Overview
The project pipeline is a function that is used to record all the details of new project submissions, prior to them being included in the budget proposal. These projects are subject to a workflow to manage the planning lifecycle until the project is either approved or cancelled. This function facilitates the creation of new projects and provides details about them and how they will be financed.
Navigation
Budget Planning ► Budget Pipeline ► Project Pipeline
Project Pipeline screen Fields
Fields | Description |
Code | Automatically generated ID representing the Project Pipeline, if the System Parameter Generate Project Pipeline ID is set to True, or entered manually, if the System Parameter Generate Project Pipeline ID is set to False. |
Language | Language used to describe Project Pipeline to be selected from dropdown box. |
Name | Short Description of the Project. |
Active | If checked then Project Pipeline will remain for reference purpose only and not for update actions |
Status | Workflow Status (Created, Request for Approval, Approved, Rejected, Cancelled). |
Project Pipeline Type | Identifies the type of Project Pipeline, closed domain for Project Type (New, Ongoing). |
Sector | Sector Element selected from the list of elements restricted to the Concept specified under System Parameter Sector Concept Code. |
Project Pipeline Priority | Priority Support Entity reference presenting rank positions. |
Start Date | Expected Start date of the project. |
End Date | End date of the project. |
Domestic Total Investment | Calculated field based on total of all Activities with type: “Investment”. |
Domestic Total Operation Maintenance | Calculated field based on total of all Activities with type: “Operation and Maintenance" and "Operation”. |
Project Title | Project title defined by users. |
Summary | Term of Reference or Scope of Work defined by users. |
Objective | Objective of the Project defined by users. |
Recommendation | Recommendation for the project defined by users. |
Project Owner | Requesting Agency, selected from the list of Institutions with “Budget Office” set to True |
Contacts Tab | Collection of Contact information of Project owner. |
Location Tab | Collection of Locations related to the Project. |
Product Outputs Tab | Sub-Entity outlining each Product/Output of the project. Can have 1 to N entities. |
Fiscal Years Tab | Collection of Fiscal years defined for the Project. Can have 1 to N entities. |
Financing Sources Tab | Collection of Financing Sources. The sum of the 'Budget Amount' in this collection should be equal to the Total Investment amount. |
Activities Tab | Collection of Project activity distribution per Fiscal Year. The sum of the “Budget Amounts” for Activities with Type “Investment” should be equal to the Total Investment amount. |
Project Elements | Collection of associated Project Elements. |
Attachments | Collection of attachments related to Project Pipeline. |
Overview
This is to hold the activity in which project pipeline is breakdown.
Activities Tab screen Fields
Field | Description |
Sequence | This is unique and starts from 1 for each project. |
Component Activity Type | Activity Type. Possible values are “Investment”, “Operation”, “Maintenance” or “Operation and Maintenance”. |
Currency | Users will have the option to enter the Amount in domestic or foreign currency. |
Domestic Budget Amount | Budget Amount for the Activity. |
Foreign Budget Amount | Amount when Currency is not domestic. |
Language | Country specific language used by users. |
Name | The name of the activity. |
Justification | Justification of the Activity. |
Distributions | Collection of 0 to many Reference to Budget Distribution. |
Overview
This contains a collection of Contact information of Project owner.
Contact Tab screen Fields
Field | Description |
Is Main ? | If checked, then this is the main contact. |
Contact Type | The type of contact. Possible values are: “Electronic Mail”, “Fax”, “Mobile Phone”, “Pager”, “Phone”, and “Web site”. |
Contact Location Type | This states whether the contact is permanent or temporary or emergency etc. Possible values are: “Emergency”, “Home”, “Mailing”, “Permanent”, “Temporary”, “Unknown”, and “Work”. |
Contact Value | The value of the contact depending upon the contact type. |
Language | The language used for contacting. |
Description | The description of the contact. |
Overview
This is to hold the financing Source in which project pipeline is resolved.
Financing Sources Tab screen Fields
Field | Description |
Financing Source | System will select the financing source from the list of elements that belong to the Concept specified under System Parameter Financing Source Concept Code. |
| Donor Element | It will show a List of Elements restricted to definition in entity Concept Map where Concept Id is equal to value of Donor. |
Currency | Users will have the option to enter the Amount in domestic or foreign currency. |
Domestic Budget Amount | Budget amount for selected Financing Source. |
Foreign Budget Amount | Amount when Currency is not domestic. |
Overview
This is the collection of product. The product that project will produce.
Product Outputs Tab screen Fields
Field | Description |
Sequence | This is unique and starts from 1 for each project. |
Language | Country specific language used by users. |
Description | Description of the product output. |
Overview
Project Pipeline Priority holds the predefined Priorities in which project pipeline is ranked.
Navigation
Budget Planning ► Budget Pipeline ► Project Pipeline Priority
Project Pipeline Priority screen Fields
Field | Description |
Code | This is a unique identifier representing Project Pipeline Priority, generated by the system if the System Parameter Generate Project Pipeline Priority ID is set to True, or entered manually if the System Parameter Generate Project Pipeline Priority ID is set to False. |
Active | If checked then it can be used for any selection. |
Rank Number | Number to identify the rank of the Priority. |
Language | Country specific language used by users to fill in the field. |
Description | Description of the Project Pipeline Priority. |
Overview
Project pipeline Report can be of two types: Detail and Summary.
The Detailed report lists the details of each project based on a criteria (Project ID, Project Type, Institution, Sector and Priority).
The Summary Report required will list all projects within a criteria (Project Type, Institution, Sector and Priority).
Navigation
Budget Planning ► Budget Pipeline ► Project Pipeline Report ► Project Pipeline Report
Project Pipeline Report screen Fields
Field | Description |
Report Type | Report Type can be Detail/Summary for this report. |
Fiscal Year | Fiscal Year for which the report has to be generated. |
Institution | This contains the institution ID. |
Financing Source | This contains the element ID. |
Location | This contains the region ID. |
Status | Possible values are: "Approval Requested", "Approved", "Cancelled", "Created" and "Rejected". |