3.

General objectives 4.

Ministry responsible 5.

Project duration, cost and currency 6.

Proposed Funding Agencies, if any.

7.

Developmental sector and subsector.

8.

Link to the GSDS and other sector strategies 9.

Project locations 10.


Beneficiaries The module will have the ability to send notifications and to have an approval workflow in which a project idea is first sent to senior officer (CEO) within the Ministry; The CEO has the ability to send back the idea for further refinement of the concept, reject the concept or accept the concept which then appears in the PSIP database as a “Proposed Project” from that Ministry.
The MIS approval workflow will have to be define as a Government policy on when a project has the minimum information to be moved from a concept or idea to a Proposed Project.

2 Public Sector Investment Programme MIS A computer with internet access is required to navigate to the log-in screen.

To access the Public Sector Investment Programme, follow the instructions below in text and as per screenshot diagram.
At this point you should have received a user name and password from the System Administrator with all rights and privileges thereto.

1.

Click here if you are seeing this document online, or type in the entire URL, http://dominica.edata.bz/ into your browser’s address bar.

2.

Enter the user name you were provided.

3.

Enter your password.

4.

Tick the Security checkbox to verify you are not a robot 5.

Click login.

(Note: Do not check the “Remember my password” box.)

6.
Once Logged in click on the right corner of the menu bar to enter the App Center then Select Planning 3 Projects This section outlines viewing and editing a Project Concept that has been approved Projects In Pipeline a) Once in the Planning app click Projects then Projects in Pipeline (Projects » Projects in Pipeline) The below is a screenshot of what appears after navigating to the Projects in Pipeline Menu This interface contains additional tabs that are explained below 4 Pipeline Tab Approve Project 1.
Tick the checkbox next to the projects you would like to perform an action on 2.

Click located in the upper right corner.

3.

Select to Approve Project 4.

Tick the checkbox next to Approve the Project 5.

Enter your Loan Contract Number and Select your loan contact date 6.

Select the person(s) you would like to be notified for this approval 7.

Enter notes in the box provided 8.


When Finished Click to confirm the approval of the project 5 Invite Users (Note you can only invite a user if you are the owner of the selected project) 1.

2.

3.

Tick the checkbox next to the projects you would like to perform an action on Click located in the upper right corner.

Select to Invite Users 4.

5.

Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

6.

Select Users from list 7.

When finished Click .


6 View and/or Edit Users that have been added to a project.

1.

2.

3.

Tick the checkbox next to the projects you would like to perform an action on Click located in the upper right corner.

Select View Invited Users 4.

Click the check box to change the type of access the user has “write”, “read only” or “remove access” 5.

Click .

when finished 7 Cancel or Change the Status of a project 1.
Tick the checkbox next to the projects you would like to perform an action on 2.

Click located in the upper right corner.

3.

Select to OnHold/Cancel/Active 4.

Tick the box next to the status you would like to change the project ot 5.

Select the person(s) you would like to be notified of this change then enter notes in the box provided 6.

Tick the checkbox next to Confirm Action 7.

Click to cancel the project 8 Approved Tab Invite Users to an Approved Project 1.
Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.

Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 4.

Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.

To view a list of already invited Users Click View Invited Users 8.
To change access right the user has to the project tick the checkbox to the desired access rights 9 9.

Click to update.

10 Cancelled Tab Restore a Cancelled Project 1.

Tick the checkbox next to the projects you would like to perform an action on 2.

Click located in the upper right corner.

3.

Select to Restore to Proposed 4.

Tick the box next to the status you would like to change the project to 5.
Select the person(s) you would like to be notified of this change then enter notes in the box provided 6.

Tick the checkbox next to Confirm Action 7.

Click to Restore the project.

11 Notes & Updates 1.

Once in the Planning app click Projects then Notes & Updates (Projects » Notes & Updates) The below is a screenshot of what appears after navigating to the Notes & Updates Menu This interface contains additional tabs that are explained below 2.
Click the project code for the project you would like to update 3.

Click Add progress Update 12 4.

Enter Update Notes in the Box Provided 5.

When Finsided Cliick to save and add a new Note or to save and close.

6.

To Edit an exsisting note Click aligned with the note wish to edit.

Make necessary changes then click 7.

To Delete an exsisting note Click aligned with the note wish delete then click delete to confim the deletions.

13 LogFrame Outcomes/Outputs 1.


Once in the Planning app click LogFrame then Outcomes/Outputs (LogFrame » Outcomes/Outputs) The below is a screenshot of what appears after navigating to the Output Cost Breakdown Menu 2.

Click the project code for the project you would like to update 14 Overall Objective Tab 3.

Edit the Overall Objective, if necessary, the Click Outcome tab 4.

Click New Outcome 5.

Select the Objective form the list then enter and Outcome in the box provided 6.
When Finsided Cliick to save and add a new Outcome or to save and close then move on to the next tab.

Components tab 7.

Click New Component 8.

Enter the component Description in the box provided 9.

When Finsided Cliick to save and add a new Component or to save and close then move on to the next tab Outputs Tab 10.

Click New Output 11.

Enter the Output description in the box provided 12.

Select the Components and Outcome the lists 13.


When Finsided Cliick to save and add a new Output or to save and close.

14.

To Edit an exsisting Outcome, Component, or Output Click aligned with it, make necessary changes then click 15.

To Delete an exsisting Outcome, Component, or Output aligned with it, then click delete to confim.

15 Invite Users to Logical Framework 1.

Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.


Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 4.

Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.

To view a list of already invited Users Click View Invited Users 8.

To change access right the user has to the project tick the checkbox to the desired access rights 16 9.
Click to update.

17 Output Indicators 1.

Once in the Planning app Click LogFrame then Select Output Indicators (LogFrame » Output Indicators) The below is a screenshot of what appears after navigating to the Output Indicators Menu 18 2.

Click the project code for the project you would like to update 3.

Click New Indicator 4.

Select the Output from the list 5.

Enter the Indicator, source of Information and assumption In the boxes provided 6.

Select the Unit from the list 7.


Enter the Baseline, Baseline Year and Overall Target 8.

When Finsided Click to save and add a Output Indicator or to save and close then move on to the next tab.

9.

To add a new Target to an exsisting Output Indicator Click aligned that indicator.

10.

Enter the Target Amount, the Target Year 11.

Select the year period.

19 12.

When Finsided Click to save and add another target or to save and close 13.
To Edit an exsisting Output Indicator Click aligned with it, make necessary changes then click 14.

To Delete an exsisting Output Indicator aligned with it, then click delete to confim.

20 Invite Users to an Output Indicator 1.

Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.

Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 4.
Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.

To view a list of already invited Users Click View Invited Users 8.

To change access right the user has to the project tick the checkbox to the desired access rights 21 9.

Click to update.

22 Objective Indicators 1.


Once in the Planning app Click LogFrame, Select Evaluation Indicators then Objective Indicators (LogFrame » Evaluation Indicators » Objective Indicators) The below is a screenshot of what appears after navigating to the Objective Indicators Menu 23 2.

Click the project code for the project you would like to update 3.

Click New Indicator 4.

Select the Overall Objective from the list 5.


Enter the Indicator, source of Information and assumption In the boxes provided 6.

Select the Unit from the list 7.

Enter the Baseline, Baseline Year and Overall Target 8.

When Finsided Click to save and add a Output Indicator or to save and close then move on to the next tab.

9.

To add a new Target to an exsisting Output Indicator Click aligned that indicator.

10.

Enter the Target Amount and the Target Year 11.

Select the Year period.

24 12.


When Finsided Click to save and add another target or to save and close 13.

To Edit an exsisting Objective Indicator Click aligned with it, make necessary changes then click 14.

To Delete an exsisting Objective Indicator Click aligned with it, then click delete to confim.

25 Invite Users to an Objective Indicator 1.

Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.


Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 4.

Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.

To view a list of already invited Users Click View Invited Users 8.

To change access right the user has to the project tick the checkbox to the desired access rights 26 9.
Click to update.

27 Outcome Indicators 1.

Once in the Planning app Click LogFrame, Select Evaluation Indicators then Outcome Indicators (LogFrame » Evaluation Indicators » Outcome Indicators) The below is a screenshot of what appears after navigating to the Outcome Indicators Menu 28 2.

Click the project code for the project you would like to update 3.

Click New Indicator 4.

Select the Outcome from the list 5.

Enter the Indicator, source of Information and assumption In the boxes provided 6.
Select the Unit from the list 7.

Enter the Baseline, Baseline Year and Overall Target 8.

When Finsided Click to save and add a Output Indicator or to save and close then move on to the next tab.

9.

To add a new Target to an exsisting Outcome Indicator Click aligned that indicator.

10.

Enter the Target Amount and the Target Year 11.

Select the Year period.

29 12.

When Finsided Click to save and add another target or to save and close 13.
To Edit an exsisting Outcome Indicator Click aligned with it, make necessary changes then click 14.

To Delete an exsisting Outcome Indicator Click aligned with it, then click delete to confim.

30 Invite Users to an Outcome Indicator 1.

Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.

Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 4.
Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.

To view a list of already invited Users Click View Invited Users 8.

To change access right the user has to the project tick the checkbox to the desired access rights 31 9.

Click to update.

32 National Agenda Indicators 1.


Once in the Planning app Click LogFrame, Select Evaluation Indicators then National Agenda Indicators (LogFrame » Evaluation Indicators » National Agenda Indicators) The below is a screenshot of what appears after navigating to the National Agenda Indicators Menu 33 2.

Click the project code for the project you would like to update 3.

Click New Indicator 4.

Select the National Objective, Outcome Indicator from the lists 5.
Enter the source of Information and assumption In the boxes provided 6.

Select the Unit from the list 7.

Enter the Baseline, Baseline Year and Overall Target 8.

When Finsided Click to save and add a Output Indicator or to save and close then move on to the next tab.

9.

To add a new Target to an exsisting National Agenda Indicator Click aligned that indicator.

10.

Enter the Target Amount and the Target Year 11.

Select the Year period.

34 12.


When Finsided Click to save and add another target or to save and close 13.

To Edit an exsisting Outcome Indicator Click aligned with it, make necessary changes then click 14.

To Delete an exsisting Outcome Indicator Click aligned with it, then click delete to confim.

35 Invite Users to a National Agenda Indicator 1.

Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.


Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 4.

Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.

To view a list of already invited Users Click View Invited Users 8.

To change access right the user has to the project tick the checkbox to the desired access rights 36 9.
Click to update.

37 Add a New Project Risk 1.

Once in the Planning app Click LogFrame, Select Risk Matrix (LogFrame » Risk Matrix) The below is a screenshot of what appears after navigating to the Risk Matrix Menu Whiskey 38 2.

Click the project code for the project you would like to update 3.

Click New Risk 4.

Select the Risk Category from the list then enter the Risk Level 5.

Select the Risk Likelihood and Potential Impact from the lists Provided 6.
Enter the Risk and Impact Description then the Mitigation Measures In the boxes provided 7.

When Finsided Click to save and add another Risk or to save and close then move on to the next tab.

8.

To Edit an exsisting Risk Click aligned with it, make necessary changes then click 9.

To Delete an exsisting Outcome Indicator Click aligned with it, then click delete to confim.

39 Activities- WBS 1.


Once in the Planning app click Activities-WBS The below is a screenshot of what appears after navigating to the Activities-WBS Menu 2.

Click the project code for the project you would like to update Outputs Tab 3.

Click New Output 4.

Enter the Output description in the box provided 5.

Select the Components and Outcome the lists 6.

When Finsided Cliick to save and add a new Output or to save and close.

40 Activities Tab 7.

Click New Acivity 8.


Select an Output then enter an Activity Discription in the box provided 9.

Select the year and Display order before 10.

When Finsided Cliick to save and add a new Output or to save and close.

11.

To Edit an exsisting Outcome or Activity Click aligned with it, make necessary changes then click 12.

To Delete an exsisting Outcome or Activity aligned with it, then click delete to confim.

41 Invite Users to a Activities-WBS 1.


Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.

Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 4.

Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.


To view a list of already invited Users Click View Invited Users 8.

To change access right the user has to the project tick the checkbox to the desired access rights 42 9.

Click to update.

43 Budgeting Output(s) Budget 1.

Once in the Planning app click Budgeting the select Outputs(s) Budget (Budgeting » Outputs(s) Budget) The below is a screenshot of what appears after navigating to the Outputs(s) Budget Menu 2.
Click the project code of the project you would like to edit 3.

Under the Output tab Click aligned with the project output you wish to edit.

4.

Select a funding agency and funding type from the lists provided 5.

Select the Currency and then enter the committed account.

Once this is done then the following fields are automatically populated.

44 6.

When finished click to save and add another allocation or to save and close the prompt.

45 Funding Framework 1.


Once in the Planning app click Budgeting the select Funding Framework (Budgeting » Funding Framework) The below is a screenshot of what appears after navigating to the Funding Framework Menu Invite Users to a Funding Framework 1.

Tick the checkbox next to the projects you would like invite the users to 2.

Click located in the upper right corner.

3.

Select Invite Users (Note you can only invite a user if you are the owner of the selected project) 46 4.
Click the check box of desired Access rights that will allow user to “Read only” or “Edit” your project.

5.

Select Users from list 6.

When finished Click to invite users.

7.

To view a list of already invited Users Click View Invited Users 8.

To change access right the user has to the project tick the checkbox to the desired access rights 47 Reports Generate Project Planning Reports 1.
Once in the Planning App Select Reports The below is a screenshot of what appears after navigating to the Report Menu Generate List Of Projects Report 1.

Select List Projects 2.

Select your filter Options 3.

Click to generate the report 48 4.

To print or save the report to your device Click or on the upper left corner 49 5.

Select your Printing Option or Saving Option (When saving the report, kindly adjust your export settings) Generate Project Profile Report 1.

Select List Projects 2.


Select your filter Options 3.

Click to generate the report 50 To “Print” or “Save” the report Follow instructions from Section 7.1.1 (ctrl+click to jump this section) Generate Project Log Frame Report 1.

Select Log Frame 2.

Select your filter Options 3.

Click to generate the report 51 To “Print” or “Save” the report Follow instructions from Section 7.1.1 (ctrl+click to jump this section) 52 Generate Project Outcome indicator Report 1.

Select Outcome Indicators 2.


Select your filter Options 3.

Click to generate the report To “Print” or “Save” the report Follow instructions from Section 7.1.1 (ctrl+click to jump this section) 53 Generate Project Output Indicator Report 1.

Select Outcome Indicators 2.

Select your filter Options 3.

Click to generate the report To “Print” or “Save” the report Follow instructions from Section 7.1.1 (ctrl+click to jump this section) 54 Generate Project Risk Matrix Report 4.

Select Risk Matrix 5.


Select your filter Options 6.

Click to generate the report To “Print” or “Save” the report Follow instructions from Section 7.1.1 (ctrl+click to jump this section) 55 Generate Project Financial Plan Report 1.

Select Financial Plan 2.

Select your filter Options 3.

Click to generate the report To “Print” or “Save” the report Follow instructions from Section 7.1.1 (ctrl+click to jump this section) 56 Generate Project Disbursement Plan Report 1.

Select Disbursement Plan 2.


Select your filter Options 3.

Click to generate the report To “Print” or “Save” the report Follow instructions from Section 7.1.1 (ctrl+click to jump this section) 57