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IDMS Capital Investment Projects User Manual

1. am E sm X Ema EI s s ER E on E E soc LI mr Lemma 7 sae ant nest 1 Figure 7 Financial Information Section 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 16 Note Some fields in this section are available for ongoing or approved projects only All amounts in the Financial Information section can be viewed either in IDQ Iraqi Dinar or USD US Dollar To switch between these options select the appropriate value from the All amounts are displayed in drop down list at the top of the screen Note For all total amount fields in this section you may see the amount converted to IDQ or USD by hovering the mouse cursor on the corresponding amount If IDQ amount is displayed the tooltip will show the USD equivalent and vice versa if USD amount is displayed the tooltip will show the 1DQ equivalent The Reallocation History link in the right upper side of this section leads to the Reallocation History page Figure 8 where details on the project reallocation status type attachments and users responsible for the changes can be viewed The page content is different depending on the reallocation type For details see PROJECT SUBMISSION B 26 Fob 2014 046 20 _ReALLocarion APPROVED Funding Type DP 172908 spppppppppp Transfer From s i Transfer Allocatior Breakdown Ey Type of Project Frome Type ot expense Tes type or ex
2. 7 1 Managing Construction Matei This chapter outlines how to add edit and remove construction material records 7 1 1 Adding a Material Record In order to add a new material record for the project follow the steps below 1 Click the Add button at the bottom of the field A new record will appear Figure 27 m nm Materials ieee tail timed Noten nity Pow of crcl ie zmn om Figure 27 Adding Construction Material Record 2 Select the Material unit of measure from the respective drop down list 3 Add Notes in the English and Arabic languages 4 Specify the Quantity of the selected material 5 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation 7 1 2 Editing Material Records In order to edit an existing material record follow the steps below 1 Click the record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 40 7 1 3 Removing Material Records In order to remove an existing material record use the X Remove from the list button to the left of the selected record 7 2 Managing Man power Resources This chapter outlines how to add edit and remove man power resources 7 2 1 Adding a Man power Resourc
3. E omamis Banieng Serves tees 9 a Rensed EETA 125100 pr 5808887 020202011302 Conferences and sammas a relocated ECT B pense Type Figure 13 Revising Reallocation Financial Information for the Type of Expense IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 22 3 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation 4 2 Managing Payments This chapter outlines how to add edit and remove payment records 4 2 1 Adding a Payment Record In order to add a new payment record follow the steps below 1 Select the Year to display the payments for 2 Click the Add Payment button at the bottom of the field Figure 14 The Add Edit Payment form will appear Figure 15 E mE sy NaF to ne onore Koutorveary outor Toimi Ttansaeton Reese omte Requested amount Reteasea Amount x nun sanata om sm som x 20 2m 10020 r2 50 D Pi Figure 14 Payments Field 3 Type the Transaction Code in the respective field This field is mandatory 4 Specify the date when the ministry or governorate placed the request for payment in the Request Date field A calendar popup is available for this input see Figure 3 Calendar 5 Indicate the date when the funds were released in the Release Date field This field is mandatory A calendar popup
4. sedie SESHALINESMDIT Cam Teban Far ent APPROVED poeni reram amdin ER Sene secs T sma mon sacram amtaa PEON APPROVAL Processo sue fancies Listy ae vem mi crm pP XXE P tannsa se sie Figure 38 Project History Section IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 53 Field Name Instructions Project History Provides information about the recent changes made to the corresponding project Identifies the user who performed the changes and the date time when the modifications were made IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 54 11 PROJECT SUBMISSION Depending on the user permissions the Project Form provides specific actions to manage the request project For details on the project revision cycle see IDMS Analytics User Manual in REFERENCES Depending on the approval stage the project is in and the permissions you have the following actions may be available in the top toolbar of the Project Form 1 Review The MoP Sectoral Unit takes this action when they are ready to review the submitted project request At this stage the project request status in My Workspace of IDMS Analytics see REFERENCES will be marked as UNDER PRIMARY REVIEW 2 Forward to Other Sectoral Unit for Review If a specialized revie
5. 4 items found Project Code Project Tile J enteras sues Ada Selecta Project Cove Project Tite X cure tat ok Cancel Figure 46 Add Project for Transfer Form 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 65 11 6 2 Defining Transfer Amount To indicate the transfer amount for reallocation follow the steps below 1 In the Request Reallocation Form press on the added project This will activate the record 2 Indicate the Transfer Amount requested from the selected project Figure 45 Note The sum of the Transfer Amount and Already Requested Amount fields cannot exceed the Approved Amount for the selected project 3 Do the same for all other projects added in the Transfer From field if any 4 Click the OK button to the left of the respective row to confirm the information input Or click Cancel to terminate the operation 11 6 3 Removing Transfer Sources In order to remove an added transfer source use the X Remove from the list button to the left of the selected project The same operation can be done from the Add Project for Transfer form see Adding a Transfer Source 11 7 Managing Transfer Allocation This chapter outlines how to add and remove sources for funds reallocation and define the transfer amount 11 7 1 Adding a Transfer Allocation In order to add a transfer source follow the steps below 1 Expand the type of expense listed in the Transfer Allocation fi
6. of new secondary school 6 af students ELJ AM amounts are displayed in vagi Diari E Expected E Indieator unt wanay vane Quantitative Indicators eee Design Capac aien Protucion Quantity by Production Unt GROSS VALUE ADDED E Lernens seve Save and Cose C Figure 21 I mpact Analysis Section 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 33 For more details on how to provide the information requested in the Impact Analysis section refer to the table below Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Competitive Advantages Provide information about the competitive advantages of the project In order to do so provide information about the availability of natural resources and raw materials man power market needs service needs for service projects only in the English and Arabic languages Note At least one field should be provided Environmental Impacts Provide information about project environmental impacts In order to do so provide information about the positive and negative environmental effects means used to address negative effects if such exist their cost and the effect of this cost on economic and technical feasibility in the English and Arabic languages Note At least one field should be provided Social Indicators at completion of project At c
7. to terminate the operation Removing Benchmark Records In order to remove an existing benchmark record follow the steps below M Click the Add Remove Benchmarks button at the bottom of the field You will be directed to Add Remove Benchmarks sub section where all benchmarks added for the project will be listed Click the X Remove from the list button to the left of the selected record 8 2 Managing Activity Records This chapter outlines how to add edit and remove activity records 8 2 1 Adding an Activity Record In order to add an activity record follow the steps below 1 2 Expand the benchmark record that you want to add an activity to Click the Add Activity button at the bottom of the field You will be directed to Add Edit Activity sub section Figure 32 IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 45 a Monitoring amp Evaluation gt Add Edit Activity Required Field Provision of goods to the Ministry of Education Start Date Planned Actual 18706 2014 E End Date i Planned Actual 19002014 FJ m Status Responsible Organisation Add another Activity Cancel 3 Provide the followi Note Some fields in this Figure 32 Adding an Activity Record ng information section are mandatory to be filled in They are marked with an asterisk Field Name Instructions rere Insert a name for the Activi
8. 26 If the data in the reallocation request is missing or incorrect then the MoP Sectoral Unit user may send back the reallocation request by choosing the Request Reallocation Revision from the Process list This will result in changing the project request status to REALLOCATION REVISION REQUESTED Additional comments may be provided when taking this action see Managing Revision Comments Review during reallocation This action appears to the MoP Investment Unit users when the project is in the REALLOCATION VERIFIED state and is used to approve the reallocation revision With this action the Reallocation Request Form see Submitting Reallocation Request will appear in the read only mode o The MoP Investment Unit may approve the reallocation by choosing the Approve Reallocation action from the Process list in the right upper side of the Reallocation Request Form If enough funds are available for reallocation then at this stage the project request status in My Workspace will be marked as REALLOCATION APPROVED However if there are no enough funds the project will appear in the REALLOCATION REQUIRING FUNDING state o The MoP Investment Unit may approve the reallocation by choosing the Reject Reallocation action from the Process list This will result in changing the project request status back to APPROVED Adjust Reallocation This action appears to the Executing Body users when the project is in the REALLOCATION APPROVED state an
9. For such a scenario the system will send an email notification to the user submitting the request notifying about the project request status At this stage the project request status in My Workspace will be marked as ABANDONED Process This action is available for abandoned projects and is used to process the project again After taking this action the funding availability will be checked for the project and if the funding is available the project request status in My Workspace will be changed to PROCESSED otherwise if no enough funds are allocated to the project the status will be changed to REQUIRING FUNDING Approve This action is used to approve the submitted projects in case it was fully approved in full by the Council of Ministers and the Parliament For such a scenario the system will send an email notification to the user submitting the request notifying about the approval At this stage the project request status in My Workspace of IDMS Analytics see REFERENCES Will be marked as APPROVED 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 56 16 17 18 19 20 2 22 23 24 Update Financial Progress This action appears for approved projects only and is used to update the project s financial progress i e Payments and Expenses fields in the FINANCIAL INFORMATION section Update Physical Progress This action appears for approved projects only and is used to update the project s physical pro
10. IRAQ DEVELOPMENT MANAGEMENT SYSTEM IDMS CAPITAL INVESTMENT PROJ ECTS APPLCATION USER MANUAL Version 2 5 DASYNERGY IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 1 TABLE OF CONTENTS 4 6 INTRODUCTION OVERVIEW GENERAL INFORMATI ON 3 1 MANAGING DONORS 3 11 Adding a Donor Record 3 1 Editing Donor Records 3 1 3 Removing Donor Records 32 MANAGING LOCATIONS 3 2 1 Adding a Location Record 3 2 2 Editing Location Records 3 2 3 Removing Location Records 3 3 MANAGING NDP ALIGNMENTS 3 3 1 Adding an NDP Alignment Record 3 3 2 Editing NDP Alignment Records 3 3 3 Removing NDP Alignment Records 14 14 14 FI NANCI AL INFORMATION 4 1 MANAGING EXPENSE 5 Adding an Expense Type Record 4 1 2 Removing Expense Type Records 4 13 Providing Breakdown by Type of Expense 4 2 MANAGING PAYMENTS 4 2 1 Adding a Payment Record 4 2 2 Editing Payment Records 4 2 3 Removing Payment Records 4 3 MANAGING EXPENSES 4 3 1 Adding an Expense Record 4 3 2 Editing Expense Records 4 3 3 Removing Expense Records PROCUREMENT 5 1 MANAGING PROCUREMENT 5 3 4 Adding a Procurement Plan Record 5r Editing Procurement Plan Records 5 1 3 Removing Procurement Plan Records 5 2 MANAGING CONTRACTS 5 2
11. Attach Document e g project document Attach documents which may contain project related information For monitoring reports details on managing attachments see Managing Attachments other 9 1 Managing Attachments This chapter outlines how to add view and remove project attachments 9 1 1 Adding an Attachment In order to attach a document follow the steps below IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 51 1 Click the Add Attachment button You will be directed to the Add Attachment sub section Figure 37 Noles amp Attachments gt Add Attachment Required Field Attachment size ofthe attachment should not exceed 3MB doce Browse Reset Title Report Description i Add Another Attachment OK _ Cancel Figure 37 Adding an Attachment 2 Click the Browse button to locate the file that needs to be attached The attachment size is limited to 3MB Note In order to remove a wrongly attached file click the Reset button 3 Enter the name for the document to be attached in the Title field in the English and Arabic languages This field is mandatory 4 Provide a brief Description for the document in the English and Arabic languages 5 Click the OK button to attach the file The attached file will appear in the respective table in the NOTES AND ATTACHMENTS section In order to attach another file click the
12. i Note The Locations shown below are the project Locations specified on the General Information Tab Fil he Comment Target Progress and Verified felis next fo each location that appes to this KP Target Progress Verified Project Locations Comment ioca e Batil AL ila Qadha AL Hila Cadha a E 5 center Baghdadi Baghdad Qadhes All zs Baghdad Qadhas 1 Figure 34 Updating Progress Information Provide additional information about the KPI in the Comment field Enter the total number of targets set by the project Indicate the number of targets reached as of the date Specify the number of targets that have been verified Click the OK button to save the information input and return to the MONITORING AND EVALUATION section Or click Cancel to terminate the operation Editing KPI Progress Information In order to update project progress information follow the steps below i 2 8 3 4 Expand the KPI record for which you want to edit the progress information Click the Update KPI Progress button at the bottom of the KPI record to modify information for You will be directed to the Update KPI Progress sub section where the information previously indicated for the KPI is displayed Make the necessary changes Click the OK button to save the changes made and return to the MONITORING AND EVALUATION section Or click Cancel to terminate the operation Removing KPI Pro
13. more than those dedicated to the corresponding Executing Body With this action the project Will be sent to the revision of the requested funds At this stage the project request status in My Workspace will be marked as REQUIRING FUNDING Create Draft for the Current Year This action is available when the project is in the ABANDONED or REJECTED state and is used to create a new draft project with all the data of the corresponding project for the current year Note This action is not available if the project already exists in the current year Create Draft for the Next Year This action is available when the project is in the ABANDONED or REJECTED state and is used to create a new draft project with all the data of the corresponding project for the next year Note This action is not available if the project already exists in the next year Move to Draft for the Next Year This action is available when the project is in the CREATED state and additionally for emergency funding requests only in the EMERGENCY FUNDING REJECTED state This action is used by Executing Body for moving the funding request to the next year The funding request will appear in the My Draft Funding Requests list for the next year and will disappear from the same list for the current year Abandon This action is used in case the project needs to be abandoned due to other allocation adjustments made at any stage by either the Council of Ministers or the Parliament
14. z El Procurement Foreign Cost 100 rag Dinar Currency Estimated Cost Local Cost Foreign Cost 25000000 500000 50 000 000 Pomian 24705 2014 E Date Planned End Date E Add Another Procurement Plan Genesi Figure 19 Adding a Procurement Plan Record 2 Provide the following information Note Some fields in this section are mandatory to be filled in They are marked with an asterisk IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 28 Field Name Instructions Indicate the Contract Name in the English and Arabic languages This Contract Name field is mandatory Indicate the procurement Type by selecting the appropriate instance from the drop down list The following values are available Goods Type Services Works This field is mandatory Method of Indicate the Method of Procurement by selecting the appropriate Procurement instance from the drop down list This field is mandatory Indicate the Foreign Cost Currency by selecting the appropriate instance from the drop down list This field is mandatory Note Once the appropriate currency is selected the default exchange rate per 1 USD is provided in accordance with the project start date However you can change it if this is necessary The exchange rate is used when converting the amounts into USD Foreign Cost Currency In the Local Cost field provide the procurement expe
15. 1 Adding a Contract Record 5 2 2 Editing Contract Records 5 3 3 Removing Contract Records IMPACT ANALYSIS 6 1 MANAGING SOCIAL INDICATORS 6 1 1 Adding a Social Indicator Record IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 2 5 12 Editing Social Indicator Records 6 1 3 Removing Social Indicator Records 6 2 MANAGING EXPECTED QUANTITATIVE INDICATORS 6 2 1 Adding an Expected Quantitative Indicator Record 6 2 2 Editing Expected Quantitative Indicator Records 6 2 3 Removing Expected Quantitative Indicator Record 6 3 MANAGING PRODUCTION QUANTITY 6 3 1 Adding a Production Quantity Record 6 3 2 Editing Production Quantity Records 6 3 3 Removing Production Quantity Records 6 4 MANAGING PRODUCTION INPUTS 6 4 1 Adding a Production Input Record 6 4 2 Editing Production Input Records 6 4 3 Removing Production Input Records REQUI RED RESOURCES 34 35 85 pork MANAGING CONSTRUCTION MATERIALS AEAEE ATETA w nennen nenne nennen nenne 7 11 Adding a Material Record 7 1 2 Editing Material Records 7 1 3 Removing Material Records d MANAGING MAN POWER RESOURCES 7 2 1 Adding a Man power Resource Record 7 2 2 Editing Man Power Resource Records 7 2 3 Removing Man Power Resource Records 23 MANAGING ENERGY RESOURCES 7 3 1 Adding an Energy Resource Record 7 3 2 Editing Energy Resource Records 7 3 3 Removing En
16. Add Another Attachment button and provide the information requested as described in the paragraphs above 9 1 2 Viewing Attachments Click the title of the corresponding attachment The attached file will be displayed in your browser 9 1 3 Removing Attachments In order to remove an existing attachment use the X Remove from the list button to the left of the selected attachment IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 52 10 PROJECT HISTORY In the Project History section Figure 38 you can view statistical data on access to the given project For more details on what information you can view in the Project History section refer to the table below 18 Save Saye and close Cancel Contact us iF ES E mamas Vitr Stn ceres anions GAPTEN 2eenenor sepu hammam meauocenomappaosp Ecc axi resiioomouvenre astean pesmet Ragman TIR pon PSHE emere ptis poenis amdend ramun Amar At mar Aya APPROVED MERANO SANARE TES Meus Rt Fined opens APPROVED amam CANALES panto spre sims Ue Ppa AgovePhs gn amati sme o CENA Euer
17. ETECIOE piya 0 15251 ANNE writ IS Roques PekdTet Busing ascot R Isthisproiect Ven Project ver 9 No cue cq Parner M Chapter 10 Regional Edveetion and Higher E S 005 ak Project Type New Regular Mut OE ame 124 Partnership Details case pie an te nature ot te pere anaogemen e offre moe 25 cono 559 lera fni Donor Typo Project Ref X Aen Dorom Mariam Project sence Proton Se n when tha fit 8 E s peu Planned Contract Actual wieBebacmor ones 18 A m x Planned Contract Actual Cau ao ML ol ML Jo ace Year ou a lt Figure 1 General Information Section Part 1 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 9 Executing Body Mins of Beneficiary manas sagnosa Implementation Fa Status 2 Alignment wath nop X Easton E Objectives Regional Development Description Notes i p AL Kath AL Mansour aia Government nity E mers cente crest Que zl Goverment nity Le al 77 zl Secr Seb Sector Panay Shoo EM Nunberof eat any ethos intrgts year e E I Save Save and Cancel _Next gt Figure 2 General Information Section Part 2 For more details on what information is requested in the General Information section refer to the tabl
18. Form IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 63 11 5 Managing Grants This chapter outlines how to add edit and remove grants in the Request Reallocation Form which appears when an approved project is requesting reallocation see PROJECT SUBMISSION 11 5 1 Adding a Grant Record In order to add a grant record follow the steps below 1 Click the Add button at the bottom of the Grant field A new record will appear Figure 44 Grant Type Project Ret Grant Amount TOTAL pr Figure 44 Add Grant Form 2 Choose a Donor provided the grant Donor Type will be defined automatically once the record is submitted 3 In the Project Ref indicate the project number according to which the grant was made Provide the Grant Amount to be requested for the reallocation 5 Click the OK button to the left of the respective row to confirm the information input Or click Cancel to terminate the operation 11 5 2 Editing Grant Records In order to edit an existing grant record follow the steps below 1 Click the grant record that needs to be modified This will activate the selected record 2 Make the necessary changes 3 Click the OK button to save the changes made Or click Cancel to discard them 11 5 3 Removing Grant Records In order to remove an added grant record use the X Remove from the list button to the left of the selected record 11 6 Managing Transfer Sources This chapter
19. action is taken in the Project Form see PROJECT SUBMISSION To submit a reallocation request follow the steps below 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 61 1 Expand the project for which the reallocation request should be submitted Figure 42 If you have selected multiple projects to request a reallocation for the Reallocation Request Form will list the data for all those projects 2 In the Yearly Allocation section define the revised amount for the project in the Local Currency and Foreign Currency fields The revised amount represents additional funding required for the implementation of the project Reallocation request is dedicated for obtaining those funds from other projects of the ministry current project is cared by Note For regular projects the revised amount is pending revision of MoP Sectoral Unit and approval by MoP Investment Unit For emergency funding requests instead of revised amounts requested amounts should be defined here 3 Choose a Reallocation Funding Type which will describe the source of the funds where the reallocation is requested from Following values are available Grant reallocation requires funds from grant s Transfer reallocation requires funds from another project Emergency Budget reallocation requires funds from ministry s emergency budget Oil Revenue reallocation requires funds from oil revenue budget Petro Dollar reallocation requires funds from petro do
20. the list button to the left of the selected record 8 3 Managing Key Performance Indicators This chapter outlines how to add edit and remove Key Performance Indicators KPI 8 3 1 Adding a KPI Record In order to add a new KPI record follow the steps below 1 Click the Add Remove KPIs button at the bottom of the field You will be directed to the Add Remove KPIs sub section Figure 33 Note You must first add a sector and location for the project in the GENERAL INFORMATION section in order to be able to record relevant KPIs IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 47 Aled Perfomance Indicators n te Yo nt orty Toa e KP o p selected Set rne poet Secor 4 Bugs and Servicen ECOM CL Sea And Feu 94 Suing s E ECON Are Foret Preis latte Hectares D IE VECON ra Or reus Land Rabatte cars and E COH Leng Osa Cani Red lr 04 Buin E Aoc Machines Proud TT VECON habe OF hemes Develope IE C Gore One in rang and Savon Fi COM liber Peri Sed E Con Phe OL Proin ixi T OUS Habe Of Houses it EI FOU timber ores Occo 19 Buings an Sevens F OUS Habe Of Land Tae 94 Baking a pes For nes X ECOWn Humber Or Government Osis Pateat 1 Trang Buspa a Sevens X ECON Hab
21. to accept the project in case it was fully revised and agreed with the MoP Sectoral Unit At this stage the project request status in My Workspace see REFERENCES will be marked as PROCESSED if there are enough funds for the project as defined in the Budget Ceilings for the corresponding Executing Body see IDMS Analytics User Manual in REFERENCES and will be marked as REQUIRING FUNDING if no enough funds are available for the project Note If the Project Code for the project was not defined by the Executing Body see GENERAL INFORMATION when taking the Accept action the project code is required to be provided in the opened form see Providing Project Code IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 55 10 1 B 12 13 14 15 Reject This action rejects the project request Additional comments may be provided when taking this action see Managing Revision Comments At this stage the project request status in My Workspace will be marked as REJ ECTED Request Revisions When during negotiation additional information is required this action is used to send the project request back for an additional revision to the MoP Sectoral Unit Additional comments may be provided when taking this action see Managing Revision Comments At this stage the project request status in My Workspace will be marked as UNDERGOING REVISIONS Check for Funding This action is available when the funds requested in the project are
22. when converting the amounts into USD Currency Provide information about the Design Capacity by filling in the Unit Di Ci its ETON Quantity and Value fields Provide information on the Availability of the requested Unit Quantity Availability and Value IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 35 Production Quantity by Provide Production Quantity by Production U For more details Production Unit see Managing Production Quantity Provide Production Inputs details For more details see Managing Production Inputs Production Inputs 3 Click the OK button to confirm the information input Or click Cancel to terminate the operation a Impact Analysis Adit Expected Guanstatve indicator Requied Fick p uso 1100 Cati Unit Quantity Value usi uan Value Production Quantity by are Unit Quantity Value Production Unit riga E jd supay Input Unit Quantity Value X Goods s Figure 23 Adding Expected Quantitative Indicator Record 6 2 2 Editing Expected Quantitative Indicator Records In order to edit an existing indicator record follow the steps below 1 Click the Add Edit Indicators button at the bottom of the field You will be directed to Add Edit Expected Quantitative Indicator sub section 2 Make the necessary changes in the data displayed 3 Click the OK button to save the cha
23. A new record will appear Figure 4 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 13 Donor Project Ret 2 X Asan Development Dank Malls Ad Figure 4 Adding a Donor Record 2 Select the Donor from the respective drop down list The Type field information will automatically be generated 3 Provide the Project Ref project reference number 4 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation 3 1 2 Editing Donor Records In order to edit an existing donor record follow the steps below 1 Click the record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 3 1 3 Removing Donor Records In order to remove an existing donor record use the X Remove from the list button to the left of the selected record 3 2 Managing Locations This chapter outlines how to add edit and remove location records 3 2 1 Adding a Location Record In order to add a new location record for the project follow the steps below 1 Click the Add button at the bottom of the field A new record will appear Figure 5 iode Governorate p X ALIS Baghose Gaonas Sagan apes Figure 5 Adding Location Record Select the appropria
24. ED RESOURCES In the Required Resources section Figure 26 you can provide information about construction materials as well as man power and energy resources required during the project implementation E acts 1 ESTEE anfonnintion PROCUREMENT Rear ree vx ns Rl Materials Material fn of measure Notes Qut Ordinary cement on x coment tn i Resources Sha Level uring During Ei 2 TOTAL E tecnica va temas and Ful Evera nit of measur uring During Comsinsction Opereton X Kerosine que wam 25000 Op sm Figure 26 Required Resources Section For more details on how to provide the information requested in the Required Resources section refer to the table below 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 39 Field Name Instructions Provide information about the required Construction Materials For Construction Materials 5 more details see Managing Construction Materials Provide detailed information about the Man power Resources For Man power Resources p more details see Managing Man power Resources Energy Resources Provide detailed information about the Energy Resources For more Electricity and Fuel details see Managing Energy Resources
25. ER SOURCES 11 6 1 Adding a Transfer Source 11 6 2 Defining Transfer Amount 11 6 3 Removing Transfer Sources 11 7 MANAGING TRANSFER ALLOCATION 11 7 1 Adding a Transfer Allocation 11 7 2 Removing Transfer Allocation 11 8 ADJUSTING REALLOCATION REQUEST 12 SAVING DATA 13 REFERENCES IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 4 TABLE OF FIGURES FIGURE 1 GENERAL INFORMATION SECTION PART 1 FIGURE 2 GENERAL INFORMATION SECTION PART 2 FIGURE 3 CALENDAR FIGURE 4 ADDING A DONOR RECORD FIGURE 5 ADDING A LOCATION RECORD FIGURE 6 SPECIFYING ALIGNMENT WITH NDP FIGURE 7 FINANCIAL INFORMATION SECTION FIGURE 8 REALLOCATION HISTORY FIGURE 9 MODIFIED BREAKDOWN BY TYPE OF EXPENSE FIELD IN FINANCIAL INFORMATION SECTION FIGURE 10 MODIFIED BREAKDOWN BY TYPE OF EXPENSE IN THE REQUEST REALLOCATION FORM FIGURE 11 ADDING A TYPE OF EXPENSE RECORD FIGURE 12 PROVIDING FINANCIAL INFORMATION FOR THE TYPE OF EXPENSE FIGURE 13 REVISING REALLOCATION FINANCIAL INFORMATION FOR THE TYPE OF EXPENSE FIGURE 14 PAYMENTS FIELD FIGURE 15 ADDING A PAYMENT RECORI FIGURE 16 EXPENSES FIELD FIGURE 17 ADDING AN EXPENSE RECORD FIGURE 18 PROCUREMENT SECTION FIGURE 19 ADDING A PROCUREMENT PLAN RECORD FIGURE 20 ADDING A CONTRACT RECORD FIGURE 21 IMPACT ANALYSIS SECTION FIGURE 22 ADDING A SOCIAL INDICATOR RECORD FIGURE 23 ADDING AN EXPECTED QUANTITATIVE INDICA
26. Foreign Cost below will be defined This field is mandatory Note Once the appropriate currency is selected the default exchange rate per 1 USD is provided in accordance with the project start date However you can change it if this is necessary The exchange rate is used when converting the amounts into USD Cost In the Local Cost field provide the contract expenses made in the local currency and in the Foreign Cost field provide expenses made in the foreign currency The Total cost will automatically be calculated This field is mandatory Implementation Style Indicate the type of the implementation The following values are available Contract Direct Final hand over Secretariat Indicate the contract Start Date A calendar popup is available for this Start Date input see Figure 3 Calendar This field is mandatory End Date Indicate the contract End Date A calendar popup is available for this input see Figure 3 Calendar This field is mandatory Status Indicate the contract status by selecting the appropriate instance from the drop down list IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 31 3 Click the OK button to confirm the information input Or click Cancel to terminate the operation In order to add another contract record click the Add Another Contract button and provide the information requested as described in the paragraphs above 5 2 2 Editing Contract Record
27. G VERIFIED If the data in the emergency funding data is missing or incorrect then the MoP Sectoral Unit user may send back the emergency funding request by choosing the Request Revision from the Process list This will result in changing the project request status to 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 58 EMERGENCY FUNDING REVISION REQUESTED Additional comments may be provided when taking this action see Managing Revision Comments 3 Review for emergency funding requests This action appears to the MoP Investment Unit users when the emergency funding request is in the EMERGENCY FUNDING VERIFIED state and is used to approve the emergency funding With this action the Reallocation Request Form see Submitting Reallocation Request will appear in the read only mode 1 The MoP Investment Unit may approve the emergency funding by choosing the Approve action from the Process list in the right upper side of the Reallocation Request Form At this stage the project request status in My Workspace will be marked as EMERGENCY FUNDING APPROVED 2 The MoP Investment Unit may approve the reallocation by choosing the Reject action from the Process list This will result in changing the project request status back to EMERGENCY FUNDING REJ ECTED 11 1 Managing Revision Comments This chapter outlines how to add edit and remove comments made during the revision of the capital investment projects requests The Comments Form appears au
28. Report modules Moreover the Capital Investment Projects application contains a built in on line data entry subsystem which is designed to allow entering the project related data remotely via Internet The on line data entry module allows for entering new and modifying the existing information In the current design the Capital Investment Projects application consists of the following sections General Information section is used to provide basic information on the project This includes the project title the sector of economy supported by the project the project start and end dates project locations executing body project beneficiary etc Financial Information section is used to enter information related to the total project cost payments and expenses fund allocations by implementation years location and type of expense should also be recorded here IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 7 Procurement section provides procurement related information on the project This includes the procurement plans and contracts details Impact Analysis section is used to provide information on competitive advantages environmental impacts social indicators and expected quantitative indicators Required Resources section is used to add information related to construction materials as well as man power and energy resources required during the project implementation Monitoring and Evaluation section is used to provide
29. Sub Sector from the appropriate drop down lists 3 Select the appropriate Objective 4 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation 3 3 2 Editing NDP Alignment Records In order to edit an existing NDP alignment record follow the steps below 1 Click the record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 3 3 3 Removing NDP Alignment Records In order to remove an existing NDP alignment record use the X Remove from the list button to the left of the selected record IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 15 4 FINANCIAL INFORMATI ON In the Financial Information section Figure 7 you may enter information about project costs allocations by implementation years location and type of expense etc ers nes 10 acu tin Gone Sj Grease nein ace pem Vue ie rr mac sam 00 asses 9 kong pow ien Twin AL Cus AL Out soo EI DIE EE pe Ade iniret M p m cnt tins amao amana V TS furor ey 2 Miete lt s Sway Cumt mes eV 9080 nacta 25 oe b PE soe am X
30. TOR RECORD FIGURE 24 ADDING A NEW PRODUCTION QUANTITY RECORD FIGURE 25 ADDING A NEW PRODUCTION INPUT RECORD FIGURE 26 REQUIRED RESOURCES SECTION FIGURE 27 ADDING A CONSTRUCTION MATERIAL RECORD FIGURE 28 ADDING A MAN POWER RESOURCE RECORD FIGURE 29 ADDING AN ENERGY RESOURCE RECORD FIGURE 30 MONITORING amp EVALUATION SECTION FIGURE 31 ADDING A BENCHMARK RECORD FIGURE 32 ADDING AN ACTIVITY RECORD FIGURE 33 SELECTING KEY PERFORMANCE INDICATORS FOR THE PROJECT FIGURE 34 UPDATING KPI PROGRESS INFORMATION FiGURE 35 ADDING FACTORS CAUSING DELAYS FIGURE 36 NOTES AND ATTACHMENTS SECTION FIGURE 37 ADDING AN ATTACHMENT FIGURE 38 PROJECT HISTORY SECTION FIGURE 39 ADDING FUNDING REQUEST COMMENT FIGURE 40 FORWARD TO OTHER SECTORAL UNIT FORM FIGURE 41 PROJECT CODE FORM FIGURE 42 REALLOCATION REQUEST FORM FIGURE 43 REQUEST REALLOCATION ACTION IN THE REALLOCATION REQUEST FORM FIGURE MES ADD GRANT FOR iii riinan ask IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 5 FIGURE 45 TRANSFER SOURCES FORM FIGURE 46 ADD PROJECT FOR TRANSFER FORM FIGURE 47 TRANSFER ALLOCATION FORM FIGURE 48 ADD TRANSFER ALLOCATION FORM FIGURE 49 ADJUST REALLOCATION FORM IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 6 1 INTRODUCTI ON This document describes the Capital Investment Projects application of the Iraq Developme
31. act Name Type plannod End Date Errat Cost P Sees 500060 ae 225 Contract ut ContactName Contactor Type EndDob Statue Cos odio Dom Wrts 2052014 reni am aea Figure 18 Procurement Section For more details on how to provide the information requested in the Procurement section refer to the table below Field Name Instructions Indicate here the detailed procurements plans for each selected Procurement Plan year of the project activity You should first select the Year to display the procurement plans for For more details see Managing 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 27 Procurement Plan Define here any project procurement related contracts for each selected year of the project activity You should first select the Year in the Procurement Plan section to display the procurement contracts for For more details see Managing Contracts Contracts 5 1 Managing Procurement Plan This chapter outlines how to add edit and remove procurement plan records 5 1 1 Adding a Procurement Plan Record In order to add a new procurement plan record follow the steps below 1 Click the Add button in the Procurement Plan section You will be directed to the Add Edit Procurement Plan sub section Figure 19 E Procurement Add Edit Procurement Plan Required Field Contract Name Cont1236 Type El Method of
32. ailable for approved projects only and is used to provide information about the transfer of funds from the Ministry of Finance to another Ministry or Governorate The values in the out of Yearly Allocation and out of Total Project Cost will automatically be calculated IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 18 Please note that the payment information should be provided for the budget year specified above For more details see Managing Expense Types Expenses by Ministry Governorate to Implementer This field is available for approved projects only and is used to provide information about the transfer of funds from the Ministry or Governorate to the entity directly involved in the project implementation The value in the TOTAL field will automatically be calculated The information on the Cumulative Expenses up to the Current Year is displayed in the upper part of the Expenses table It shows the total of all project expenses for the previous years including the current year Please note that the expense information should be provided for the budget year specified above For more details see Managing Expenses 4 1 Managing Expense Types This chapter outlines how to add and remove types of expenses in the FINANCIAL INFORMATION and the Request Reallocation Form which appears when an approved project is requesting reallocation see PROJECT SUBMISSION This chapter also explains how to break down the fu
33. ation 6 1 2 Editing Social Indicator Records In order to edit an existing indicator record follow the steps below 1 Click the record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 6 1 3 Removing Social Indicator Records In order to remove an existing indicator record use the X Remove from the list button to the left of the selected record 6 2 Managing Expected Quantitative Indicators This chapter outlines how to add edit and remove expected quantitative indicators 6 2 1 Adding an Expected Quantitative I ndicator Record In order to add a new quantitative indicator record follow the steps below 1 Click the Add Edit Indicators button at the bottom of the field You will be directed to Add Edit Expected Quantitative Indicator sub section Figure 23 2 Provide the following information Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Specify the Currency the indicator is expressed in by selecting the appropriate instance from the drop down list This field is mandatory Note Once the appropriate currency is selected the default exchange rate per 1 USD is provided in accordance with the project start date However you can change it if this is necessary The exchange rate is used
34. ck the record that needs to be modified You will be directed to the Add Edit Payment sub section where the details of the selected record will be displayed 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made and return to the FINANCIAL INFORMATION section 4 2 3 Removing Payment Records In order to remove an existing payment record use the X Remove from the list button to the left of the selected record IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 24 4 3 Managing Expenses This chapter outlines how to add edit and remove expense records 4 3 1 Adding an Expense Record In order to add a new expense record follow the steps below 1 Select the Year to display the expenses for 2 Click the Add Expenses button at the bottom of the field Figure 16 The Add Edit Expenses form will appear Figure 17 by iy wm unus expenses up 1o Year 2016 1200 esse s Type of Expenses Date expended Amount Total Amount X 20101020205 aom E E E x s susmi E X on eden bus wma E X tense aya E E TOTAL Add Expenses Figure 16 Expenses Field 3 Indicate the Type of Expenses by selecting the appropriate instance from the drop down list This field is mandatory 4 Indicate the Date when the expense was made This field is mandatory A calendar popup is available for this input s
35. d in Breakdown by Type of Expense field see Submitting Reallocation Request Note The allocation is pending approval by MoP Sectoral Unit user 7 Click the OK button to return to the Request Reallocation Form where the selected transfer allocation will appear in the respective field Or click Cancel to terminate the operation 11 7 2 Removing Transfer Allocation In order to remove a transfer allocation follow the steps below 1 Expand the type of expense listed in the Transfer Allocation field for which allocation should be made Figure 47 2 Click the Add button The Adding Transfer Allocation form will appear Figure 48 Click the X Remove from the list button to the left of the selected allocation 4 Click the OK button to apply the changes made w 11 8 Adjusting Reallocation Request The Adjust Reallocation Form Figure 49 appears when Adjust Reallocation action is taken in the Project Form see PROJ ECT SUBMISSION IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 67 er res aspayen ED Sj sextcatn mon Yeory Mocnlion i Year 2012 Foren Currency Local Amount roreian Amount Tota Amount acinar prom Beress 000 000 600 S0 090 06 09 Location Location Locat Amount Foreign Amount Total Amount hunaera atiineven acts At Nneven Cactus viges ET omo conan Tratocatoa l gt Breakdownby yeer 202 of pense m _ Tpeetkspen
36. d is used to adjust reallocation funds With this action the Adjust Reallocation Request Form see Adjusting Reallocation Request will appear After submitting this form the project status will be changed back to APPROVED and the yearly allocation and breakdown amounts will be adjusted with the received reallocation funds The reallocation history will be kept and accessible in the PROJECT HISTORY Additionally for emergency projects only the following actions are available i Request Emergency Funding This action is available when the emergency funding request in the REQUIRING EMERGENCY FUNDING state enters reallocation phase After providing reallocation details in the Reallocation Request Form see Submitting Reallocation Request this action will move the draft to the EMERGENCY FUNDI NG REQUESTED state Verify for emergency funding requests This action appears to the MoP Sectoral Unit users when the emergency funding request is in the EMERGENCY FUNDING REQUESTED state With this action the Reallocation Request Form see Submitting Reallocation Request will appear in the read only mode o f all the emergency funding data is checked to be correct then the MoP Sectoral Unit user verifies the emergency funding request by choosing the Verified action from the Process list in the right upper side of the Reallocation Request Form At this stage the emergency funding request status in My Workspace will be marked as EMERGENCY FUNDIN
37. dd Remove Benchmarks button at the bottom of the field You will be directed to Add Remove Benchmarks sub section Figure 31 J Monitoring amp Evaluation gt Add Remove Benchmarks Required Field Benchmarks Benchmark X Planning o Benchmark Add Benchmark OK Cancel Figure 31 Adding a Benchmark Record 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 44 8 1 2 Insert a name for the Benchmark in the English and Arabic languages This field is mandatory Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation Click the OK button to confirm the information input and return to the MONITORING AND EVALUATION section Or click Cancel to terminate the operation Editing Benchmark Records In order to edit an existing benchmark record follow the steps below i w 8 1 3 Click the Add Remove Benchmarks button at the bottom of the field You will be directed to Add Remove Benchmarks sub section where all benchmarks added for the project will be listed Click the benchmark record that needs to be modified This will activate the selected record Make the appropriate changes in the data displayed Click the OK button to the left of the record to save the changes made Or click Cancel to discard them Click the OK button to return to the MONITORING AND EVALUATION section Or click Cancel
38. e Record In order to add a new man power resource record follow the steps below 1 Click the Add button at the bottom of the field You will be directed to the Add Edit Man power Resources sub section Figure 28 I Reauied Resources gt Add Edit Man power Resources Required Fed 77 TE During During onstruction E Add erother Nen power Resource Cancel Figure 28 Adding a Man power Resource Record 2 Specify the Skill Level of the man power resource by selecting it from the respective drop down lists This field is mandatory 3 Specify the man power resources Quantity during the construction and during operation This field is mandatory 4 Click the OK button to confirm the information input Or click Cancel to terminate the operation In order to add another man power resource record click the Add another Man power Resource button at the bottom of the page 7 2 2 Editing Man Power Resource Records In order to edit an existing man power resource record follow the steps below 1 Click the man power resource record that needs to be modified You will be directed to the Add Edit Man power Resources sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 41 7 2 3 Removing Man Power Resource Records In o
39. e below Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Project Title Indicate here the official Project Title used in project documents and approved by the competent agency in the English and Arabic languages This field is mandatory In case that a pre determined official title does not exist please create a one line synopsis of the project Please note that the title is the information that users see when IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 10 displaying the search results Yearly Project Indicate whether this is a Yearly Project or not by activating the respective radio button This field is mandatory Please note that all projects having duration of twelve months or less are considered yearly projects They are intended for funding maintenance activities only and are transferred to the next year automatically preserving the same project code and same title However cumulative expenses are not calculated for yearly projects and respectively they are not a part of overall cumulative expenses Please note that the yearly allocation of this type of projects is equal to the project total cost Funding Type Provide information on the Funding Type by selecting the respective instance from the drop down list This field is mandatory Please note that depending on the funding type selected you may be requir
40. ed here Transfer From this field requires sources from which the required amount is required to reallocate For details on defining funding sources for reallocation see Managing Transfer Sources This field is mandatory Transfer To in the details of the project that has provided funds to another project requested reallocation this field shows the destination project to which selected funds were reallocated Transfer Allocation this field indicates the breakdowns from which the funds should be transferred to the project that has requested reallocation For details see Managing Transfer Allocation This field is mandatory for emergency funding requests only 6 For all reallocation funding types except Transfer documents verifying reallocation request may be attached in the Attachments section For details on managing attachments see Managing Attachments 7 When all the required data is provided in the Request Reallocation Form choose the Request Reallocation action from the Process list available in the right upper side of the form Figure 43 aeurt Feit Rewtocatioo Request ror voar Atamou are apayan G2 ei Diara E teat project environment soesove Yearly location Revised amaes penang Ses Un Unt Apps Revsee smomom ruang Type mE Figure 43 Request Reallocation Acti in the Reallocation Request
41. ed to provide additional information in the Partnership Details and or Donors fields You can provide the information requested by Adding partnership details in the English and Arabic languages e Providing Donor information For more details see Managing Donors Sector Indicate the Chapter of the economy to which the project contributes by selecting the appropriate instance from the Chapter drop down list Also specify the Subject and Subject Type related to the selected Chapter These fields are mandatory Please note that selection of the Chapter Subject Subject Type is carried out in a Step by Step way Once the appropriate chapter is selected the list of all subjects and subject types pertaining to the selected chapter becomes available in the Subject and Subject type fields Project Type This is an automatically generated field which may have the New or Ongoing values The project which is not yet started i e not approved or it is approved for the first year is of a New type When submitting the request of an existing project for the next year the new request will have an Ongoing project type Also both new and ongoing projects can be either of Regular or Emergency type Requests are considered as Regular if they are created within the regular request submission period Requests created after the regular request submission deadline has expired are considered as Emergency Project Code Provide informati
42. ee Loest Amount Foreign amount Ronaver amount rota amount gt Tros Figure 49 Adjust Reallocation Form To adjust the reallocation request follow the steps below b Revise and if necessary provide new values of Local Amount and Foreign Amount in the Breakdown by Location field and Local Amount Foreign Amount and Rollover Amount in the Breakdown by Type of Expense field Note The Breakdown by Type of Expense field is not editable for the transfer reallocation type When all the adjustments are done click the OK button to process the reallocation request or press Cancel to discard the changes The status for the processed reallocation requests will be changed to APPROVED and the reallocation amount will be added to the existing amount However PROJ ECT HISTORY will show the history of the reallocation 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 68 12 SAVING DATA When you have finished with data input or modification you should save your changes before you leave the page The following options for saving the data are available both at the top and bottom of the page Save to save the data entered and to remain on the opened page Note In forms and sub forms clicking the OK button saves the changes made and navigates you to the previous screen Save and Close to save the information input and leave the opened page If you wish to cancel your changes use the Cancel butt
43. ee Figure 3 Calendar 5 Select the Contract Reference Number from the drop down list This is the ID of the contract associated with the given expense 6 Enter the Expended Amount This is the amount that has been used to purchase services goods or cover other project related costs 7 Enter the Predecessor Amount This is the amount left from the previous year s budget and available in the current one 8 Enter the Credit Amount This is the amount that has been provided as credit 9 Click the OK button to confirm the information input and return to the FINANCIAL INFORMATION section In order to add another expense record click the Add Another Expense button and provide the information requested as described in the paragraphs above Note The new expense record appears under the project budget year when the expense was made The information on the expense record becomes available when the appropriate year is selected 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 25 Financial Information gt Expenses Requred Field Type of Expenses 5 1020101010103 Contac tees 3 paes 22 05 2014 2 Contract Ref mmm s Expended Amount 17509 3 600 5500 Add Another Expense OK cancel Figure 17 Adding an Expense Record 4 3 2 Editing Expense Records In order to edit an existing expense record follow the steps below 1 Click the record that needs to be modified Y
44. eld for which allocation should be made Figure 47 2 Click the Add button The Adding Transfer Allocation form will appear Figure 48 Transfer Allocation Transfer Alocation Sreskdown By Type of Project From Type ef Expense To Type of Expense ee Expense El 12120304334 From 020201010905 Agcutural Accessories 100000002 To 020101010104 Lectures tess 35000 Figure 47 Transfer Allocation Form 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 66 Transfer Alcation 5 Preskau ny Toe of Project From Type ot Expense Expense toma pasapusqa agp 1000000 D As oki icone Figure 48 Add Transfer Allocation Form 3 Press the Add button in the Adding Transfer Allocation form A new record will appear 4 In the Project From Type of Expense choose a project type of expense from which the funding should be transferred 5 In the To Type of Expense choose the type of expense for the project requesting a reallocation the funding should be dedicated to 6 Click the OK button to the left of the respective row to confirm the information input Or click G Cancel to terminate the operation The Transfer Allocation column will automatically display the funds available for the selected type of expense of the source project and the transfer amount required for the selected type of expense of the project which requested the reallocation as define
45. ency is selected the default exchange rate per 1 USD is provided in accordance with the project start date However you can change it if this is necessary The exchange rate is used when converting the amounts into USD In the Local Amount field provide the project expenses made in the local currency and in the Foreign Amount field provide expenses made in the selected foreign currency The Total Amount field value will automatically be calculated based on the provided local and foreign amounts This field is mandatory Note When accessing this section for a new project request you may provide the Yearly Allocation for the current year only Modified Breakdown by Location Specify how the recorded project cost is allocated throughout all project implementation locations Enter both local and foreign amounts allocated it should be entered in the currency indicated The value in the Total Amount field will automatically be calculated Note You need to specify locations in the GENERAL INFORMATION tab before you can indicate the Modified Breakdown by Location For more details see Managing Locations Modified Breakdown by Type of Expense Break down the allocated amount according to the type of expense local foreign and rollover The value in the Total Amount field will automatically be calculated For more details see Managing Expense Types Payments by MoF to Ministry Governorate This field is av
46. ergy Resource Record 8 MONITORING AND EVALUATION 8 1 MANAGING WORK PLAN RECORDS 8 1 1 Adding a Benchmark Record 8 1 2 Editing Benchmark Records 8 1 3 Removing Benchmark Records 8 2 MANAGING ACTIVITY RECORDS 8 2 1 Adding an Activity Record 8 2 2 Editing Activity Records 8 2 3 Removing Activity Records 8 3 MANAGING KEY PERFORMANCE INDICATORS 8 3 1 Adding a KPI Record 8 3 2 Providing KPI Progress Information 8 3 3 Editing KPI Progress Information 8 3 4 Removing KPI Progress Information 8 3 5 Removing KPI Records 8 4 MANAGING DELAY FACTORS 8 4 1 Adding a Delay Factor Record 8 4 2 Editing Delay Factor Records IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 3 Bad Removing Delay eoe tie 9 NOTES AND ATTACHMENTS 9 1 MANAGING ATTACHMENTS 9 1 1 Adding an Attachment 9 12 Viewing Attachments 9 1 3 Removing Attachments 10 PROJECT HISTORY 11 PROJECT SUBMISSION 11 1 MANAGING REVISION COMMENTS scent 11 1 1 Adding a Comment 11 1 2 Editing Comments 11 13 Removing Comments 11 2 FORWARDING TO OTHER SECTORAL UNIT 11 3 PROVIDING PROJECT CODE 11 4 SUBMITTING REALLOCATION REQUEST 11 5 MANAGING 11 5 1 Adding a Grant Record 11 5 2 Editing Grant Records 11 5 3 Removing Grant Records 11 6 MANAGING TRANSF
47. es OF Penge Ser OK esi Figure 33 Selecting Key Performance Indicators for the Project 2 Search for the KPI to add to the project by entering the keyword in the search field and clicking the GO button All the KPIs that match the search criteria will be displayed in the Key Performance Indicator table Note Selecting the appropriate instance from the Sector drop down list in the GENERAL INFORMATION section will display only the KPIs that match the selection 3 Specify the desired KPI s for the project by selecting the checkbox to the left of the respective KPI s 4 Click the Add Selected button The selected KPI s will appear in the Selected KPIs table 5 Click the OK button to confirm the information input and return to the MONITORING AND EVALUATION section where the selected KPI s will appear in the respective field 8 3 2 Providing KPI Progress Information In order to provide the information requested follow the steps below 1 Expand the KPI record for which you want to provide the progress information 2 Click the Update KPI Progress button at the bottom of the KPI record You will be directed to the Update KPI Progress sub section where the list of locations defined in the GENERAL INFORMATION section is displayed Figure 34 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 48 uou 8 3 3 Monitoring Evaluation gt Update KPI Progress for ECON Number Of Government Offcisle Participated In Training
48. fied 3 vem Breakdown by Type of Expense o Typ ot Expense Locat Amount Foreign Amount Rollover Amount X 00010010002 Contraet tees 200 990250 D 1000300 soom Equpment 1 000 000 900 D D 31010 104201 Non residential bung vamsnam Unalocaied EXUIDETIID Expense Type Figure 12 Providing Financial Information for the Type of Expense 2 If you have accessed the Modified Breakdown by Type of Expense field from the Request Reallocation Form see Submitting Reallocation Request then in that form click the expense type record to add financial information for This will activate the selected record Figure 13 Provide the following information for each expense type Revised Local Amount this is the revised amount in the local currency Revised Foreign Amount this is the revised amount in the foreign currency gt Rollover Amount this is the remaining amount over the previous years allocations and actual expenses Note The value in the Rollover Amount field should not exceed the amount remaining after you subtract actual expenses amount from the previous years allocations Note For emergency funding requests instead of revised amounts requested amounts should be defined here Modified B i Revised Amount are pending Mo Sectoral Unit Revision and imestment Unit Approval s A Duane w Type of Expense LocalAmount Foreign Amount Rollover Amount Total 000000009000 Tobe Specie ginal
49. first the project end date is automatically calculated by the system as soon as you navigate away from the field time span the project Locations Specify the geographic Locations in the recipient country that are intended to benefit from the project activities This field is mandatory Please note that selection of the project location is carried out in a Step by Step way Once the appropriate governorate is selected the list of all qadhas pertaining to the selected governorate becomes available in the Qadha field The same refers to the qadha nahia selection For more details see Managing Locations Executing Body Provide information about the Executing Body by selecting the respective instance from the Government Entity drop down list This field is mandatory Also specify the Agency within the selected Government Entity Please note that selection of the Government Entity Agency is carried out in a Step by Step way Once the appropriate Government Entity is selected the list of all agencies pertaining to the selected entity becomes available in the Agency field Beneficiary Add information about the Beneficiary by selecting the respective instance from the Government Entity drop down list This field is mandatory Also specify the Agency within the selected Government Entity 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 12 Please note that selection of the Government Entity Agency is carr
50. gress Information In order to remove a KPI progress record follow the steps below A 2 8 3 5 Expand the KPI record for which you want to remove the progress information Click the X Remove from the List button to the left of the selected record Removing KPI Records In order to remove a KPI record follow the steps below 1 Click the Add Remove KPIs button at the bottom of the field You will be directed to the Add Remove KPIs sub section IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 49 2 Click the X Remove from the list button to the left of the selected record in the Selected KPIs table 8 4 Managing Delay Factors This chapter outlines how to add edit and remove factors causing delays in the project schedule 8 4 1 Adding a Delay Factor Record In order to add a new delay factor record follow the steps below 1 Click the Add Factor button at the bottom of the field A new record will appear Figure 35 Factors Causing Factor Delays x omaa E 29 Fire Lo ibt zi EI Figure 35 Adding Factors Causing Delays 2 Select the appropriate instance from the Factor drop down list 3 Provide additional Comments if it is necessary in the appropriate field 4 Click the OK button to the left of the respective row to confirm the information input Or Click Cancel to terminate the operation 8 4 2 Edi g Delay Factor Records In order to edit an existing delay factor record follow
51. gress data in the MONITORING AND EVALUATION section Update Attachments This action appears for approved projects only and is used to update the project related attachments When taking this action it will be necessary to provide additional Notes Comments about the project and Attach Document s in the Notes amp Attachments form see NOTES AND ATTACHMENTS Stop This action is only available for approved projects and is used to stop the approved project At this stage the project request status in My Workspace will be marked as STOPPED For stopped projects you can provide the project Stop Date and Government Resolution Number in the project data entry form Cancel This action is only available for approved projects and is used to cancel the approved project At this stage the project request status in My Workspace will be marked as CANCELLED Continue This action is only available for stopped projects and is used to resume their implementation Once the project is continued it is checked for the availability of funding for its implementation If the appropriate funds are detected the project status will be set to APPROVED In case there is shortage of financial means the project will move to the REQUIRING FUNDING stage and will remain in this state until the appropriate funds become available Copy to Draft for the Next Year This action will copy the project to the next year The project draft will appear in the My Draft Fundi
52. hapter outlines how to add edit and remove project contracts 5 2 1 Adding a Contract Record In order to add a new contract record follow the steps below 1 Click the Add button in the Contracts section You will be directed to the Add Contract sub section Figure 20 Procuement gt Add Contract Required Field Contract Rea 3 ig ees Canter mam Foreign Cost aq Dinar z Currency H Cost Local Cost Foreign Cost Total 2 500 20 500 ES E M 12 06 2014 Evitar 19 11 2014 UJ eun Er El Another Contract OK Genesi Figure 20 Adding a Contract Record 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 30 2 Provide the following information Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Contract Ref Indicate the Contract Reference number This field is mandatory Contract Name Indicate the Contract Name in the English and Arabic languages This field is mandatory Indicate the contract Type by selecting the appropriate instance from the drop down list The following values are available Goods Type Services Works This field is mandatory Indicate the Contractor agency responsible for the procurement This field is mandatory Foreign Cost Currency Indicate the currency in which the
53. he relevant expense type enter the expense type name or ID in the appropriate field indicate the section and level to search in and click the GO button Use the look up controls of Section Level 1 Level 2 Level 3 Level 4 and Level 5 to find the appropriate type of expense The list of all expense types matching the criteria will be displayed in the Types of Expense table 3 Add the selected expense type s as one s relevant to the project by ticking the check box to the left of the appropriate record and clicking the Add Selected button The selected expense type s will appear in the Selected Expense Types table 4 Click the OK button to return to the FINANCIAL INFORMATION section or to the Request Reallocation Form if the form was accessed from there where the selected expense types will appear in the respective field Or click Cancel to terminate the operation IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 20 Financial Information gt Add Type of Expense Use me lock up cont of Seaton Leve 1 Level 2 Level Level 4 Level S to And the Type of Expense Check each Type of Expense you would to for fre project and click on Add Selected button Te Nae oi tj E Tm e ioi isi iod E pu Sa ps EE E m oa prins py 020201010925 Agrestural soni acai Night 2202027 Atocatons mont 207151 ede and transiaton and syntnesis E Add Selected
54. ied out in a Step by Step way Once the appropriate Government Entity is selected the list of all agencies pertaining to the selected entity becomes available in the Agency field Implementation Status Indicate the current status of the project in terms of implementation In order to set the project status select the year for which you are providing the status information and then specify the project Implementation Status Please note that if multiple status changes occur during a year the project will be transferred into the new year with the most recent status assigned to it Note The status of stopped and canceled projects cannot be changed from the Project form Alignment with NDP Indicate how the project is aligned with the National Development Plan NDP For more details see Managing NDP Alignments Provide the description of the Objectives that the project seeks to Objectives achieve in the English and Arabic languages Provide the project Description in the English and Arabic languages This can be several paragraphs of a free text m Enter additional Notes about the project in the English and Arabic languages 3 1 Managing Donors Today is Mon 5 May 2014 Reset Figure 3 Calendar This chapter outlines how to add edit and remove donor records 3 1 1 Adding a Donor Record In order to add a new record follow the steps below 1 Click the Add button at the bottom of the field
55. information on overall progress of the project the key performance indicators of the project progress on the contracts and factors that may be delaying the project implementation Notes and Attachments section is used to enter additional notes and comments on the project as well as attach project documents such as the project proposal and reports Project History section is used to view statistical data on access to the given project To navigate from one section to another use the respective tab controls found at the top of the screen Also click the respective Next Previous button at the bottom of the screen to go to the next previous section The Capital Investment Projects application provides a web based user interface and requires a web browser Internet Explorer pre installed Note To ensure more flexibility and a more user friendly environment IDMS has been implemented as a bi lingual system allowing the users to view the data presented in the system in two languages English and Arabic IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 8 3 GENERAL INFORMATI ON In the General Information section Figure 1 and Figure 2 you can provide basic information on the project This includes the project title sector supported by the project project start and end dates locations executing body project beneficiary etc save save sna cire conet
56. is available for this input see Figure 3 Calendar 6 Enter the Requested Amount This is the amount that has been requested by the Ministry Governorate for the project implementation 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 23 Financial information gt Add Edit Payment Required Fied Transaction Code 1588945 nia E 14708 2014 E Requested amount 250 000 Released Amount 18 000 Add Another Payment OK cancel Figure 15 Adding a Payment Record 7 Enter the Released Amount This field is mandatory This is the amount that has been allotted to the Ministry Governorate by the Ministry of Finance Note The total released amount for all payments recorded should not exceed the corresponding yearly allocation amount defined in the Yearly Allocation field See FINANCIAL INFORMATION for details 8 Click the OK button to confirm the information input and to return to the FINANCIAL INFORMATION section In order to add another payment record click the Add Another Payment button and provide the information requested as described in the paragraphs above Note The new payment record appears under the project budget year when the money transfer was made The information on the payment record becomes available when the appropriate year is selected 4 2 2 Editing Payment Records In order to edit an existing payment record follow the steps below 1 Cli
57. llar budget gt Border Crossing reallocation requires funds from border crossing budget Depending on the selected Reallocation Funding Type different data is required in the Request Reallocation Form 4 If Grant was selected as a reallocation funding type grants from which reallocation funds are required should be defined For details see Managing Grants At least one grant should be defined in this field Bescaion Request for ear 22 o nea a As pt Project cost A Revised Anomis wa osa NOP Sacr Ua evan an nasi UNE Agro lt Funde Type Donors ype Project Rot Grant Amount X_Asonvevenpren none z sw Attachments s x k Fes Bead or Sinks Rec on 14 Jun 201 023 Figure 42 Reallocation Request Form 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 62 5 If Transfer was selected as a reallocation funding type the following information should be provided Breakdown by Type of Expense this field requires the breakdown of the transferred amount among the selected types of expense of the project For details on adding the types of expenses and defining the breakdowns see Managing Expense Type Records This field is mandatory Note For regular projects revised amounts are pending revision of MoP Sectoral Unit and approval by MoP Investment Unit For emergency funding requests instead of revised amounts requested amounts should be defin
58. lowing divisions o The first three digits of the code refer to the Code of the Executing Body of the Government Entity o The second three digits of the code refer to the Code of the Executing Body of the Government Agency The third two digits of the code refer to the Code of the Chapter This can be edited in the approved phase of the project only o The fourth three digits of the code refer to the Code of the Subject This can be edited in the approved phase of the project only o The fifth three digits of the code refer to the Code of the Subject Type The MoP user can edit this in the approved phase of the project only user inputs the remaining three digits manually The user can edit this in the approved phase of the project only The system automatically generates the last 2 digits of the project code to indicate the project funding type The project funding type code 01 10 is provided by the administrator in the IDMS Administration Center see IDMS Administration Center User Manual in REFERENCES For example Project Code Executing Body Executing Body Subject Funding Gov Entity Gov Agency Chapter Subject Sequence 012 100 03 001 011 056 05 2 Click the OK button to submit the form Or click Cancel to close this form without submitting 11 4 Submitting Reallocation Request The Reallocation Request Form appears when Request Reallocation
59. mitted they cannot be removed In order to remove an added comment use the X Remove from the list button to the left of the selected record 11 2 Forwarding to Other Sectoral Unit When the Forward to Other Sectoral Unit for Review action is taken in the Project Form see PROJECT SUBMISSION the Forward to Other Sectoral Unit form appears MoP Sectoral Uni Eacan S Comments Questions The project shouldbe in anoitar stor unt Les cana Figure 40 Forward to Other Sectoral Unit Form 1 Select a MoP Sectoral Unit to transfer the project to This field is mandatory 2 Provide any accompanying Comments Questions This field is mandatory 3 Click the OK button to submit the form Or click Cancel to close this form without submitting 11 3 Providing Project Code The Project Form appears when Accept action is taken in the Project Form see PROJECT SUBMISSION 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 60 PrjetCode pompe Figure 41 Project Code Form 1 Provide the unique identification number of the project in the Project Code field This field is mandatory To make the project codes informative and easy to understand the following principles are standing behind the code number generation The Project Code should consist of exactly 19 digits gt The system generates the project code automatically for the first 14 digits according to the fol
60. nds among the selected expense types 4 1 1 Adding an Expense Type Record In order to add a new expense type record follow the steps below 1 Click the Add Expense Type button at the bottom of the Modified Breakdown by Type of Expense field Figure 9 or Figure 10 The Add Type of Expense form will appear Figure 11 Modified 1 Vem 2014 Breakdown by Type of Expense Type of Expense localAmount Foreign Amount Rollover Amount X 0101019103 Contract ees D 1 000 000 Equpment D D PEEL menu Total amount 1000999250 100000000 818207108 Tralocated Ade Exponse Typo Figure 9 Modified Breakdown by Type of Expense Field in Financial Information Section 203101722637 IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 19 Modified B xr Revised are pending Sectoral Unit Revision and Investment Unt prm m Type of Expense Local Amount Foreign Amount Rollover Amount Total onga00000000 Tobe Species Original 2 D Bancng Serves fees Original D Revise D anao Conferences and Original 2 Rensea D Ade Expense Figure 10 Modified Breakdown by Type of Expense in the Request Reallocation Form 2 Locate the expense type to add information for Note To make it easier to locate the appropriate expense type in the long list the system has a search capability To find t
61. nformation requested in the Monitoring amp Evaluation section refer to the table below Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Overall Planned Progress Enter percentage of the Overall Planned Progress made by the project as of the date Overall Progress Enter percentage of the Overall Progress Made by the project as of the date Provide information about the project activities and benchmarks For Work Plan more details see Managing Work Plan Records Provide information about the Key Performance Indicators used to Key Performance indicators evaluate and monitor the progress of the project For more details see Managing Key Performance Indicators Progress on Contracts The information in this section is generated according to the procurement plan and contract records defined in the PROCUREMENT section To update the contract progress information indicate the Weight 96 and Percent of Completion Factors Causing Delays Provide information about the Factors Causing Delays in the project implementation For more details see Managing Delay Factors 8 1 Managing Work Plan Records This chapter outlines how to manage benchmarks and assign activity ies to each benchmark created 8 1 1 Adding a Benchmark Record In order to add a benchmark record follow the steps below 1 Click the A
62. ng Requests list for the next year Copied project will have the same project ID as the original project However all other details of the copied project will be individual Request Reallocation This action appears to Executing Body or Assigned MoP Sectoral Unit users when the project is in the APPROVED state and to Executing Body user only when the project is in a REALLOCATION REVISION REQUESTED state With this action additional funding is requested for the project Reallocation details should be provided in the Reallocation Request Form see Submitting Reallocation Request At this stage the project request status in My Workspace will be marked as REALLOCATION REQUESTED Note At this stage the project from which the reallocation was requested will also change its status to REALLOCATION REQUESTED Verify during reallocation This action appears to the MoP Sectoral Unit users when the project is in the REALLOCATION REQUESTED state With this action the Reallocation Request Form see Submitting Reallocation Request will appear in the read only mode c If all the reallocation data is checked to be correct then the Sectoral Unit user verifies the reallocation request by choosing the Verified action from the Process list in the right upper side of the Reallocation Request Form At this stage the project request status in My Workspace will be marked as REALLOCATION VERIFIED 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 57 25
63. nges made Or click Cancel to discard them 6 2 3 Removing Expected Quantitative Indicator Records In order to remove an existing indicator record use the X Remove from the list button to the left of the selected record IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 36 6 3 Managing Production Quantity This chapter outlines how to add edit and remove the production quantity records 6 3 1 Adding a Production Quantity Record In order to add a production quantity record follow the steps below 1 Click the Add button at the bottom of the field A new record will appear Figure 24 Poco i Production Unit Unit Quantity KUP32566 23 000 Production Unit 79 10 000 Unt Figure 24 Adding a New Production Quantity Record 2 Enter the Production Unit name in the English and Arabic languages Specify the Unit Quantity and Value 4 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation w 6 3 2 Editing Production Quantity Records In order to edit an existing production quantity record follow the steps below 1 Click the record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 6 3 3 Removing Production Quantity Records In order to remove an existing prod
64. nses made in the local currency In the Foreign Cost field provide expenses made in the foreign currency The Total cost will automatically be calculated This field is mandatory Estimated Cost Indicate the procurement Planned Start Date A calendar popup is Planned Start Dat RUSO ma DE available for this input see Figure 3 Calendar This field is mandatory Indicate the procurement Planned End Date A calendar popup is Planned End Dat Sones nee available for this input see Figure 3 Calendar This field is mandatory 3 Click the OK button to confirm the information input Or click Cancel to terminate the operation In order to add another procurement plan record click the Add Another Procurement Plan button and provide the information requested as described in the paragraphs above 5 1 2 Editing Procurement Plan Records In order to edit an existing procurement plan record follow the steps below 1 Click the record that needs to be modified You will be directed to the Add Edit Procurement Plan sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 5 1 3 Removing Procurement Plan Records In order to remove an existing procurement plan record use the X Remove from the list button to the left of the selected contract record 5 2 Managing Contracts This c
65. nt Management System IDMS It provides the necessary instructions that a user should follow during the data entry process The document is addressed to those who will use the IDMS application to add or modify project information 2 OVERVIEW The Iraq Development Management System IDMS is an automated information management system which is designed to improve efficiency and coordination of donor activities in Iraq It is also a powerful tool for tracking and analyzing aid flows The system serves as the main database and data collection and reporting system as it ensures effective access to aid data The main objective of IDMS is to serve as a reliable and credible source of information on overall donor contributions to Iraq s reconstruction economic recovery and socio economic development as well as to support the Government in effectively managing development assistance and promoting the accountable and transparent use of resources In the current version of IDMS the following applications are present gt External Assistance Projects Donor Profile Capital Investments Projects Iraq Development Projects lt NDP Indicators The Capital Investment Projects application in IDMS is designed to track the investment projects that are financed from the national budget Once you have accessed this application you can view project details track investment flows to the country and create analytical reports in the List Chart Map and
66. of Expense onaononnocon Tobe Specified X X 310101030101 Animals X 3001020104 X Q029401010103 Contract fees JE Figure 11 Adding a Type of Expense Record 4 1 2 Removing Expense Type Records In order to remove an expense type record use the X Remove from the list button to the left of the selected record The same operation can be done from the Add Type of Expense form see Adding an Expense Type Record Note You cannot remove the To be specified type of expense 4 1 3 Providing Breakdown by Type of Expense In order to provide the breakdown for the selected types of expense follow the steps below If you have accessed the Modified Breakdown by Type of Expense field from the FINANCIAL INFORMATION section then in that section click the expense type record to add financial information for This will activate the selected record Figure 12 Provide the following 1 information for each expense type Local Amount this is the expended amount in the local currency gt Foreign Amount this is the expended amount in the foreign currency IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 21 Rollover Amount this is the remaining amount over the previous years allocations and actual expenses Note The value in the Rollover Amount field should not exceed the amount remaining after you subtract actual expenses amount from the previous years allocations Modi
67. ompletion of the project provide information about social indicators for the project For more details see Managing Social Indicators Expected Quantitative Indicators at completion of project At completion of the project provide information about the expected quantitative indicators For more details see Managing Expected Quantitative Indicators 6 1 Managing Social Indicators This chapter outlines how to add edit and remove social indicators 6 1 1 Adding a Social Indicator Record In order to add a new indicator record follow the steps below 1 Click the Add button at the bottom of the field A new record will appear Figure 22 Social Indicators Sector at completion of project x VQ Indicator Expected Output ot new prolessonal school students 15000 I MI EIRETIII E Figure 22 Adding a Social Indicator Record 2 Select the Sector and Indicator from the respective drop down lists IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 34 Please note that selection of Social Indicators is carried out in a Step by Step way Once the appropriate sector is selected the list of all indicators pertaining to the selected sector becomes available in the Indicator field 3 Specify the Expected Output for the Indicator selected 4 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the oper
68. on 13 REFERENCES Please refer to the following IDMS related document IDMS External Assistance Projects Application User Manual IDMS Donor Profile Application User Manual IDMS NDP Indicators Application User Manual IDMS Analytics User Manual IDMS Administration Center User Manual
69. on about the Project Code assigned to the project For more details see Providing Project Code Note The project code should be unique in the system If an existing code is entered the system will prevent saving the project IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 11 Project Nature Provide information about the Project Nature by activating the respective radio button Production or Service This field is mandatory Start Date Actual date reflects when the first contract started Define the date on which the implementation of project activities is supposed to begin planned and begins actual Provide the date when the first contract started This field is mandatory Note The project planned start date should be a date later than the project creation date A calendar popup is available for date input see Figure 3 Calendar End Date Actual date reflects when the last contract completed Indicate the date by which the implementation of project activities is supposed to be completed planned and the actual date of completion actual Provide the date when the last contract was completed This field is mandatory A calendar popup is available for date input see Figure 3 Calendar Duration Indicate the planned and actual for implementation Note If you specify the project end date the project duration is automatically calculated by the system If the project duration is provided
70. ou will be directed to the Add Edit Expenses sub section where the details of the selected record will be displayed 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made and return to the FINANCIAL INFORMATION section 4 3 3 Removing Expense Records In order to remove an existing expense record use the X Remove from the list button to the left of the selected record IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 26 5 PROCUREMENT In the Procurement Figure 18 section you can provide procurement related information on the project This includes the procurement plans and contracts details Note This section is available for ongoing and approved projects only All amounts in the Procurement section can be viewed either in IDQ Iraqi Dinar or USD US Dollar To switch between these options select the appropriate value from the amounts are displayed in drop down list at the top of the screen Note For all total amount fields in this section you may see the amount converted to IDQ or USD by hovering the mouse cursor on the corresponding amount If IDQ amount is displayed the tooltip will show the USD equivalent and vice versa if USD amount is displayed the tooltip will show the 1DQ equivalent ld Save Save and cinee cancel E Hein AN amounts are displayed in IOD raai Peces Panes Start Method of Contr
71. outlines how to add and remove sources for funds reallocation and define the transfer amount 11 6 1 Adding a Transfer Source In order to add a transfer source follow the steps below IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 64 1 Click the Add button at the bottom of the field Figure 45 The Add Project for Transfer form will appear Figure 46 Tranter From Project Approved Amount Already Requested Amount Transter Amount PEEL 500 72000 120000 V PATI 1507002000 woman TOTAL Figure 45 Transfer Sources Form 2 Locate the project s to request the funds transfer from Note To make it easier to locate the appropriate project in the long list the system has a search capability To find the relevant Project Title enter the Project ID or Project Code in the appropriate field indicate the section and level to search in and click the GO button The list of all projects matching the criteria will be displayed in the Projects table 3 Add the selected project s by ticking the check box to the left of the appropriate record and clicking the Add Selected button The selected project s will appear in the Selected Project table 4 Click the OK button to return to the Request Reallocation Form where the selected projects will appear in the respective field Or click Cancel to terminate the operation Add Prejost for Transfer Prost Tte Project Project Code
72. pense E 2065 2014 0432 REALLOCATION REQUESTED Relocation Funding Type edes rrom orit 5 Tranter Allocation Breakdown Ey Type of Project From Type of Expense TorType cf ense Penna EN caes arena O _ e aocanou appaoven pee 20 REALLOCATION APPROVED as teo 0 1930 E 2505 2044 0547 REALLOCATION APPROVED g 24 roo 2014 zo ntaLLocaTon ReauesTED Figure 8 Reallocation History Page IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 17 For more details on how to provide the information requested in the Financial Information section refer to the table below Note Some fields in this section are mandatory to be filled in They are marked with an asterisk Field Name Instructions Project Cost First select the year for which the Project Cost should be defined Then define the amount requested for the project implementation in the selected year This field is mandatory Note When accessing this section for a new project request you may provide the Project Cost for the current year only Yearly Allocation First select the year for which the project Yearly Allocation should be defined Then select the Foreign Currency in which the foreign funds are defined in the corresponding field Note Once the appropriate curr
73. rder to remove an existing man power resource record use the X Remove from the list button to the left of the selected record 7 3 Managing Energy Resources This chapter outlines how to add edit and remove energy resources 7 3 1 Adding an Energy Resource Record In order to add a new energy resource record for the project follow the steps below 1 Click the Add button at the bottom of the field A new record will appear Figure 29 Energy Resources quy maray Fasi z Quantiy Energy Type unt ot measure During During Constuction Operation X Kerosne 10000 25000 orme samo sem 6 Ecaicty El 2088 35 E Figure 29 Adding an Energy Resource Record 2 Select the Energy Type unit of measure from the respective drop down list Specify the Quantity of the selected energy resource during construction and operation 4 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation p 7 3 2 Editing Energy Resource Records In order to edit an existing energy resource record follow the steps below 1 Click the energy resource record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 7 3 3 Removing Energy Resource Records In order to remove an existing energy resource record
74. s In order to edit an existing contract record follow the steps below 1 Click the record that needs to be modified You will be directed to the Add Contract sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 5 2 3 Removing Contract Records In order to remove an existing contract record use the X Remove from the list button to the left of the selected contract record IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 32 6 IMPACT ANALYSIS In the Impact Analysis section Figure 21 you can provide information on the competitive advantages environmental impacts social indicators and expected quantitative indicators of the project Gave Sava and Cioca Cancel Help 8 e RESOURCES E EVALVATION ATTACHMENTS Servico Needs for service projects El Other functional relation with futuro projects Positive effects Negative effects in terms of water pollution air pollution pollution noise visual pollution INeans used to address negative ect fany of addressing negative effects impact of above cost on the economie and technical feasibility Social Indicators Sector Expected Output ameet Education Capacity of new professional school of 15000 X Elan
75. te Governorate from the drop down list Indicate the appropriate Qadha by selecting the respective instance from the drop down list Select the appropriate Nahia from the drop down list Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation nawy 3 2 2 Editing Location Records IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 14 In order to edit an existing location record follow the steps below 1 Click the location record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 3 2 3 Removing Location Records In order to remove an existing location record use the X Remove from the list button to the left of the selected record 3 3 Managing NDP Alignments This chapter outlines how to add edit and remove NDP alignment records 3 3 1 Adding an NDP Alignment Record In order to add a new NDP alignment record follow the steps below 1 Click the Add button at the bottom of the field A new record will appear Figure 6 Alignment with gt Sector Sub Sector Objective X Education Primary 8 35 Humber of nosed eroatig ris 0484 fas v O House sector E Buceo china Seda dese of ovewepulaten and z Figure 6 Specifying Alignment with NDP 2 Select the Sector and
76. the steps below 1 Click the delay factor record that needs to be modified This will activate the selected record 2 Make the necessary changes 3 Click the OK button to save the changes made Or click Cancel to discard them 8 4 3 Removing Delay Factors In order to remove an existing delay factor record use the X Remove from the list button to the left of the selected record IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 50 9 NOTES AND ATTACHMENTS In the Notes amp Attachments section Figure 36 you can enter additional notes and comments on the project as well as attach project documents such as proposals and reports s gt save and close cancel coactus 18 fa aspas EU aysay s E Attach Document You mar lich documents such asthe proiect proposal and reoors clos and he les relevan c this bec cs project deme meis x Report 612 2014 Heec oy admin user on 021022014 erm X Report Added by Synergy Admin on 07 05 2014 eq Miche save Save and close Figure 36 Notes and Attachments Section For more details on how to provide the information requested in the Notes and Attachments section refer to the table below Field Name Instructions Provide any additional comments that are relevant to the given Notes t otes f Comments project in the English and Arabic languages
77. tomatically when selecting the certain actions in the toolbar of the Project Form see PROJ SUBMISSION 11 1 1 Adding a Comment In order to add a project request revision comment follow the steps below 1 Click the Add Comment button at the bottom of the Comments form A new record will appear Figure 39 Comments on Funan Request Fein Comment Sane CommeneaBy Commented On X Implementation Stas 29 Foie Desis E Figure 39 Adding Funding Request Comments 2 Select the field the revision was made on from the Field drop down list This list contains all fields available in the Project Form 3 Provide Comments in the English and Arabic languages 4 Click the V OK button to the left of the record to confirm the information input click Cancel to terminate the operation 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 59 11 1 2 Editing Comments Note Only comments made before submitting the Comments form can be edited Once the revision comments are submitted they cannot be edited again In order to edit an existing comment follow the steps below 1 Click the comment that needs to be modified This will activate the selected record 2 Make the necessary changes 3 Click the OK button to save the changes made Or click Cancel to discard them 11 1 3 Removing Comments Note Only comments made before submitting the Comments form can be removed Once the revision comments are sub
78. ty in the English and Arabic languages This y field is mandatory Indicate the activity Start Date This field is mandatory A calendar Start Date L Ha popup is available for this input see Figure 3 Calendar Indicate the activity End Date This field is mandatory A calendar popup is available for this input see Figure 3 Calendar Status Indicate the activity Status by selecting the appropriate instance from the drop down list The following values are available Not Started Ongoing Completed Delayed This field is mandatory Responsible Organisation Indicate the organisation responsible for the activity from Responsible Organisation drop down list 4 Click the OK button to confirm the information input Or click Cancel to cancel the operation IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 46 5 In the MONITORING AND EVALUATION section select the Verified checkbox if the project manager approves all the data provided for the benchmark 8 2 2 Editing Activity Records In order to edit an existing activity record follow the steps below 1 Click the activity record that needs to be modified You will be directed to Add Edit Activity sub section 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 8 2 3 Removing Activity Records In order to remove an existing activity record use the X Remove from
79. uction quantity record use the X Remove from the list button to the left of the selected record 6 4 Managing Production Inputs This chapter outlines how to add edit and remove production input records 6 4 1 Adding a Production Input Record In order to add a production input record follow the steps below 1 Click the Add button at the bottom of the field A new record will appear Figure 25 1DMS CAPITAL INVESTMENT PROJECTS USER MANUAL 37 Production Inputs Input Unit Quantity X Services 10 000 4 Goode 25000 Figure 25 Adding a New Production Input Record 2 Select the Input from the respective drop down list 3 Specify the Unit Quantity and Value for the selected input Value 4 Click the OK button to the left of the record to confirm the information input Or click Cancel to terminate the operation 6 4 2 Editing Production Input Records In order to edit an existing production input record follow the steps below 1 Click the record that needs to be modified This will activate the selected record 2 Make the appropriate changes in the data displayed 3 Click the OK button to save the changes made Or click Cancel to discard them 6 4 3 Removing Production Input Records In order to remove an existing production input record use the X Remove from the list button to the left of the selected record IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 38 7 REQUIR
80. use the X Remove from the list button to the left of the selected record IDMS CAPITAL INVESTMENT PROJ ECTS USER MANUAL 42 8 MONITORING AND EVALUATI ON In the Monitoring amp Evaluation section Figure 30 you should provide information on the target and overall progress of the project the key performance indicators of the project progress on the contracts and factors that may be delaying the project implementation Note This section is available for approved projects only H Seve save end ck Cared 10 p some overt anne SW Progress overall Progress E Work Pian 29F992014 310802018 Actual Start Planned End AcwolEnd Responsible m mas m 1 ana canons nave not boan tor poet you vit be uni to acd relevant KP S eget Progress vente WP Proiect Location Comment E ECON Number Or Government Oia Parieiatd in Training B ECON Number OF Peogle Served Danen 2 Contract Nome Contractor Went emet Aummnq ww oa Factor Comments Delors Pic va X Low istumemest since tis another cuni EH ss frewous L sme Save and Dase j Figure 30 Monitoring amp Evaluation Section IDMS CAPITAL INVESTMENT PROJECTS USER MANUAL 43 For more details on how to provide the i
81. w is necessary the responsible MoP Sectoral Unit may take this action to forward the project request to another Sectoral Unit for further advice When taking this action Sectoral Unit should be selected in the Forward to Other Sectoral Unit form to forward the project request to see Forwarding to Other Sectoral Unit At this stage the project request status will be marked as UNDER SPECIALIZED REVIEW 3 Send Back to Primary Sectoral Unit The revising MoP Sectoral Unit sends back the project request to the Primary Sectoral Unit when the revision is made Additional comments may be provided when taking this action see Managing Revision Comments At this stage the project request status in My Workspace will be marked as UNDER PRI MARY REVIEW 4 Verify Once the revision is done this action verifies the project request internally within the MoP Sectoral Unit before it is gone for a negotiation with the relevant Line Ministry Additional comments may be provided when taking this action see Managing Revision Comments At this stage the project request status in My Workspace will be marked as VERIFICATION 5 Negotiate with Line Ministry This action sends the project to the negotiation with the relevant Line Ministry Additional comments may be provided when taking this action see Manaqinq Revision Comments At this stage the project request status in My Workspace will be marked as NEGOTIATION 6 Accept This action is used

IDMS Capital Investment Projects User Manual

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