PLANILLA FINANCIERA Referencia rápida –Elaboración de
Contents
1. PLANILLA FINANCIERA Referencia r pida Elaboraci n de presupuesto 1 Abra el archivo y haga clic en Habilitar macros para abrir la planilla Siga las instrucciones de la p gina de bienvenida de la planilla 2m v ien d I zd y Lf 1e onsven Welcome to the IDRC Grant Administration Workbook Enable Macros Did you notice the acu aming in the message bar above It states that Macros have been disabled and gives you the ability to choose some options Before you choose these options please be aware that this VVorkbook requires Macros to be Enabled ar it wil not open Chek the Options box in the Securty VWarnng rapi ca bar to open the Microsoft Office Secunty Options 5creen Hore you will 5e6 selection ta F nabh tant Mako this selection click the OK button and the Workbook will open However you will have to do this every time you run the Workbook If you would like to run the Vy a wi ithout having to monually enable the macros each tme you may place the Workbook m a Tiu A Trusted location can be any of the Excel 2007 default folders ar any folder you deeianste At the bottom left of the Microsoft Office Security Options screen you will See Opon tho Trust miro Click on this and the Trust Centre screen will be displayed On the left is a list click on Trusted MIO This screen shows the Trusted User Locations You may note the path to one of the default Excel 2007 locations or add a folder of your choosing In either case pleas2. e move the VVorkbook to your Trusted Location folder and open it again 2 Hagaclic en S en la ventana Advertencia de seguridad para designar la planilla como documento de confianza 3 Guarde la planilla con la extensi n de archivo XLSM save as typ 4 Yel Macro Enabled Workbook DENN Je Cancel 4 Usando el bot n tab pesta a entre los datos en la pantalla informaci n del proyecto consulte la p gina 5 de la Gu a del usuario Project Information General Information Project Title Euilding Responsive Law and Polici Legal Hame of Proposing Institute of Dewelopment Studies Institution Project working currency US Dollar USO currency used in books oF accounts of institution Project duration in months zel Duration must include time necessarw For all activities paid with grant hands to take place MOTE all Fields on this Form must be completed BEFORE you can enter your budget information Save and Close 5 Es aqu que aparece el formulario de propuesta de presupuesto en la hoja summary Resumen No ingrese informaci n en la hoja summary se va llenando autom ticamente Haga clic en las hojas de categor a presupuestaria para ingresar la informaci n del presupuesto se deben entrar solo datos no f rmulas ni referencias Budget category Total Personn
3. el consultante EE EEE Evaluation IICA Equipment IE IICA International Travel 6 000 Research Indirect Coste Qj IICA Total SUMMARY cannot be used for data entry ENEMY Project working currency is the LS Dollar USD Summary Chart 160 000 140 000 120 000 ID FIC 100 000 Budget BUE Categories 60 000 40 000 l 20 000 E il s a TIT il E P 3 oit aue a Qe cx S9 E T uUa ae T g 4 0d ol Splash Summary Personnel Consultants Evaluation Equiprment InternationalTravel Training Research IndirectCos o PLANILLA FINANCIERA Referencia r pida Elaboraci n de presupuesto 6 Ingrese notas de presupuesto detalladas para cada partida presupuestaria Si necesita m s filas use el bot n add new row Agregar nueva fila Consulte la p gina 7 de la gu a del usuario sobre notas de presupuesto DETAILS OF BUDGET SUBMISSION in project currency Includes services and materials required to carry out the research Coste include remuneration of persons who gather data and information or provide casual labour maintenance and operation oT project vehicles consumable goods and non capital equipment computer services training for project staff for implementation of research activities in country trawel reference materials rent paid for land or premises used in a research and translation of project related documenta Local Trawel Core Contributions Supplies Seminars meetings Do
4. of your overall budget proposal or as individual line items but not both Please enter Ehe Fixed percentage in the box below do not enter the 36 symbol and click OE or click Cancel To cancel the calculation of Indirect Costs as a Axed Percent of Budget leawe the rate blank then click on E Cancel rowr to place the cursor at the end of existing text Totals for Indirect Costs Add New Row Indirect Costs Worksheet Xm OVERALL 0 0 ld 4 E El Splash Summary Personnel Consultants Evaluation Equiprnent InternationalTrawel Training Research IndirectCosts a ou 8 Llene las hojas Contribuciones de donantes y Contribuciones locales seg n corresponda 9 Verifique la informaci n entregada guarde y aseg rese de que el archivo mantenga la extensi n XLSM a A jest a d Macro Enabled Workbook Swe Cara 10 Env elo por correo electr nico al representante del IDRC junto con el formulario de solicitud de subvenci n debidamente llenado Aseg rese de seguir todos los pasos indicados Si tuviera consultas o problemas con la Planilla por favor contacte a info fw 2idrc ca La Gu a del usuario completa integrada de la Planilla financiera se puede bajar aqu
5. uble click in a row to place the cursor at the end of existing text Add New Row Research Expenses Worksheet Id 4 bo Splash Summary Personnel Consultants Evaluation Equipment InternationalTrawel Training Research IndirectCosts AT 7 En la hoja indirect cost costos indirectos ingrese un porcentaje fijo o monto s a Para porcentaje fijo haga clic en el bot n percent of budget porcentaje de presupuesto en el sitio abajo a la izquierda de la pantalla b Para montos liste los rubros de costos indirectos y provea los costos Importante Aseg rese de que los costos indirectos no superen el 13 permitido por IDRC DETAILS OF BUDGET SUBMISSION in project currency Includes administratiwe costs not directhy related to the research Coste may include clerical accounting or secretarial help general office expenses office rental and utility charges non capital office furnishings communications costs and photocopying IDRC expects the recipient to absorb the indirect or administrative costs of a project as part of its local contribution In exceptional cages IDRE will consider a contribution towards indirect coste The maximum contribution ig 13 oT all recipient administered costs hem of expenditure Year 1 Year 4 Fixed Rate not used Year 5 Total Beige motes and explanations EA PA wed for fed rates Percent C Indirect Cost as a Percentage ILIUM You may enter Indirect Costs as a percentage
Download Pdf Manuals
Related Search