Overview
This entity represents the classification for the product.
Navigation
Budget Planning ► Budget Output/ Outcome ► Support Entities ► Product Type
Product Type Group Screen Fields
Field | Description |
Code | This represents the unique ID of a product Type entity, which is generated automatically by the system or entered by the user according to the parameter “Generate Product Type ID”. |
Active | Checkbox whose default value is true. Possible values are TRUE/FALSE. |
Name | This attribute states the name of the classification |
Description | This attribute states the classification description. |
Overview
Used to identify the list of valid Goal or Financial CoA Groups that can be set at Product Entity.
Navigation
Budget Planning ► Budget Output/ Outcome ► Support Entities ► Product Coa Groups
Product CoA Group Screen Fields
Field | Description |
Code | This represents the unique ID of a Product CoA Groups entity, which is generated automatically by the system or entered by the user. |
Active | Indicates whether this record is active or inactive. |
Goal | Indicates whether this entity represents a Goal, which is usually a meaning to measure different stages of a product development. |
CoA | Lists all the currently active COA presents in the system. |
Financial | Indicates whether this is financial type. |
CoA Group | Reference to the CoA Group from CoA. |
Overview
Used to identify the list of valid Goal or Financial CoA Groups that can be set at Product Entity.
Navigation
Budget Planning ► Budget Output/ Outcome ► Product
Product Screen Fields and Tabs
Field | Description |
| Code | This represents the unique ID of a product entity, can be generated automatically by the system or enter by the user according to parameter “Generate Product ID”. |
| Active | Indicates if the Product is ative. True by default, user can only switch this to False if this product is not present in any Product correlation entity, or if it’s present but marked as false in attribute active. When this attribute it’s false this Product cannot be selected as part of any Product correlation. |
| Name | Name of the Product. |
| Description | A brif Description of the Product. |
| Status | Possible values are “Created, Request for Verification, Request for Approval, Cancelled, Approved, and Rejected”. |
| Workflow Process Transition | Indicates workflow process transition. |
| Institution | Indicates the institution for the product. |
| Product Type | Classification given to the Product. |
| Is Final | Default is FALSE. Only intermediate products (is Final equal FALSE) can be added in entity Product Correlation to other Products. When this is Final, Contribution can only be set as Direct. |
| Is Direct Contribution | Should be TRUE when Is final is TRUE. |
| Is Controllable | Defines if the product is referred as a product the institution has Control (Example, a Road) or doesn’t (Example, Crime Reduction). |
| Product Frequency | Possible values are “Periodical, Non Periodical”. |
| Maximum No Of Decimals Allowed | Number of Decimals to be validated on data entry of the Product. Can’t be greater than the number of decimals allowed in the Big Decimal Type. |
| COA | Indicates chart of accounts of the Product. |
| Goal CoG Group | Defines the Goal CoG Group at witch, in the CoG, product entities are represented. |
| Financial CoA Group | CoA Group structure that this products adheres to, so any CoA Coding Block added to attribute Product Budget for this Product has to be of this CoA Group |
| Goal Coding Block Type Definition | Coding Block Expression representing this product in CoA, this Coding Block Expression has to be of Group defined in attribute Goal CoA Group. |
| Product Budget Coding Block Type Definition | This is a CoA Coding Blocks Expression representing the Budget who financially support this product. This Coding Block Expression has to be of Group defined in attribute Financial CoA Group. |
| Is Calculated | Default FALSE. When is TRUE Calc. Type should be enabled and required otherwise Calc. Type should be set to “Result” |
| Calc. Type | Possible values are “Result, Weighted, Rate, Financial”. Default value is “Result”. |
| Coefficient | Represents the coefficient of an product, it’s used to calculate when Calc. Type is Rate. |
| Unit Of Measure | This refers as the Unit of Measure that defines how the product is measured. |
| Created Date | Time of creation. |
| Created By | User who creates the record. |
| Approved Date | Approval time. Automatically update by the system when workflow reaches its stage Approved. |
| Approved By | User who Approves. Automatically update by the system when workflow reaches its stage Approved. |
| Fiscal Year Control Tab | Defines for a given fiscal year, if this Product will be active for budget execution, budget planning or both. |
Concepts Tab | Concept for which Product is Related. |
| Product Correlations Tab | Product correlation can be added by this tab. |
Elements Tab | Element for which Product is related. |
Overview
This entity represents the collection of fiscal years to which the Product/Indicator is relevant for the institution.
Fiscal Year Control Tab screen fields
| Fields | Description |
| Fiscal Year | Reference to the fiscal Year to allow in the Product. |
| Active for Execution | Flag to define if this Product can be used when executing Budget as to store progress based on that execution. |
| Active for Planning | Flag to define if this Product can be used in Budget Planning as to define how the planned budget will be linked to institution objectives when executing that budget. |
| Progress | This attribute is read only, will be calculated by the system. This represents the progress reached in a given fiscal year. |
Overview
This entity stores the relationship between products when one product is set as Calc. Type = Rate, Weighted or Result.
Product Correlation Tab screen fields
| Fields | Description |
| Product | This represents the divisor of the Rate division operation when Result Product Calc. Type is Rate. Or the proportion Product when Result Product Calc. Type is Weighted. Or the Related Product when Result Product Calc. Type is Result. |
| Active | True by default, when False this instance has to be ignored from all processes that make use of this entity. |
Overview
This screen consist of searching feature related to the Goal of the Budget Output / Outcome.
Navigation
Budget Planning ► Budget Output / Outcome ► Goal
Goal screen Fields and Tabs
Field | Description |
Product | Select the Product using search button. |
Fiscal Year | Select Fiscal Year using drop down menu. |
Coding Block | Select the Coding Block. |
Institution | It fetches the reference Id od the Institution. |
Status | Present status of the Goal. Eg. Approved, Rejected, etc. |
| Select the coding block for this atribute. |
Overview
This screen consist of searching feature related to the Goal of the Budget Output / Outcome.
Navigation
Budget Planning ► Budget Output / Outcome ► Strategic Plan
Strategic Plan screen Fields and Tabs
Field | Description |
Code | ID for the plan, automatically generated by system. |
Active | True when the strategic plan is active, false otherwise. Default value is True. |
Workflow Status | Indicates current wrokflow status of the plan. |
Workflow Process Transition | Indicate workflow process transition. |
Strategic Plan Status | “Calculated/Updated Read Only Field” updated by the system. Depending on the Workflow Configuration Setting for this Entity the basic Stages are: ‘Created’, ‘Approval Requested’, ‘Approved’, ‘Rejected’, |
Description | Detailed description of the Strategic Plan. |
| Institution | Referse to the related Institution. |
| Period Begin | Begin Plan date. |
| Period End | End date for the Plan. |
| Mission | Mission Information. |
| Vision | Vision information. |
| Tendencies | Tendencies information. |
| Problems | Problems information. |
| Challenge | Challenges information. |
| Policy | Policies information. |
| Product Progresses | Indicators belonging to the plan. |
| Product Action | Collection of 0 to N. Strategic Actions. |
Overview
This entity hold the Product that belong to a plan and store its progress.
Product Progress screen Fields and Tabs
Field | Description |
Product | Product belonging to the plan. |
Calculated Progress | Calculated Progress for the indicator relative to this plan. |
Progress | Progress for the Product relative to this plan. |
Overview
This entity will hold the descriptions of the actions that contribute to acomplish the Strategic Plan.
Strategic Plan Action screen Fields and Tabs
Field | Description |
Correlative Id | Sequence Number, starting from 1. |
Concept | Indicated the related Concept. |
Element | Related Element from the selected Concept. |
| Description | Brif description of the strategic plan action. |
| Policy | Policy information. |
| Elements Tab | Collection of related elements. |
Overview
This screen consist of searching feature related to the Product Progress Calculation of the Budget Output / Outcome.
Navigation
Budget Planning ► Budget Output / Outcome ► Product Progress Calculation
Product Progress Calculation screen Fields and Tabs
Field | Description |
Fiscal Year | Select Fiscal Year using drop down menu. |
Calc. Type | Select the Calc. Type using drop down menu. |
Institution | It fetches the reference Id od the Institution. |
Select the Product using search button. |