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Prosis – Report Library Program and Project Management Collection 1.0

2015


Prosis Report Library

Program and Project Management

2. SECTION: PROGRAM AND PROJECT MANAGEMENT 2.1.

List of Reports

Case File Management Name

Path

. 1 Claims Consolidated Report CFReports\CaseFile\Claims Listing of case claims by status, detailing No. of case, dates, person involved, etc.

Program Management Name . 1 Projects by Review Cycle Listing of Projects by cycle.

Path CFReports\ProgramREM\Contributions

.2 Budget Requirements CFReports\ProgramREM\BudgetRequirements Provides detail of amounts required per Division/Unit and Object of Expenditure that have been alloted. .3 Budget and Funding by Program

CFReports\ProgramREM\BudgetFund

Budget allotment by Fund, Orgunit, Program and object of expenditure .4 Budget Execution by program CFReports\ProgramREM\BudgetExecution Budget allotment and execution by Fund, Orgunit, Program and object of expenditure .5 Budget Allocation CFReports\ProgramREM\ProgramAllocation Budget Allocation by Fund, Orgunit, Program and object of expenditure .6 Project Donor Allocation CFReports\ProgramRem\ProjectDonorAllocation Listing of received contributions by Donor, detailing allocated amounts and percentages. .7 Object Listing List of objects of expenditure

CFReports\ProgramREM\ObjectExpenditureList

.8 Contributions by Month CFReports\ ProgramREM\ContributionByYear List of Contributions by Donors, listing columns of months for a specific/selected year. .9 Contributions by Year CFReports\ ProgramREM\ContributionYearSummary List of Contributions by Donors, listing totals in columns of selected years. .10 Pledges and Contributions by CFReports\ProgramREM\Contributions Donor Detail of Pledges and contributions by Donors, for selected periods.

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Prosis Report Library 2.2 2.2.1

Program and Project Management

Case File Management Claims – Consolidated Report

Case management module handles claim cases in Prosis. For example, when a disaster happens and staff members suffer: injuries or even death, while performing their job functions, claims are raised in order to report these issues and keep control over insurance/payments matters. The scenario described can be perfectly recorded and maintained in Prosis, and, in order to provide a print-out of such information, this report was created. Criteria Name Mission Incident Date Submission Date Casualty Cause File Type File Class Status

Description Organization or Entity to be shown in the report. Period when the incident happened Period when claim was recorded The casualty of the incident Cause of the incident Type of claim Class of claim Status where the claim currently is. Usually the values here are: Potential Claim, Pending, Submitted, Partially Completed, Approved, Rejected and Closed.

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

Program and Project Management

2.3

Budgeting and Budget Control

2.3.1

Projects Review by Cycle:

This report allows to review projects by Cycle, selecting the status. Users can also select different Layout and formats, ie.e by Summary, by Unit, etc. Criteria Name

Description

Entity

Organization

Review Cycle

By Biennium or Period

Summary Year

Period of Years of projects to be shown

Status

Of the project at the moment

Unit

To select Organizational Units

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

2.3.2

Program and Project Management

Budget Requirements:

This report provides a detail of requirements for budgeting of an entity, listing amounts per Org-Units and objects of expenditure. Criteria Name

Description

Entity

Organization

Period / Edition

By Biennium or Period

Org. Unit

Unit or Units to be selected

Fund

User can select one or more funds

Output Area

User can select one or more output areas from the listing

Project

To be selected

Allotment requirements

User can select if all, not alloted or alloted

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Prosis Report Library

Program and Project Management

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Prosis Report Library

2.3.3

Program and Project Management

Budget and Funding by Program

This is the matrix that shows the budget allotment by Orgunit, Program and object of Expenditure. In the columns the report allows to show up to 10 funds, thus the user can compare the budget allocated for the different funds for a particular period and edition. Criteria Name

Description

Organization

Mission

Period / Edition

Period and edition of the budget to be shown

OrgUnit

Organizational units under the mission.

Show children units

Works in combination to the orgunit. If yes, it shows all the children units under the unit selected. Otherwise it shows only the parent selected. Budget funds

Fund Program group Object

Filters the programs to be presented based on the group that they belong to Object of expenditure

Hide zero amount

Suppress rows with 0 amount in the budget

Amount expressed in 1000

If yes, divides the amounts by 1000

BID

Allows to filter by BID (program)

Project type

Classification of the program

Location

Classification of the program

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

2.3.4

Program and Project Management

Budget Execution by Program

This is the matrix that shows the budget allotment by Orgunit, Program and object of Expenditure. Additionally it shows how the budget allotment has been executed by Fund, allowing up to 4 funds. In order to provide a better detail of the execution status, the report shows the Pre-encumbence and Obligation amounts, and also the not executed balance. Criteria Name Organization Period / Edition OrgUnit Fund Program group Hide zero amount Amount expressed in 1000

Description Mission Period and edition of the budget to be shown Organizational units under the mission. Budget funds Filters the programs to be presented based on the group that they belong to Suppress rows with 0 amount in the budget If yes, divides the amounts by 1000

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Prosis Report Library

Program and Project Management

Layout Execution Matrix: Default layout

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Prosis Report Library

Program and Project Management

Expenditure Layout: Shows the unliquidated and disbursed amounts.

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Prosis Report Library

Program and Project Management

Expenditure single fund: Portrait layout that allows to show unlimited number of funds

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Prosis Report Library

Program and Project Management

Expenditure details: This layout shows the breakdown of the expenditure amounts, organized by Purchase orders and requisitions.

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Prosis Report Library

2.3.5

Program and Project Management

Budget Allocation

This report shows a detail of the budget allocation by Orgunit, Fund, program and object of expenditure. Criteria Name

Description

Organization

Mission

Period / Edition

Period and edition of the budget to be shown

OrgUnit

Organizational units under the mission.

Show children units

Works in combination to the orgunit. If yes, it shows all the children units under the unit selected. Otherwise it shows only the parent selected. Budget funds

Fund

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

2.3.6

Program and Project Management

Project Donor Allocation:

This report provides a listing of received contributions by Donor, detailing allocated amounts and percentages. Criteria Name

Description

Entity

Organization

Review Cycle

By Biennium or Period

Tranche received

Period of time during which tranches were received

Donor

User can select one or more donors

Fund

User can select one or more funds

Earmark

To be selected, if any

Class

User can select class

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Prosis Report Library

Program and Project Management

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Prosis Report Library

Program and Project Management

2.4

Program and Project administration

2.4.1

Object Listing

This report lists all the objects of expenditure, grouped by resource. Criteria Name

Description

Resource

Allows filtering the objects that belongs to a particular resource.

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

2.5

Program and Project Management

Donor Pledges and Contributions

2.5.1 Contributions by Month: This report shows a detail of the contributions by donor, per month. Criteria Name

Description

Organization

Mission

Year

Year of contributions to be shown

Donor

Individual or Institutional donors to be listed

Amounts in Base Currency

Yes or not

Class

Shows the type of contribution the user is interested in

Fund

Will show the type of fund

Earmark

Show details of contributions if earmarked or not

Year Amount

The user can filter by amounts, i.e. 1,000 – 100,000

Donor Name

The user can select an individual donor

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

Program and Project Management

2.5.2 Contributions by Year: This report shows the total of contributions by donors, for a specific quantity of years. Criteria Name

Description

Entity

Organization

Donor

Individual or Institutional donors to be listed

Year

Period of Years of contributions to be shown

Amounts in Base Curremcy

Yes or not

Class

Shows the type of contribution the user is interested in see

Fund

Will show the type of fund

Earmark

Will show details of contributions if earmarked or not

Year Amount

The user can filter by amounts, i.e. 1,000 – 100,000

Donor Name

The user can select an individual donor

Show detail

Yes or not

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

2.5.3

Program and Project Management

Pledges and Contributions by Donor:

This report shows the detail of pledges and lines of contributions by donor. Criteria Name

Description

Entity

Organization

Donor

Individual or Institutional donors to be listed

Year

Period of Years of contributions to be shown

Amounts in Base Curremcy

Yes or not

Class

Shows the type of contribution the user is interested in see

Fund

Will show the type of fund

Earmark

Will show details of contributions if earmarked or not

Year Amount

The user can filter by amounts, i.e. 1,000 – 100,000

Donor Name

The user can select an individual donor

Show detail

Yes or not

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Prosis Report Library

Program and Project Management

Layout

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Prosis Report Library

Program and Project Management

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Prosis Report Library | Section 2: Program and Project Management  

Prosis Report Library | Section 2: Program and Project Management  

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