Home

PSID Lesotho Analytical Interface User Manual

1. 52 Figure 41 Buffered Zone C UBEVIDB 53 PSI D LESOTHO ANALYTI CAL INTERFACE Figure 42 Figure 43 Figure 44 Figure 45 Figure 46 Figure 47 Figure 48 Figure 49 Figure 50 Figure 51 Figure 52 Figure 53 Figure 54 Figure 55 Figure 56 Figure 57 Figure 58 Figure 59 Figure 60 Figure 61 Figure 62 Figure 63 Figure 64 Figure 65 Figure 66 Figure 67 USER MANUAL SOIC EI VS 54 Selecune Chart TY T EE 55 Setting Administrative Boundary Options 002000 0 56 Map Legend ane en m 57 Using MIN O 58 Viewing the Data Displayed on the 0 59 TI EET TOT TE EET 60 Create s T3bHl3r ReDOPDus 61 Setting the Tabular Report Properties err Ey oso einen EXE U CY dv oda SAY YE In eor 62 Creatine a REDOT 63 Setting the Freeform Report 64 Creatine cE de c TEE OOo 65 Report Component General 002000000 66 Report Component Formatting
2. Modify System Overview gi Organize New Save Save as Modify Current View Project Summary of Projects by Implementation Status Financial information by Year Data Controis 4 Properties H Ly Filter of Projects H Bs 34 78 150 000 000 Number of Projects E Ap 30 4396 437 3 935 13 04 8 69 Total Projects Cost USD Unspecified Disbursement Allocation by Sectors Disbursement Allocation by Districts 150 000 000 150 000 000 Food Assistance Governance de Energy Generation Employment amp Income Generation Gender and Development Mokhotlong Thaba Tseka Countrywi Copyright 2014 Synergy International Systems Inc All rights reserved Figure 8 Adding a Control to the Dashboard 5 2 3 Setting Dashboard Properties To assign certain properties to a dashboard follow the steps below 1 Switch to the Properties tab of the Modify Current View panel Figure 9 2 Tick the Scroll Mode checkbox to toggle the scrollbar thus allowing additional space for adding reports to the dashboard Synergy Administrator About Help Support synisys com PSID LESOTHO Dashboard Portfolio Settings Modify Public Untitled d Organize New Save Save as Modify Current View Number of Projects Number of Projects by FA psta Gantois X Properties
3. 5 Oda ANE Ev 17 Figure 10 Performing Actions over the Dashboard Report 18 Figure 11 Setting the Report Container Properties 20 Figure 12 Setting the Filtering Control 21 Figure L5 22 Figure 14 Modifying the Porttollo nti ELE EC exa SUE Staa E CU ER Ex vk esed 23 Figure 15 Creating a New Project in the Portfolio Section 25 Figure 16 Viewing Project Details in the Portfolio 26 Figure 17 Submit Button for Draft Projects of the Portfolio 27 Figure 18 Deleting a Project in the Portfolio nnne nnns 28 Figure 19 Creating a New Organization in the Portfolio 29 Figure 20 Editing Organization Details in the Portfolio 30 Figure 21 Deleting an Organization in the Portfolio 31 Figure 22 Creating New Sector in the Portfolio 32 Figure 23 Editing Sector Details in the Portfolio 33 Figure 24 Deleting
4. i Crisis Prevention and Disaster Reduction ig Education ig Employment amp Income Generatio 7 i Energy Generd Edit Sector 7 i Environment ak View Sector L ui etretrt 8 Food Assistance if Gender and Women Development uU Governance L Health and Nutrition _ Housing and Construction i Industrial Development ju Information Technology and Telecommunication 31 Records Copyright 2014 Synergy International Systems Inc All rights reserved Figure 23 Editing Sector Details in the Portfolio Section 6 5 3 Viewing Sector Details To view the details of a sector listed in the Portfolio section follow the steps below 1 Click the Portfolio tab in the PSID Lesotho header Figure 13 2 Go to the Sectors sub section Figure 22 3 Click the sector that you want to view The actions menu will appear Figure 23 4 Select the View Sector option from the actions menu You will be directed to the Details section of the application For more information on how you can manage the sector details see DETAILS SECTION 6 5 4 Deleting Sectors In the Portfolio section you may delete sectors if you have been assigned with appropriate permissions To delete a sector from the Portfolio section follow the steps below 1 Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Go to the Sectors sub section Figure 22 3 Clic
5. 1 Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Go to the My Draft Projects sub section 3 Select the draft project that you want to submit by ticking the checkbox to the left of the project record Note You may select multiple checkboxes for simultaneous submission of several projects 4 Click the Submit button that appears in the main toolbar Figure 17 The selected draft project will be moved to the My Submitted Projects sub section Synergy Administrator About Help support synisys com PSID LESOTHO amp Portfolio My Draft Projects My Submitted Projects Organizations Sectors Filter Untitled d Organize New Project Delete A Design f Save EP Save as 14 u 150 09 211200000 1 Records 1 selected Copyright 2014 Synergy International Systems inc All rights reserved Figure 17 Submit Button for Draft Projects of the Portfolio Section 6 3 5 Deleting Projects In the Portfolio section you may delete projects if you have been assigned with appropriate permissions To delete a project from the Portfolio section follow the steps below l Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Goto the My Draft Projects or My Submitted Projects sub section 3 Click the Delete icon to the left of the project record that needs to be deleted Figure 18 Please note that you may also delete a project by ticking th
6. information Chart Type Pie Chart Legend Currency USD i Mokhotlong Chart o Q0 Activity Actual Cost Activity Planned Cost Activity Progress in 96 V Committed Amount V Disbursed Amount m v Project Cost of Projects Y Ye i X EU of Projects i6 lS Duration Months 1 i Duration Days 5 Population Scaling of Projects Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 36 Creating a Map Report 9 2 1 Defining Data for the Map Report To define what data should appear on the map follow the steps below l Goto the Data tab in the Modify Current View panel Figure 37 2 Select the following options Data Field Description Allows selecting one of the options provided in the Category Category drop down menu The selected category will define one of the map values Allows defining whether the data should be presented in Chart Type form of a pie chart or a bar chart when plotting graphs on the map 12 Allows defining the currency in which the map values will be expressed Allows selecting a category to display on the map in the Chart chart form Allows plotting category data on the map and to view them 47 PSI D LESOTHO ANALYTI CAL INTERFACE Udo c po list t Untitled Organize QNew Q Information Project Cost 2 000 min
7. Custom Legend Administrative Boundaries District i Mokhotlong So Mini map V Labels icons Copyright 2014 Syneray International Systems Inc All rights reserved Figure 44 Setting Administrative Boundary Options 9 3 5 Viewing Legend To explain the data series or categories on the map the legend is used to identify the patterns or colors that are assigned to the selected categories Figure 45 It is worth mentioning that each data series or category is represented by a unique pattern or color in the map legend which is displayed in the following ways e n the Legend box if you have chosen to enable this option in the Formatting tab of the Modify Current View panel e At the bottom left side of the map if you have selected to view data on the scaling map 56 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Syneroy Administrator About Help support synisys com Settings Modify Fiter Organize New Update Save Saveas A Modify Current View amp j Q Information Cursor position Lat 29 53 Long 29 65 Categories TW Implementation Status Information Chart Type Bar Chart Legend Q Approved Awaiting Funding Currency Q Project Approved USD Q Project Completed And Closed Q Project Cruise Phase Ongoing Project Start up Preliminary state Chart F Activity Actual Cost Activity Planned Cost A
8. 1 000 min 100 km 50 mi Copyright amp 2014 Synergy International Systems Inc All rights reserved USER MANUAL Suppo r synisys com Settings Synergy Administrator About Help Modify Fitter Update f Save Saveas A Modify Current View Cursor position Lat 30 67 Long 30 80 Categories Implementation Status Information Chart Type Pie Chart Legend Cu rrency uso __ Chart Activity Actual Cost Activity Planned Cost Activity Progress in 96 Committed Amount V Disbursed Amount Project Cost 1 1 of Projects 7 Duration Months F Duration Days Population Scaling Project Cost Formatting Figure 37 Defining Data for a Map Report 9 2 2 Selecting Formatting Options for the Map Report To define formatting options for the map report follow the steps below 1 Goto the Formatting tab in the Modify Current View panel Figure 38 2 Select the following options Formatting Field Scaling Administrative Boundaries Information Legend Mini map Description Allows defining whether Auto or Custom scaling should be applied to the map report If the Custom option is selected it will be necessary to specify the following information Clusters to define the number of clusters to be shown on the map e Range to define the color for each cluster Displays bord
9. 8 Modify Current View ru cme eo gt Category Project 30 000 000 25 000 000 t Swap Series 20 000 000 Funding Agency Committed Amount Currency 15 000 000 USD 10 000 000 Values Committed Amount 5 000 000 7 Data Table 7 Data Label Legend 0 150 07 07 LSO 03 03 LSO 03 014 LSO 10 02 150 15 08 150 15 015 LSO 5 016 LSO 00 020 Copyright 2014 Syneray International Systems Inc All rights reserved Figure 32 Creating a Chart Report 8 2 1 Defining Data for the Chart Report To define what data should appear on the chart follow the steps below 1 Go to the Data tab in the Modify Current View panel Figure 33 2 Select the following options Data Field Description Allows defining the chart type For the list of available Chart Types chart types see APPENDIX I CHART TYPES Allows selecting one of the options provided in the Category drop down menu The selected category will Category define one of the chart axes Note Selection of a category for the chart report is required Allows selecting one of the options provided in the Series drop down menu The selected series will define the chart legend Series Note Selection of a series for the chart report is optional UTERE Allows defining the currency in which the chart values will be expressed Allows selecting a value from the list that will define the 43
10. Public Untitled Organize New Save Save as Modify Current View Data Control All Q Information 1 X Remove Of Projects by Implementation Status z jl Active Projects Amounts by Disticts Analytical Report i Commited Disbursed Amounts by lo Commitment Amount by Constituencies lig Committed Amount by Implementers Default Sectors profile Nu pum Disbursed Amount by Year mber of Projects by Disbursement Allocation by Districts Funding Agency of Projects Disbursement Allocation by Sectors Unspecified Disbursements and Commitments R 1 Maximize a Refresh Bank Unspecified AFDB African Development United Nations System E Disbursements and Commitments R Disbursements and Commitments R CF Clinton Foundation E Districts in Implementation Statuses 2 ADF African Development Fund GJ Government of Japan Report Ministry of Communications Science and Technology Ministry of Education and Training Ministry of Justice Human Rights and Correctional Services Copyright 2014 Synergy International Systems Inc All rights reserved Figure 10 Performing Actions over the Dashboard Report 5 3 2 Maximizing Minimizing Reports In the Dashboard section you can maximize an individual report included into your dashboard to have a better view of the data that it contains To maximize a report in the dashboard follow the step
11. Expand the Advanced sub tab under the Properties tab Click the Add button An expression panel will appear Figure 56 Select the condition Member 1 from the drop down list Specify the condition Operator and Value in the respective fields Define the selected component conditional formatting Color and Background Color 8 Specify the text formatting options bold italic and underline and text alignment options left center or right for the selected report component xb 42s M 2 Cr View 9 Preview the report by pressing the View button in the main toolbar 67 PSI D LESOTHO ANALYTI CAL INTERFACE ian PSID LESOTHO E ist chart Untitled Organize Q New Title Header Drop Table Grouping 94 Committed A Add Sub Column Disbursed A Add Sub Column E 4 i Sub Sector T Project Drop sub row Drop Row Footer Drop Column Data USER MANUAL Synergy Administrator About Help Support synisys com gt View Save Save as Settings Modify Fiter Modify Current View Data A Properties Formatting Member 1 Committed Amount Operator Greater than or equal to Value 50 000 Color Background Color None B Copyright 2014 Syneray International Systems Inc All rights reserved Figure 56 Setting Condition to Report Table Components Note To delete a condition click the Remove button in the Advance
12. PUBLI C SECTOR INVESTMENT DATABASE FOR LESOTHO ANALYTI CAL INTERFACE USER MANUAL Version 1 1 ZUU LJL LE VERY I INI ERINATIUINAL PSI D LESOTHO ANALYTI CAL INTERFACE TABLE OF CONTENTS 1 INTRODUCTION 2 OVERVIEW 3 PSID LESOTHO LOGIN SCREEN 3 1 LOGGING INTO PSID LESOTHO 3 2 RECOVERING YOUR PASSWORD 3 3 REGISTERING A NEW USER 3 4 ACCESSING PSID LESOTHO WITHOUT REGISTRATION 4 PSID LESOTHO APPLICATION STRUCTURE 5 DASHBOARD SECTION 5 1 ACCESSING THE DASHBOARD MODULE 5 2 CREATING A NEW DASHBOARD 5 2 1 ADDING A REPORT TO THE DASHBOARD 5 2 2 ADDING A CONTROL TO THE DASHBOARD 5 2 3 SETTING DASHBOARD PROPERTIES 5 3 MANAGING DASHBOARD REPORTS 5 3 1 REFRESHING REPORTS 5 3 2 MAXIMIZING MINIMIZING REPORTS 5 3 3 APPLYING FILTERING TO THE DASHBOARD REPORTS 5 3 4 REMOVING REPORTS 5 4 CUSTOMIZING A DASHBOARD 5 4 1 SETTING REPORT CONTAINER OPTIONS 5 4 2 SETTING FILTERING CONTROL OPTIONS 6 PORTFOLIO SECTION 6 1 ACCESSING THE PORTFOLIO SECTION 6 2 PERSONALIZING THE PORTFOLIO LIST 6 2 1 ADDING THE PORTFOLIO LIST COLUMNS 6 2 2 REMOVING THE PORTFOLIO LIST COLUMNS 6 2 3 ASSIGNING PROPERTIES TO THE PORTFOLIO LIST COLUMNS 6 3 MANAGING PROJECTS 6 3 1 ADDING A NEW PROJECT 6 3 2 VIEWING PROJECT DETAILS 6 3 3 EDITING PROJECT DETAILS USER MANUAL 10 11 14 14 15 15 16 17 18 18 18 19 19 19 19 20 22 22 23 24 24 24 24 24 25
13. Save Save as 8 Modify Current View sae sas Q Information Cursor position Lat 30 96 Lona 29 79 Formatting j 4 Scaling NW r Information Auto 9 Custom Clusters Legend ES Lv Range Em E mm Administrative Boundaries District v Information V Legend Mini map Labels V i icons Figure 42 Selecting Scaling Range Chart You can plot different data series on a map and view them in the form of different graphs such as pie charts or bar charts You can turn on this option by expanding the Data tab in the Modify Current View panel and selecting the chart category ies to be displayed on the map By default the selected category ies will appear in the form of a bar chart However you can choose to view the data in form of a pie chart by selecting the appropriate option from the Chart Type drop down Figure 43 54 PSID LESOTHO ANALYTICAL USER MANUAL Syneroy Administrator About Help Support synisys com settings Modify Fitter E Untitled a Organize QNew Update Save Saveas amp 3 A Mj i Modify Current View Q Information Cursor position Lat 30 78 Long 30 23 Categories Select Information Chart Type Pie Chart Sg Legend Currency USD i Mokhotlong C
14. select the Add New Public Group or Add New Private Group option from the Actions menu Figure 63 2 Fill in the desired name for the sub group 3 Click the Add button to confirm adding 12 2 4 Moving Reports To move reports follow the steps below 1 Select the report that needs to be moved into another report group 2 Drag and drop the selected report into the desired group 12 3 Viewing Pre defined Reports In the Dashboard and Portfolio sections as well as the reporting modules in the existing datasets you can view the pre defined reports stored under Public or My section for data analysis and comparison For this purpose click the report title to display The selected report will open in the application workspace 76 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 12 4 Editing Pre defined Reports To save you the time and effort of structuring a report from the scratch when it is necessary to introduce some modifications in any of the pre defined reports stored under Public or My sections the Design mode has been implemented in the PSID Lesotho application To edit a pre defined report click the report name The selected report will load in the application window Switch to the Design mode to see the selected report structure Make the appropriate changes in the report structure as described in the appropriate section of the present document You may also format and style the report components in the desired way To keep
15. 2 Hold the left mouse button until a green tick appears on the selected component 3 Release the mouse button 7 2 2 Assigning Properties to the List Components To assign certain properties to a list component follow the steps below l Select the list component to which you want to assign properties 2 Switch to the Properties tab of the Modify Current View panel 3 Assign properties to the selected component as appropriate Note You may assign different sets of properties to list components depending on the type of the component selected for the report Synergy Administrator About Help Support synisys com PSID LESOTHO Dashboard 6 Portfolio Jono Sector Settings chart map 8 report Modify Filter Untitled a Organize New r View Save Save as Modify Current View E Data X Properties Drag and drop data here to add cross tab grouping Funding Agency Funding Source implementati Drop Column 1 Data ae i Project i Caused Created By y Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 27 Adding a Row to the List Report 7 3 Modifying a List Report At any time you can modify the list report displayed to you in the List module To modify a list report follow the steps below l Click the Design button in the main toolbar to switch to the Design mode The Modify Current View panel will appear Figure 26 2 Ad
16. 2014 Synergy International Systems Inc All rights reserved Figure 21 Deleting an Organization in the Portfolio Section 6 5 Managing Sectors This chapter outlines how to add edit view and delete the sectors of economy that the projects implemented in the country support 6 5 1 Adding a New Sector In the Portfolio section you may add sectors if you have been assigned with appropriate permissions To add a new sector from the Portfolio section follow the steps below l Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Go to the Sectors sub section Figure 22 3 Click the New Sector button in the main toolbar Figure 22 This will open the Add Sector form which is described in the PSID Lesotho Sector Application User Manual in REFERENCES 31 PSID LESOTHO ANALYTICAL USER MANUAL Synergy Administrator About Help support synisys com Draft Projects My Submitted Projects Organizations Sectors Fitter Q Untitled d Organize New Sector Delete Design f Save Save as Unallocated aaaaaaaaaa Agriculture and Livestock Balance of Payments Budgetary Support Banking Finance and Insurance 2 Crisis Prevention and Disaster Reduction Education olol Employment amp Income Generation Wall Energy Generation Environment and Natural Resources etretrt Food Assistance 7 Gender and Women Dev
17. 66 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help Support synisys com miam PSID LESOTHO setings list chart jm map igi report Modify Fiter Untitled View Save Save as Modify Current View Title Bata Properties Header Font size Drop Table Grouping None v TEX Background Color Committed A Disbursed A mpm None Y mm Add Sub Column Add Sub Column Add Sub Column Data E 4 i Sub Sector T Project i Drop sub row i Drop Row Footer Copyright 2014 Syneray International Systems Inc All rights reserved Figure 55 Report Component Formatting Properties 2 Change the properties as needed 3 Save the report for future reference 10 6 2 Setting Advanced Properties to Report Components In the Report module you can set a condition for a report component and apply definite formatting rules to it based on the specified condition for tabular reports For freeform reports setting advanced properties implies creating filtering conditions for report rows To define conditional formatting rules for tabular reports follow the steps below l Click the Modify button in the reporting options bar The Modify Current View panel will appear Note You should switch to the Design mode Click the report component that needs to be assigned conditional formatting
18. PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL main chart criteria Presents the summary of the information contained in the Data Table chart in a grid or table Shows the actual values of each chart constituent This option is disabled if you have selected the pie chart type Explains the categories and data series displayed on the chart Data Label Legend Synergy Administrator About Help support synisys com acm PSID LESOTHO Jashboard Portfolio Project Donor Sector Settings E EN map 8 report Modify Fitter Untitled Organize New mw Update Save BPSaveas A 8 Modify Current View m Eu tiibriusHuoo 30 000 000 tm goy Project 25 000 000 t Swap Series 20 000 000 Funding Agency Cammitted Amount eee 15 000 000 PUT 10 000 000 Values Committed Amount 5 000 000 7 Data Table 7 Data Label 7 Legend LSO 07 07 LSO 03 03 LSO 03 014 150 10 02 150 15 08 LSO 15 015 LSO 15 018 50 00 020 Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 33 Defining Data for a Chart Report 8 2 2 Selecting Formatting Options for the Chart Report To define formatting options for the chart report follow the steps below l Goto the Formatting tab in the Modify Current View panel Figure 34 2 Select the following options Formatting Field Description Limits the number of c
19. X Properties Add new freeform report Al Header 1 of Projects Activity I Activity Actual Cost 1 Activity Actual End Date 1 Activity Actual Start Date I Activity Planned Cost l Activity Planned End Date I J Activity Planned Start Date Drop Row l Activity Progress in 96 I Activity Progress Per Quarter Footer I Approval Date Caused by Committed Amount Drop Table Grouping Drop Column I Constituency l Created By Ij Created On I Description 1 Disbursed Amount I District Document By Theme Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 49 Creating a Tabular Report 10 2 1 Structuring a Tabular Report To structure a tabular report follow the steps below l Click the Modify button in the reporting options bar The Modify Current View panel will appear 2 Type the text that should appear as the report title in the Title text box Enter the report Header and Footer if needed 4 n the Data tab select the categories and measures that will stand for report table groupings rows and columns The categories and measures are displayed in the following sub tabs e All displays all categories and fields existing in the PSID Lesotho application By Theme displays all existing categories and fields grouped by theme Expression allows adding expressions to the report For details see Managing Report Expressions
20. category items that satisfy both conditions will display If the OR operator is selected the filtering results will contain the category items that satisfy any of the conditions applied 6 Click on the Apply button to apply the filtering to report The system will regenerate and re load an updated report that includes the updated filtering criteria 13 2 Viewing Filtering Criteria Applied To view filtering criteria applied to a report follow the steps below 1 Go to the section that contained a report with filtered data 2 Hover the mouse over the respective icon displayed in the Filter tab 81 a 29 PSID LESOTHO ANALYTICAL I NTERFACE USER MANUAL 13 3 Removing Filtering Criteria Applied To remove filtering criteria applied to a report follow the steps below 1 Go to the section that contained a report with filtered data 2 Click the icon displayed in the Filter tab Alternatively you may expand the Filter tab and click the Clear button Note It is possible to restore the setting of the initial filter by expanding the Filter tab and clicking the Revert button 82 ri wry In gt T 4 wi 4 JOM 170 D 14 LOGGI NG OUT PSID LESOTHO ANALYTICAL USER MANUAL Once you have finished using the PSID Lesotho application it is necessary to log out To log out from the application click your account name in the upper right corner of the application window
21. 26 6 3 4 6 3 5 6 4 6 4 1 6 4 2 6 4 3 6 4 4 6 5 6 5 1 6 5 2 6 5 3 6 5 4 7 7 1 7 2 7 2 1 7 2 2 7 3 7 3 1 7 3 2 7 4 7 5 7 6 7 7 7 7 1 7 7 2 PSI D LESOTHO ANALYTI CAL INTERFACE SUBMITTING DRAFT PROJECTS DELETING PROJECTS MANAGING ORGANIZATIONS ADDING A NEW ORGANIZATION EDITING ORGANIZATION DETAILS VIEWING ORGANIZATION DETAILS DELETING ORGANIZATIONS MANAGING SECTORS ADDING A NEW SECTOR EDITING SECTOR DETAILS VIEWING SECTOR DETAILS DELETING SECTORS LIST MODULE ACCESSING THE LIST MODULE CREATING A LIST REPORT ADDING ROWS COLUMNS CROSS TAB GROUPINGS ASSIGNING PROPERTIES TO THE LIST COMPONENTS IMODIFYING A LIST REPORT REMOVING ROWS COLUMNS CROSS TAB GROUPINGS RE ORDERING LIST COMPONENTS EXPANDING THE LIST ITEM SORTING LIST ITEMS BROWSING AMONG LIST ITEMS MANAGING PSID LESOTHO DATASETS VIEWING DATASET INSTANCES EDITING DATASET INSTANCES 8 CHART MODULE 8 1 8 2 8 2 1 8 2 2 9 9 1 9 2 9 2 1 9 2 2 ACCESSING THE CHART MODULE CREATING A CHART REPORT DEFINING DATA FOR THE CHART REPORT SELECTING FORMATTING OPTIONS FOR THE CHART REPORT MAP MODULE ACCESSING THE IMAP IVIODULE CREATING A IMAP REPORT DEFINING DATA FOR THE MAP REPORT SELECTING FORMATTING OPTIONS FOR THE MAP REPORT USER MANUAL 26 27 28 28 29 30 30 31 31 32 33 33 35 35 36 36 37 37 38 38 38 39 40 40 40 41 42 42 42 43 44 46 46 46 47 48 9 2 3 9 3 9 3 1 93 2 9 3 3
22. 3 1 Zooming Zooming out The GIS tool is equipped with the advanced zooming capabilities used to enlarge or reduce the view of the map on the screen The following zooming options are available 50 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Scaled zoom zoom out This option allows zooming in zooming out using the scale tool available in the Advanced GIS GENES This means that when changing the zoom scales by clicking either or you can magnify or reduce the viewport according to the scale value Mouse wheel based zoom in zoom out This option supports mouse wheel based zooming in zooming out To enlarge or reduce the viewport using the scroll wheel button of the mouse you should click anywhere on the map and use the wheel button in the backward motion to zoom in and in the forward motion to zoom out Zoom by selection This option allows magnifying the original viewport or a portion of it using the mouse To be able to enlarge an area on the map you should activate the Zoom by Selection option by clicking the Q button then select a region on the map to magnify 9 3 2 Measuring Distance In the Map module you can measure the distance between two points on the map To do this click the button select the point on the and drag the mouse to the second point to trace a path to measure Figure 40 The measured distance will be expressed both in metric and English units of measure Note
23. 34 545 455 15 688 000 12 840 000 637 718 700 000 4 331 283 11 780 698 6 382 436 support synisys com Settings Synergy Administrator About Help Filter Design 5 Save as Constituency Countrywide Countrywide Countrywide Khafung Malingoaneng Mashai Teyateyaneng Butha Buthe Mafeteng Qacha s Nek Moyeni Countrywide Countrywide Countrywide Countrywide Countrywide Countrywide 3 792 183 Koro Koro Countrywide Machache Teyateyaneng Qeme Maletsunyane Motete Mokhotlong Qacha s Nek Mo 150 05 C i LSO 05 13 Maseru Hlotse Mohale s Hoek Teyateyaneng Maputsoe Mafeteng 20 Records Copyright 2014 Syneray International Systems Inc All rights reserved Figure 13 Portfolio Section The Portfolio section in PSID Lesotho consists of four sub sections which are My Draft Projects this sub section lists the draft projects that the user has created or the ones that the user has been granted with permissions to manage My Submitted Projects this sub section lists the submitted projects that the user has created or the ones that the user has been granted with permissions to manage Organizations this sub section lists the organizations that the user has been granted with permissions to manage Sectors this sub section lists the sectors that the user has been granted with permissions to manage 6 1 Accessing the Po
24. 4 Show Caption Q Information Caption Filter Color Background Color Show Border Dataset Project Dataset v Project X Remove IS Maximize Add Condition Dependents Number of Projects Bank System Unspecified AFDB African Development United Nations Copyright 2014 Syneray International Systems Inc All rights reserved Figure 12 Setting the Filtering Control Properties 21 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 6 PORTFOLI O SECTI ON In the Portfolio section of the PSID Lesotho application Figure 13 you can make use of a personal worksite designed for you to have a central place to view and manage your content i e the projects and activities that you are in charge of or have access to The content of this section is live content generated specifically for each user that is logged in and is determined by what users have access to mates PSIDLESOTHO EXEEEEM ee Project Donor My Draft Projects My Submitted Projects Organizations Sectors Untitled glelmeliaeit LSO 06 150 00 150 4 15003 180 09 i 18007 i LSO 06 18003 fi LS0 0 180443 180 06 J i 18005 B Lso oo E Ww Lsons 150 04 um 150 15 L 0 150 15 18 Organize New Project Committed Amount USD 09 020 12 3 366 735 13 277 854 1 594 134
25. 5 Hold the left mouse button until a green tick appears on the selected component 61 c 4 J U _ a m v D d af 2E 9 1 ly Or j GU _ Da 5 B PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 6 Release the mouse button 10 2 2 Assigning Properties to a Tabular Report To set properties for a tabular report follow the steps below 1 Go to the Properties tab in the Modify Current View panel Figure 50 2 Under the Reporting tab specify whether the serial numbers should be displayed in the report by selecting the appropriate checkbox 3 Specify whether the unspecified data rows should be excluded from the report by selecting the Hide unspecified checkbox Note You may also assign additional characteristics to the selected report components For more details see Formatting Styling Report Components Please take into consideration that you may assign different sets of properties to tabular report components depending on the type of the component selected for it Synergy Administrator About Help support synisys com PSID LESOTHO Portfolio ist ER f Modify Fiter Untitled d Organize Q View 8 Save P Save as Modify Current View Title Data X Properties Header m iv Display serial number Hide unspecified Drop Table Grouping Activity Add Sub Column i Pro
26. 9 3 4 9 3 5 9 3 6 9 3 7 10 10 1 10 2 10 2 1 10 2 2 10 3 10 3 1 10 3 2 10 4 10 4 1 10 4 2 10 4 3 10 5 10 6 10 6 1 10 6 2 10 6 3 10 6 4 11 11 1 11 2 11 3 11 4 12 12 1 12 1 1 12 1 2 PSI D LESOTHO ANALYTI CAL INTERFACE DEFINING QUICK VIEW FOR THE MAP WORKING IN THE MAP MODULE ZOOMING IN ZOOMING OUT MEASURING DISTANCE BUFFERED ZONE QUERYING USING LAYERS VIEWING LEGEND USING MINI MAP VIEWING THE DATA DISPLAYED ON THE MAP REPORT MODULE ACCESSING THE REPORT MODULE CREATING A TABULAR REPORT STRUCTURING A TABULAR REPORT ASSIGNING PROPERTIES TO A TABULAR REPORT CREATING A FREEFORM REPORT STRUCTURING A FREEFORM REPORT ASSIGNING PROPERTIES TO A FREEFORM REPORT MANAGING REPORT EXPRESSIONS CREATING AN EXPRESSION EDITING EXPRESSIONS DELETING EXPRESSIONS PREVIEWING A REPORT CUSTOMIZING REPORTS FORMATTING STYLING REPORT COMPONENTS SETTING ADVANCED PROPERTIES TO REPORT COMPONENTS SORTING REPORT TABLE COMPONENTS REMOVING A REPORT TABLE COMPONENT DETAILS SECTION ACCESSING THE DETAILS SECTION BROWSING DATASET INSTANCES EDITING AN EXISTING DATASET INSTANCE DELETING AN EXISTING DATASET INSTANCE CUSTOMIZED REPORTING SAVING REPORTS HOW TO SAVE NEW REPORTS HOW TO SAVE A COPY OF THE REPORT USER MANUAL 49 50 50 51 52 53 56 57 58 60 60 61 61 62 62 63 63 64 64 65 65 65 65 66 67 69 70 71 72 72 72 72 73 73 73 73 PSI D LESOTHO ANALYTI CAL INTER
27. Figure 19 Creating a New Organization in the Portfolio Section 6 4 2 Editing Organization Details In the Portfolio section you may edit organizations if you have been assigned with appropriate permissions To edit an organization in the Portfolio section follow the steps below 1 Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Go to the Organizations sub section Figure 19 3 Click the organization that you want to edit The actions menu will appear Figure 20 4 Select the Edit Organization option from the actions menu This will open the Edit Organization form which is described in the PSID Lesotho Donor Application User Manual in REFERENCES 29 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com mates PSID LESOTHO o My Draft Projects My Submitted Projects Organizations Sectors Filter Untitled d Organize New Donor Delete Design fg Save Save as _1 iu ACBF African Capacity Building Foundation Na _ uw ADF African Development Fund um Auditor General s Office ry BADEA Banque Arabe de Development Economique en Afrique BNP Banque Nationale d Paris Central Bank of Lesotho CBL CF Clinton Foundation CW Commonwealth Secretariat DBSA Development Bankf Edit Organization VA DGTZ Deutsche Gesellsc Organizationf ammenarbeit German Technical Cooperation DID Department of
28. I Approval Date 15 Caused by Ij Committed Amount 15 Constituency Created By Ij Created On Description lj Disbursed Amount IF District 1 Document Expression Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 51 Creating a Freeform Report 10 3 1 Structuring a Freeform Report To structure a freeform report follow the steps below l Click the Modify button in the reporting options bar The Modify Current View panel will appear 2 Type the text that should appear as the report title in the Title text box Enter the report Header and Footer if needed 4 n the Data tab select the categories and measures that will stand for report rows The categories and fields are displayed in the following sub tabs e All displays all categories and fields existing in the PSID Lesotho application By Theme displays all existing categories and fields grouped by theme e Expression allows adding expressions to the report For details see Managing Report Expressions 5 Hold the left mouse button until a green tick appears on the selected component 6 Release the mouse button E 10 3 2 Assigning Properties to a Freeform Report To set properties for a freeform report follow the steps below l Goto the Properties tab in the Modify Current View panel Figure 52 2 Under the Reporting tab specify how the records will be arranged in the freeform report by selecting the approp
29. Measuring is calculated using the latitude and longitude coordinates from point to point and does not consider elevation 51 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Syneroy Administrator About Help support synisys com E ist Untitled g Organize QNew Update EjSave Saveas A Mj 2 1 lt Q Information Cursor position Lat 30 17 Long 28 76 la S Information i Leribe Legend i Mokhotlong 29 Committed Amount 30 min 10 min 1 Mohales Haek Copyright amp 2014 Syneray International Systems Inc 1 rights reserved Figure 40 Measuring Distance 9 3 3 Buffered Zone Querying settings Modify Fitter Modify Current View lt Categories Select Chart Type Pie Chart Currency USD Chart Activity Actual Cost Activity Planned Cost Activity Progress in 96 Committed Amount Disbursed Amount 1 Project Cost of Projects 7 Duration Months Duration Days Population Scaling Committed Amount This feature in the Advanced GIS tool is used to select a point on a map and display any type of data within a given radius In addition the tool is easily navigable through a Mini Map Navigation Bar and Tools be able to create a buffer zone to view data for select the 7 button and then select the region on t
30. Organize View Ej Save Save as Modify Current View Project Committed A Constituency Drop Column of Projects IF Activity l Activity Actual Cost I Activity Actual End Date Activity Actual Start Date Activity Planned Cost Activity Planned End Date Activity Planned Start Date Activity Progress in 96 Activity Progress Per Quarter Approval Date Caused by Committed Amount Constituency Created By Created On Description Disbursed Amount I District Document Duration Days Months End Date Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 14 Modifying the Portfolio List 2 Add remove columns selected for the Portfolio list in the Data tab 3 Assign different properties to them e g specify a different caption for the column set its width define a sorting order for it etc in the Properties tab 4 Switch to the View mode to see the changes in effect by pressing the View button in the main toolbar 23 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 6 2 1 Adding the Portfolio List Columns To add a column to the list follow the steps below l In the Data tab of the Modify Current View panel select a category or field that you want to add to the list and drag it onto the column where you want the selected component to display 2 Hold the le
31. and then click the Logout link 15 REFERENCES Please refer to the following PSID Lesotho related documents PSID Lesotho User Management Administrator s Guide PSID Lesotho Data Management Administrator s Guide PSID Lesotho Project Application User Manual PSID Lesotho Sector Application User Manual PSID Lesotho Donor Application User Manual 83 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL APPENDIX 1 CHART TYPES The table below presents the chart types available in the PSID Lesotho application con Chart Type Sample Chart Column IH Column 3D 84 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Stacked Column 7 Stacked Bar 3D Stacked Column 3D 85 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 86
32. nennen 67 Setting Condition to Report Table 68 Setting Condition to Freeform Report 4 4884 69 Delbins EIE 70 Project Detalls SECON enc secant E LIUM 71 Memorizing GR CDOUL pr 73 Orpanzip the gic edit ouem E 74 Renaming the 75 Actions Bisbinthe Organize IMIBOB ecoute sitos is qub eh tue rin Ge 76 SEC 8 deli REPOT oo 77 EXPONE a REDON 78 PADONE RODOM um 79 Creatine a PAESFIHB a 80 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 1 INTRODUCTI purpose of this document is to describe how the Public Sector Investment Database for Lesotho PSID Lesotho application functions and to provide the necessary instructions to ensure successful work with the application Use of this document and compliance with the standards specified herein is mandatory for anyone working with the mentioned application 2 OVERVI EW Public Sector Investment Database for Lesotho PSID Lesotho is an automated information management system which is designed to improve
33. reports Please note that expressions are user specific which means that they cannot be shared with other users of the PSID Lesotho application This chapter outlines how to create edit and delete expressions 10 4 1 Creating an Expression In the Report module you can design an expression save it and use it as a report column To create an expression follow the steps below l Click the Modify button in the reporting options bar The Modify Current View panel will appear Figure 48 2 In the Data tab expand the Expression sub tab 3 Click the Add Expression button An expression panel will appear Figure 53 64 27 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL 4 Define the expression Name 5 Specify the expression Elements and Functions 6 Click the Save button to save the expression for future reference Synergy Administrator About Help Support synisys com PSID LESOTHO Dashboard 8 Portfolio Donor Sector Settings faa chart map Modify Fiter Untitled d Organize Q New View Ej Save EP Save as Modify Current View Title ER Data Properties Project Financial Information Header by Sector and Sub Sector Drop Table Grouping Name Amount to Be Commited Expression Elements v Functions v ProjectCost CommittedAmount 3 D umi Project Cost Committed A Disbursed Am Drop Columt Add Sub Column Add Sub Column Add Sub Column Data I
34. the PSID Lesotho application header Figure 13 2 Go to the Organizations sub section Figure 19 4 Click the New Donor button in the main toolbar Figure 19 This will open the Add Organization form which is described in the PSID Lesotho Donor Application User Manual in REFERENCES 28 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com Draft Projects My Submitted Projects Organizations Sectors Untitled d Organize Delete Design f Save Save as i ACBF African Capacity Building Foundation uj ADF African Development Fund Auditor General s Office BADEA Banque Arabe de Development Economique Afrique BNP Banque Nationale d Paris Central Bank of Lesotho CBL 2 CF Clinton Foundation CW Commonwealth Secretariat P DBSA Development Bank of Southern Africa DBSA DGTZ Deutsche Gesellschaft fur Technische Zusammenarbeit German Technical Cooperation Directorate of Corruption and Economic Offences DRESDNER DRESDNER P EDF European Development Fund EIB European Investment Bank EIC Export Import Bank of China i i DID Department of International Development British Government P EU European Union uU EX Exportfinanse Records Copyright 2014 Synergy International Systems Inc All rights reserved
35. the modifications made to the report save it see Saving Reports 12 5 Searching Reports The PSID Lesotho application is equipped with a search mechanism which allows searching for any pre defined report To find a report follow the steps below 1 Switch to the Organize mode by pressing the i Organize main toolbar 2 Type the text to search for directly into the search box Figure 64 The search results will display the reports the titles of which match the search criteria Organize button in the Synergy Administrator About Help Support synisys com PSID LESOTHO Dashboard 99 Portfolio Bl Project Donor Sector Settings chart report Backto List Actions v Gren Include Categories and Measures Drag and drop to move views to another folder CTRL drag to copy views to another folder agp Public Financial Information by Funding Agencies Financial Information by Districts Financial Transactions by Project Financial Information by Provinces Financial Information by Sectors Copyright 2014 Syneray International Systems Inc All rights reserved Figure 64 Searching for a Report 77 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL 12 6 Exporting Reports From the Chart Map and Report modules you can design appropriate reports and export them in the PDF MS Word and MS Excel formats Synergy Administrator About Help Support synisys com PSI
36. 00 Committed Amount Show in Multicolor 15 000 000 Show in Original Show axes 10 000 000 Secondary jF axis Category axis Project 5 000 000 Values axis Committed Amount LSO 07 07 LSO 03 03 LSO 03 014 150 10 02 150 15 08 150 15 015 150 15 016 LSO 00 020 Copyright 2014 Syneray International Systems Inc All rights reserved Figure 34 Selecting Formatting Options for the Chart Report 45 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 9 MAP MODULE In the Map module of the PSID Lesotho application you can make use of an advanced GIS tool for data visualization mapping and analysis Figure 35 In this module you can plot data directly on a map and then access that data through the map You can also query aggregate disaggregate filter and edit data on a map visually capture data at any desired level from the most general to the most detailed down to the district level Moreover the GIS tool offers an impressive array of state of the art advanced GIS features such as the ability to zoom freely to select a point on a map and ask the system to display any category of data within a given radius buffered zone querying Synergy Administrator About Help Support synisys com Settings Modify Fitter Organize New Update f Save BPSaveas A 8 Q Information Cursor position Lat 30 53 Lon
37. 13 270 169 63 35 952 087 73 Maseru 10 576 073 21 235 270 000 Botha Bothe 9 532 225 03 Mafeteng 9 085 454 55 Quthing 6 827 772 18 Qacha s Nek 5 974 043 22 Mohales Hoek 1 340 311 46 NH o t Formatting Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 66 Printing a Report 79 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 13 FILTERING he system allows for data filtration Filtering is used to narrow down the information displayed in the reports The filtration works in the Step by Step technology which is used to implement new filtering over the results of the previous one This option reduces the size of reports and makes them easier to read Filters can be added to new or existing reports Defined filtering is available in the Portfolio section and in the List Chart Map and Report modules 13 1 Creating Filtering Criteria To create filtering criteria follow the steps below l Click the Filter tab in the reporting options bar Figure 67 Note The Filter tab will be closed when clicking somewhere outside the tab area To keep the Filter tab open pin it to the screen Synergy Administrator About Help Support synisys com PSID LESOTHO Dashboard Portfolio i Sector Settings chart 8 report Filter Untitled a Organize Q New Design Save as Filter by Funding Agency Type Implement
38. 5 016 LSO 00 020 150 09 017 Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 31 Chart Module 8 1 Accessing the Chart Module To access the Chart module go to Dataset Chart You will be navigated to the Chart module of the selected dataset project donor or sector in the PSID Lesotho application Figure 31 In this module you may create different types of chart reports for better data visualization and analysis You can also save chart reports as pre defined ones include them under a definite group etc 8 2 Creating a Chart Report To create a new chart follow the steps below 1 Go to the Chart module of the Project Donor Sector dataset PSID Lesotho 2 Click the Modify button in the reporting options bar The Modify Current View panel will appear Figure 32 3 In the Data tab select the data that will appear in the chart report They will include the chart category series values etc 42 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL 4 In the Formatting tab define additional properties for the chart report They will include selection of the maximal number of category items to be displayed on the chart etc 5 Click the Update button to generate a chart report according to the selections made Synergy Administrator About Help Support synisys com Settings Portfolio Sectol Cos Untitled Organize fiSave Saveas A
39. Cost I Activity Actual End Date I Activity Actual Start Date I Activity Planned Cost Activity Planned End Date I Activity Planned Start Date Activity Progress in 96 I Activity Progress Per Quarter Approval Date I7 Caused by Committed Amount I Constituency Created By I Created On Description Disbursed Amount I District I Document I Duration Days Duration Months End Date Copyright 2014 Syneray International Systems Inc All rights reserved Figure 26 Creating a List Report Add rows and columns to the list report Add cross tab groupings to the list report Assign properties to the selected report components Or View ps E Switch to the View mode to see the changes in effect by pressing the View button in the main toolbar 7 2 1 Adding Rows Columns Cross Tab Groupings To add a row column cross tab grouping to the list report follow the steps below l In the Data tab select a category or field that you want to add to a list report and drag it onto the space where you want the selected component to display Note You can select instances for the list report components browsing in the entire list of categories and fields in the sub tab Or you may do it in the By Theme 36 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL sub tab where the categories and fields are grouped according to a common feature they share
40. Cruise Phase Ongoing Project Approved Project Cruise Phase Ongoing Project Completed And Closed Project Approved Approved Awaiting Funding Project Cruise Phase Ongoing Project Approved Project Cruise Phase Ongoing Project Approved Project Approved Project Start up Preliminary state Project Completed And Closed Project Approved Project Approved Project Cruise Phase Ongoing 50 05 Approved Awaiting Funding 850 05 13 Approved Awaiting Funding 50 04 UNDP United Nations Development Programme Total United Nations System Project Cruise Phase Ongoing Results 1 20 of 20 Copyright 2014 Syneray International Systems Inc All rights reserved Figure 25 List Module List reports are characterized by each record being represented with a set of rows and columns The List module offers flexible options for grouping the records according to the available criteria e g funding agency providing financial means for the project sectors supported by the project etc Arranging list items in groups will help to see patterns and total up key amounts for comparison A basic list report consists of at least one group and one column but the actual quantity of groups and columns is defined by the user s choice of view For more details on how to define groups columns for a list report see Creating a List Report 7 1 Accessing the List Module To access the List module go to Dataset List You will be navigated t
41. D LESOTHO Dashboard Portfolio Project Donor Settings S ist Modify Fiter Untitled d Organize Update Save Saveas Modify Current View 1 1 e e committes Amount uk me 200 000 000 EH Disbursed Amount Category District of Projects 150 000 000 Series Select 100 000 000 223 736 38 41 768 75 952 087 73 50 000 000 277 853 68 270 169 63 Currency USD Committed Amount Disbursed Amount of Pr 576 073 21 532 225 03 827 772 18 103 075 28 Values Committed Amount Disbursed Am o E o c o c o o o 5 2 e o o c a a m 3 o gt m 2 en Mohales Hoek Mokhotlong 9 Data Table I Data Label District Committed Amount Disbursed Amount idu Legend Countrywide 38 223 736 38 3 594 467 96 Unspecified 13 277 853 68 Berea 13 270 169 63 35 952 087 73 Maseru 10 576 073 21 235 270 000 Botha Bothe 9 532 225 03 Mafeteng 9 085 454 55 Quthing 6 827 772 18 Qacha s Nek 5 974 043 22 Mohales Hoek 1 340 311 46 h MN NN W Formatting e Copyright 2014 Syneray International Systems Inc All rights reserved Figure 65 Exporting a Report To export the reports in the PDF MS Word and MS Excel formats follow the steps below l Click on the respective fe Export in PDF Format 4 Export MS Word Format BS Exp
42. FACE 12 2 RE ORGANIZING REPORTS 12 2 1 RENAMING REPORTS AND REPORT GROUPS 12 2 2 DELETING REPORTS OR REPORT GROUPS 12 2 3 ADDING A SUB GROUP 12 2 4 MOVING REPORTS 12 3 VIEWING PRE DEFINED REPORTS 12 4 EDITING PRE DEFINED REPORTS 12 5 SEARCHING REPORTS 12 6 EXPORTING REPORTS 12 7 PRINTING REPORTS 13 FILTERING 13 1 CREATING FILTERING CRITERIA 13 2 VIEWING FILTERING CRITERIA APPLIED 13 3 REMOVING FILTERING CRITERIA APPLIED 14 LOGGING OUT 15 REFERENCES APPENDIX I CHART TYPES USER MANUAL 74 74 75 76 76 76 77 77 78 78 80 80 81 82 83 83 84 47 e ery 1 Y 4 7 TN 7 2 A PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL TABLE OF FI GURES Figure 1 MORIN SCN CCI 8 Figure 2 User Registration JOD NU 9 Figure SS Prone S eC O Hin ee ee eee ee 10 Figure 4 PSID Lesotho Application Design Mode Window Structure 11 Figure gt DashbosreV SectiOn Eger 14 Figure o Creating New DaShbOSEO epa 15 Figure 7 Adding a Report to the Dashboard nnns 16 Figure 8 Adding a Control to the Dashboard anbraten vex Ve edo Ver Re exu dE 17 Figure 9 Setting Dashboard
43. IV Scroll Mode Q Information Cursor position Lat Information Bank System Legend Unspecified Development AFDB African United Nations 4 ee eee b Number of Projects by FA Funding Agency of Projects Unspecified 8 ADF African Development Fund CF Clinton Foundation GJ Government of Japan Ministry of Communications Science and Technology Ministry of Education and Training Ministry of Justice Human Rights and Correctional Services Copyright 2014 Synergy International Systems Inc All rights reserved Figure 9 Setting Dashboard Properties 17 PSID LESOTHO ANALYTICAL USER MANUAL 5 3 Managing Dashboard Reports The reports that are included into dashboards can easily be managed 5 3 1 Refreshing Reports For decision makers and other stakeholders it is essential to access the latest data included in the reports to ensure more informed decision making To serve this purpose the Dashboard tool provides you with the possibility of refreshing the reports i e loading the latest data from the database To refresh a report follow the steps below 1 Hover the mouse cursor over the F button found in the report caption toolbar 2 Select the Refresh option from the actions menu that appears Figure 10 All the latest data will be reflected in the report Synergy Administrator About Help support synisys com PSID LESOTHO sos sti Modify
44. International Development British Government alg alg agg Directorate of Corruption and Economic Offences DRESDNER DRESDNER EDF European Development Fund EIB European Investment Bank EIC Export Import Bank of China EE E EU European Union EX Exportfinanse 96 Records Copyright 2014 Synergy International Systems Inc All rights reserved Figure 20 Editing Organization Details in the Portfolio Section 6 4 3 Viewing Organization Details To view the details of an organization listed in the Portfolio section follow the steps below l Click the Portfolio tab in the PSID Lesotho header Figure 13 2 Go to the Organizations sub section Figure 19 3 Click the organization the details of which you want to view The actions menu will appear Figure 20 4 Select the View Organization option from the actions menu You will be directed to the Details section of the application For more information on how you can manage the organization details see DETAILS SECTION 6 4 4 Deleting Organizations In the Portfolio section you may delete organizations if you have been assigned with appropriate permissions To delete an organization from the Portfolio section follow the steps below l Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Go to the Organizations sub section Figure 19 3 Click the Delete icon to the left of the organization record that needs to
45. Q Information Cursor position Lat 31 31 Long 29 97 4 Note Only selected measures will be shown in information boxes over Map Icons amm V Activity Actual Cost V Activity Planned Cost FH i V Activity Progress in 96 Q i Committed Amount 2 V Disbursed Amount V Project Cost Y V of Projects V Duration Months V Duration Days V Population Implementation Status V Activity Actual Cost Project Cost Quthi Activity Planned Cost ARE V Activity Progress in V Committed Amount 1 000 min V Disbursed Amount EPA V Project Cost 0 of Projects V Duration Months 100 km v V Duration Days 5 mi V Population Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 39 Selecting Quick View Options for the Map Report 9 3 Working in the Map Module In the Map module of the PSID Lesotho application you can create state of the art map reports that will allow you to present the application data in the most visually effective way To better serve your mapping needs this module has been enhanced with a number of controls that facilitate interaction with the map displayed The controls toolbar can be found in the upper left corner of the Map module workspace under sss and can be shown or hidden at your discretion This chapter will guide you through the steps to work in the Map module using the controls available 9
46. Settings ST PSID LESOTHO oos CREE Modify Public Public Default Organize New Ej Save Save as Project Summary E of Projects by Implementation Status Financial Information by Year USD 23 3 935 of Projects 34 78 180 000 000 Number of Projects Total Projects Cost USD Project Project Cruise 30 43 1 1 0 3 4 3 Approved Aw 4 3796 60 000 000 Unspecified 0 Total Commitments USD Total Disbursements USD s 8 69 0 Project Compl 3 5 2 EH i graiia 13 04 8 69 8 8 5 8 8 1 Project Start u 2 d 4 Disbursement Allocation by Sectors Disbursement Allocation by Districts USD 160 000 000 160 000 000 80 000 000 80 000 000 0 o Energy Generation Food Assistance Income Generation Development Maseru Mokhotlong Berea Countrywide Employment amp Thaba Tseka Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 5 Dashboard Section 5 1 Accessing the Dashboard Module To access the Dashboard section click the Dashboard tab in the PSID Lesotho header You will be navigated to the Dashboard section Figure 5 In this section you can create dashboards include reports under them set their properties etc 14 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 5 2 Creating a New Dashboard To create a new dashboard follow the step
47. Sub Sector Y Project Drop sub row 995 symbols remain Drop Row Footer Copyright 2014 Synergy International Systems Inc All rights reserved Figure 53 Creating an Expression 10 4 2 Editing Expressions To edit an existing expression follow the steps below 1 Click the Edit button to the right of the record to be modified An expression panel will appear Figure 53 2 Make the required changes 3 Click the Save button to save the modifications made 10 4 3 Deleting Expressions To delete an expression click the Delete button to the right of the record to be deleted 10 5 Previewing a Report After structuring the report you can preview it to make sure that all data for analysis is included into it To preview the report click the DENIM Figure 49 View button in the main toolbar 10 6 Customizing Reports You can customize the reports by assigning certain properties to the report components re ordering rows and columns etc The sections below will describe how to customize the reports 65 PSID LESOTHO ANALYTICAL I NTERFACE USER MANUAL 10 6 1 Formatting Styling Report Components You may format style the text entries as well as main report table components table groupings rows and columns by assigning to them value characteristics such as font font size font color background color alignment i e left center or right etc To format style a report component fo
48. Synergy International Systems Inc All rights reserved Figure 29 Sorting the List I tems 7 6 Browsing among List I tems You can browse among the list items by clicking the number link of the page you want to navigate to The First Previous Next and Last buttons are used to navigate back and forth through the pages 7 7 Managing PSI D Lesotho Datasets The PSID Lesotho application provides you with the possibility of managing the datasets that exist in the application through its List Report Designer The datasets that can be managed in the application include Project Donor and Sector Using the List Report Designer you can view or edit the dataset instances This chapter outlines how you can do it in more detail 7 7 1 Viewing Dataset Instances To be able to view dataset instances follow the steps below 1 Access the dataset the instances of which you want to view by selecting one of the following tabs Project Donor or Sector and navigating to the List module 2 Create a report indicating the instance category as the row for the report For more details on how to create list reports see Creating a List Report 3 In the report generated click the dataset instance the details of which you want to view and select the View option from the actions menu that appears Figure 30 40 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL You will be directed to the DETAILS SECTION where the information
49. a Sector the Portfolio 34 Figure 25e ES MOSUIB criticus iudicari NE ua Ud DM UM MR NM MN E MEN IE 35 Figure 26 Creating a List 36 Figure 27 Adding a ROW to the List Report vpa Set Ya VE VE TRY v VE REY EXT VUES VE UR UE PEL 37 Figure 26 Expanding tbe List Item eoi er tori PUE E T 39 Figure 29 Sortie Fe EISE ENS insti wees SPESE ERN sad uM Siu dex AM UR 40 Figure 30 Managing Dataset 41 pil AC ges ge aye muli iler 0 RR 42 43 Figure 33 Defining Data for a Chart 92 44 Figure 34 Selecting Formatting Options for the Chart 45 Figure 25 Map u 46 36 Creatine a Map Re DOL NT Um mem 47 Figure 57 Defining DataTor a Map 48 Figure 38 Selecting Formatting Options for the Map 4 49 Figure 39 Selecting Quick View Options for the Map 2 50 Figure 40 Measuring Distance 0 000
50. all category items that begin with Begins with the keyword entered in the text area The filter should include all category items that are in the Selected range The filter should include all category items that are out of Not between the selected range The filter should include the category items with values Equal equal to the selected category value The filter should exclude the category items with VES Is not equal to equal to the selected category value The filter should exclude the category items with values less than than the selected category value The filter should exclude all category items with values Greater than or equal to smaller than the selected category value Less T The filter should exclude all category items with elmes greater than the selected category value The filter should exclude all category items with values Less than or equal to greater than the selected category value The filter should include all category items that are n in the selected top count of the selected category 4 Define the category value Note The content of the category value drop down list depends on the selected category 5 Add more filtering criteria by clicking the Add Condition link and repeating the steps described above Note To define the relation between the results of the two sets of filtering criteria the AND OR logical operators are used If the AND operator is used only the
51. ancial Transactions by Project Do iil Financial Transactions by Project Fun General Information on Donors Unspecified General Information on Sectors No Project as per Funding Sources i amp il Project Output and Activity Performanc fl Project Summary GJ Government of Japan iBil Project Summary ADF African Development Fund CF Clinton Foundation Ministry of Communications Science and Technology List Ministry of Education and Training Ministry of Justice Human Rights and Correctional Services Copyright 2014 Synergy International Systems Inc All rights reserved Figure 7 Adding a Report to the Dashboard 5 2 2 Adding a Control to the Dashboard In the Dashboard section you can select to add controls e g filtering control to your dashboard and apply it to the reports included in it To add a control to the dashboard follow the steps below l In the Controls tab select a control to add to the dashboard and drag and drop it to the main screen Figure 8 2 If you want to add another control to the dashboard select it in the list drag it onto the main screen and hold the left mouse button until a green rectangle appears on the screen indicating an area where the new control can be placed Once the rectangle becomes blue release the mouse button 16 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Synergy Administrator About Help Support synisys com mias PSIDLESOTHO
52. ap opens the MAP MODULE Report opens the REPORT MODULE Modify allows changing the view displayed in the selected module Filter contains filtering options For details see FILTERING Main Toolbar This is the main toolbar of the PSID Lesotho application following main functions are available here e Pre defined Report Selector contains a list of pre defined lists charts maps reports depending on the opened module available to the application users e Organize switches to the Organize mode of the PSID Lesotho application where you can see the list of the existing reports add new report groups re organize the existing groups etc New creates a new list chart map report depending on the opened module Update is used to apply the changes made to the report structure 12 TET 0 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL In this frame all report components and properties that Report Properties Pane can be assigned to them are managed In this frame all datasets sections and modules are Workspace ae managed Here are filtering and search results displayed Lesotho application where you can view the data presented in the form of different reports Design switches to the Design mode of the PSID Lesotho application where you can build reports and assign different properties to the rep
53. be deleted Figure 21 Please note that you may also delete an organization by ticking the checkbox to the left of the organization record and clicking the Delete button that appears in the main toolbar Figure 21 The latter option is useful when you intend to simultaneously delete several organization records 30 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com PSID LESOTHO Portfolio t Dono Secto Settings My Draft Projects My Submitted Projects Organizations Sectors Filter Untitled Organize New Donor Delete Design f Save Save as um ACBF African Capacity Building Foundation Na ADF African Development Fund 3 Auditor General s Office BADEA Banque Arabe de Development Economique en Afrique amp BNP Banque Nationale d Paris Central Bank of Lesotho CBL CF Clinton Foundation CW Commonwealth Secretariat DBSA Development Bank of Southern Africa DBSA DGTZ Deutsche Gesellschaft fur Technische Zusammenarbeit German Technical Cooperation DID Department of International Development British Government Directorate of Corruption and Economic Offences DRESDNER DRESDNER EDF European Development Fund EIB European Investment Bank EIC Export Import Bank of China EU European Union g gl g alg _ g EX Exportfinanse 96 Records 1 selected Copyright
54. category as the row for the report For more details on how to create list reports see Creating a List Report 3 n the report generated click the dataset instance the details of which you want to edit and select the Edit option from the actions menu that appears Figure 30 You will be directed to the Data Entry module of the selected dataset where the respective form will display For a detailed description of the form see the user manual if the corresponding application in REFERENCES 41 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 8 CHART MODULE The PSID Lesotho application is equipped with a powerful chart designer that empowers you with all necessary tools to create charts for professionally looking presentations and reports A user friendly interface great number of visual effects and pre defined chart types flexible chart components selection and on screen real time chart visualization make using the chart designer an easy and delightful experience Synergy Administrator About Help support synisys com mies PSID LESOTHO 5 Setting E ist ES map 8 report Modify Fiter Update Save GB A fw 8 USD 30 000 000 25 000 000 20 000 000 Committed Amount 15 000 000 10 000 000 5 000 000 LSO 07 07 LSO 03 03 LSO 03 014 LSO 10 02 LSO 15 08 LSO 15 015 150 1
55. ctivities registered in the PSID Lesotho application by the user s group PROJECT DONOR SECTOR used to present the data related to the projects donors sectors that are registered in the PSID Lesotho in different forms o LIST MODULE used to create and execute ad hoc queries on the data and acquire results in form of a list CHART MODULE used to filter and display the data in a chart form MAP MODULE used to filter and display the data in a map form REPORT MODULE used to generate complex reports over one or more criteria and present the output in the printable and user friendly format The PSID Lesotho main window has a complex preview as it is shown in Figure 4 Header Reporting Options Bar Main Toolbar j i i View EP Save as Modify Current View Col Data A Properties Drag and drop data here to add cross tab grouping Activity Funding Type Drop Column of Projects F Activity Activity Actual Cost Loy Activity Actual End Date Report i Activity Actual Start Date Properties Pane I Activity Planned Cost jt i Activity Planned End Date ii Activity Planned Start Date l Activity Progress in 96 Activity Progress Per Quarter I Approval Date Caused by Committed Amount Workspace I Constituency 15 Created By Created On I Description Disbursed Amount By Theme Copyright 2014 Synergy Intemational Systems Inc All rights reserved Fi
56. ctivity Progress in 96 7 Committed Amount Disbursed Amount Project Cost i Thaba Tseka of Projects 7 Duration Months 7 Duration Days Population Scaling of Projects 1 Qacha s Nek Copyright 2014 Syneray International Systems Inc All rights reserved Figure 45 Viewing Map Legend 9 3 6 Using Mini Map The Mini Map window feature displays an additional view of the country map with a position indicator that corresponds to the current view inside the main screen Figure 46 One of the main features of the Mini Map is that while the Mini Map window responds to position adjustments in the main screen you can also interact directly with it Clicking any area within the window or dragging the position cursor to the desired place will adjust position both in the Mini Map and in the main screen to the point in the Mini Map window that the user selects To enable the Mini Map option follow the steps below l Expand the Formatting tab in the Modify Current View panel 2 Activate the Mini map option by ticking the respective checkbox 57 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com re PSIDLESOTHO Dashboard Portfolio Sector Settings l E map Modify Fiter Untitled Organize New Update fej Save EPSaveas amp A m Modify Current View EI AAA i den t
57. d drop it in the desired place 7 4 Expanding the List Item It is possible to expand the list item level to view the information of the sub level s To expand the list item level click the sign next to the name of the list item This will expand the list item group level displaying the first sub level Figure 28 This can further be expanded unless there are no more sub levels to display Note You can expand only one group level at a time If you expand the group level of another list item the previously expanded group level will get collapsed 38 5 PSID LESOTHO ANALYTICAL INTERFACE Untitled E E E E E E E El E amp E E E E E E E E El Project Activity Year LSO 06 09 LSO 00 020 LSO 44 12 LSO 03 014 LSO 09 017 LSO 07 07 LSO 06 11 LSO 03 03 LSO 10 02 LSO 43 018 LSO 06 05 LSO 05 14 50 00 021 LSO 15 016 LSO 04 06 LSO 15 08 LS0 15 015 LSO 05 04 LSO 05 13 LSO 04 01 El assist potential financial service providers 2010 2011 2012 2013 2014 d Organize New UNDP United Nations Development Programme GJ Government of Japan GJ Government of Japan Ministry of Justice Human Rights and Correctional Services ADF African Development Fund Ministry of Education and Training ADF African Development Fund Ministry of Communications Science and Technology UNDP United Nations Development Programme UNDP United Nations Developm
58. d new rows columns cross tab groupings for the list report For more details see Adding Rows Columns Cross Tab Groupings 3 Re order rows columns cross tab groupings selected for the report 37 7 3 1 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Remove rows columns cross tab groupings selected for the report Assign different properties to the selected report components For more details see Assigning Properties to the List Components Switch to the View mode to see the changes in effect by pressing the View button in the main toolbar Removing Rows Columns Cross Tab Groupings To remove a column selected for the list follow the steps below 1 7 3 2 Click the Design button in the main toolbar to switch to the Design mode The Modify Current View panel will appear Figure 26 Select the row column cross tab grouping that needs to be removed from the list Hover the mouse pointer upon the selected component Click the Remove button that appears next to the component to remove it from the list Re ordering List Components To re order list report components i e change the order in which they appear in the report follow the steps below l Click the eee Design button in the main toolbar to switch to the Design mode The Modify Current View panel will appear Figure 26 Select the list component for which you want to change the position Drag an
59. d sub tab under the Properties tab Figure 56 To create a filtering condition for a freeform report rows follow the steps below l Click the Modify button in the reporting options bar The Modify Current View panel will appear Note You should switch to the Design mode Click the report component that needs to be assigned conditional formatting Expand the Advanced sub tab under the Properties tab Select a Category from the respective drop down list Figure 57 Select a Condition from the respective drop down list Note Depending on the selected category the instances in the drop down list may vary and additional fields may appear 6 Specify the condition Value in the respective field d aH LE 7 Preview the report by pressing the M View button in the main toolbar The final report will only contain the data that meets the condition set 68 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com PSIDLESOTHO Untitled Organize Or View fj Save Save as Modify Current View Title Q Preview Data Properties Project Cost Data Header Formatting Activity Actual Cost Data Activity Planned Cost Data ay mtd Activity Actual Cost Between 25 000 50 000 USD Activity Actual Cost Activity Planned Cost Drop Row Footer Copyright 2014 Synergy Internatio
60. ders The following layers can be applied in PSID Lesotho Scaling This option is used to view the data on a scaling map This means that the selected data series will not be displayed in form of graphs but the administrative territories will be colored according to the selected scaling category instead The scaling legend at the bottom left side of the map prompts on the coloring pattern used To view the data on a scaling map follow the steps below 1 Expand the Data tab in the Modify Current View panel 2 Select one of the possible alternatives listed in the Scaling drop down list You can also define custom scaling for the map by setting new coloring patterns To create custom scaling follow the steps below 1 In the Data tab of the Modify Current View panel select the value to be plotted on a scaling map from the Scaling drop down list 53 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 2 In the Formatting tab of the Modify Current View panel select the Custom scaling option Figure 42 3 Define the number of Clusters to be plotted Specify the coloring Range 5 Click the Update button for the changes to take effect P Syneray Administrator About Help support synisys com mie PSID LESOTHO Project ona Settings list chart ij report Modify Fitter Untitled Organize New Z Update
61. e button found in the filtering control toolbar 2 Select the Edit option from the actions menu that appears The following options become available on the Properties tab Figure 12 Property Field Description Define whether the control container should have a Show Caption caption by selecting the respective checkbox This field appears if the Caption checkbox is selected and Caption allows entering the piece of text that will appear as the filtering control title displayed above the control 20 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Select the color for the filtering control caption background Specify whether the filtering control container should have a border surrounding it Please note that the report Show Border a wi E container will display in the color selected for the filtering control background Specify what dataset project donor or sector the Dataset e T filtering condition will be based on E T Build a filtering condition to apply to the report included in Filt t the dashboard For more details see FILTERING Select the report to which the filtering condition will be Dependents 29508 3 Click the Save button to apply the changes made Background Color Synergy Administrator About Help Support synisys com mies PSID LESOTHO Dashboard Project Donor Sector Settings Modify Public Untitled Organize New Save EP Save as Modify Current View
62. e Q Information Thaba Tseka Cursor position Lat 29 52 Long 28 67 e 1 5 Information 2 Legend re 9 Scaling Auto 9 Custom E Q e Y Administrative Boundaries Auto Information Legend D Labels V i icons Copyright 2014 Syneray international Systems Inc All rights reserved Figure 46 Using Mini Map 9 3 7 Viewing the Data Displayed on the Map The Advanced GIS tool is used to view the data referring to definite territorial units provinces or districts when zoomed in to this level To access the data for a specific territorial unit point the mouse cursor on the lil button Figure 47 The information in the displayed tooltip includes but is not limited to the number of projects currently being implemented in the given location project financial information etc If you have plotted any chart category on the map the chart category details appear in the information window as well To plot information icons on the map follow the steps below l Expand the Formatting tab in the Modify Current View panel 2 Activate the i icons option by ticking the respective checkbox 58 PSID LESOTHO ANALYTICAL INTERFACE PSID LESOTHO Untitled ill Organize New Z Update Ef Saveas Information Maseru Cursor position Lat 29 58 Long 27 82 Maseru Committed Amount USD 10 576 073 o
63. e checkbox to the left of the project and clicking the Delete button that appears in the main toolbar Figure 18 The latter option is useful when you intend to simultaneously delete several project records 27 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com PSID LESOTHO amp Portfolio roject Dono Secto Settings My Draft Projects My Submitted Projects Organizations Sectors Filter Q Untitled Organize New Project Delete Design 52 Save as 7 9 sons 150 00 150 4 LSO 03 amp LSO 09 1180 07 150 06 15003 J Lsono LSO 43 LSO 06 LSO 05 LSO 00 LJ Lsons amp 15004 06 LSOnS LJ LSO 15 015 LJ 150 05 04 22 Records 1 selected Copyright 2014 Synergy International Systems Inc All rights reserved Figure 18 Deleting a Project in the Portfolio Section 6 4 Managing Organizations This chapter outlines how to add edit view and delete organizations that participate in the project implementation in the capacity of originators of funds 6 4 1 Adding a New Organization In the Portfolio section you may add organizations if you have been assigned with appropriate permissions To add a new organization from the Portfolio section follow the steps below l Click the Portfolio tab in
64. efficiency and coordination of the efforts made by the Ministry of Planning of the Kingdom of Lesotho with the aim of tracking the external projects funded by the Development Partners and country government The system serves as the main database and data collection and reporting tool for MoP as it ensures effective access to development data as well as provides an insight into the external projects and programs currently being implemented in the country he main objective of PSID Lesotho is to serve as a reliable and credible source of information on external projects implemented in Lesotho to support the Government in effectively monitoring the progress and performance of projects and programs and ensuring the their alignment with the Government s development goals priorities and strategies Moreover PSID Lesotho promotes transparency and accountability of funds improves governance supports project implementation and facilitates results based decision making on development assistance in Lesotho PSID Lesotho is a powerful tool for data visualization analysis and reporting It presents the data in the application in highly visual ways and puts the power of analytics directly into the user s hands with a wide array of sophisticated but easy to use tools Using the robust reporting capabilities that PSID Lesotho offers users can build powerful reports for informed decision making with the application drag and drop interface These reports can fu
65. efining Quick View for the Map In the Map module you can select to plot information boxes on the map reports The information boxes are a convenient way of presenting reference data related to a definite territorial unit To make the information boxes serve their purpose better the Map module provides you with the possibility of defining what references you what an information box to contain This can be done in the Quick View tab To define what references an information box should contain follow the steps below 1 Goto the Quick View tab in the Modify Current View panel Figure 39 2 Select the following options Note Please take into account that only the measures selected in the Quick View tab will be included in the information boxes Quick View Field Description Specify whether the measures selected in this tab should be Icons accompanied with the appropriate icon in the information boxes plotted on the map 49 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Define what measures will be included in the information boxes plotted on the map Please note that this section will only contain the measures that are related to the category selected for the map report Category Synergy Administrator About Help Support synisys com Settings Dashboard Portfolio Donor Sector Modify Fite Untitled Organize New Update 5 Saveas amp A Mj 8 Modify Current View H
66. elopment Governance Health and Nutrition amp 15 Housing and Construction Industrial Development Information Technology and Telecommunication E 7 Records Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 22 Creating a New Sector in the Portfolio Section 6 5 2 Editing Sector Details In the Portfolio section you may edit sectors if you have been assigned with appropriate permissions To edit a sector in the Portfolio section follow the steps below l Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Go to the Sectors sub section Figure 22 3 Click the sector record that you want to edit The actions menu will appear Figure 23 4 Select the Edit Sector option from the actions menu This will open the Edit Sector form which is described in the PSID Lesotho Sector Application User Manual in REFERENCES 32 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com mies PSID LESOTHO Draft Projects My Submitted Projects Organizations Sectors Fiter Q Untitled d Organize New Sector Delete Design A Save Save as Unallocated z i aaaaaaaaaa _ ium Agriculture and Livestock 1 Ww Balance of Payments Budgetary Support j i Banking Finance and Insurance
67. ent Programme GJ Government of Japan ADF African Development Fund ADF African Development Fund GJ Government of Japan UNDP United Nations Development Programme UNDP United Nations Development Programme UNDP United Nations Development Programme Copyright 2014 Syneray International Systems Inc All rights reserved USER MANU AL Synergy Administrator About Help support synisys com sodice United Nations System Japan Japan GOL GOL AFDB African Development Bank GOL AFDB African Development Bank United Nations System United Nations System Japan AFDB African Development Bank AFDB African Development Bank Japan United Nations System United Nations System United Nations System Figure 28 Expanding the List Item Level 7 5 Sorting List tems Setti 145 Fiter A Design Save Save as ningnentetitaubir Staus Project Approved Project Cruise Phase Ongoing Project Approved Project Cruise Phase Ongoing Project Completed And Closed Project Approved Approved Awaiting Funding Project Cruise Phase Ongoing Project Approved Project Cruise Phase Ongoing Project Approved Project Approved Project Start up Preliminary state Project Completed And Closed Project Approved Project Approved Project Cruise Phase Ongoing Approved Awaiting Funding Approved Awaiting Funding Project Cruise Phase Ongoing Project Cruise Phase Ongoi
68. er Type of Projects Implementer Unspecified 18 7 Government Lesotho 3 Sear ch Value s Government Other 4 8 Multilateral AND Y Total Q Select Category 20 Results 1 4 of 4 Select Condition Search Value s Add Condition This filter has not been applied yet Apply Clear Revert Copyright 2014 Syneray International Systems Inc All rights reserved Figure 67 Creating a Filtering Criteria 2 Select the category according to which the filtering will be carried out from the drop down list Please note that selection of a category will define the content of the filtering condition drop down list displaying only those values that are related to the selected category 3 Specify the filtering condition The following options are available Filtering Condition Description The filter should exclude all category items that do not the selected category value ume The filter should exclude all category items that have the selected category value 80 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL The filter should include all category items with unspecified Is unspecified values filter should include all category items that contain Contains keyword entered in the text area The filter should exclude all category items that contain the Does not contain keyword entered the text area The filter should include
69. er information for all territorial units in the country Defines whether the Information box should be plotted on the map It will provide additional information about Unspecified category values Defines whether the Legend box should be plotted on the map It will hold explanations for the category icons displayed on the map Enables an overview of the entire country displayed in a small window allowing quick navigation to a desired location with one click without having to zoom out find the new 48 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL 000 location and zoom in again Label Shows pieces of text such as the names of the provinces districts on the map i icons Plots information markers on the map Synergy Administrator About Help support synisys com Modify Fitter X Organize New Update 45 Save as L3 amp j Modify Current View 6 Q Information Cursor position Lat 30 79 Long e e Scaling Auto Custom Clusters Range EN 500 000 522222 100000 EN 100 000 200000 Administrative Boundaries Et Project Cost a Auto 2 000 min Information Legend V Mini map V Labels i icons 100 km 1 000 min Copyright 2014 Synergy International Systems Inc All rights reserved Figure 38 Selecting Formatting Options for the Map Report 9 2 3 D
70. f Projects 4 Activity Actual Cost USD No data Activity Planned Cost USD No data Activity Progress in 96 No data Committed Amount USD 10 576 073 Disbursed Amount USD 235 270 000 Project Cost USD 14 386 740 of Projects 4 Duration Months No data Duration Days No data Population No data View Projectis USER MANUAL Synergy Administrator About Help support synisys com Modify Fitter Modify Current View z Categories Implementation Status Chart Type Bar Chart gt USD gt Chart Activity Actual Cost Activity Planned Cost Activity Progress in 96 Committed Amount E Disbursed Amount f Project Cost 1191 of Projects Duration Months Duration Days Population Scaling of Projects hd i Mohales Hoek Qo fF Copyright 2014 Syneray international Systems Inc All rights reserved Figure 47 Viewing the Data Displayed on the Map 59 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 10 REPORT MODULE In the Report module of PSID Lesotho Figure 48 you can create and execute ad hoc queries on the data and acquire results in the form of a tabular or freeform report Table reports are a convenient way of presenting more than one record at a time A basic table report consists of rows and columns where each row is one record and each column is a field The Report module offers a compre
71. ft mouse button until a green tick appears on the selected component 3 Release the mouse button 6 2 2 Removing the Portfolio List Columns To remove a column selected for the list follow the steps below 1 Select the column that needs to be removed from the list 2 Hover the mouse pointer upon the selected column 3 Click the Remove button that appears next to the selected component The selected column will be removed from the list Note The Project column cannot be removed 6 2 3 Assigning Properties to the Portfolio List Columns To assign certain properties to a list column follow the steps below 1 Select the column to which you want to assign different properties 2 Switch to the Properties tab of the Modify Current View panel 3 Assign properties to the selected column as appropriate 6 3 Managing Projects The projects that are recorded in the PSID Lesotho application can be viewed either in My Draft Projects or My Submitted Projects sub sections in the Portfolio section The My Draft Projects sub section lists the projects that are missing vital information to be verified and submitted On the other hand the My Submitted Projects sub section lists the projects that have passed the verification process and have been submitted This chapter outlines how you can manage projects in the Portfolio section i e how you can add view edit submit and delete projects 6 3 1 Adding a New Project In the Portfolio secti
72. g 31 10 Botha Bothe Information 7 Legend i Thaba Tseka Copyright 2014 Syneray International Systems Inc All rights reserved Figure 35 Map Module 9 1 Accessing the Map Module To access the Map module go to Project gt Map You will be navigated to the Map module Figure 35 In the Map module you can choose to view different data sets displayed on the map create and display reports save them as pre defined reports arrange them in the desired way print them etc 9 2 Creating a Map Report To create a new map report follow the steps below 46 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL 1 Go to the Map module of the Project dataset PSID Lesotho 2 Click the Modify button in the reporting options bar The Modify Current View panel will appear Figure 36 3 In the Data tab select the data that will appear in the map report They will include the map category chart type etc 4 In the Formatting tab define additional properties for the map report They will include selection of the scaling administrative boundaries etc 5 Click the Update button generate a map report according to the selections made Syneroy Administrator About Help support synisys com Settings C Modify Y Fiter Organize QNew EjSave Saveas gt M 8 Modify Current View Data Q Information Cursor position Lat 30 77 Long 29 78 Categories implementation Status
73. gure 4 PSID Lesotho Application Design Mode Window Structure It contains the following components Component Name Description This is the application header that contains the application name and logo On the right side the following functions are available e User Name the name of the user logged in the PSI D Lesotho application o Edit Profile this opens your personal settings Header 11 mw i PSI D LESOTHO ANALYTICAL INTERFACE USER MANUAL wl Reporting Options Bar and details For details see Registering a New User o Logout this button is used to log off the application e About opens the PSID Lesotho information window Help opens the PSID Lesotho application help Contact info e mail address of the PSID Lesotho System Administrator following tabs are available here e Dashboard opens the DASHBOARD SECTION to manage the executive dashboards stored in the application e Portfolio opens the PORTFOLIO SECTION to manage user specific projects e Donor Sector opens the Project Donor Sector dataset of the PSI D Lesotho application e Settings opens the administrator s tools of the PSI D Lesotho application This is the main toolbar of the PSID Lesotho application The following tabs are available here e List opens the LIST MODULE Chart opens the CHART MODULE M
74. haracters to be used to display Char Count category item names to the value set in this field Show Number Indicates the maximal number of category items to be im displayed in the chart Show Top Number Indicates the maximal number of series items to be Series displayed in the chart Allows selecting a pattern filled chart for black and white Show in Pattern RIS Allows defining how the numerals e g project cost etc Show in Number should appear on the chart The following options are available Original shows the numerals as it is recorded in 44 m um 9 2 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Allows defining whether the horizontal and vertical axes Should be shown on the chart report Allows defining whether the secondary axis should be shown on the chart report Category Axis Allows entering text to go with the horizontal axis Allows entering text to go with the vertical axis Synergy Administrator About Help Support synisys com Project Donor Sector Settings Show Axes the project documents Thousands shows the numerals divided by 1 000 Millions shows the numerals divided by 1 000 000 and Billions shows the numerals divided by 1 000 000 000 Secondary Axis Modify Fiter 1 gH Organize New Update BPSaveas A 8 Modify Current View Char count 15 lt 30 000 000 Wrap 25 000 000 Show top Show top 10 Series 20 000 0
75. hart E Activity Actual Cost Activity Planned Cost Activity Progress in 96 Committed Amount V Disbursed Amount Project Cost of Projects 1 of Projects 1 Duration Months 10 E Duration Days E Population 5 Scaling of Projects 8 Copyright 2014 Syneray International Systems Inc All rights reserved Figure 43 Selecting Chart Type Administrative Boundaries You can turn on border information by expanding the Formatting tab in the Modify Current View panel and selecting one of the following options from the Administrative Boundaries drop down list Figure 44 e Auto displays border information for all territorial units when the zoom in option is selected For example if you zoom in to province level the border information for both districts and constituencies will be displayed on the map e District displays the border information for all districts e Constituency displays the border information for all constituencies 55 PSID LESOTHO ANALYTICAL USER MANUAL Synergy Administrator About Help support synisys com PSIDLESOTHO cam chart 8 report Modify Filter Settings Untitled a Organize Q New Update Save Saveas A Mj 6 Modify Current View Q Information Cursor position Lat 30 33 Long 30 09 e e Scaling Information
76. he actions menu that appears Figure 10 5 4 Customizing a Dashboard The Dashboard tool in the PSID Lesotho application allows you to create your dashboards to display and organize the content that you want to view For each dashboard that you create you can customize the report containers by assigning them certain properties like background color captions etc Moreover you can assign properties to the controls that you have added to your dashboard This chapter will guide your through the steps that you should take to create a custom dashboard 5 4 1 Setting Report Container Options To style a report container follow the steps below 1 Hover the mouse cursor over the button found in the report caption toolbar 2 Select the Edit option from the actions menu that appears Figure 10 The following options become available on the Properties tab Figure 11 Property Field Description Define whether the report container should have a caption Show Caption by selecting the respective checkbox This field appears if the Caption checkbox is selected and Caption allows entering the piece of text that will appear as the report title 19 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Color Select the color in which the report title will be displayed above the report Background Color Select the color for the report caption background Specify whether the report container should have a border surro
77. he map to highlight The selected area will be activated while the rest of the screen will be disabled Figure 41 This tool may be useful for presentations on screenshots to mark the selected area on the map 52 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Syneray Administrator About Help support synisys com Dashboard Portfolio Donor Sector Settings Modify Fer Untitled Organize New Update f Save Saveas gt wj 8 Modify Current View Q information Qacha s Nek Cursor position Lat 30 06 Long 28 74 Categories wee Select Chart Type Pie Chart USD Chart 7 Activity Actual Cost Activity Planned Cost Activity Progress in 96 V Committed Amount V Disbursed Amount Project Cost of Projects 7 Duration Months 8 Q e Duration Days i Thaba Tska f E Population Scaling Disbursed Amount Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 41 Buffered Zone Querying 9 3 4 Using Layers The Map module provides a variety of data to select to display over the viewing area You can display the following information Display categories Choose to view data on a scaling map Plot data in the form of different graphs pie chart or bar chart Display map features such as department or arrondissement bor
78. hensive methods and techniques for table report design and customization e g it is possible to group records in different tables according to the report grouping selected apply formatting define totals to show before the data etc At the same time freeform layout reports add an additional level of flexibility to the data querying and reporting capabilities as well as the way your data is presented Unlike table reports where the data is grouped in a grid freeform reports arrange the records using a free form layout where there is no division between the categories and measures that comprise the rows and columns in a tabular report Synergy Administrator About Help Support synisys com m PSID LESOTHO Dashboard Portfolio Donor Sector Settings ES ist ius chart Modify Fitter Untitled Organize Newer View Ej Save Save as Modify Current View Title EB Data X Properties All Header Activity Progress in 96 I Activity Progress Per Quarter Drop Table Grouping Approval Date Fi Caused by I Committed Amount Activity Created By Drop Column Constituency Add Sub Column Add Sub Column Created 1 Created On BY Description i Implementer Disbursed Amount Y Factors Causing Delay District 12 Document Caused by j Drop sub row I Duration Days i I Duration Months j Drop Date 1 Factor Ca
79. ick the Delete button next to the report report group Figure 62 Or select the Delete option from the Actions menu Figure 63 3 Click the OK button to confirm deletion Note Public and My groups cannot be deleted 75 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help Support synisys com PSID LESOTHO Dashboard 9 amp Portfolio Project Donor Sectol Settings chart report Backto List Actions v Include Categories and Measures Drag and drop t Delete All r drag to copy views to another folder Add New Public Group Add New Private Group e Public Add External Report My Analytical Report Financial Information by Districts Disbursements and Commitments Report Implementer Financial Information by Provinces Financial Information by Funding Agencies Financial Information by Sectors Financial Transactions by Project Number of Projects by FA General Information on Projects Project Sector FundingAgency MTEF 1ST SUPPLEMENTARY BUDGET 2007 2013 Source of Funds MTEF 2ND SUPPLEMENTARY BUDGET 2007 2013 Implementing Agency Number of Projects by FA Copyright 2014 Syneray International Systems Inc All rights reserved Figure 63 Actions List in the Organize Mode 12 2 3 Adding a Sub group To add a sub group follow the steps below 1 Click the e Add Group button next to the Public or My group Figure 62 Or
80. ies by providing conducive working environment and space to increase safety and security in correctional institutions to improve the welfare of staff and inmates in all aspects 1 3 Project Code uo o e e J 1 4 Project Request Code RQS 07 0000445 1 5 implementation Status Project Approved 1 6 Schedule Approval Date Start Date End Date Duration 17 12 2013 01 04 2014 31 03 2020 71 Months 30 Days 1 7 Millennium Development Goals 1 8 Vision 2020 Pillars VP 1 Stable Democracy VP 3 Nation at Peace with Itself and Its Neighbours 1 9 National Strategy Development Plan Goals NSDP 2 Develop key infrastructure Minimum Infrastructure Platform NSDP 6 Promote peace democratic governance and build effective institutions 1 10 Thematic Markers Government Buildings 1 11 Population 1 12 Sectors Sub sector Governance Other Governance 3 1 13 Geographic Locations District Constituency Village Berea Teyateyaneng Teronkong Botha Bothe Butha Buthe Quthing Moyeni Mafeteng Mafeteng Qacha s Nek Qacha s Nek Unallocated 2 Organizations and Contacts 3 Financial Information 4 Project Outputs 5 Paris Declaration Indicators 6 Notes and Attachments Figure 59 Project Details Section 71 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 11 1 Accessing the Details Section To access the Details section click one of the following e n the Portfolio sec
81. istrator Policies i Umm Middle Name Support Audit Profile Password Last modified on 2014 06 02 Email grigori aghayants arm synisys com phoned1 Fax 123 URL web123 Comments dfg Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 3 Profile Section Once logged in you can manage your personal details i e change the data e g username password email etc provided during registration To edit your personal details log into the application go to the Profile section Figure 3 and make the appropriate changes in the data displayed For more details on how you can access the Profile section see PSID LESOTHO APPLICATION STRUCTURE 3 4 Accessing PSI D Lesotho without Registration To ensure more flexibility and to provide access to a wider range of users the system is designed in such a way that it allows public users to enter it without registration Public users wishing to view data should click the ENTER AS PUBLIC USER button in the Login Screen Figure 1 They will be directed to the application with viewing permissions only 10 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL 4 PSID LESOTHO APPLICATION STRUCTURE PSID Lesotho consists of the following main sections e DASHBOARD SECTION used for quick access to the pre defined reports stored in PSI D Lesotho e PORTFOLIO SECTION used for quick access to the projects and a
82. ject i Drop sub row Drop Row Footer Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 50 Setting the Tabular Report Properties 10 3 Creating a Freeform Report To create a new freeform report follow the steps below l Go to the Report module of the Project Donor Sector dataset in PSID Lesotho Figure 48 2 Click the New button on the main toolbar and select the Create new freeform report option Figure 51 3 Structure the report by selecting the appropriate components for it in the Data tab For more details see Structuring a Freeform Report 4 Assign additional characteristics to the report in the Properties tab For more details see Assigning Properties to a Freeform Report 62 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com mL PSIDLESOTHO EC m proiect MEER sting Untitled d Organize Newv View Save Save as Modify Current View Add new tabular report Title a Add new freeform report s a Properties Header Q 1 of Projects F Activity Activity Actual Cost Activity Actual End Date Activity Actual Start Date Activity Planned Cost Activity Planned End Date I Activity Planned Start Date Drop Row I Activity Progress in Drop Table Grouping Drop Column 1 Activity Progress Per Quarter Footer
83. k the Delete icon to the left of the sector record that needs to be deleted Figure 24 Please note that you may also delete a sector record by ticking the checkbox to the left of the record and clicking the Delete button that appears in the main toolbar Figure 24 The latter option is useful when you intend to simultaneously delete several sector records 33 PSID LESOTHO ANALYTICAL USER MANUAL Synergy Administrator About Help support synisys com amp Portfolio My Draft Projects My Submitted Projects Organizations Sectors Fiter Untitled gH Organize New Sector o Delete Design Save Save as Banking Finance and Insurance Grisis Prevention and Disaster Reduction uU Education i Employment amp Income Generation Energy Generation Environment and Natural Resources 73 Food Assistance uU Gender and Women Development Governance iit Health and Nutrition b Housing and Construction iii Industrial Development MAD NTN genet T Information Technology and Telecommunication i Narcotics Control Oil and Gas Population Welfare Rural Development 31 Records 1 selected Copyright amp 2014 Synergy International Systems Inc All rights reserved Figure 24 Deleting a Sector in the Po
84. llow the steps below 1 Click the report component that needs to be formatted styled The Properties section will appear Figure 54 Note The properties may vary based on the type of the component selected Synergy Administrator About Help Support synisys com PSID LESOTHO Sector Settings Modify Fitter list ag chart Untitled d Organize View Save as Modify Current View Title Data Properties Caption Project Cost Header Show In Currency Original USD Drop Table Grouping i i Galun Prefix 1 Committed Disbursed A Drop Column 2 2 2 2 2 2 Add Sub Column Add Sub Column Add Sub Column T Project i Drop sub row Decimal places i Drop Row None v Footer 7 Show On Total References Advanced Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 54 Report Component General Properties Please note that for text entries Title Header and Footer the Properties section includes text Formatting options e g font font size alignment etc For other report components like rows columns etc the Properties window also allows assigning General characteristics e g sorting order reference text etc Figure 54 Moreover you can use conditional formatting for them by setting to them Advanced properties see Setting Advanced Properties to Report Components
85. n the desired way i e rename the reports create groups to include reports under them etc To organize the reports click the respective Organize Organize button in the main toolbar You will be switched to the Organize mode Figure 61 In this mode the following actions will be available to you e Renaming Reports and Report Groups e Deleting Reports or Report Groups e Adding a Sub group e Moving Reports Syneroy Administrator About Help support synisys com ins PSID LESOTHO Dashboard Portfolio Project Donor Sector Settings Est chart map 8 report Back to List Actions Include Categories and Measures Drag and drop to move views to another folder drag to copy views to another folder eio Public e My Analytical Report Financial Information by Districts Disbursements and Commitments Report Implementer Financial Information by Provinces Financial Information by Funding Agencies Financial Information by Sectors Financial Transactions by Project Number of Projects by FA General Information on Projects Project Sector FundingAgency MTEF 1ST SUPPLEMENTARY BUDGET 2007 2013 Source of Funds MTEF 2ND SUPPLEMENTARY BUDGET 2007 2013 Implementing Agency Number of Projects by FA Copyright 2014 Syneray International Systems Inc All rights reserved Figure 61 Organizing the Reports 12 2 1 Renaming Reports and Report Groups To rename a report report group foll
86. nal Systems Inc All rights reserved Figure 57 Setting Condition to Freeform Report Components 10 6 3 Sorting Report Table Components You may change the order in which the table components will appear in the final report The report table components can be sorted either in an Ascending or Descending order To sort the tabular report components follow the steps below l Click the Modify button in the reporting options bar The Modify Current View panel will appear Figure 58 2 Click the component item for which the sorting order needs to be changed 3 In the General sub tab under the Properties tab define whether the report item values should be sorted in the ascending or descending order Please note that selecting the None option from the list removes the sorting criteria 69 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help Support synisys com PSID LESOTHO Dashboard Portfolio 1 Donor sector Settings ist chart map Modify Fiter Untitled Organize Q gt View 8 Save Save as Modify Current View Title EB Data Properties Header Caption Project Cost Drop Table Grouping Show In Currency Original USD 4 Drop Column Prefix 4 Committed A Disbursed A Add Sub Column Add Sub Column s Sub Sector T Project Drop sub row i Drop Row Footer 7 4 Show Total Refe
87. ng Project Cruise Phase Ongoing Project Cruise Phase Ongoing Project Cruise Phase Ongoing Project Cruise Phase Ongoing Results 1 20 of 20 Entries in the list report may be sorted by the column value To achieve that click the arrow in the column header Figure 29 This will sort the list alphabetically or numerically depending on the type of data entered into that column Clicking the arrow in the column header once again will sort the list items in reverse order 39 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help Support synisys com Dashboard Sector Settings ui chart jm map 18 report Fiter Untitled Organize Q New Design f Save Save as Project Activity LSO 06 09 2 400 000 000 50 44 135 700 000 50 06 05 60 000 000 50 07 34 545 455 LSO 05 30 000 000 50 15 AFDB African Development Bank 17 163 271 LSO 03 GOL AFDB African Development Bank 15 688 000 50 03 Japan 13 277 854 LSO 10 GOL AFDB African Development Bank 12 840 000 50 15 Japan 6 382 436 LSO 05 5 596 899 50 04 AFDB African Development Bank 4 331 283 LSO 04 United Nations System 4 085 000 LSO 5 Japan 3 792 183 50 00 United Nations System 3 366 735 50 09 Japan 1 594 134 50 00 United Nations System 1 200 000 50 05 1 007 035 LSO 43 United Nations System 667 718 50 06 Total Results 1 20 of 20 Copyright 2014
88. nual Contact Us supp Figure 1 PSID Lesotho Login Screen Note Although unregistered users may access PSID Lesotho the application data will be available to them for viewing purposes only For more details see Accessing PSID Lesotho without Registration 3 1 Logging into PSI D Lesotho Users who have already registered for an account for PSID Lesotho will need to log into the application to start using it To log in you should validate yourself with the username and password and then click the Login button in the Login Screen Figure 1 Note The password is case sensitive Note If you have failed to log in several times the application will be blocked Contact your system administrator to unlock your user access The number of unsuccessful login attempts is defined by the login policies adopted for the application 3 2 Recovering Your Password The accounts of registered users in PSID Lesotho are password protected This means that you need to validate yourself with a username and password every time you log into the application PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL If you have forgotten your password you can retrieve it by clicking the Forgot your password link in the Login Screen Figure 1 and authenticating yourself After submitting your identity information your password will be reset and a new password will be sent to the e mail address associated with your user account After you log into the a
89. o the List module of the selected dataset project donor or sector in the PSID Lesotho application Figure 25 In this module you can view data organized according to the selected groups and columns modify the currently used list save it as a pre defined report include it under a definite group etc 35 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 71 f LP 9 b 1674 t f DA 4 Bn d 7 2 Creating a List Report In the List module you can draw up list reports of different levels of complexity by selecting the categories and fields that will serve as groups columns and column groupings for the report To create a list report follow the steps below 1 Goto the List module of the Project Donor Sector dataset PSID Lesotho 2 Click the ae Design button in the main toolbar to switch to the Design mode The Modify Current View panel will appear Figure 26 Synergy Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio f Sector Settings chart 8 report Modify Filter amp Untitled Organize New r View Fa Save Save as Modify Current View EH Data X Properties All Drag and drop data here to add cross tab grouping Funding Agency Funding Source Implementati Drop Column I of Projects I Activity j Data edad i Project i Drop sub row I Activity Actual
90. of the selected instance will display Synergy Administrator About Help support synisys com mies PSID LESOTHO Sector Est chart report Fiter Untitled Organize Q New Design f Save Save as Project Activity Project Cost USD 50 06 09 2 400 000 000 LSO 44 12 135 700 000 LSO 06 05 60 000 000 50 07 34 545 455 View Project 50 0 J VOR 30 000 000 4 it Proje LSO To oo AFDB African Development Bank 17 163 271 LSO 03 03 GOL AFDB African Development Bank 15 688 000 LSO 03 Japan 43 277 854 LSOMO GOL AFDB African Development Bank 12 840 000 50 15 5 382 436 LSO 05 5 596 899 50 04 AFDB African Development Bank 4 331 283 LSO 04 United Nations System 4 085 000 50 5 3 792 183 50 00 United Nations System 3 366 735 50 09 Japan 1 594 134 50 00 United Nations System 1 200 000 80 05 1 007 035 LSO 43 United Nations System 567 718 50 06 363 636 Total 2 751 601 638 Results 1 20 of 20 Copyright 2014 Synergy International Systems Inc All rights reserved Figure 30 Managing Dataset I nstances 7 7 2 Editing Dataset I nstances To be able to edit dataset instances follow the steps below l Access the dataset the instances of which you want to edit by selecting one of the following tabs Project Donor or Sector and navigating to the List module 2 Create a report indicating the instance
91. on you may add projects if you have been assigned with appropriate permissions To add a new project from the Portfolio section follow the steps below l Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Goto the My Draft Projects or My Submitted Projects sub section Figure 15 3 Click the New Project button in the main toolbar Figure 15 This will open the Add Project form which is described in the PSID Lesotho Project Application User Manual in REFERENCES 24 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com Fiter Design f Save Save as 50 06 09 50 00 020 Tal LSO 44 LSO 03 LSO 09 50 07 LSO 06 LSO 03 150 10 50 43 180 06 80 05 180 00 850 15 180 04 LJ LSO 15 LJ 50 5 LJ i 180 05 22 Records oalele G GR a BIB SS lala Copyright 2014 Synergy International Systems Inc All rights reserved Figure 15 Creating a New Project in the Portfolio Section 6 3 2 Viewing Project Details To view the details of a project listed in the Portfolio section follow the steps below 1 Click the Portfolio tab in the PSID Lesotho header Figure 13 2 to the My Draft Projects My Submitted Projects sub section 3 Click the project that you want to view The actions menu will appear Fig
92. ort components Save saves a list chart map report depending on the opened module so that it can be shared with other users Save as saves a list chart map report depending on the opened module as a new one Print allows printing the selected chart map report Export allows exporting the selected chart map report in the MS Word MS Excel and PDF formats 13 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 5 DASHBOARD SECTI ON In the Dashboard section of the PSID Lesotho application Figure 5 you can make use of this reporting tool to easily create meaningful dashboards to visualize and drill down through a wealth of information for effective decision making It empowers you to create dashboards and add reports to them interpret and extend your dashboard reports and analyze report data in real time The Dashboard tool provides you with an at a glance perspective of the data included in the dashboard reports allows monitoring critical issues and assists in identifying areas that need immediate attention You can make use of the intuitive drag and drop environment that the Dashboard tool offers for leveraging information assets in real time through visually rich responsive and personalized business intelligence dashboards This way you will achieve better data interpretation and as a result more informed decision making Synergy Administrator About Help support synisys com
93. ort in MS Excel Format button in the main toolbar Figure 65 2 Save the report if necessary 12 7 Printing Reports From the Chart Map and Report modules you can design appropriate reports and print them out To print out the selected report follow the steps below l Click the open 2 Select the Print option Print button in the main toolbar Figure 66 A separate window will 78 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com Dashboard Portfolio lll Project ono Secto Settinas Modify Filter Untitled Organize New Update Save Save as Modify Current View Data lt hewmen eH Se Committed Amount 200 000 000 H Disbursed Amount Category District of Projects 150 000 000 Series Select 100 000 000 223 736 38 952 087 73 741 768 75 50 000 000 Currency USD 277 853 68 270 169 63 a 5 3 o E Ed v o a af o E Ed o o 576 073 21 532 225 03 827 772 18 103 075 29 Values Committed Amount Disbursed Am Countywide Unspecified Botha Bothe Mafeteng Qacha s Nek Mohales Hoek Mokhotlong 9 Data Table 4 Data Label District Committed Amount Disbursed Amount of Projects Legend Countrywide 38 223 736 38 3 594 467 96 Unspecified 13 277 853 68 Berea
94. ow the steps below 1 Select the report report group to be renamed 2 Click the Edit button on the right of the report report group name Figure 62 3 Fill in the desired name for the report report group 74 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 4 Click the Enter keyboard button to confirm renaming Note Public and My groups cannot be renamed Synergy Administrator About Help Support synisys com PSID LESOTHO Dono Sector Settings EL __ m Papi c Backto List Actions v Include Categories and Measures Drag and drop to move views to another folder CTRL drag to copy views to another folder eio Public e My Analytical Report Financial Information by Districts Disbursements and Commitments Report Implementer Financial Information by Provinces Financial Information by Funding Agencies Finan Financial Transactions by Project Numb Modify the view name General Information on Projects Projec MTEF 1ST SUPPLEMENTARY BUDGET 2007 2013 Source of Funds MTEF 2ND SUPPLEMENTARY BUDGET 2007 2013 Implementing Agency Number of Projects by FA Financial Information by Provinces OK Cancel Copyright 9 2014 Syneray international Systems Inc All rights reserved Figure 62 Renaming the Report 12 2 2 Deleting Reports or Report Groups To delete a report report group follow the steps below 1 Select the report report group to be deleted 2 Cl
95. pplication with the received password you are recommended to change it For more details on how you can manage your personal and account information see Registering a New User 3 3 Registering a New User If you are new to the system and you need a personal account sign up for a username and password to start using the system To register in the system follow the steps below 1 Click the New Account link in the Login Screen Figure 1 A User Registration form will appear Figure 2 2 Fill in the information requested 3 Click the Create account button to submit the inserted information User Registration Step 1 af 2 Please fill in the form below to create an account Account System First Name Last Name Username Password a c Email Enter security cade tefo labansipgmail cor cb5hq0 i Type a security question Answer Whatis your favorite cai Create account Cancel Figure 2 User Registration Form Note You will not be able to log into the application unless the administrator approves your registration a 17 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL After your registration has been confirmed you can log into the application to start using it For more details see Logging into PSID Lesotho Synergy Administrator About Help support synisys com Logout Global Settings Profile Data Management First Name Synergy Configuration User Management Last Admin
96. rences Formatting Copyright 2014 Synergy International Systems inc All rights reserved Figure 58 Defining the Sorting Order 10 6 4 Removing a Report Table Component It is possible to remove a report table component from being included in the report if this is necessary To remove a report table component follow the steps below 1 Switch to the Design mode by clicking the ERE toolbar 2 Hover the mouse over the report component item that needs to be removed 3 Click the Remove button that appears next to the selected category The selected component will be removed from the report Design button in the main 70 PSID LESOTHO ANALYTICAL INTERFACE USER MANUAL 11 DETAILS SECTION The PSID Lesotho application has a built in Details section where you can view detailed information on dataset instances e g project donor or sector registered in the application The Details section can be accessed from the Portfolio section and List Chart and Map modules In the Details section you can view detailed project information or edit it if you have the corresponding permissions Ne dit Delete Close Help LSO 07 07 Last modified by Local Administrator on 06 03 2014 05 09 1 Project Details 14 Title CORRECTIONS CONSTRUCTION PROGRAMME 1 2 Description T 2 The Purose of this project to improve the efficiency and effectiveness of correctional service in the discharge of dut
97. riate layout for it The following options are possible e List View e Table View e Numbered View e Bulleted View 63 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 3 Indicate the position that the selected report component names will occupy in the report by activating the respective radio button 4 Specify whether the records in the report should be set out with border by selecting the Show border checkbox Note You may also assign additional characteristics to the selected report components For more details see Formatting Styling Report Components Please take into consideration that you may assign different sets of properties to freeform report components depending on the type of the component selected for it Synergy Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Sector Settings E ist chart Modify Fiter Untitled Organize New View Save as Modify Current View Title Preview Data Properties E Report Layout Data nn 1 Bu 2 Activity Data Top T Approval Date A Right Y Bottom Left Header 7 2 Activity Drop Row Show border Footer Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 52 Setting the Freeform Report Properties 10 4 Managing Report Expressions You can create different types of expressions and use them in table
98. rtfolio Section 34 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 7 LIST MODULE In the List module of the PSID Lesotho application Figure 25 you can create and execute ad hoc queries on the data and acquire results in the form of a list report Synergy Administrator About Help support synisys com miss PSID LESOTHO Untitled 50 00 50 44 LSO 03 LSO 09 50 07 LSO 06 50 03 LSO 10 LSO 43 50 06 LSO 05 LSO 00 LSO 15 LSO 04 06 LSOMS 50 15 Organize New UNDP United Nations Development Programme GJ Government of Japan GJ Government of Japan Ministry of Justice Human Rights and Correctional Services ADF African Development Fund Ministry of Education and Training ADF African Development Fund Ministry of Communications Science and Technology UNDP United Nations Development Programme UNDP United Nations Development Programme GJ Government of Japan ADF African Development Fund ADF African Development Fund GJ Government of Japan so cc United Nations System Japan Japan GOL GOL AFDB African Development Bank GOL AFDB African Development Bank United Nations System United Nations System Japan AFDB African Development Bank AFDB African Development Bank Japan Dashboard Portfolio Sector Settings Fitter A Design fej Save Save as 7 ingenteticrsbtr Staus Project Approved Project
99. rtfolio Section To access the Portfolio section click the Portfolio tab in the PSID Lesotho header You will be navigated to the Portfolio section Figure 13 In the Portfolio section you can view the data organized according to the selected columns modify the currently used list save it as a pre defined report include it under a definite 22 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL group etc Moreover you can add new dataset instances e g project sector etc edit and delete the existing ones Also you can personalize the Portfolio section by designing exactly the view that you want to display to you when you access the section For more details see Personalizing the Portfolio List 6 2 Personalizing the Portfolio List It is possible to modify the list that is currently displayed in the Portfolio section You can add new columns to it or remove the selected ones rename them etc Moreover you can assign certain properties to each of the components selected for the list To personalize the list in the Portfolio section follow the steps below l Click the EXE Design button in the main toolbar to switch to the Design mode The Modify Current View panel will appear Figure 14 Syneray Administrator About Help support synisys com PSID LESOTHO X Portfolio Project Donor 3ector Settings My Draft Projects My Submitted Projects Organizations Sectors Modify Filter Untitled 18
100. rther be saved printed or exported to various formats PSID Lesotho is designed to provide quick access to the data on external projects and programs implemented in the country remotely via Internet Once you have accessed this application you are able to view the data stored in it monitor the project program implementation and create real time analytical reports in the List Chart Map and Report modules of the application Moreover you can add new information or modify the existing one through a built in online Data Entry module PSID Lesotho provides a web based user interface and requires a web browser pre installed PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 3 PSID LESOTHO LOGIN SCREEN The starting screen of the PSID Lesotho application is the Login Screen Figure 1 It serves as a gateway to viewing analyzing and modifying the data in the application It ensures high level of security of the sensitive information that the application can contain and prevents it from being compromised as it enables full access to the application data for registered users only What can do in Lesotho For Project Focal Points and Administrators Once you enter PSID Lesotho you will be able Username to Password f View all the projects See project details Create Maps Charts and Reports New Account Forgot your password ENTER AS PUBLIC USER Download PSID Lesotho Analytical Interface User Ma
101. s below 1 Goto the Dashboard tab of the PSID Lesotho application 2 Click the New button in the reporting options bar The Modify Current View panel will appear Figure 6 3 Select the reports that you want to add to the dashboard For details see Adding a Report to the Dashboard 4 Select the controls that you want to add to the dashboard For details see Adding a Control to the Dashboard 5 Set dashboard properties For details see Setting Dashboard Properties Synergy Administrator About Help Support synisys com a PSID LESOTHO Dashboard Portfolio Project Donor Sector Settings Modify Public Untitled gh Organize New Save Save as Modify Current View EB Data All liu Of Projects by Implementation Status Bl Active Projects Amounts by Disticts Analytical Report fj Commited Disbursed Amounts by lo Commitment Amount by Constituencies lig Committed Amount by implementers Default Sectors profile Drag Items Here lig Disbursed Amount by Year lig Disbursement Allocation by Districts Disbursement Allocation by Sectors BI Disbursements and Commitments R F Disbursements and Commitments E Disbursements and Commitments R E Districts in Implementation Statuses x Report List Chart Copyright 2014 Synergy International Systems Inc All rights reserved Figure 6 Creating a New Dashboard 5 2 1 Adding a Report
102. s below 1 Hover the mouse cursor over the button found in the report caption toolbar 2 Select the Maximize option from the actions menu that appears Figure 10 When you have finished analyzing the data in the report you can minimize the report window to return to your dashboard 18 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL To minimize a report window follow the steps below 1 Hover the mouse cursor over the button found in the report caption toolbar 2 Select the Minimize option from the actions menu that appears Figure 10 5 3 3 Applying Filtering to the Dashboard Reports In the Dashboard module you can apply filtering to the reports included into your dashboard to drill down through the large volume data that a report can contain To apply filtering to the dashboard reports follow the steps below l Add a filtering control to your dashboard For more details see Adding a Control to the Dashboard 2 Set the filtering condition that the data in the reports should meet For more details see Setting Filtering Control Options Please note that you can build complex filtering criteria with an almost unlimited number of conditions 3 Click the Save button to apply the filtering criteria created 5 3 4 Removing Reports To remove a report from the dashboard follow the steps below 1 Hover the mouse cursor over the button found in the report caption toolbar 2 Select the Remove option from t
103. the respective dataset instance record to view its details 11 3 Editing an Existing Dataset I nstance In the Details section you may edit those existing dataset instances that you have permissions to manage To edit an existing project follow the steps below l Click the Edit button at the top of the Details window Figure 59 The respective form will appear It is described in the corresponding user manual in REFERENCES 2 Make the appropriate changes in the form and save them 11 4 Deleting an Existing Dataset Instance In the Details section you may delete those existing dataset instances that you have permissions to manage To delete an existing dataset instance click the Delete button at the top of the Details window Figure 59 72 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 12 CUSTOMIZED REPORTING The PSID Lesotho application allows you to customize the pre defined reports stored in the Dashboard and Portfolio sections as well as the reporting modules in the existing datasets i e save reports export them to the desired format or print them You may also re organize the reports in the desired way i e include them into a group of reports or create a new report group for them rename them etc 12 1 Saving Reports After creating reports of different types you can save them as pre defined reports and include them either in the Public or My report groups Please note that reports stored in the Public gro
104. tion Click the respective project The actions menu will appear Select the View option from the actions menu You will be directed to the Details section Figure 59 e n the Chart module Click the chart for the details to be displayed e g click a relevant bar to see what it consists of This will open the Details section of the application where all items matching the selection will be listed Select the project to view its details e n the Map module Point the mouse cursor on the object on the map The information window will appear In order to access the Details section select the View Projects link This will open the Details section Select the project to view its details e Inthe List module Click the dataset instance the details of which you want to access and select the View option from the actions menu that appears This will open the Details section where more detailed information about the selected dataset instance will be displayed Note Depending on the list representation settings additional expanding the list items may be required to reach the dataset instance 11 2 Browsing Dataset I nstances If you access the Details section from the Chart and Map modules you may be required to browse among the dataset instances recorded in the system to locate the one that you want to have more detailed information about To browse project records use the respective page number found at the bottom of the projects table Click
105. to the Dashboard To add a report to the dashboard follow the steps below l In the Data tab select a report to add to the dashboard and drag and drop it to the main screen Note You can select to add a report to the dashboard browsing in the entire list of reports in the sub tab Or you may do it in other sub tabs where the pre defined reports are grouped according to a common feature report type they share 2 If you want to add another report to the dashboard select it in the list drag it onto the main screen and hold the left mouse button until a green rectangle appears on the screen indicating an area where the new report can be placed Figure 7 Once the rectangle becomes blue release the mouse button Note The reports can be arranged either in vertical or horizontal order 15 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL Synergy Administrator About Help support synisys com PSID LESOTHO Dashboard Portfolio Projec Dono Sector Settings Modify Public Untitled d Organize New Save Save as Modify Current View Number of Projects by FA Data 35 Controts Properties Q Information il Active Projects Commited Disbursed Amounts by lo Disbursements and Commitments R Unspecified AFDB African United Nations ii Financial Information by Funding Age iil Financial Information by Sectors Financial Information by Sectors fl Fin
106. unding it Please note that the report Show Border e container will display in the color selected for the report caption background 3 Click the Save button to apply the changes made Synergy Administrator About Help support synisys com axes PSID LESOTHO _ Stings Modify Public System Overview Organize New Save P Save as Modify Current View zi Project Summary of Projects by Implementation Status Financial Information by Year Data Controls Properties Save 5 v Show Caption 23 Caption of Projects 150 000 000 of Projects by Implementation Status Number of Projects HB Pro 34 78 4 Color Background Color 30 43 437 o 52512 869 13 0496 8 69 4 Show Border Unspecified Total Projects Cost USD v Disbursement Allocation by Sectors Disbursement Allocation by Districts USD 150 000 000 150 000 000 Food Assistance de Energy Generation Governance Employment Income Generation Gender and Women Development Mokhotlong Thaba Tseka Countniw Copyright amp 2014 Syneray International Systems Inc All rights reserved Figure 11 Setting the Report Container Properties 5 4 2 Setting Filtering Control Options To set the filtering control options as well as to create filtering conditions follow the steps below 1 Hover the mouse cursor over th
107. up are available to all users who access the application while the reports in My group can be managed by the user who created them There are two ways of saving a report in the PSID Lesotho application You can save a newly created report or save a copy of an existing report with a different name in a different location or with a different content 12 1 1 How to Save New Reports To save a report created follow the steps below 1 Click the 58v amp button in the main toolbar A new window will appear Figure 60 2 Define the report name Enter a name for this view to save Project Financial Information Group My OK Cancel Figure 60 Memorizing a Report 3 Specify the group the report will be included in by selecting the appropriate value from the Group combo box 4 Click the OK button to save the report for future reference Or click Cancel to terminate the operation 12 1 2 How to Save a Copy of the Report In the PSID Lesotho application you can save a copy of an existing report The copy of the report can be saved in a different location with a different name or edited content To save a copy of a report follow the steps below 73 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 1 Click on the Save as button in the main toolbar A new window will appear Figure 60 2 Save the report following the steps described in the section above 12 2 Re organizing Reports You can organize the reports i
108. ure 16 4 Select the View Project option from the actions menu You will be directed to the Details section of the application For more information on how you can manage the project details see DETAILS SECTION 25 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL support synisys com Settings Synergy Administrator About Help Project Donor mates PSIDLESOTHO EEEN My Draft Projects My Submitted Projects Organizations Sectors Q Untitled 18 Organize New Project Design f Save Save as Committed Amount USD LSO 06 50 00 50 44 LSO 03 50 09 IgE E B LSO 07 LSO 06 L View Project 47 Edit Project LSO 43 018 180 06 u rj zl ig FI LSO 05 LSO 00 50 15 50 04 LSO 15 LSO 15 3 366 735 13 277 854 1 594 134 34 545 455 15 688 000 12 840 000 637 718 700 000 3 792 183 4 331 283 11 780 698 6 382 436 Constituency Countrywide Countrywide Countrywide Khafung Malingoaneng Mashai Teyateyaneng Butha Buthe Mafeteng Qacha s Nek Moyeni Countrywide Countrywide Countrywide Countrywide Countrywide Countrywide Koro Koro Countrywide Machache Teyateyaneng Qeme Maletsunyane Motete Mokhotlong Qacha s Nek Mo EHE BEES BS LSO 05 uU 150 05 Maseru Hlotse Mohale s Hoek Teyateyaneng Maputsoe Mafeteng 20 Records Copyright 2014 Syneray International S
109. using Delay Comment Factors Causing Delay Funding Agency Footer Funding Agency Ref No Funding Agency Type Funding Source 1 Funding Copyright 2014 Syneray International Systems Inc All rights reserved Figure 48 Report Module 10 1 Accessing the Report Module To access the Report module go to Dataset Report You will be navigated to the Report module Figure 48 of the selected dataset project donor or sector In this module you can structure and format table reports save them as pre defined reports arrange them in the desired way print them etc 60 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL 10 2 Creating a Tabular Report To create a new tabular report follow the steps below l Go to the Report module of the Project Donor Sector dataset in PSID Lesotho Figure 48 2 Click the New button on the main toolbar and select the Create new tabular report option Figure 49 3 Structure the report by selecting the appropriate components for it in the Data tab For more details see Structuring a Tabular Report 4 Assign additional characteristics to the report in the Properties tab For more details see Assigning Properties to a Tabular Report Synergy Administrator About Help support synisys com ALL PSIDLESOTHO Eye ra e Modify Fier Untitled g Organize View f Save P Save as Modify Current View Title Data
110. ystems Inc All rights reserved Figure 16 Viewing Project Details in the Portfolio Section 6 3 3 Editing Project Details In the Portfolio section you may edit projects if you have been assigned with appropriate permissions To edit a project in the Portfolio section follow the steps below 1 Click the Portfolio tab in the PSID Lesotho application header Figure 13 2 Go to the My Draft Projects or My Submitted Projects sub section 3 Click the project that you want to edit The actions menu will appear Figure 16 4 Select the Edit Project option from the actions menu This will open the Edit Project form which is described in the PSID Lesotho Project Application User Manual in REFERENCES 6 3 4 Submitting Draft Projects projects in PSID Lesotho have to go through a definite workflow before they appear in the analytical modules of the application and can be included into reports So when a project is created it is first saved as a draft in the My Draft Projects sub section Drafts can be reviewed and edited by the author and other users who have access to it Once the draft is final and all the mandatory fields are filled in the project form it becomes ready for submission Submitted projects are listed in the My Submitted Projects sub section and are available for analysis and reporting To submit a draft project in the Portfolio section follow the steps below 26 PSI D LESOTHO ANALYTI CAL INTERFACE USER MANUAL

PSID Lesotho Analytical Interface User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents