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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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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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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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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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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Program and Project Management
Layout Execution Matrix: Default layout
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Program and Project Management
Expenditure Layout: Shows the unliquidated and disbursed amounts.
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Program and Project Management
Expenditure single fund: Portrait layout that allows to show unlimited number of funds
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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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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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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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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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Program and Project Management
Layout
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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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Program and Project Management
Layout
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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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Program and Project Management
Layout
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Program and Project Management
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