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DAD Ukraine User Manual

1. 1 4 1 5 Project Implementation Schedule Start End Duration 01 23 2012 12 23 2013 23 months 0 days There is item 4 7 Sectors There is item 4 8 Locations the list will automatically be populated from project Recipients 2 Organisation and Contacts Y 3 Financial Information Y 4 Project Monitoring x x Figure 43 Details Section 11 1 Accessing the Details Section In order to access the Details section follow the steps below 1 Access the Details section by clicking on the one of the following e Inthe My Portfolio module Click the respective project You will be directed to the Details section Figure 43 56 DAD UKRAINE ANALYTICAL I NTERFACE
2. KUNGLIGA TEKNISKA HOGSKOLAN GTZ 25 Jan 2010 31 Dec 2011 31 Oct 2013 FHI Development 360 LLC The Crown Agents for Oversea Governements and Administration Limited Crown Agents Mott MacDonald Limited BGP Engineers Internationale Projekt Consult IPC GmbH 18 Dec 2009 31 Dec 2009 31 Dec 2010 Internews Network Inc 1 21 3 4 5 6 10 COPYRIGHT 2013 5 INTERNATIONAL SYSTEMS INC Figure 14 Implementer Accreditation Section in the My Portfolio Mo
3. 11 05 1998 1 21 01 2003 2 02 01 2004 3 10 11 2005 4 27 09 2006 5 01 07 2008 07 08 2007 COPYRIGHT 2013 5 INTERNATIONAL SYSTEMS Figure 17 International Agreement Section the Portfolio The information displayed in the International Agreement section of the My Portfol
4. 09 10 2008 11 05 1998 1 21 01 2003 2 02 01 2004 3 10 11 2005 4 27 09 2006 5 01 07 2008 07 08 2007 COPYRIGHT 2013 5 INTERNATIONAL SYSTEMS Figure 18 Adding New International Agreement 6 3 2 Viewing Agreement Details In order to view the details of agreements in the International Agreement section of the My Portfolio module follow the steps below 1 G
5. 11 05 1998 1 21 01 2003 2 02 01 2004 3 pin 10 11 2005 4 27 09 2006 5 Bin 01 07 2008 07 08 2007 COPYRIGHT 2013 5 INTERNATIONAL SYSTEMS Figure 19 Sorting International Agreements In order to sort the agreements according to one of the criteria described above follow the steps below 1 Goto the My Portfolio module 2 Click the International Agreement tab 27 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 3 Click the arrow icon in the header of the column that you want to sort the agreements by Figure 19 4 Click the arrow icon once again to sort the agreements in reverse order 28 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 7 LIST MODULE In the List module Figure 20 of the DAD Ukraine application you can create and execute ad hoc queries on projects data and acquire results in form of a list Contact us byelokolos mfertgov us My Profile About Log Off
6. COPYRIGHT 2013 5 INTERNATIONAL SYSTEMS Figure 16 Searching for Implementer Organisation 6 3 Managing I nternational Agreements In the International Agreement section of the My Portfolio module Figure 17 you may see the list of international agreements that have been signed within the scope of implementing ITA projects T Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530419 Ministry of Economic Development and Trade DS Welcome Synergy administrator Dashboard E My Portfolio Help Project Implementer Accreditation International Agreement New Agreement International Agreements 37 Agreement Name Signature Date 2 Ratification Date Entry into Force Date Last Modified Last Modified By
7. 17 03 1998 1 18 06 08 N92 30 06 2009 2 10 04 2000 27 02 2000 23 04 2002 30 01 2003 12 12 2003 04 06 2004 07 08 2007 01 02 2008 8 08 2009 09 10 2008
8. 21 Oct 2013 17 31 administrator ITA 000004 y 21 Oct 2013 17 31 Synergy administrator 000010 21 Oct 2013 17 31 Synergy administrator ITA 000011 21 Oct 2013 17 31 Synergy administrator 000013 21 Oct 2013 17 31 Synergy administrator 1 2 3 4 1 5 6 1 7 118 0 10 o nt COPYRIGHT 2013 5 INTERNATIONAL SYSTEMS Figure 12 Adding New ITA Project 6 1 2 Viewing ITA Project Details In order to view the details of ITA projects in the Project section of the My Portfolio module follow the steps below 1 Go to the My Portfolio module 2 Click the Project tab 3 Click the project that you want to see the details for You will be directed to the Details section where the project data will be displayed For mo
9. o E DENM a DEI a L COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 21 Expanding the List Item Level 7 3 Sorting List Items You can sort the list view by column by clicking on the name of the column This will sort the list alphabetically or numerically depending on the type of data entered into that column The arrow that appears on the column can reverse the order of the list 7 4 Browsing among List Items You can browse among the list items by clicking on the number link of the page to navigate to The Previous and Next buttons can be used to move to the required page 7 5 Hiding Showing Images in the List In order to make the list load quicker you can choose to hide the images which are displayed in the list These images can be donor flags sector icons etc Show Images To show the images in the list click the button located at the top of the screen All the images in the screen will display Note Clicking the Hide Images button will not show the images 7 6 Modifying the Current View It is possible to modify the list that is currently displayed in the List module You can add new groupings to it or remove the selected ones un select columns re order them etc The steps described below provide for the necessary instructions for modifying the current view 30 DAD UKRAINE ANALYTICAL I NTERFACE USER MANUAL
10. COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS Figure 4 DAD Ukraine Analytical Interface Structure contains the following components This is the application header that contains the application name and the DAD Ukraine logo On the right side the following functions are available e Contact Us contact details e mail address and phone Header number of the DAD Ukraine System Administrator My Profile this opens your personal settings and details For details see Registering a New User About opens the DAD Ukraine information window Log Off this button is used to log off the application 11 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL e this button is used to switch the language of the application into Ukrainian This is the main toolbar of the DAD Ukraine application The following tabs are available here e Dashboard opens the DASHBOARD MODULE for quick access to the projects registered in the DAD Ukraine system My Portfolio opens the MY PORTFOLIO MODULE to manage Main Toolbar user specific content List opens the LIST MODULE Report opens the REPORT MODULE Chart opens the CHART MODULE opens the MAP MODULE Help opens the DAD Ukraine application help This menu contains sections with main functions of the DAD Ukraine application Applications lists all applications present in DAD Ukra
11. EVD a5 Reset 3 USAID Y ify Current Criteria Figure 47 Filters 1 Click the hyperlink under the Filters section that represents the Category according to which the filtering will be carried out Filters window Figure 47 will appear having the Category Item pull down menu set to the selected Category The first text area holds a list of all the available Category items that the report could display whereas the second text area holds a sub set list of the first one You may only edit the sub set list in the second text area At the end of the filtering if the sub set list is empty all the Category items will be included in the report If however the sub set is non empty only the items in the sub set list will be included in the report At the bottom of the pop up window the selection criteria from all categories are presented This view is also available from the main screen under the View Criteria hyperlink 64 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 2 Select a Category item from the list in the first text area Note To make it easier to locate the appropriate category item in the long list the Filte
12. 1 121 314151 6 17 1181 9 1110 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 11 Project Section in the My Portfolio Module Each project created in DAD Ukraine either from the Project section of the My Portfolio module or ITA Projects application should get submitted first in order to become public and official Below is the procedure of project submission e A user adds a project It is saved as a draft in the user s portfolio in the Draft Projects section Figure 11 Drafts may also be viewed and edited by other users that have the corresponding permissions Further drafts should be revised by the user or by the corresponding project manager e If all mandatory fields are filled in the project form then drafts may be submitted To submit the draft press the Submit button in the Draft Projects table Note Only submitted drafts are displayed in the List table see LIST MODULE and available for analytics and reporting in the DAD Ukraine application The information displayed in the Project section of the My Portfolio module for each project Includes the following e Project Code this is a unique code assigned to the project for identification and future reference e Registration Number this is the number that has been assigned to the project upon registration e Project Title this is the title of the project e Last Updated By this is the name of the user who last
13. EVD 6 Year ux More Filters 1 2007 2013 1 eee aroun 7 1 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 20 List Module 7 1 Accessing the List Module A list 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 Please see Modifying the Current View for more details on how to define groups columns of a list In order to access the List module click the List tab You will be navigated to the List module In this module you can view data organised according to the selected groupings and columns modify the currently used list save it as a pre defined report include it under a definit
14. L m AW URKAINE 7 380 44 2530419 Ministry of Economic Development and Trade 380 44 2530468 Welcome Synergy administrator Dashboard My Portfolio List Report Help gg Hide images 3 E E se 40 Projects Modify Current View IFO Projects of E System Projects IFO Donor Project Projects Donor Profile Requests for ITA attraction Unspecified 1 1 pma 6 Advanced Search 221 1 1 Remove Filters 4 View Criteria 8 Filte put or 1 1 Recipient Beneficiary CWA 3 5 3 USAID 1 Sub Task
15. lt JAD UKRAINE 380 44 2530419 Ministry of Economic Development and Trade 380 44 2530468 Welcome Synergy administrator Dashboard My Portfolio Report Help Project Implementer Accreditation International Agreement New Project Draft Projects 0 Project Code Registration Number Project Title 2 Last Updated on 2 Last Updated by 2 No records found Submitted Projects 466 Project Code 2 Registration Number Project Title 2 Last Updated on 2 Last Updated by 2 ITA 000001 2698 21 Oct 2013 17 31 Synergy administrator HAEK 000004 21 Oct 2013 17 31 Synergy administrator ITA 000010 21 Oct 2013 17 31 Synergy administrator ITA 000011 21 Oct 2013 17 31 Synergy administrator 000013 21 2013 17 31 Synergy administrator
16. usun a sau qusa 16 Figure 9 Customizing a Dashboard uu u 17 Figure 10 Viewing Sections the My Portfolio Module 19 Figure 11 Project Section in the My Portfolio 20 Figure 12 Adding S New ITA PTO 21 Figure np tbe ITA PEBIBCES 22 Figure 14 Implementer Accreditation Section the My Portfolio 23 Figure 15 Sorting the List Of Implementers 24 Figure 16 Searching for an Implementer Organisation 25 Figure 17 International Agreement Section in the My Portfolio Module 25 Figure 18 Adding a New International 26 Figure 19 Sorting International 5 antenna annees 27 Figure 20 T I n u m 29 Figure 21 Expanding the List Item 30 Figure 22 Modifying the Current VIBW OUT PEU Y Vu D VE E Ege Ib FUv etu UE 31 Figure 23 R eporrrNoOd leu uu l l qu Psp dinem 32 andi M 33 Figure 24 Selecting a Grouping for a 34 Figure 25 Compatibility u
17. gt Customize Update Al New Dashboard 1 English Dashboard 1 m Dashboard modified Save Save as New Remove Cancel lig Add New Public Scroll Mode 7 of Projects by Donors and Regions ITA Projects 45 v Project Cost Distribution by Territorial Units ITA Projects 45 v Co Important Project Dates Displayed by Donors ITA Projects em Important Project Dates Displayed by Donor Other COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 9 Customizing a Dashboard 5 4 4 Save a Dashboard After the new dashboard has been created and items added to it it is necessary to save it to be able to view it later on It should be mentioned that there are two options for saving dashboards e Save saves all modifications made to the dashboard e Save as New saves a copy of a dashboard under a new name In order to save a dashboard a copy of a dashboard follow the steps below 1 Select the respective Save or Save as New option 2 Click OK in the message window indicating the dashboard the changes to it have
18. 88 Dashboard m My Portfolio List Report Drag items here COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 6 Adding a New Dashboard 2 Give the desired name to the dashboard in the English and Ukrainian languages 3 Add reports to the dashboard see Add an Item to a Dashboard 4 Save it Contact us byelokolos mfertgov us My Profile About Log Off JNRAIINE 380 44 2530419 Ministry of Economic Development and Trade Welcome Synergy administrator 88 Dashboard My Portfolio List Report Help 20 1 Save Save as New Remove Cance rl English Public Scroll Mode F Project Cost Distribution by Ter Project Cost Distribution amon of Projects by Donors and Re 1 Customize Important Project Dates Displa Project Cost by Project Donors Drag items here Projects by Geographic Region Project by Donors ITA Projects Drag and drop the desired component onto the dashboard screen COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 7 List of Pre defined Reports 5 4 2 Add Item to a Dashboard In order to add a report to a dashboard follow the steps described below 15 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 1 Click the Add New Item link The list of all previously saved rep
19. DEVELOPMENT ASSISTANCE DATABASE FOR UKRAINE ANALYTICAL INTERFACE USER MANUAL Version 1 0 DAD UKRAINE ANALYTICAL I NTERFACE TABLE OF CONTENTS 1 INTRODUCTION 2 OVERVIEW 3 LOGGING INTO DAD UKRAINE 3 1 REGISTERING A NEW USER 3 2 ACCESSING DAD UKRAINE WITHOUT REGISTRATION DAD UKRAINE ANALYTICAL INTERFACE STRUCTURE DASHBOARD MODULE p 5 1 KEY FEATURES 5 2 ACCESSING THE DASHBOARD MODULE 5 3 MAIN SCREEN AND 5 COMPONENTS 5 4 DASHBOARD MANAGEMENT 5 4 1 CREATE A NEW DASHBOARD 5 4 2 ADD AN ITEM TO A DASHBOARD 5 4 3 CUSTOMIZE A DASHBOARD 5 4 4 SAVE A DASHBOARD 5 4 5 DELETE A DASHBOARD 5 4 6 DISCARD THE CHANGES 5 4 7 UPDATE DATA 6 MY PORTFOLIO MODULE 6 1 MANAGING PROJECTS 6 1 1 ADDING AN ITA PROJECT 6 1 2 VIEWING ITA PROJECT DETAILS 6 1 3 SORTING ITA PROJECTS 6 2 MANAGING IMPLEMENTER ACCREDITATIONS 6 2 1 ACCREDITING RE ACCREDITING AN ORGANISATION 6 2 2 VIEWING ACCREDITATION RE ACCREDITATION DETAILS 6 2 3 SORTING IMPLEMENTER ORGANISATIONS 6 2 4 SEARCHING FOR AN IMPLEMENTER ORGANISATION 6 3 MANAGING INTERNATIONAL AGREEMENTS 6 3 1 ADDING AN INTERNATIONAL AGREEMENT 6 3 2 VIEWING AGREEMENT DETAILS 6 3 3 SORTING INTERNATIONAL AGREEMENTS USER MANUAL 10 11 13 13 13 13 14 14 15 16 17 17 17 18 19 19 20 21 21 22 23 23 23 24 25 26 26 27 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 7 USTMODULE 29 7 1 ACCESSING THE LIST MODULE
20. Export MS Excel Format button separate window will open 2 Make changes if necessary 12 7 Printing Reports From the Report Chart and Map modules you can design appropriate reports and print them out In order to print out the selected report follow the steps below 1 Click the Print button on the top toolbar in the right side of the screen A separate window will open 2 Select the Print option 63 DAD UKRAINE ANALYTICAL USER MANUAL 13 FILTERING The 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 applicable for list reports charts and maps The list of the most frequently used filter categories is displayed under the Filters section The list of all available filter categories is displayed when you click the More Filters link 13 1 Creating Filtering Criteria order to create filtering criteria follow the steps below Filter by Doner Donor Unspecified x Cancel
21. 1 Click the Modify Current View link at the top right corner of the List screen Modify Current View window Figure 22 will appear presenting the administrator with the groupings columns selected and available for the list view 2 In the Groupings section add re order remove groups 3 In the Columns section add re order remove columns 4 In the Cross Tab Groupings section define add re order remove column groupings for the view 5 Set the view as default if necessary Please note that the view can appear as default for a current user or for unregistered public users 6 After finishing making changes in the view click the OK button for the changes to take effect Or click the Cancel button to discard the changes made DAD x Seow Available Groups Selected Groups Project Donor International Agreement Project Procurement Plan Project Phases Expenditure Sector and Location t une Set default Implementer Recipient Beneficiary Key Indicators Set Default far Public Users Move Up ir Move Down Figure 22 Modifying the Current View 7 6 1 Adding List Groups Columns Column Groupings In order to add a group column column grouping to the list follow the steps below l In the Available Groups Columns panel select the group column column grouping to be added to the list Note It is possible to select several groups columns by means of t
22. Ministry of Economic Development and Trade Dashboard W My Portfolio i Report Report USER MANUAL Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530419 380 44 2530468 Welcome Synergy administrator Help save As Projects Tn n IFO Projects DESIGN System Projects IFO Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x Donor Profile Requests for ITA attraction 6 i Title v Show details Compatibility Matrix PED Add Grouping Advanced Search i Columns i Rows Start Date End Date Add Column Remove Filters Add Sub column Add Sub column View Criteria Donor Data Data Filter by Project Es Donor Add Row Implementer Recipient Beneficiary Region Task Y Reset Submit Project 1 Start Date 1 End Date 1 Project 2 Start Date 2 End Date 2 m p T COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 26 Previewing the Report 8 4 Generating a Report The final step in the process of creating a report is report generation By clicking the CELOS Submit button a request to the Reporting Engine is submitted in order to access the database gather the required data and present it in the manner required The report containing all the real data appears in
23. Region Task Sub Task Year More Filters o E Project Cost by Project Donors and Implem E Projects by Geographic Regions 3 USAID Project by Donors EVD 2007 2013
24. Synergy administrator Dashboard ED My Portfolio i Report Help Project Implementer Accreditation International Agreement New Agreement International Agreements 37 mE Signature Date 2 Ratification Date Entry into Force Date 2 Last Modified On 2 Last Modified By 2 17 03 1998 1 18 06 08 N92 30 06 2009 10 04 2000 27 02 2000 23042002 30 01 2003 12 12 2003 04 06 2004 Counce 09 10 2008
25. allows performing the following operations o Name displays the dashboard name o Save saves a dashboard so that it be shared with other users o Save as New saves a dashboard as a new one This option is especially useful if you need to make modifications in a definite dashboard while keeping the source information intact This way overwriting of the original dashboard is prevented o Remove deletes a dashboard together with its contents 13 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL o Cancel discards the modifications made to the dashboard currently displayed on the screen Public makes the dashboard available to other users as well if selected Scroll Mode toggles the scrollbar thus allowing additional space for adding reports to the dashboard e Update all loads the latest data from the database e New creates a new dashboard e Add New Item adds a new report under the definite dashboard from the list of all pre defined reports previously created e Dashboard Workspace the main screen of the Dashboard module where the content of a definite dashboard 15 viewed Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530419 380 44 2530468 Ministry of Economic Development Trade Welcome Synergy administrstor 85 Dashboard E My Portfolio List Report Help fon es Customize v Update All ao New Dashboa
26. n Donor Recipient Beneficiary 3 3 USAID EVD Workspace 2007 2013 pp
27. successfully been saved 5 4 5 Delete a Dashboard In order to delete a dashboard follow the steps below 1 Select the dashboard that you want to delete Its contents will be displayed on the main screen 2 Click the Remove link The selected dashboard will be deleted 5 4 6 Discard the Changes In order to discard the changes made to the dashboard currently displayed on the screen follow the steps below 1 Click the Cancel link 2 Confirm that you want to discard all changes made to the dashboard by clicking OK in the warning message window that appears 17 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 5 4 7 Update Data For decision makers it is very important to have access to the latest data available This is why the Dashboard module allows you to update all reports included in various dashboards In order to load the latest data from the database select the Update All option If you want to update the data an individual report click Refresh button in the top toolbar of the report screen The latest data for the selected report will be loaded from the database 18 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 6 MY PORTFOLIO MODULE The My Portfolio module of the DAD Ukraine application provides quick access to the projects implemented as part of the international technical assistance to the country as well as international agreements and implementer accreditation information In order to
28. 29 7 2 EXPANDING THE LIST ITEM 29 7 3 SORTING LiST ITEMS 30 7 4 BROWSING AMONG LIST ITEMS 30 7 5 HIDING SHOWING IMAGES IN THE LIST 30 7 6 MODIFYING THE CURRENT VIEW 30 7 6 1 X ADDING LIST GROUPS COLUMNS COLUMN GROUPINGS 31 7 6 2 RE ORDERING GROUPS COLUMNS COLUMN GROUPINGS 31 7 6 3 REMOVING GROUPS COLUMNS COLUMN GROUPINGS 32 7 6 4 SETTING A VIEW AS DEFAULT 32 8 REPORT MODULE 33 8 1 ACCESSING THE REPORT MODULE 33 8 2 CREATING A REPORT 33 8 3 PREVIEWING A REPORT 35 8 4 GENERATING A REPORT 36 8 5 CUSTOMIZING REPORTS 36 8 5 1 FORMATTING STYLING REPORT COMPONENTS 36 8 5 2 RE ORDERING REPORT TABLE COMPONENTS 39 8 5 3 SORTING REPORT TABLE COMPONENTS 39 8 5 4 REMOVING A REPORT TABLE COMPONENT 40 8 5 5 SWITCHING REPORT TABLE COMPONENTS 40 9 CHART MODULE 41 9 1 CHART MODULE KEY FEATURES 41 9 2 ACCESSING THE CHART MODULE 41 9 3 MAIN SCREEN AND 5 COMPONENTS 41 9 4 VIEW SCREEN AND ITS COMPONENTS 45 10 MAP MODULE 47 10 1 KEY FEATURES OF THE GIS TOOL 47 10 2 ACCESSING THE MAP MODULE 48 10 3 MODULE SCREEN COMPONENTS 49 10 4 WORKING IN THE MAP MODULE 49 10 4 1 ZOOMING IN ZOOMING OUT 49 10 4 2 MEASURING DISTANCE 50 10 4 3 BUFFERED ZONE QUERYING 51 10 4 4 USING LAYERS 52 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 10 4 5 VIEWING LEGEND 53 10 4 6 USING MIINI MAP 54 10 4 7 VIEWING THE DATA DISPLAYED ON THE MAP 54 11 DETAILSSECTION 5 11 1 ACCESSING THE DETAILS SECTION 56 11 2 BROWSING PROJECTS
29. Define the format in which the numeric values should be displayed i e whether the original values should be displayed or they should be shown in thousands millions etc This prevents large numeric values represented by many zeros from taking a lot of space in the report Show numeric values in original Ed Ok x Cancel Figure 44 Setting the Chart Report Options 3 After finishing click the OK button for the changes to take effect Or click the Cancel button to discard the changes made 12 2 Saving Reports After creating reports of different types you can save them as pre defined reports and include them either in the Public Reports group and make them available for all users who access application or in the My Reports group available to you only There are two ways of saving a report in the DAD Ukraine 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 59 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 12 2 1 How to Save New Reports From the List Report Chart and Map modules you can design an appropriate report and Save it order to save the report created follow the steps below 1 Click the Save button the top right side of the screen Memorize Report window Figure 45 will appear 2 Define the report name in the Memorized Name field both in English and Ukrainian
30. Last Updated on 2 Last Updated by 2 ITA 000001 2698 21 Oct 2013 17 31 Synergy administrator 000004 y 21 Oct 2013 17 31 Synergy administrator ITA 000010 21 Oct 2013 17 31 Synergy administrator ITA 000011 21 Oct 2013 17 31 Synergy administrator ITA 000013 21 2013 17 31 Synergy administrator 1 121311415116 17 819 10 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 10 Viewing Sections in the My Portfolio Module 6 1 Managing Projects the Project section of the My Portfolio module Figure 11 you may see a list of draft and submitted ITA projects 19 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Contact us My Profile About Log Off
31. Memorized Name Ukraine English Include under the following Group PUBLIC VIEWS Include currently selected filters Figure 45 Memorizing a Report 3 Specify the group the report will be included in by selecting the appropriate value from the Include under the Following Group combo box 4 Check the Include currently selected filters checkbox to save filtering defined along with the report 5 Click the OK button to save the report for future reference or click Cancel to discard the changes made 12 2 2 How to Save a Copy of the Report In the DAD Ukraine 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 In order to save copy of a report follow the steps below 1 Click the Save button on the top right side of the screen A Memorize Report window Figure 45 will appear 2 Save the report by the steps described in the section above 12 3 Re organising Reports You can organise the reports in the desired way i e rename the reports create groups to include reports under etc 60 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL From the List Report Chart and Map modules you can design appropriate reports and organise them in the preferred way In order to organise the reports click the respective Organise Views Reports Charts button at t
32. a new window 8 5 Customizing Reports You can customize the reports by assigning font characteristics to report components re ordering rows and columns etc The sections below will describe how to customize the reports 8 5 1 Formatting Styling Report Components You may format style the text entries as well as main report table captions and values by assigning to them value characteristics such as font font size font color background color alignment i e left center or right etc In order to format style a report component follow the steps below 1 Click the report component that needs to be formatted styled 2 Select the Properties option from the actions list that appears Figure 27 36 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Contact us byelokolos mfertgov us My Profile About Log JARANE 380 44 2530419 Ministry of Economic Development and Trade 380 44 2530468 Welcome Synergy administrator Dashboard My Portfolio save amp cf Sa A a 9 Projects IFO Projects DESIGN System Projects IFO Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x Donor Profile Requests for TA attraction i Title 7 Show details Compatibility Matrix Properties Add Grouping Advanced Search i Columns i Rows Start Date End Date Ad
33. access the My Portfolio module click the My Portfolio tab in the Main Menu of the DAD Ukraine application Editing permissions for records in My Portfolio can be based on the user whether the user has created the record or user s group whether someone from the group the user belongs to has created the record The My Portfolio module consists of the following sections Figure 10 e Project this section lists the projects implemented as part of the international technical assistance to the country See Managing Projects e Implementer Accreditation this section lists the implementer organisations that have passed the accreditation process See Managing Implementer Accreditations e International Agreement this section lists the international agreements that are Signed within the framework of the implementation of the international technical assistance ITA projects See Managing International Agreements Contact us byelokolos mfertgov us My Profile About Log Off AD UNIm AINE 380 44 2530419 Ministry of Economic Development and Trade n I Welcome Synergy administrator Dashboard E My Portfolio Report Help Project Implementer Accreditation International Agreement New Project Draft Projects 0 Project Code Registration Number Project Title 2 Last Updated on 2 Last Updated by 2 No records found Submitted Projects 467 Project Code 2 Registration Number 2 Project Title 2
34. economy it supports the project location etc The Details section can be accessed from the My Portfolio List Report Chart and Map modules In the Details section you can view detailed project information browse among other projects listed under the same parent item print project details etc If you have the corresponding permissions you can also edit the existing projects New Edit Delete Export Last updated by Synergy administrator on 21 Oct 2013 17 31 1 Project Details 11 Project Title Li Title Project State Registration Number Signature Date 2649 04 02 2012 1 2 International Agreement There is item 1 3 Project Goals and Description Description Goal 3
35. the Forgot Your Password link in the Login Screen and confirming your identity After submitting your identity information you will receive a password to the e mail account indicated 3 1 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 In order to register in the system follow the steps below 1 Click the Request a new account link in the Login Screen A User Registration Form Figure 2 appears DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 2 Fill in the information requested 3 Click the Submit button to submit the inserted information Contact us byelokolnsipimfert ua 4380 44 2530418 4380 44 2530488 Mrs k d Please type the content of the security image the textbox below TENT the Security image have i re generated in case the 35544 Note You should provide valid e mail address lf will be used for future cc Figure 2 User Registration Form Once you submit the registration form the DAD Ukraine administrator receives notification The administrator will review the information submitted and either approve the application or reject it In case the application is approved you will receive an e mail message to the provided e mail address The e mail will contain your login information details username and automatically generated password and the link to the D
36. the given territorial unit by pointing the mouse cursor on the lil button 2 Take the necessary actions review the provided information update and improve as needed You may also want to print the project details see Printing Project Details for details The Close button is used to return to the main screen 11 2 Browsing Projects In the Details section you can browse among the projects To browse projects use correspondingly Previous or Next buttons in the top of the Details window Figure 43 Note if you are accessing the Details section from the Chart and Map modules you can also find the corresponding project in the table displayed above the project details window and click it to view its details 11 3 Printing Project Details In the Details section you can print out the details of the selected project In order to print out the selected project details follow the steps below 1 Click the 3 Print button in the top toolbar A window with printer settings appears 2 Choose the printer settings as needed and press Print 57 DAD UKRAINE ANALYTICAL USER MANUAL 11 4 Adding a New Project In the Details section you may add new projects if you have been granted with the appropriate permissions In order to add a new project follow the steps below 1 Click the Add button at the top of the Details window The data input window appears which is described in the respective user manual in REFEREN
37. to log off from the application press the Log Off button the upper right corner of the application window 16 REFERENCES Please refer to the following DAD Ukraine related documents DAD Ukraine International Technical Assistance Projects Application User Manual DAD Ukraine International Agreement Application User Manual DAD Ukraine Implementer Accreditation Application User Manual DAD Ukraine International Financial Organisations Projects Application User Manual DAD Ukraine System Projects IFO Application User Manual DAD Ukraine Donor Profile Application User Manual DAD Ukraine Requests for ITA Attraction Application User Manual DAD Ukraine Administration Center User Manual 68
38. 1 7 8 9 10 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 15 Sorting the List of Implementers 6 2 4 Searching for an Implementer Organisation Because the list of implementer organisations displayed in the Implementer Accreditation section of the My Portfolio module can be long and hard to browse in you are offered to use a search feature to filter the list of organisations by keyword In order to locate a definite organisation follow the steps below 1 Goto the Portfolio module 24 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 2 Click the Implementer Accreditation tab 3 Enter the keyword in the search box above the screen This will filter the list of organisations and display only those instances that match the search criteria Figure 16 Contact us byelokolos mfertgov us Profile About Log Off 380 44 2530419 Ministry Economic Development Trade 380 44 2530468 Welcome Synergy administrator Dashboard ED My Portfolio Report Help Project Implementer Accreditation International Agreement earch by Implementer Accreditation 6 Implementer 2 Accreditation Number Last Accreditation Date Expiry Date 2 Assigned Deadline 2
39. 57 11 3 PRINTING PROJECT DETAILS 57 11 4 ADDING A NEW PROJECT 58 11 5 EDITING AN EXISTING PROJECT 58 12 CUSTOMIZED REPORTING 59 12 1 SETTING REPORT OPTIONS 59 12 2 SAVING REPORTS 59 12 2 1 TO SAVE NEW REPORTS 60 12 2 2 HOW TO SAVE A COPY OF THE REPORT 60 12 3 RE ORGANISING REPORTS 60 12 3 1 RENAMING REPORTS AND REPORT GROUPS 61 12 3 2 DELETING REPORTS OR REPORT GROUPS 62 12 3 3 ADDING A SUB GROUP 62 12 3 4 RE ORDERING REPORTS AND GROUPS 62 12 3 5 SETTING A REPORT AS DEFAULT 62 12 4 VIEWING PRE DEFINED REPORTS 62 12 5 EDITING PRE DEFINED REPORTS 63 12 6 EXPORTING REPORTS 63 12 7 PRINTING REPORTS 63 13 FILTERING 64 13 1 CREATING FILTERING CRITERIA 64 14 SEARCH 67 14 1 SIMPLE SEARCH 67 14 2 ADVANCED SEARCH 67 15 OFF 68 16 REFERENCES 68 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL TABLE OF FIGURES Figure 1 DAD Ukraine LOBIN SO OBI 8 Figure 2 User Registration Form 9 Figure My Prone EO 10 Figure 4 DAD Ukraine Analytical Interface 11 Figure o Dashboard Mod le u uu uuu u u u u u uuu 14 Figure 6 Adding a New Dashboard uu l 15 Figure 7 List of Pre defined r 15 Figure Ade a NEw RODO
40. AD Ukraine login page Once logged in with the received username password you can manage your details i e change personal data and the password To edit personal details log into the application go to the My Profile section Figure 3 and make the appropriate changes DAD UKRAINE ANALYTICAL USER MANUAL Contact us 380 44 2530419 Ministry of Economic Development and Trade eat ee Note You should provide a valid e mail address It will be used for future correspondence If you would like to change your password please type the current and the new passwords in the fields below Old Password Confirm Password Save and Close Figure 3 My Profile Section 3 2 Accessing DAD Ukraine 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 in the Login Screen Figure 1 They will be directed to the List module of the application 10 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 4 DAD UKRAINE ANALYTICAL INTERFACE STRUCTURE DAD Ukraine consists of the following main sections e DASHBOARD MODULE used for quick access to the projects registered in the DAD Ukraine system e MY PORTF
41. CES 2 Provide the information requested and save 11 5 Editing an Existing Project In the Details section you may also edit those existing projects that have been either created by yourself or you have permissions to manage In order to edit existing projects follow the steps below 1 Click the Edit button at the top of the Details window The data input window appears which is described in the respective user manual in REFERENCES 2 Make the appropriate changes in the input window and Save 58 DAD UKRAINE ANALYTICAL USER MANUAL 12 CUSTOMIZED REPORTING The DAD Ukraine application allows you to customize the already created reports in the List Report Chart and Map modules i e to define the way the numeric values can be displayed their format the number of the items to be displayed etc You may also re organise the reports in the desired way i e include it into a group of reports or create new report group for it rename the report etc The DAD Ukraine application can also export the reports to the desired format Word Excel etc or print them out 12 1 Setting Report Options In the List and Report modules you can set the report options i e define whether the numeric values should be displayed in thousands millions etc In order to set the report options follow the steps below 1 Click the Set Options button in the top toolbar An Options window Figure 44 will appear 2
42. E Compatibility Matrix Add Grouping Advanced Search Columns Add Column e Add Row Remove Filters View Criteria Filter by Donor Implementer Recipient Beneficiary Region Task Sub Task ear More Filters wy Reset Submit 2 Important Project Dates Displayed by Donors PREVIEW Report Preview COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 23 Report Module 8 2 Creating a Report In order to create a report i e to structure the report table and choose what information should appear in the rows and columns of the table add report components which are e Text entries title subtitle header and footer For these fields the expected input is a free text Note By default the Report Designer gives you the possibility of adding report titles However you can change the default view to make adjustments for other text entry components sub title header and footer as well To be able to provide additional textual information to the report you will have to click the Show Details link Figure 23 and provide the appropriate information the fields that emerge 33 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Clicking the Hide Details link will collapse the text entry fields displaying only the Title e Report grouping allows grouping data according to a specific category Grouped data appear in different tables Each table contains data that fall under one group of the category specifi
43. Groups In order to re order reports report groups follow the steps below 1 Highlight the report report group the sorting order of which needs to be changed 2 Click the Move Move Down button 12 3 5 Setting a Report as Default In order to set a report as default follow the steps below l Highlight the report to be displayed in the respective module when you access it 2 Click the Set as Default button The selected report will be marked with default for me option 3 If you need to set the report as default for public user access click the Set as Default for Public Users button The selected report will be marked with default for public users option Note This option is available only in the Chart Map and Report modules 12 4 Viewing Pre defined Reports In the List Chart Map and Report modules you can view the pre defined reports stored under Public Views Reports Charts Maps My Views Reports Charts Maps section see Main Menu Bar description in DAD UKRAINE ANALYTICAL INTERFACE STRUCTURE for data analysis and comparison For this purpose select the report to display and click one of the following Generate Report buttons to the left of the report name e in the List module e in the Report module e dll in the Chart module e inthe Map module The selected report will open in the application window List Chart and Map modules or a new window Report module The same results can
44. KRAINE ANALYTICAL USER MANUAL Filter by Donor Unspecified A EVD USAID EB m Exclude Current Criteria Don s O jeswmeicaCoos C CT Figure 49 Creating Sample Filtering Criteria 66 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 14 SEARCH The DAD Ukraine application is equipped with a comprehensive search mechanism which allows searching for any relevant information 14 1 Simple Search The simple search interface is available to find any relevant information quickly and easily within the integrated DAD Ukraine content Simple search implies that you can type search operators directly in
45. OLIO MODULE used for quick access to the content e g projects international agreements etc registered in the DAD Ukraine system by the user s group e LIST MODULE used to create and execute ad hoc queries on the data and to acquire results in the form of a list e REPORT MODULE used to generate complex reports over one or more criteria and present the output in the printable and user friendly format e CHART MODULE used to filter and display the data in a chart form e MAP MODULE used to filter and display the data in a map form The DAD Ukraine main window has a complex preview as it is shown in Figure 4 E AINIE Contact us byelokolos mfertgov us My Profile About Log Header DAD UKRAINE 380 44 2530419 Ministry of Economic Development and Trade Welcome Synergy administrate Main Toolbar Dashboard My Portfolio Report Main Menu Donor Project z E Donor Profile Manipulation Requests for ITA attraction Buttons M M B ain Menu bar Remove Filte E View Criteria Filter E
46. USER MANUAL e Inthe List module Click the project for the details to be displayed This will open the Details section of the application where more detailed information about the project will be displayed Note Depending on the list representation settings additional expanding the list items may be required to reach the project e n the Report module Create a report indicating Project as a value for the report row and click the Submit button For more details on how to create and generate reports please see Creating a Report In the report generated click the project link 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 Click the Project Title link for the details of the selected project to be displayed This will open the Project Details section e n the Map module Point the mouse cursor on the object on the map The project information window will appear In order to access the project details section select the View Projects link This will open the Details section where all items matching the selection will be listed Click the Project Title link for the details of the selected project to be displayed This will open the Project Details section Note You can also choose to view the detailed information on all the projects that are in progress in
47. USER MANUAL 9 Pie 10 11 Line United Nations Development Alt Mercy Corps International B International Test Implementi Unspecified 4 Show Top Number indicates the maximal number of category items to be displayed in the chart 5 Show Top Number on Secondary Axis indicates the maximal number of series items that should be displayed on the secondary axis in the chart Becomes available only if a Series is selected This option is disabled if you have selected the pie or line chart types 6 Char Count limits the number of characters to be used to display the category item names to the value set in this field 7 Values allows selecting a value from the list that will define the main chart criteria 8 Update loads the latest data from the database and displays them on the chart 9 Reset Default loads the default chart built according to the default chart category and chart type 44 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 10 Workspace the main working area in the Chart module where the chart designed Is displayed 9 4 View Screen and Its Components KD Contact us byelokolos mfertgov us My Profile About Log Off 7 380 44 2530419 380 44 2530468 AM VINA AI N L Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio Lis
48. Z or a Descending Z A order In order to alphabetically sort the report table components follow the steps below 1 Click the component item for which the sorting order needs to be changed 2 Select the Sorting Order option from the actions list Figure 32 Total i Sort Ascending Move Up Sort Descending n S Move Left Move Right Remove Move To j Replace d Switch Place With Properties Figure 32 Defining the Sorting Order vtr Ww Q LXI 39 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 3 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 Note The sorting order for the report components can also be defined from within the Properties window 8 5 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 In order to remove a report table component follow the steps below 1 Click the component item that needs to be removed 2 Select the Remove option from the menu that appears The selected grouping value will be removed 8 5 5 Switching Report Table Components The report table components may be switched between report grouping rows and columns If there are sub columns selected switching between table groupings rows and columns is disabled It is possible to switch betwe
49. alyzing international aid flows and associated projects The system serves as the main database and data collection and reporting system as it ensures effective access to development data The main objective of DAD Ukraine is to serve as a reliable and credible source of information on external aid offered to the Ukraine to support the Government effectively managing development assistance and promoting the accountable and transparent use of resources It is also a powerful mechanism for providing and sharing donor funded project information among the project stakeholders including government agencies non governmental organisations funding agencies and other interested groups DAD Ukraine is a powerful tool to view project data organised into lists charts reports and maps present the project data in the form of different analytical reports memorize save the reports print them and export them into PDF MS Word and MS Excel format files DAD Ukraine is designed to provide quick access to the project data including project financing implementation and progress towards results remotely via Internet Once you have accessed the application you can view the project data stored in the database add new projects edit existing ones etc In the current design DAD Ukraine consists of the following applications each dealing with a different dataset e ITA Projects this application is designed to view projects that are implemented as
50. anges to take effect Clicking the OK button will close the window and navigate you to the Report module c Contact us byelokolos mfertgov us My Profile About Log Off JKR 380 44 2530419 Ministry of Economic Development and Trade ees de Welcome Synergy administrator Help Dashboard My Portfolio SS Report save as 8 tal AD gt ITA Projects IFO Projects DESIGN System Projects IFO Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x Donor Profile Requests for ITA a tion Show details Compatibility Matrix SEARCH 3 Add Grouping Advanced Search i Columns Rows Start Date Expression Remove Filters Add Sub cO Show As View Criteria 2 Sorting Order Donor Data 9 Filter by L project Donor Add Row Move Right Implementer 2 gt Remove Recipient 21 Replace Beneficiary 57 Switch Place With Region e Task Y Reset 5 Sub Task Year CE More Filters PREVIEW Year 1 Important Project Dates Displayed by Donors DE Donor Pis Donor 1 w Project 1 Start Date 1 End Date 1 Project 2 Start Date 2 End Date 2 E m vr COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 29 Reports Window with Properties Focus on the Column Start Date Show As Numeric Value Appen
51. ast Updated by 2 ITA 000001 21 Oct 2013 17 31 Synergy administrator y AEC 000004 21 2013 17 31 Synergy administrator 000010 21 Oct 2013 17 31 Synergy administrator ITA 000011 21 Oct 2013 17 31 Synergy administrator 000013 21 Oct 2013 17 31 Synergy administrator 1 21131 4 5 6 117 1 8 1 0 10 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 13 Sorting the ITA Projects In order to sort the ITA projects according to one of the criteria described above follow the steps below 1 Goto the My Portfolio module 2 Click the Project tab 3 Click the arrow icon in the header of the column that you want to sort the ITA projects by Figure 13 4 Click the arrow i
52. ator Data as icons images flags Plotting data based on GPS coordinates Any layer which contains data associated to a precise GPS coordinate can be plotted on the map Coloring administrative territories based on dynamic scaling e g level of certain pollution Plotting graphs on maps Attaching photo images to GPS locations or conditional locations e Reference features Legend Dynamic legends are displayed depending on the selection of layer s Tooltips Details of an administrative territories Details on plotted categories and indicators e Navigation features Free zoom in zoom out Mouse wheel based zoom in zoom out Scaled zoom in zoom out Panning mouse drag and buttons Mini Map Preview The preview displays a small window of the entire world or country and is used for quick navigation to a desired location with one click without having to zoom out find the new location and zoom in again e GIS specific features Distance Measurement Buffered Zone Querying Geocoding e Internationalization features User interface multi lingual capability Map multi lingual capability e Export amp Print Export to PDF Word or Excel Print e Interoperability Map retrieval via web services 10 2 Accessing the Map Module The system provides for the opportunity to present data on the map of the country In order to access the Map module of the system click the Map tab You will be
53. be achieved if you click the report name 62 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 12 5 Editing Pre defined Reports To save you the time and the effort of structuring a report from the scratch when it 15 necessary to introduce some modifications in any of the pre defined reports stored under Public Reports or My Reports the Edit option has been designed in the Report module In order to edit reports click the Z Edit button to the left of the report to edit The selected report structure will be loaded in the application window giving you the possibility of formatting and styling it in the desired way For more details on how to apply formatting to the reports see Customizing Reports The pre defined List Chart and Map reports stored in Public Views Charts Maps or My Views Charts Maps can also be edited after you have selected to view them see Viewing Pre defined Reports Once the selected report is loaded in the application window make the appropriate changes and save them If you wish to keep the modifications do not forget to save the modified report see Saving Reports 12 6 Exporting Reports From the Report Chart and Map modules you can design appropriate reports and export them in the PDF MS Word and MS Excel formats In order to export the reports in the PDF MS Word and MS Excel formats follow the steps below 1 Click the respective Export in PDF Format id Export in MS Word Format aa
54. con once again to sort the ITA projects in reverse order 6 2 Managing Implementer Accreditations In the Implementer Accreditation section of the My Portfolio module Figure 14 you may see the list of implementer organisations that have passed the accreditation process The information displayed in the Implementer Accreditation section of the My Portfolio module for each implementer organisation includes the following e Implementer this is the name of the organisation that acts as implementer for an ITA project e Accreditation Number this is the number that has been assigned to the Implementer upon accreditation e Last Accreditation Date this is the date when the organisation was last accredited e Expiry Date this is the date by which the organisation s accreditation should expire e Assigned Deadline this is the date by which the organisation should be re accredited 22 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL z D un Contact us byelokolos mfertgov us My Profile About Log AL 380 44 2530419 Ministry of Economic Development Trade 380 44 2530468 Welcome Synergy administrator Dashboard ED My Portfolio Report Help Project Implementer Accreditation International Agreement Search by Implementer Accreditation 405 Implementer Accreditation Number Last Accreditation Date Expiry Date 2 Assigned Deadline gt
55. cts by Donors and Regions 2 5 g 5 2 b 5 a x o 3 2 i 3 5 3 3 E 8 MYCARS 000000000000 5 A 2 8 8 5 COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 34 Main Screen of the Chart Module 41 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 1 Category allows selecting one of the options provided in the Category drop down menu located at the top of the Chart window The selected category will define one of the chart axes Selection of a category for the chart report is required 2 Series allows selecting one of the options provided in the Series drop down menu located at the top of the Chart window The selected series will define the chart legend Selection of a series for the chart report is optional Note Clicking the 5 Swap button allows switching places of category and series selections 3 Chart Types allows defining the chart type The following options are available Chart Type ww ew x L2 f 3 4 g 5 3 1 M 1 l wer si wee anes av ien ww Wen mi wert wiert Column 30 Bar 42 DAD UKRAINE ANALYTICAL INTERFACE 3D Column Stacked Bar Stacked Column Stacked 3D Bar Stacked 3D Column LB USER MANUAL 43 DAD UKRAINE ANALYTICAL INTERFACE
56. d After the value E Show Rows Total Ukraine _ Stat Date Caption ich start Date Ukraine Reference Enalish Ukraine Ref Text English m Expression Expr Member 1 Operation Expr Member 2 Select a member Ea Figure 30 Assigning Properties to Report Table Components 38 DAD UKRAINE ANALYTICAL USER MANUAL 8 5 2 Re ordering Report Table Components This option enables the user to establish and modify the order of the report table components like rows columns etc In order to re order report table components the user should follow the steps described below 1 Click the component item that needs to be reordered in the report 2 Select the respective Move Up Move Down Move Right Move Left option from the menu that appears The report generated will maintain the order of the items that was displayed in the Report Designer Figure 31 Display in Separate Column k 2 Order d Total k Move Up Move Down gt Remove Move To k Replace 27 Switch Place With k gt Properties Figure 31 Re ordering Report Table Components Note If any of these actions is not available the respective option will be disabled in the menu 8 5 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 A
57. d Column Remove Filters Add Sub column Add Sub column View Criteria Donor Filter by b Project Data Data Donor Add Row Implementer Recipient Beneficiary Region Reset Submit PREVIEW 1 Important Project Dates Displayed by Donors Donor 1 Project 1 Start Date 1 End Date 1 Project 2 Start Date 2 End Date 2 NINE COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 27 Reports Window with Properties Focus on the Title Field The Properties window will appear Please note that for text entries the Properties window includes text formatting buttons and a text area Figure 28 For other report components like rows columns etc the Properties window also allows assigning additional characteristics Figure 30 e g sorting order reference text etc E x Z Preview Text Figure 28 Formatting Styling Text Entries 3 Change the properties as needed Note To prevent you navigating away from the section every time when modifying the properties of a different report table component the Properties window allows selecting the next item to be modified To do that you need to select the appropriate Instance from the Items drop down list in the Properties window The list contains the previously selected report table components 37 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 4 Click the Apply button for the ch
58. dinates from point to point and does not consider elevation wr Contact us byelokolos mfertgov us My Profile About Log JARAINE 380 44 2530419 380 44 2530468 Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio List Help ees sma 15 8 8 ITA Projects IFO Proiects UP System Projects IFO g Donor Profile Requests for ITA attraction Info 4 4 position 45 21 Long 31 81 SEARCH Advanced Search Categories Scaling Chart Remove Filters View Criteria Filter by Donor Implementer Recipient Beneficiary Region Task Sub Task Year More Filters Project Cost Distribution by Territorial Units COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 38 Measuring Distance 10 4 3 Buffered Zone Querying 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 Intelligent Search Tools To be able to create a buffered zone to view data for select the button and then select the region on the map to highlight The selected area will be activated while the rest of the screen will be disabled Figure 39 This tool may be useful for presentations on screenshots to mar
59. dule In this module an implementer may be accredited re accredited accreditation details can be viewed Moreover it is possible to browse implementers search for them and sort the organisations in ascending or descending order according to definite criteria 6 2 1 Accrediting Re accrediting an Organisation In order to accredit re accredit an implementer organisation follow the steps below 1 Go to the My Portfolio module 2 Click the Implementer Accreditation tab 3 Click the implementer organisation that you want to accredit re accredit This will open an Accreditation Re accreditation form which is described in the DAD Ukraine Implementer Accreditation Application User Manual see REFERENCES 6 2 2 Viewing Accreditation Re accreditation Details In order to view the details of an organisation accreditation re accreditation in the Implementer Accreditation section of the My Portfolio module follow the steps below 1 Go to the My Portfolio module 2 Click the Implementer Accreditation tab 3 Click the organisation that you want to see the details for You will be directed to the Details section where the organisation accreditation re accreditation data will be displayed For more information see DETAILS SECTION 6 2 3 Sorting Implementer Organisations The Implementer organisations displayed in the Implementer Accreditation section of the My Portfolio module can be sorted in ascending or descending order according to one of th
60. e When pointing the mouse cursor on any of the chart constituents you can view the data that stands behind it The details on plotted chart categories are displayed when clicking the button 1 Contact us byelokolos mfertgov us My Profile About Log Off l JINISZATINE 380 44 2530419 Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio List Help Save A w 8 Projects IFO Proiects l System Projects IFO Pie Chart Donor Profile Requests for ITA attraction Info Cursor position Advanced Search Chart Categories Lat 43 52 Long 33 86 Scaling i Chernihi Remove Filters View Criteria of Projects Project Cost USD Project Project Phase Cost USD Project Phase Cost UAH Commitment USD Disbursement USD Commitment UAH Disbursement UAH Expenditure USD Expenditure UAH Filter by Donor ao Project Cost Distribution by Territorial Units COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 40 Selecting Chart Type 10 4 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 It is worth mentioning that each data series or category is represented by a unique pattern or color in the map lege
61. e following criteria 23 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL e Implementer the organisations will be sorted in alphabetical order according to the organisation name e Accreditation Number the organisations will be sorted in numerical order according to the accreditation number that they have been assigned e Last Accreditation Date the organisations will be sorted in chronological order according to the last accreditation date e Expiry Date the organisations will be sorted in chronological order according to the accreditation expiry date e Assigned Deadline the organisations will be sorted in chronological order according to the re accreditation deadline date In order to sort the implementers according to one of the criteria described above follow the steps below 1 Go to the My Portfolio module 2 Click the Implementer Accreditation tab 3 Click the arrow icon in the header of the column that you want to sort the implementer organisations by Figure 15 4 Click the arrow icon once again to sort the implementer organisations in reverse order yr gy Contact us byelokolos mfertgov us My Profile About Log Off UKRAINE 380 44 2530419 Ministry of Economic Development and Trade 2 Welcome Synergy administrator Dashboard ED My Portfolio Report Help Project Implementer Accreditation international Agreement Search by Implementer Accreditat
62. e group etc 7 2 Expanding the List Item It is possible to expand the list item level to view the information of the sub level s In order 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 21 This can further be expanded unless there are no more sub levels to be displayed 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 29 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530419 380 44 2530468 OAT Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio i Report Help List Shou images 3 E EB save as 8 PITA Projects UU NG Cunentview IFO Proiects of m System Projects IFO Donor Project Projects Donor Profile Requests for ITA attraction Unspecified 1 1 vee acter 6 Advanced Search ITA 000506 F 000541 000542 Remove Filters ITA 000546 View Criteria ITA 000547 Filter by 000567 2 Implementer m Recipient
63. ed e Rows group data within the report table e Columns show details specific to each table row e Sub columns divide the row details displayed under each column In order to add report components follow the steps below They provide instructions on how to compose and submit queries 1 the text that should appear as the report title in the Title text box 2 Enter a Subtitle Header and Footer if needed 3 In the Group Report by section specify the category which will be used to group data into different tables To add a report grouping click the Add Grouping link in the Group Report by section and select the appropriate category from the menu that appears Figure 24 Note The report will be divided into as many tables as there are table groupings selected Contact us byelokolos mfertgov us My Profile About Log Off 2 UKRAINE 380 44 2530419 Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio List Help Report save as amp cf 16 9 8 gt ITA Projects DESIGN IFO Projects System Projects IFO Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x Donor Profile Requests for ITA attraction Show details SEARCH Add Grc Advanced Search Project _ Sector and Location Strat
64. egy i Row Financial Task Organisations Sub Task Key Indicators Important Dates Remove Filters General View Criteria Year Filter by Beneficiary Region Task Sub Task Year More Filters Y Reset Submit 7 Important Project Dates Displayed by Donors PREVIEW Report Preview COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS Figure 24 Selecting a Grouping for a Report 4 Select table rows by clicking the Add Row link and selecting the appropriate item from the menu that appears Please note that it is possible to select one row at a time from the list of available rows 5 Select table columns by clicking the Add Column link and selecting the appropriate item from the menu that appears Please note that it is possible to select one column at a time from the list of available columns 34 DAD UKRAINE ANALYTICAL USER MANUAL Note Once you have selected a report column an Add Sub column link becomes available under the selected column It allows indicating how the row details displayed under each column will be divided Note At any point it is possible to remove all components selected for the report and design a new report from scratch by clicking the Reset button Note If you have defined a report which has incompatible columns columns over which reports cannot be generated they will be marked in red and an error message will occur To make your rep
65. elp Project Implementer Accreditation International Agreement New Agreement International Agreements 37 Agreement Name Signature Date 2 Ratification Date 2 Entry into Force Date Last Modified On Last Modified By yrona ovna 17 03 1998 3 1 18 06 08 2 30 06 2009 2 10 04 2000 27 02 2000 23042002 30 01 2003 12 12 2003 04 06 2004 07 08 2007 01 02 2008 8 08 2009 E Tess
66. en table groupings rows and sub columns In order to switch report table components follow the steps below 1 Click the component item that needs to be switched 2 Select the Switch Place with option from the menu that appears Figure 33 Expression Show As j 22 Sorring Order j Move Right gt Remove Replace 59 switch Place With Rows a Properties Tables Cols2 End Date Figure 33 Switching Report Table Components Define what component item the selected instance needs to switch place with The selected component item will be removed from its current position and added as an item to the Specified component For instance if it is selected to switch between table grouping and row the selected table grouping item will be removed from table grouping and added as the row item while the row item will trade places with the table grouping item 40 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 9 CHART MODULE The DAD Ukraine 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 9 1 Chart Module Key Features You can make use of the following key features of the Cha
67. enter Recipient Beneficiary Region Task Sub Task Year More Filters Project Cost Distribution by Territorial Units Scaling Chart COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 41 Using Mini Map 10 4 7 Viewing the Data Displayed on the Map The Advanced GIS tool is used to view the data referring to definite territorial units when zoomed in to this level In order to access the data for a specific territorial unit point the mouse cursor on the i button Figure 42 The information that is displayed in the information window includes but is not limited to the number of projects 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 54 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530419 2 Ministry of Economic Development and Trade _ Welcome Synergy administrator Dashboard My Portfolio List Help Map save as 1 5 8 8 Projects IFO Projects A System Projects IFO GO PieChart w Donor Profile Requests for ITA attraction Info Poltava Cursor position Lat 49 78 Long 33 81 oe Categories None Project Phases Strateay Task Advanced Search beers C sub Ta
68. fferent graphs pie chart or bar chart The following layers can be applied in DAD Ukraine Categories This option is used to plot category data on the map and to view them in form of different Icons images To enable this option expand the Category section and selecting the category ies listed Note When pointing the mouse cursor on a respective icon image on the map you can view the details for the selected category 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 52 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL To enable this option expand the Scaling section in the Layers panel and select one of the possible alternatives listed 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 Chart section in the Layers 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 the view the data in the form of a pie chart by selecting the appropriate option from the Chart Type drop down Figure 40 Not
69. gure 42 Viewing the Data Displayed on the 55 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL SOC WOM rtp 56 Figure 44 Setting the Chart Report 59 Figure 45 Memorizing a 60 Figire 46 Organising the LLL 61 ji A un D 64 Figure 48 Searching for a Category Item r 65 Figure 49 Creating Sample Filtering Criteria ennemis 66 Figure 50 Advanced Search SBEEIO U Ll n S s 67 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 1 INTRODUCTION This document describes the Development Assistance Database for Ukraine DAD Ukraine developed for the Ministry of Economic Development and Trade of the Government of the Ukraine It provides the necessary instructions to ensure successful work with the application Use of this document and compliance with the standards specified herein 15 mandatory for anyone working with the mentioned application 2 OVERVIEW The Development Assistance Database for Ukraine DAD Ukraine is an automated information management system which is designed to support better coordination and management of international assistance aid to the Ukraine It is also a powerful tool for tracking and an
70. he Shift or Ctrl keyboard buttons 2 Click the gt Select button The selected group s column s will appear in the Selected Groups Columns panel 7 6 2 Re ordering Groups Columns Column Groupings In order to re order the selected groups columns column groupings follow the steps below 1 Select the group column column grouping that needs to be re ordered in the Selected Groups Columns panel 2 Click the Move Up Move Down button 31 DAD UKRAINE ANALYTICAL USER MANUAL 7 6 3 Removing Groups Columns Column Groupings In order to remove the selected groups columns column groupings from the list follow the steps below 1 In the Selected Groups Columns panel select the group column column grouping that needs to be removed from the list 2 Click the lt Unselect button The selected group s column s column grouping s will be removed from the Selected Groups Columns panel 7 6 4 Setting a View as Default After making changes in the view currently displayed in the List module you can set the newly created view as default This means that the new view will appear when you will next time access the List module In order to set a view as default follow the steps below 1 Make the necessary changes in the current view as described in the sections above 2 After finishing click the Set as Default button in the Modify Current View window Please note that the v
71. he map 10 Cursor position section displays the geographic coordinates expressed as latitude and longitude for any point on the map 10 4 Working in the Map Module 10 4 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 Free zoom zoom out This option allows you to easily explore the data through Intelligent Searching You can enter any combination of letters in the Zoom to panel and select the administrative territory 49 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL to navigate to from the list containing the search results Figure 37 The selected item will be magnified and displayed in the main screen rm Contact us byelokolos miertgov us My Profile About Log DAD UKRAINE 380 44 2530419 Ministry of Economic Development and Trade I 3 Welcome Synergy administrator Dashboard My Portfolio List Report Help Mep 22 450 55 54 Projects IFO Projects 7 to System Projects IFO TREES kasi Go Pie Chart v Donor Profile Region 4 Transcarpathia 47 01 Long 30 92 Scaling Advanced Search Remove Filters View Criteria Chart Filter by 2 Khmel fyts Implementer wy E 3 Vinnytsy e gt 4 Project Cost Distribution by Territ
72. he top right side of the screen An Reports window Figure 46 will appear You may perform the following actions Renaming Reports and Report Groups Deleting Reports or Report Groups Adding a Sub group Re ordering Reports and Groups Setting a Report as Default Sf Cancel PUBLIC CHARTS roje of Projects by Donors and Regions ac 5 MY CHARTS SORS DA P Set as default E Rename gt Delete El Add Group Figure 46 Organising the Reports 12 3 1 Renaming Reports and Report Groups In order to rename a report report group follow the steps below 1 Highlight the report report group to be renamed 2 Click the Rename button 3 Fill in the desired name for the report report group 4 Click the OK button to confirm renaming Note Public Reports and My Reports groups cannot be renamed 61 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 12 3 2 Deleting Reports or Report Groups In order to delete a report report group follow the steps below 1 Highlight the report report group to be deleted 2 Click the Delete button 3 Click the OK button to confirm deletion Note Public Reports and My Reports groups cannot be deleted 12 3 3 Adding a Sub group order to add a sub group follow the steps below 1 Click the Add Group button 2 Fill in the desired name for the sub group 3 Click the OK button to confirm adding 12 3 4 Re ordering Reports and
73. iew will be set as default only for the current user Note The Set as Default for Public Users button is only available for administrators and will save the current view as a default for all unregistered public users 32 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 8 REPORT MODULE In the Report module of DAD Ukraine you can create and execute ad hoc queries on the data and acquire results in the form of different reports 8 1 Accessing the Report Module As it has been stated above the system provides for the opportunity to create different sorts of list reports In order to access the Report module of the system click the Report tab You will be navigated to the Report module of the application where the Report Designer Figure 23 will open In this module you can create list reports save them as pre defined reports arrange them in the desired way print them etc Contact us byelokolos mfertgov us My Profile About Log Off FAW Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio List Help Report save as amp of 81 Daa gt Projects IFO Projects DESIGN System Projects IFO Choose and structure the information you wish to report on in the table below Expand the Preview section to view the final look and structure of the report x Donor Profile Requests for ITA attraction
74. ine Search contains a common and advanced search functions among the selected application list For details see SEARCH Filters contains filtering options For details see Main Menu Bar FILTERING Public Views Reports Charts Maps memorized views report charts maps depending on the opened module available to all users of the application My Views Reports Charts Maps memorized views reports charts maps depending on the opened module created by and available to the current user only Left Right arrows used to hide open the Main Menu bar Up Down arrows 1 4 used to collapse expand the section in the Main Menu bar Main Menu Manipulation Buttons Frame Divider used to adjust the width of the Main Menu bar In this frame all applications and modules are managed Here are Workspace DM filtering and search results displayed 12 DAD UKRAINE ANALYTICAL USER MANUAL 5 DASHBOARD MODULE Reporting requirements have changed dramatically over the past few years Nowadays It Is not enough to be able to produce a report to analyze data but it is more essential to have a reporting tool that will allow for a visual display of the most important information consolidated and arranged on a single screen so that real time data can be monitored at a glance As a comprehensive reporting tool DAD Ukraine removes the limitations on report development giving the po
75. io module for each agreement includes the following 25 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL e Agreement this is the name of the international agreement e Signature Date this is the date when the agreement was signed e Ratification Date this is the date when the agreement was ratified e Entry into Force Date this is the date when the agreement is supposed to enter into force e Last Modified On this is the date when the agreement was last updated e Last Modified By this is the name of the user who last updated the agreement In this module an international agreement may be created agreement details can be viewed Moreover it is possible to browse agreements and sort them in ascending or descending order according to definite criteria 6 3 1 Adding an International Agreement In order to add a new agreement from the International Agreement section in the My Portfolio module follow the steps below 1 Go to the My Portfolio module 2 Click the International Agreement tab 3 Click the New Agreement button Figure 18 This will open an International Agreement form which is described in the DAD Ukraine International Agreement Application User Manual see REFERENCES Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530418 Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard ED My Portfolio i Report H
76. ion 405 5 Accreditation Number Last Accreditation Date Expiry Date 2 Assigned Deadline KUNGLIGA HOGSKOLAN GTZ 25 Jan 2010 31 Dec 2011 31 Oct 2013 FHI Development 360 LLC Ha The Crown Agents for Oversea Governements and Administration Limited Crown Agents Mott MacDonald Limited BGP Engineers Internationale Projekt Consult IPC GmbH 18 Dec 2009 31 Dec 2009 31 Dec 2010 Internews Network Inc 112 13 4 5 86
77. k the selected area on the map 51 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530419 380 44 2530468 Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio List Help Map BE save as 81 A gt ITA Projects SS IFO Projects ooo System Projects IFO toi PieChart Donor Profile Requests for ITA attraction Info Cursor position Lat 43 56 Long 31 83 Categories Scaling No Scale 14 of Projects Advanced Search Remove Filters 1 C Project Cost UAH 1 Phase Cost USD 5 1 Project Phase Cost UAH Filter by 1 Commitment USD Donor 1 Disbursement USD 1 Commitment UAH Recipient 1 Disbursement UAH Beneficiary 1 Expenditure USD 1 C Expenditure UAH Sub Task Chart Year More Filters ep ject Cost Distribution by Territorial Units COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 39 Buffered Zone Querying 10 4 4 Using Layers The Layers feature in the Map module provides a variety of data to select to display over the viewing area You can use the Layers feature to display the following information e Display categories e Choose to view data on a scaling map e Plot data in the form of di
78. ll be displayed on the chart To avoid large number occupying too much space you can choose to view the numbers in thousands millions billions 2 Title a text box to enter the chart report title 3 Note a text box to enter additional information about the chart report 4 Footer a text box to insert a portion of text that will appear in the bottom area of the chart report 5 Subtitle a text box to enter a subtitle for the chart report 45 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 6 Font allows selecting the font the chart report title subtitle footer note will appear in 7 Size allows selecting the font size the chart report title subtitle footer note will appear in 8 Workspace the main working area in the Chart module where the chart designed Is displayed 46 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 10 MAP MODULE In the Map module of DAD Ukraine you can make use of an advanced GIS tool for data visualization mapping and analysis 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 sy
79. n amon COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 8 Adding a New Report 3 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 Keep the mouse button pressed until the green rectangle turns blue and release it Figure 8 Note You may add multiple reports to the dashboard Note The reports can be arranged either in vertical or horizontal order Once the place for the report is selected it cannot be changed 5 4 3 Customize a Dashboard In the Dashboard module you can customize any dashboard created i e rename the dashboard save the changes made to it save a copy of the dashboard delete a dashboard and or discard the changes made For details see below In order to customize a dashboard follow the steps below l Click the Customize button A new section will appear displaying all customizable options in the Dashboard module Figure 9 2 Take the necessary action 3 Save the changes 16 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL I E Contact us byelokolos mfertgov us Profile About Log AD UKRAINE 380 44 2530419 Ministry of Economic Development and Trade t Welcome Synergy administrator 88 Dashboard ER My Portfolio List Report Help
80. navigated to the Map module where the map of the country 15 displayed 48 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 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 10 3 Map Module Screen Components The following figure describes some of the features available in the main screen of the Map module Figure 36 1 Zoom to panel allows free zooming to the desired administrative unit 2 Chart type selector allows defining whether the data should be presented in form of a pie chart or a bar chart when plotting graphs on the map 3 Navigation controls a set of tools that provide common navigation functions such as panning and zooming 4 Map the map of the country 5 Scale Bar allows you to work out the distances on the map The distances are expressed both in the metric and English units of measure 6 Mini Map an overview map of the entire country displayed a small window allowing quick navigation to a desired location with one click without having to zoom out find the new location and zoom again 7 Layers Panel provides a variety of data to choose to display on the map 8 Legend Panel explains the categories and data series displayed on the map 9 Location information section displays the name of the administrative unit when it is pointed on t
81. nd which is displayed in the following ways e Inthe Legend section if you have chosen to apply any category to the map e At the bottom left side of the map if you have selected to view data the scaling map 53 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 10 4 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 41 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 Double 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 ag 380 44 2530419 380 44 2530468 Ministry of Economic Development and Trade Welcome Synergy administrator Dashboard My Portfolio i Report Help ees save as Donor Profile Projects Requests for ITA attraction Info Zaporizhzhya IFO Projects Cursor position Lat 47 33 Long 36 02 E Categories System Projects IFO Advanced Search None Project Phases Strateay Task C Sub Task Donor Implementer Remove Filters View Criteria Recipient Beneficiary Expenditure Type Filter by Donor Implem
82. o to the Portfolio module 26 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 2 Click the International Agreement tab 3 Click the agreement that you want to see the details for You will be directed to the Details section where the agreement data will be displayed For more information see DETAILS SECTION 6 3 3 Sorting International Agreements The agreements displayed in the International Agreement section of the My Portfolio module can be sorted in ascending or descending order according to one of the following criteria e Agreement Name the agreements will be sorted in alphabetical order according to the agreement name e Signature Date the agreements will be sorted in chronological order according to the date when they were signed e Ratification Date the agreements will be sorted in chronological order according to the date when they were ratified e Entry into Force Date the agreements will be sorted in chronological order according to the date when they are supposed to enter into force e Last Updated On the agreements will be sorted in chronological order according to the date when they were last updated e Last Updated By the agreements will be sorted in alphabetical order according to the user who last updated the project N I up r Contact us byelokolos mfertgov us My Profile About Log JINISAATINE 380 44 2530419 Ministry of Economic Development and Trade ERI AT Welcome
83. orial Units 200 km COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 37 Intelligent Searching Scaled zoom in zoom out This option allows zooming in zooming out using the scale tool available in the Advanced GIS This means that when changing the zoom scales by clicking either on can magnify or reduce the viewport according to the scale value you Mouse wheel based zoom in zoom out This option supports mouse wheel based zooming in zooming out In order 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 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 button then select region on the map to magnify 10 4 2 Measuring Distance In the Map module you can measure the distance between two points on the map 50 DAD UKRAINE ANALYTICAL I USER MANUAL To do this click r4 button select the point on the map and drag the mouse to the second point to trace a path to measure Figure 38 The measured distance will be expressed both in metric and English units of measure Note Measuring is calculated using the latitude and longitude coor
84. orts productive use the link as marked in red Figure 24 to open the Compatibility Matrix table Figure 25 This is a table that displays the compatibility between all categories and measures in the database to display them in the report 19 Rows lateqones Columns Measures Appointment Decisians Appointment D ecis ans Dale Commitment LAH Commiment LIs 0 Disbursement Disbursement U SD Project Cost Project Phase Project Phase Cosif Us0 Project State Registration Expenditures Expenditure USD Project Cosi USD Modified Ey Project Title Expenditure Type Implementer Intemational Agreement am nV K n FM Regon 1 Regen HAEN ee je Procurement Flan Project Project Phases pe ft Figure 25 Compatibility Matrix 8 3 Previewing a Report At any time during the process of creating a report look in the Preview section at the bottom of the page in order to view the final structure of the report Figure 26 The Preview will not be ready for viewing unless the user has at least one table row defined All your added report components and structuring results will be displayed in the Preview section which helps you to check whether the report matches the required output or not This section can be expanded in order to display whole of the information 35 DAD UKRAINE ANALYTICAL INTERFACE
85. orts will appear Figure 7 2 Select a report to add to a dashboard and drag and drop it onto the main screen My Profile About Log JKRAINE 380 44 253041 380 44 2530468 Ministry of Economic Development and Trade Dashboard My Portfolio List Report Help 7 Customize v Update All New Save Save New Remove Cancel F Add New Item English Public F Scroll Mode x o o 7 of Projects by Donors and Regions ITA Projects v Project Cost Distribution by Territorial Units ITA Projects 2 N N e 4 e s Project Cost Distribution amon Co Project Cost by Project Donors Projects by Geographic Region amp Project by Donors ITA Projects Important Project Dates Displayed by Donors ITA Projects Important Project Dates Dis Drag and drop the desired component onto the dashboard screen ITA 000614 15Sep 2008 15 Sep 2001 r TX aes E m m Project Cost Distributio
86. part of the international technical assistance to the country In this application you can track the project implementation as well present the project data in the forms of different analytical reports in the List Report Chart and Map modules e IFO Projects this application is designed to view project details track the projects implemented in the country and financed by the international financial organisations IFO and present the project data the forms of different analytical reports in the List Report and Chart modules DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL e System Projects IFO this application is designed to view project details track the system projects financed by the international financial organisations IFO and present the project data in the forms of different analytical reports in the List and Report modules e Donor Profile this application is designed to track the donor profile information such as organisation s legal address points of contact Moreover you are able to present the donor profile data in the forms of different analytical reports in the List and Report modules e Requests for ITA attraction this application is designed to facilitate placement of requests for international technical assistance Once you access this application you can view request details and present the project data in the forms of different analytical reports in the List and Report modules All applica
87. rd modified Save Save as New Remove Cancel lig Add New Item English Public 1 Scroll Mode of Projects by Donors and Regions ITA Projects 22 Project Cost Distribution by Territorial Units ITA Projects 45 v Co COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS Figure 5 Dashboard Module 5 4 Dashboard Management 5 4 1 Create a New Dashboard In order to create a new dashboard follow the steps below 1 Click the New button at the upper right corner of the screen Figure 6 A new field will appear in the left part of the screen to give a name other than the default one to the dashboard and to save it Also the list of all existing pre defined reports is used to add new items to the dashboard 14 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Lr Contact us byelokolos mfertgov us My Profile About Log Off 380 44 2530419 Ministry of Economic Development Trade OR m Welcome Synergy administrator Help B Customize Update All Save Save as New Remove Cancel Add New Public Scroll Mode F
88. re information see DETAILS SECTION 6 1 3 Sorting ITA Projects The ITA projects displayed in the Project section of the My Portfolio module can be sorted in ascending or descending order according to one of the following criteria e Project Code the ITA projects will be sorted in numerical order according to the code that they have been assigned e Registration Number the ITA projects will be sorted in numerical order according to the registration number that they have been assigned e Project Title the ITA projects will be sorted in alphabetical order according to the project title e Last Updated By the ITA projects will be sorted in alphabetical order according to the user who last updated the project e Last Updated On the ITA projects will be sorted in chronological order according to the date when they were last updated 21 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Contact us byelokolos mfertgov us My Profile About Log JARANG 380 44 2530419 Ministry of Economic Development and Trade 380 44 2530468 Welcome Synergy administrator Dashboard LJ My Portfolio Report Help Project Implementer Accreditation International Agreement New Project Draft Projects 0 Project Code Registration Number Project Title 2 Last Updated on 2 Last Updated by 2 No records found Submitted Projects 466 Project Code Registration Number 2 Project Title 2 Last Updated on L
89. rs window has a search capability To find the relevant category item you can enter any combination of letters in the search field The list of all category items matching the criteria will be displayed in the first text area Figure 48 To remove the search criteria use the Delete button to the right of the search field 3 Click the downward pointing arrow button to add the item selected to the list in the second text area Figure 49 4 Repeat steps 2 and 3 to add more than one Category item Note If a Category item needs to be removed from the second text area select it from the list the second text area and click the upward pointing arrow button 5 Click the OK button to apply the filtering to the ad hoc query and to the screen that was active prior to the filtering alterations i e List Chart or Map The system will regenerate and download to the client s side an updated report that applies the updated filtering criteria E i j Filter by Donor Donor E Exclude Current Criteria Figure 48 Searching for a Category Item Note It is possible to exclude a Category item s from being included into the filtering criteria to be created In this case click the Exclude checkbox All the Category items that appear in the second text area will be excluded from the filtering criteria to be created 65 DAD U
90. rt tool in DAD Ukraine Y Rich user interface that supports movable windows for arranging the screen as desired Y The ability to resize the charts directly the workspace The ability to show or hide the data labels and legends Y The ability to customize the coloring or choose pattern filled charts for black and white printing lt 9 2 Accessing the Chart Module As it has been stated above the system provides for the opportunity to present data in the form of different charts In order to access the Chart module of the system click the Chart tab The Chart module appears where a pre defined chart is displayed 9 3 Main Screen and Its Components Contact us pene My Profile About Log Off KRAINE 380 44 253041 Ministry of Economic Development and Trade 380 44 cvm Welcome Synergy administrator Dashboard LB Portfolio i Report Help EE Char BB Projects IFO Projects System Projects IFO Reouests Por seres Show Top a Chan Types Char Count saa Advanced Search Remove Filters 200 View Criteria Filter by Donor Implementer Recipient Region 100 Task Sub Task Year More Filters 0 L mum Project Cost Distribution among Donors 5 A d E gt 8 5 5 5 Proje
91. sk Remove Filters 00 _ Donor View Criteria La E 5 Lu Implementer i Poltava Recipient Filter by Ched Beneficiary esr _ m of Projects 8 mplementer 4 of Projects 8 1 Scaling Recipient i Ki Project Cost U 50 191 288 471 Chart Expenditure Type Project Cost UAH No data Project Phase Cost U SD No data Project Phase Cost UAH No data Commitment U SD No data Disbursement U SD No data Commitment UAH No data Proj Cost Distribution by Territorial Units DisbursementUAH Expenditure U 50 data Expenditure UAH No data View Projects COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 42 Viewing the Data Displayed on the Map Also you can view information on unspecified and unallocated projects that do not have any territorial unit reference To view data on these projects point the mouse cursor on i button in the respective Unspecified or Unallocated section Note Clicking the View Projects link at the bottom of the information window will take you to the Details section of the application For more information about the actions that can be taken in this section see DETAILS SECTION 55 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 11 DETAILS SECTION The DAD Ukraine application has a built in Details section where you can view detailed project information e g project financial information the sector s of
92. ssibility to view various types of reports such as lists maps and charts displayed in a user friendly environment on a dashboard Unlike regular reports dashboards provide visual at a glance insight into the data to be analyzed thus giving the decision makers the possibility to leverage information assets in real time through visually rich responsive and personalized business intelligence dashboards This way they will achieve better data interpretation and as a result more informed decision making 5 1 Key Features You can make use of the following key features of the Dashboard tool in DAD Ukraine Y intuitive drag and drop environment that turns adding reports to a dashboard into an easily manageable task Fully resizable report windows Better visualization of the information presented in graph reports The ability to print reports for future reference The ability to export reports on the dashboard in MS Word MS Excel and Adobe PDF formats Wo SS 5 2 Accessing the Dashboard Module In order to access the Dashboard module of the system you should click the Dashboard tab This will navigate you to the Dashboard module In this module you can create dashboards include reports under them etc 5 3 Main Screen and Its Components e Dashboard Selector contains a list of pre defined dashboards By choosing definite dashboard from this list you can view the reports stored in the selected dashboard e Customize
93. stem to display any category of data within a given radius buffered zone querying Contact us byelokolos mfertgov us My Profile About Log Off DAD UKRAINE 380 44 2530410 Ministry of Economic Development Trade 380 44 2530468 Welcome Synergy administrator Dashboard My Portfolio List Help Map save as 81 m gt ITA Projects o ee IFO Projects UU UT IEEE System Projects IFO i GO PieChart v J Donor Profile Requests for ITA attraction e Info Kherson 4 Cursor position Lat 46 05 Long 34 17 Categories Scaling _ Advanced Search Chart i ris Remove Filters EN View Criteria Filter by SK Donor ps Implementer A Recipient NK _ T Beneficiary Project Cost Distribution by Territorial Units i 59 200 ES COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 36 Map Module 10 1 Key Features of the GIS Tool Below are the key features of the GIS tool in the DAD Ukraine application e Vector based platform e Multi layer mapping Dynamic number of administrative territorial units Category or Indicator data Static Data Borders Cities Rivers Roads Construction Sites etc Names and Labels Any other type of layer e Data visualization features 47 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL Plotting Category or Indic
94. t Help Chart BB Save As Sia A 9 8 gt ITA Projects IFO Projects 2 42 IFO Show Data Table Data Label Legend Pattern Show Original be s w aT Font Note 1 T size Advanced Search 2 Remove Filters 200 View Criteria Filter by Donor 150 Implementer Recipient Beneficiary Region 100 Task Sub Task Year More Filters za 0 E 3 m Project Cost Distribution among Donors 5 x amp gt D of Projects by Donors and Regions i i 9 3 E d rj 8 8 0 2 B f E 5 3 E g 3 9 8 5 Dv gt gt gt COPYRIGHT 2013 SYNERGY INTERNATIONAL SYSTEMS INC Figure 35 View Screen of the Chart Module 1 Show allows selecting one or several of the following options e Data Table presents the information contained in the chart a grid matrix e Data Label shows the actual values of each chart cell This option is disabled if you have selected the pie or line chart types e Legend explains the categories and data series displayed on the chart e Pattern allows choosing a pattern filled chart for black and white printing e Coloring Option allows defining whether the chart should be displayed in multiple colors or in one of the colors available e Show In allows defining how the numeric values wi
95. tions available in DAD Ukraine contain a built in online data entry subsystem which is designed to allow entering or modifying relevant information remotely via Internet DAD Ukraine provides a web based user interface and requires a web browser pre installed Note To ensure more flexibility and a more user friendly environment DAD Ukraine has been implemented as a bilingual system allowing the users to view the data presented in the system in two languages Ukrainian and English DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 3 LOGGING INTO DAD UKRAINE The starting screen of the DAD Ukraine application is the Login Screen Figure 1 To log in you should validate yourself with the username and password and then click the Login button Note The password is case sensitive Note If you have failed to log in several times the system will be blocked Contact your system administrator in order to unlock your user access The number of unsuccessful login attempts is determined by the login policies adopted for the application DAD UKRAINE Ministry of Economic Development and Trade User Name ENTER A5 PUBLIC USER Password amp Request new account Download DAD Ukraine User Manual Forgot your password Copyright 22001 2013 Synergy Intern Figure 1 DAD Ukraine Login Screen A successful login directs you to the My Portfolio module Note If you have forgotten your password you can retrieve it by clicking
96. to the search box 14 2 Advanced Search In addition to providing easy access to the content the DAD Ukraine application has a number of specific features that is used to find exactly what is looked for One of these features is advanced search that allows setting different complex conditions using the Advanced Search form It gives several additional fields which may be used to qualify searches by organisations involved into the project implementation regions where the projects are implemented etc order to create search criteria follow the steps below 1 Click the Advanced Search link under the Search section The Advanced Search form appears Figure 50 DAD x Filter by Advanced Search Text to find Search Project Title iq Cancel Project State Registration Number Donor A Reset Implementer Recipient Beneficiary Region Cunrent Criteria Figure 50 Advanced Search Section 2 Define the text to search for in the appropriate field 3 Specify the fields to look in by selecting the appropriate checkbox es 4 Click the OK button to apply the search criteria to the ad hoc query and to the screen that was active prior to the filtering alterations i e List Chart or Map 67 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 15 LOGGING OFF Once you have finished using the DAD Ukraine application it is necessary to terminate the session and log off In order
97. updated the project e Last Updated On this is the date when the project was last updated In this module a project may be created details of the existing projects can be viewed Moreover it is possible to browse projects and sort the projects ascending or descending order according to definite criteria 6 1 1 Adding an ITA Project In order to add a new ITA project from the Project section in the My Portfolio module follow the steps below 20 DAD UKRAINE ANALYTICAL INTERFACE USER MANUAL 1 Go to the My Portfolio module 2 Click the Project tab 3 Click the New Project button Figure 12 This will open an ITA Project form which is described the DAD Ukraine International Technical Assistance Projects Application User Manual see REFERENCES Contact us byelokolos mfertgov us My Profile About Log Off ic 380 44 2530410 380 44 2530468 BD OKKAN Ministry of Economic Development and Trade E Welcome Synergy administrator Dashboard LJ My Portfolio Report Help Project Implementer Accreditation International Agreement New Project Waaa Draft Projects 0 Project Code Registration Number Project Title Last Updated on 2 Last Updated by 2 No records found Submitted Projects 466 Project Code 2 Registration Number gt Project Title 2 Last Updated on Last Updated by 2 ITA 000001
98. uu u TERES 35 Figure 260 Previewing the REDO Es PEE 36 Figure 27 Reports Window with Properties Focus on the Title Field 37 Figure 28 Formatting Styling Text Entries n 37 Figure 29 Reports Window with Properties Focus on the Column 38 Figure 30 Assigning Properties to Report Table 38 Figure 31 Re ordering Report Table 39 Figure 32 Defining the Sorting OFder RII FDA tei ED IM IM FM I u PINE 39 Figure 33 Switching Report Table 40 Figure 34 Main Screen of the Chart Module 41 Figure 35 View Screen of the Chart lt 45 Figure 35 Mao jio u ux 47 T iellipent 50 Figure 38 Measuring Distance 4 1 2 2202 40 66 66 51 Figure 39 Buffered Zone 52 Fone Ad Salecuheg Chart u usnu 53 l U DI I IN 54 Fi

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