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Project Pipeline

Mon, 2015-05-11 10:04 — adas

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.

 

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