User Manual - VietnamConsult
Contents
1. Project Number Project Mame Project Year m 2002 BB 585 ISvvh Improved Solid Waste Management Project in Nghe An Province Phase Il 2002 66 SBAA Waste Vater Management Programme vinh City Sal Gon East West Highway Construction Project sai Gon East West Highway Construction Project Sai Gon East West Highway Construction Project CAN THO URBAN UPGRADING PROJECT Public Financia AE a Reform Project PFIMERP Public Financial Management Reform Project PFMRP Public Financial Management Reform Project PFMRP 15 PMT 4 Click the symbol in toolbar to perform Filter By Selection Q 3 alu 4 4 amp vC 24 4 2 A A IK 2002 66 585 ISvyh U a e Solid Waste anagement Project in Nghe An Province Phase ll Si 2002 BB 55 1 Waste Water Management Programme Vink City Public Financial Management Reform Project PFMRP 3 Public Financial Management Reform Project PFMRP 3 Public Financial Management Reform Project PF MRF Multi Donor Trust Fund for Public Finance Management Modernization Multi Donor Trust Fund for Public Finance Management Modernization Multi Donor Trust Fund for Public Finance Management Modernisation 5 Click the symbol Remove Filter in toolbar to be back to normal Sorting Columns 1 Access the function Query and open any query as instructed above 2 Select a column to be sorted by clicking its column header E PMT Query All Projects Form 72 File Records Tools Format Window 3a H1 L2. Sy view or Print Reports e Run a Query li Display a Chart i Assess Project Performance A Setup the PMT ig Find out more about the PMT Current Reporting Year 2007 2 he PMT window displays list of content to be set up PMT setup fea PMT Setup Donors Users Picklists PMT Location Position EEE System Configuration Form Labels Report Labels System Messages Error Messages Chartz 36 PMT To add or edit users To access user setup 1 Access the list of setting up content as instructed above 2 Click the link Users in the list PMT Setup PMT Setup Donors Picklists Report Parameters System Configuration Form Labels Report Labels System Messages Error Messages Charts 3 The window of list of current users and buttons such as New Edit Find Sort up and Sort down is displayed E PMT x r Users L B T eae LenName Administrator Admin E 41 Nguyen auvet Dinh dinhna Bl 40 PMT Tester PliTTest m 44 r f E 43 trang t To add a new user 1 Access the window of Users as instructed above 37 PMT 2 Click New to display a new window for adding 1 Administrator Admin 41 Nguyen Quyet Dinh dinhnd 40 PMT Tester PMT Test 44 r r 43 trang t New User je and Close Delete harme Login Marne Pazzwearrd Record 14 3 Fil in the compulsory information like User name login name password 4 l the new use
3. i 3 Project Number Project Mame Description n 2002 66569 ie eee PLI Waste Water Disposal in Town 2002 6B 585 improved Solid Waste Manageme EN 2002 66 585 eS Sa late eee The purpose of the project is the se zt 2D75 VvIE CSF lu eel The project will support the health Ma e BU s eee The development objective of the Rc A Fa 3 Click the symbol Or to sort ascending or descending 4 Click the symbol in tool bar to be back to normal Freezing or unfreezing columns 1 Access the function Query and open any query as instructed above 2 Select a column by clicking its column header to be moved You can choose many neighbouring columns by clicking the first one press the mouse and drag to broaden the selection 3 Select Freeze columns of menu Format to freeze selected columns PMT Query Donor Disbursement Form S File Records Tools Format Window Hide Columns Unhide Columns Swiss State Secre Japan Bank of Inte Singapore World Bank Public Financial Management Reform Project PFMRP 2 ive Singapore ac Swiss State Secre Public Financial Management Reform Project PFMRP 2 World Bank RMP 3843vMN EU 2 Singapore L RNIP 3843 VM RNIP 2 ve World Bank RMIP 3843vMN EU 2008 Active Swiss State Secre 16 PMT 4 The selected columns will be freezed and moved to leftmost 5 In order to unfreeze columns access Unfreeze All Columns of menu Format PMT Query Donor Disbursement
4. View Project data With AMT providing quarterly progress monitoring information as input to the system PMT functions to display and analyse these data in order to display and analyse the project achievement actual implementation progress against its plan and benchmark the whole portfolio Therefore ideally PMT users can only display and aggregate information instead of modify the data input PMT Portfolio Data 1 There are two ways to view portfolio data e From Homepage click the link View data or alternatively e From Shortcuts click the link Data Shortcuts Home Portfolio Monitoring Tool 18 May 2007 c i Reports ag Queries il Charts What do you want to do a View or Print Reports 2 The main window of Data will be displayed containing links to Projects Disbursement Procurement Social and Environment Upon necessity you can Click on the desired link Available Data i Projects m Social All Projects Resettlement Plan Active Projects Implementation Completed Projects Expenditure a Disbursement e Environment Disbursement Data 004 Environment Plan Disbursement Data Gow Implementation e Procurement Procurement Plans Packages Ald Data Contract Data 3 When accessed data will be displayed in column showing data of all projects in portfolio The information in each column is different in relevance to content The example of Disbursement Data ODA is shown below Disburs
5. E Go Fund E ODA Fund 5 G 2 a 200256577 2002 66 585 WMWyP EVA PO701 97 PO 5399 TFO53094 Project Ho Copy chart to clipboard Loading done 23 PMT 6 For each chart you can view charts of previous or following year by clicking Previous or Next 7 Click LXI o exit To copy charts to other Office documents 1 Access Chart and display any chart as instructed above 2 When achart is selected and displayed click Copy chart to clipboard IEl xj Charts Available Charts Disbursement Bidding C Contract Resettlement Environment lt lt Previous 2007 Next gt gt Disbursement Rate YTO Projects In Portfolio jjsburzement Rate Individal Projects ear to Date 140 E iov Fund m op Fund Disbursement Rate 2002 66 577 2002 66 585 MP EWF P 70137 POFS399 TFOS3094 Project Ho Loading done _opy chart to clipboard 3 Open the MS Office document Word Excel for charts to be saved 4 Right click and choose Paste in the above document chart will be saved there You can also edit charts after copying to Word Excel as one MS Office object 24 PMT Assess Project Performance Access to assessment function 1 Inthe Home page click on the link Assess Project Performance Home Portfolio Monitoring Tool 6 09 2007 What do you want to do 1 View Data a view or Print Reports m Run a Query Ali Display a Chart gi Setup the PMT di Find out more about the
6. click Delete and say Yes to confirmation question PMT F Are you sure you want to remove this tem from A the list Caj The below list of pick lists is used in PMT To access pick lists AMT Processes and AMT Process Date Types Bid Review Method Bidder Selection Method Bidding Procedure Contract Type Country Currency Data Error Types Document Types Fund Types Package Types Project Status Provinces and Regions Sector Level 1 and Sector level 2 Type of Donor Access the list of content to be set up as instructed above 42 PMT PMT Setup Donors Users Report Parameters System Configuration Form Labels Report Labels System Messages Error Messages Charts 2 Click the link Pick lists 3 The window of Pick lists is displayed BE Pick Lists EX i Pick Lists Available Pick Lists id Reviews Method E Bid Review Method a Bidder Selection Method MO BidReview Method VN Blid Re Bidding Procedure K 1 Ti n ki m Prior Review Contract Type E 2 Hau ki m Post Review Country UtoMumber Currency Data Error Types Document Types Fund Types Package Types Record I4 4 K n rx of 2 4 Select from in the dropdown list of Available Pick lists to display or edit 43 PMT To change a pick list 1 Access the window of Pick lists as instructed above 2 Select the list to be added or changed
7. i Documents Last Report 2007 Qtr 1 Last Upload 5 The window of Project information consists of 4 main parts e Links of project contents in the left of window e The main displaying window of project information e Button Delete Project e Button to close the window 6 The content in the left of window is to support viewing detailed information of project You can view project contracts by clicking the link Contracts EE EWHW Sai Gon East West Highway Construction Project jj Profile Qo Progress Report a Disbursement lt lt Previous 2007 Next gt gt Disbursement 2 Imprest Account Pas III Plan 01 100 0096 78 3099 More Packages W 02 100 00 66 34 More Pre Qualification 0 00 21 83 More Bidding Process Bidding Results 0 00 32 73 More VN 0 00 0 00 More 7 Social Plan Implementation Expenditure Environment Plan Implementation w Performance Logframe Indicators j Documents 4 Delete Project Last Report 2007 Qtr 1 Last Upload 10 PMT 7 In this example the list of project contracts is shown by year You can view contracts of previous or following year by clicking the button Previous or Next 8 To view the detailed information of a contract in the list you can click on More to display the contract details BE Contracts x Contract Information 2007 E N PEK1 20605 Package B Contract Desertion vn r dung duong pia Tay v m r ng du
8. ide e tete e eor te rer eta verno escort 21 To copy charts to other Office documents lt lt 24 Assess Project Performance 1 sen nen ren 25 Access to assessment function see eee ee eee 25 Add Tiew assessmaellls ad detener n te tata ash a rci Mo bias d Mete he obi 26 SSGSS le ele m D Rc 26 IV Upload to PMT c tr taea naa a a aa ae 29 AMT management and conditions ee eee eus 29 Conditions or AMT Upload e2 eoe etr ae t ont vale a 29 To manage AMT files by Quarter eee eee 29 To upload data from AMT to PMT eee 30 To upload Le nieto iiec et a debates co aetas eu e doa But esas deliae seas 30 EA O TEP PE E EEE EM E ME Fo M DEM EL EK seo 31 To export and import data from PMT to PMTr 31 T expor data Om PMT srci a 32 Tompot data t PM TTT 33 CAMERE 34 To set up linkage to database cce e erre reos eee 34 TO SOU UD TNC uu ges 36 To add or edit USCIS ssarticx3i bi32c12snibpivaiaviadslaslEssagies2leasBuslSspsbsleasrlsgaEssei 37 To access USersctUDis i ee ee a 37 To add anew TE 37 To edit an existing USET 5 e eien Gal die ees 38 TO add OF edil dODOFS aie aio rex tuer Rua UE ts ETno0 Ree a E einen 40 To access donor setup eee eee 40 To add a new donor ccccecccccceeeceeceeseeceeeceeceesceeceueceeseu
9. selection 2 Access the menu Format gt Hide Columns 3 Selected columns are hidden Unhiding column s 1 Access the menu Format Unhide Columns Column es Project Name Project Year Project Status O Donor Last Lr Report Year To Date Plan Year To Date Actual Project ID Annual Achievement Currency 14 PMT Changing the font l 2 3 In the box displaying Unhide Columns select the columns to be unhidden by ticking the relevant fields Click button Close to exit The selected columns are unhidden Access the function Query and open any query as instructed above Access the menu Format gt Font to change font style colour and Size Enter the desired format Note The format change will be applied to all columns of query Changing the gridline or background colour l 2 3 Access the function Query and open any query as instructed above Access the menu Format gt Cells to change the gridline or background colour Enter the desired format Note The format change will be applied to all columns of query Filtering records You can filter by using the tool Filter by Selection Access the function Query and open any query as instructed above Click the field to be filtered in the query You can select all or a part of field by selecting the part to be filtered The below example shows that user wants to filter projects with name consisting of management
10. the assessment of your portfolio 12 Click Close button to close the assessment window 28 PMT IV Upload to PMT As mentioned above PMT is a tool for data display and analysis Therefore data input for PMT is important to ensure that the tool has data for processing Upload is automatically done by importing data from AMT report s in Excel sent from PMUs AMT management and conditions Conditions for AMT upload Upload can be done only if AMT report s satisfy the followings 1 Each AMT report has a unique project code in all portfolio 2 Each AMT report has the reporting quarter and year in correspondence with actual reporting time and 3 Each AMT report is updated with appropriate and adequate information up to the reporting time and verified by project owners To manage AMT files by quarter 1 Usually AMT report is saved in soft copy The file name is recommended to give as followings Donor short name LA short name Project short name Reporting quarter Reporting year xls 2 AMT report should be saved by quarter The file tree is recommended to be as followings Reporting quarter Reporting year AMT reports 29 PMT E g E CC 6 8 Monitoring Reports Fl CC 2005 7j 01 05 j Q2 0B O 93 05 9 Q4 0B L 2006 O 91 06 9 o2 06 9 93 06 7 Q4 06 E iy 2007 SRTA To upload data from AMT to PMT To upload data to PMT user has to access its system menu usually when
11. Form 72 File Records Tools Format Window 2007 Active 2002 66 555 15 2007 Active 2002 BE 585 iF 2007 Active 2007 Active 2007 Active 2007 Active P 7m187 Public Financial Management Reform Project PFMRP 2007 Active HE SG l Public Financial Management Reform Project PFMRP 007 Active ERE P Public Financial Management Reform Project PFMRP 2007 Active aM pm RNIP 3843 VN 2006 Active RHMIP 3843 7 6 After unfreezing the position of columns will not be recovered like before You can move columns depending necessity Exporting a query to Excel or Word 1 Access the function Query and open any query as instructed above 2 Hide unnecessary columns or use filter function to have the query content as required 3 Access menu Tools select Analyse it with Microsoft Office Excel or Publish it with Microsoft Office Word PMT Query Donor Disbursement Form 3 File Records Format Window n 24 ER E Analvze It with Microsoft Office Excel Project Number iW Publish It with Microsoft Office Ward m 2002 66 3585 ISVyh Improved Solid Waste Management Project in Nghe An Province Phase Il 2002 BB S85 ME Waste Water Management Programme Vink City 4 Query will be exported in documents in desired format Note Query is structured in tables therefore the table format is difficult to maintain when being exported to MS Word but can be kept when being exported to MS Excel 17 PMT Reports T
12. ODA Portfolio Monitoring Tool User Manual lt v Version 2 August 2007 PMT bc ko F 5 E Table of content H Tres e IY ae mee 3 Why Microsoft ACCESS 9 oiu nie ees 3 What does PMT GO aan Oana aai aga Raa Eez 3 ll Project Prof G se ideo oeil eo eere 4 ACCESS TO PMT rrime ee cca e conan ones nene uu chicago piae Rode ex EEA 4 PMI siuescmum 4 Tene AC on asnan Dc TM NER 4 mi B TUNIC IONS e cc P EN 5 View Se ele CA m S MR 6 Setan Lele AN c RR 7 PUG ORE tC alii RR TTE 8 VIEW FTO GCIPVOMIC eia tetra nat eens deuda nat haa dca asd nica nt bui A 9 Ill Aggregating and Analysis functions 12 UCTS M ce 12 UU 1 9 QC ra 12 MOVNO COMM T 14 Hiding and unhiding columns ccccecseeeeeeeecaeeeeeeceeeesceeeeseeeeeeeesaeeeeeees 14 Changing the font HH 15 Changing the gridline or background colour essssssss 15 Filtering recorda sse eee 15 Sorting ColUmnS ee 16 Freezing or unfreezing colUmnS cc lt lt ssssss sssssseeerss 16 Exporting a query to Excel or Word ausos sees 17 REPOT eas ease ocak eee eee 18 To access and view repoa e eee aevi noeh Dex edes aUa vxo aure ee dabo aw dad 18 Ss ET om 19 FOPAN TODO qe 20 To export report to MS Excel or MS Word sse eee 21 9j jo Ce E 21 To access and display CHANTS iu
13. PMT Current Reporting v ear 2007 x 2 List of Assessments window is displayed ox S Ferformance Assessments Please select an assessment from the list below Click the Mew Assessment button to enter a new assessment Date 12 2 2005 CILarter List of all available assessments Add new assessment Hew Assessment Clase 25 PMT Add new assessment l Assess project s Access to the assessment function as instructed above If there is NO assessment in the list of available assessments corresponding to your assessment quarter and year click on the button New assessment The window allowing to add a new assessment is displayed Year Carter Location Aesessor s Mame Date Please fill in all information needed for a new assessment Click OK button to save and close Access to the assessment function as instructed above If necessary add new assessment corresponding to your quarter and year oelect one assessment in the list of available assessments by click once on the desired record The assessment window is displayed 26 PMT BE PMT Bl x Performance Assessment rnjEt Click to view Add Projects Delete Project Assessment Details Year Quarter Location f Assessor s Name Brese ss Date fi 2112 2005 List of all projects in the assessment Current Selection Indicator This Project Portfolio Good Satisfactory Unsatisfactory A
14. Select 5 The upload is completed when you receive the following notice Microsoft Office Access X The requested filets have been uploaded FAQ 1 Frequency for AMT uploads to PMT A Usually 4 times year in relevance to 4 reporting quarters Monitoring officers should collect all appropriate AMT reports before update to save time In case some reports are wrong or amended after uploading to PMT M amp E officer will update PMT again with latest verified AMT reports 2 What to do with project with no project code A Now Government of Vietnam GoV has not yet had procedure to issue code for project almost all projects get the code issued by donors In case a project does not have any code you can contact person in charge of ODA in MPI to get a temporary code to ensure the code solidarity in all portfolio 3 After uploading AMT how will be old data of a project in previous quarter A If report is for Quarter of reporting year the old data of project of previous years is kept unchanged while the new data is recorded for the current reporting year If report is for Quarter Il IIl or IV of reporting year the old data of project of reporting year will be deleted and replaced by new data of AMT because AMT is to list all information of all quarters in the year To export and import data from PMT to PMT Exporting and importing data from PMT to PMT is to support an agency using PMT to manage ODA programs and projects wit
15. by Source of Funds Charts in dropdown list Main window to display charts 22 PMT 3 Select a desired chart by e Clicking the relevant group e Select the chart from the dropdown list in selected group 4 Depending on the chart type you may have to provide more chart parameter s such as Sector Level1 Main source of funds Project etc B Select project to display in chart g Select project to display e E Check Al TEUR 30924 Swiss Grant Far a Pilot Design Build Lease Project In Lim Town in Bac Minh Pr TFOSO960 Multi Donor Trust Fund For Public Finance Management Modernisation VITC Vietnam Insurance Training Centre RNIP 3843 VM RNIF P z 13z CAN THO URBAN UPGRADING PROJECT VWRAP Vietnam Water Resources Assistance Protect WRAP P 75398 Public Financial Management Reform Project PFIMRP 2002 66 585 ISWM Improved Solid Waste Management Project in Nghe 4n Province Phase II 002 66 585 W WwP Waste Water Management Programme Vinh City EwHw Sai Gon East West Highway Construction Project 2002 66 577 Wastewater Disposal in Provincial Towns Programme South Can Tho and soc 5 After selecting parameters click Accept to see Charts in the below window C Charts Available Charts Disbursement Bidding C Contract Resettlement Environment lt lt Previous 2007 Next gt gt Disbursement Rate YTD Projects In Portfolio ishursement Rate Individal Projects Year to Date
16. e 1 View project data How to view project data is shown in Chapter 2 2 View or Print reports How to view and print reports is shown in Chapter 3 3 Runqueries How to view and work with queries is shown in Chapter 3 4 Display charts How to display and work with charts is shown in Chapter 3 5 Assess Project Performance How to access project performance is shown in Chapter 3 6 Setup PMT 18 x Back button pet PMT EC c3 File Records Window Type a question for help amp X PMT How to set up PMT is shown in Chapter 5 7 Find out more about the PMT The link to window showing PMT version and contact address in case of technical assistance is shown below This program was developed by the Vietnam Australia Monitoring and Evalutation strengthening Project For mare information please contact VAMESP Il email varmespiaivnn vn An IT Tcal fram VAMESP Il version Version 6 September 2007 8 View the current reporting year Users can change the current reporting year so viewing data and reporting become more convenient The current reporting year by default is the current system year 9 Import data from AMT Available on File menu Excel How to input data from AMT Excel is shown in Chapter 5 10 Import and export data from PMT Available on File menu How to import and export data from PMT is shown in Chapter 5 11 Exit PMT By double clicking on Exit PMT in left or button in the top right of screen
17. e looking for a project with name consisting of water 1 Access to Data All projects as instructed above Active and Completed Projects 3 Project Number Project Name Project Status Lead Donor Wastewater Disposal in Provincial Towns Programme South Can Tho and Active KFA E 2002 66 585 ISVVMP Improved Solid Waste Management Project in Nghe An Province Phasell Active KFYY 2002 66 585 V VUP Waste Water Management Programme Vinh City Active KPA Sai Gon East West Highway Construction Project Active Japan Bank of International Corporation CAN THO URBAN UPGRADING PROJECT Active World Bank Public Financial Management Reform Project PFMRP Active World Bank RNIP Active World Bank Multi Donor Trust Fund for Public Finance Management Modernisation Active World Bank Swiss Grant for a Pilot Design Build Lease Project In Lim Town in Bac Nir Active World Bank Vietnam Insurance Training Centre Active Asian Development Bank Vietnam Water Resources Assistance Protect VARAP Active World Bank 2 Click on the column header to blacken the column Project name 3 Click the search button in toolbar to open search window 4 Inthe filed Find What enter water 5 In Match field select Any Part of Field Find and Replace xl Hd 7 Find What water EJ L Eind Next Cancel Look In Project Mame v Match Any Part of Field w Search All Match Case v Search Fields As Formatted PMT 6 Click the butt
18. ease log into the Portfolio Monitong Tool Hame Password Language English An IT Teal fram VAMESP H Qh Cancel Click the setup button to change the location of the data file 3 The below window is to select data file 34 PMT Program Setup Please click the Next button and select the datafile that will be used by the MIS It may take a few minutes for the MIS to link to the datafile Where is the MIS datafile Look in e PMT lt ex E3 x 2 PMTCodeData mdb Warme 2 PTv8 mdb Documents Cancel Back Next Desktop Please log into the Portfolio My Documents Monitong Tool tr Hame 1 if My Computer Password Language Engish E ete Filename PMTData V8 mdb M Alr ok cw Places Files of type us Access Database mdb v por va setup button to change the location of the Setup 4 Select data file for PMT 5 Click Next repeatedly until the screen of setup completion is displayed Program Setup en x i The MIS haz been set up Please click the Finish button ta exit Setup Back Wert Finish 6 Click Finish to complete the setup 7 Then you can use your username and password to access the program as instructed in Chapter 2 35 PMT To setup the PMT 1 The System Administrator accesses Setup the PMT in homepage Home Portfolio Monitoring Tool 509 2007 What do you want to do m view Data
19. eeeesseeeeseaeeeessageees 41 To edit or delete an existing CONOLS cccccseecccceeeeeeeeeeeeeeeeeeeesaeeeeessaaeees 41 PICK TT E 42 telele drift 42 TOchange a Dck wm 44 Repor DGIGIHGTEES em 44 eee T L EEEE AAA A E AE EEEE AA EA EA E A A 45 PMT I Introduction PMT is a monitoring tool designed to support Project Owners PO and Line Agencies LA to monitor their ODA portfolio Why Microsoft Access Microsoft Access is chosen for the fact that t is a corresponding database system which can formulate a good environment for data management perform complicated queries make reports and coordinate with other Microsoft products S It can be easily upgraded to a bigger database system such as Microsoft SQL Server if required and PMT versions can operate on Microsoft Access 2000 2002 2003 and XP What does PMT do PMT enables PO and LA to Monitor current status of their ODA programs projects Review progress and performance effectiveness of an individual project as well as the whole portfolio Make pre formatted reports Save soft copy of project reports Automatically update information from quarterly progress monitoring reports prepared by PMUs using AMT and Exchange information with other PMTs by exporting or importing information of portfolio using XML based data files PMT Il P
20. ement ODA lt lt Previous 2007 Next gt gt EE 36 Annual Achie 0 00 0 00 700 000 00 700 000 00 0 00 0 00 0 00 0 00 2 236 000 000 00 2 801 199 000 00 aH Singapore Swiss State Secre Japan Bank of Inte Sai Gon East West Highway Active Sai Gon East West Highway Active Sai Gon East West Highway Active CAN THO URBAN UPGRADIP Active Public Financial Management Active Public Financial Management Active Public Financial Management Active Swiss Grant for a Pilot Desic Active Vietnam Water Resources 4 Active World Bank Singapore Swiss State Secre World Bank World Bank International Fund 3 593 390 00 201 326 00 443 284 00 124 367 08 0 00 0 00 d PMT 4 Like the example of Disbursement Data ODA many contents will be displayed by year for all projects having reports in corresponding years You can check the data in previous or following reporting year by clicking the link Previous or Next located at the top of the window 5 To exit this window you can go back to Homepage by clicking on the Back button on the toolbar or use Shortcut to access other functions of the PMT Find Sort and Filter When information is displayed so much that it is hard to find some specific detail you can use the search button or sort button and in toolbar Find The below example shows how to find a project through a part of project name for instance you ar
21. from the dropdown list 3 The selected pick list is displayed 4 Use mouse to move to the record to be changed 5 If you want to add a new record you can click Add to move to the blank record at the end of the list 5 Input information into the data fields 6 Click Close to save and exit Report parameters 1 Access the list of content to be set up as instructed above 2 Click Report Parameter in the list to display a new window PMT Setup fea PMT Setup Donors Users Picklists Report Parameter Save and Close Agency Name CVn H giao th ng van t i ES System Configuration Agency Mame En Ministry of Transport Form Labels Position ny Baten o Report Labels Position Er Minister System dez gt aez Error Messages Charts 3 Change any report parameter if necessary 4 Click Save and Close to exit 44 PMT Contacts Mr Cao Manh Cuong Head of General Division FERD MPI Tel 0804 3016 Email cmanhcuongq yahoo com Mr Cao Thanh Phu Expert General Division FERD MPI Tel 0804 3115 Email caothanhphu mpi gov vn 45
22. gapore 0 00 0 00 0 00 Swiss Grant for a Pilot Desic 2006 Active Swiss State Secre 0 00 0 00 0 00 Swiss Grant for a Pilot Desic 2007 Active World Bank 443 284 00 124 367 08 28 06 Vietnam Insurance Training t 2006 Active Singapore 0 00 0 00 0 00 Vietnam Insurance Training t 2006 Active Swiss State Secre 0 00 0 00 0 00 Vietnam Insurance Training t 2006 Active French Developme 10 783 60 7 500 00 69 55 Vietnam Water Resources 4 2007 Active International Fund 0 00 0 00 0 00 1 1 1 1 1 1 1 1 1 3 3 3 3 3 3 3 3 3 1 3 3 3 1 4 Click the button e on the Menu to go back to the main query E 8 x Type a question for help gm window or the cross button to close the query window 13 PMT Moving column 1 Access the function Query and open any query as instructed above 2 Click the title of column desired to be moved to blacken it You can choose many neighbouring columns by clicking the first one press the mouse and drag to broaden the selection 3 Keep the mouse and Move the blackened columns to new position Note If columns are not moved they may be freezed therefore you have to unfreeze those by reading below instruction Hiding and unhiding columns Access the function Query and open any query as instructed above Hiding column s 1 Click the column header to be hidden to blacken it You can choose many neighbouring columns by clicking the first one press the left mouse and drag to broaden the
23. h aim to send information and 31 PMT data to other agency using PMT while not sending many AMT reports E g CPO Irrigation manages 10 projects and wants to send information to MARD in one file instead of sending 10 AMT reports To export data from PMT 1 Select Export data in menu File Reports Queries Select All Deselect All CEem 7 Cancel m 3 Click the project s to be extracted 4 Click Export to export data 5 Exporting data is done when you receive the following notice x Export Complete 32 PMT 6 In the installed folder of PMT there is a file named data xml then This is the file of data extracted from PMT You can change its name as desired To import data to PMT 1 Select Import data in menu File KE PMT MIS Reports Queries Export data za Setup 2 Choose data Look in E PHT dttvi6 Mar2007 gt Bh Q X amp E Tode lt 4 1 017 KB EE My Recent Documents E Places Files of type ymi fie xm Cancel IE 3 Click Select to start importing 4 Data is imported when you receive the following notice xi Import Complete 33 PMT V PMT Set up To set up linkage to database For setting up linkage to database System Administrator needs only perform it once and can change it in case address of current data files is changed 1 Access by double clicking the icon PMT 2 Before entering username and password click Setup Please log in Pl
24. ho and Soc Trang Can Tho Portfolio Average 4475 28 88 875 488 PMU Director Sign amp stamp 18 55 2607 Page misi 6 Click the button in Menu to go back to the window of Reports or EIB Type a question For help Bx the cross button to close window Page set up 1 Access Reports and select any report as instructed above 19 PMT 2 Select Page Setup from menu File PMT Portfolio Monitoring Indica Records Tools Format Close Page Setup Print Preview ea Print Ctrl P Cm Change Password Exit 3 The window for Page set up is displayed to enable user to change margin orientation or grid settings 31 xl Wege 7 m ca m Margins millirt r s Top sos Bottom J7 Left Has Right 508 Print Data Only KP oem 4 Click OK to save changes To print reports 1 Access Reports and select any report as instructed above 2 Setup page is necessary 3 Click button in tool bar to print report 20 PMT 4 Oryou can access Print in menu File to have more printing options PMT Project Progress Snaps Records Tools Form Close Page Setup Print Preview Cm Change Password Exit To export report to MS Excel or MS Word 1 Access Reports and select any report as instructed above 2 Setup page is necessary 3 Access menu Tools select Analyse It with Microsoft Office Excel or Publish It with Micro
25. is required L2 What data is requred ear 2007 TE 5 After selection of report parameters click Print Preview BH PMT Portfolio Monitoring Indicators by Year j SEI i Eile Records Tools Format Window RA lala 4 amp Y 21 11 Qa alla r 1 Type a question for help v amp x Ministry of Transport QUARTERLY PORTFOLIO MONITORING DISBUR SEMENT AND PROCUREMENT Year 2007 No Last Znnual Annual Pnnual Bidding Start Delay Contract Contact Completion Pad T Disbursement Disburseme Delay Quater n Rae Rate ntRate No of Awer No of Average Year 9 funds GOVfunds Packages rig Indicator packages e ar 9s 1 TFOS3094 Swiss Grant For a Pilot Design Build Lease Project In Lim 1 2007 52 00 28 00 96 00 0 00 0 00 000 Town in Bac Ninh Province 2 P070197 CAM THOLIRBAN LEGRADITG FROECT 1 207 26 00 13 00 3 0 43 00 24 00 000 3 WRAP Metnam Water Resources Assistance Protect WRAP 1 2007 0 00 0 00 0 00 1 00 0 00 000 4 P075393 Public Finarxial Management Reform Project PAYRA 1 207 81 00 112 00 0 00 000 5 200266 Improved Solid Waste Management Project in Nghe Zn 1 2017 0 00 T 0 00 1 00 0 00 585 ISAIVP Province Phase II 6 200266 Waste Water Management Programme vinh Oty 1 207 100 00 P 0 0 0 00 0 0 585 IAMWP 7 BAHAN Sai Gon East West Highway Construction Project 1 207 88 00 30 00 5 0 15 00 8 200266 Wastewater Disposal in Froincid Towns Programme South 1 207 1 00 b 1 00 3 00 0 0 577 Can T
26. nancial Management Reform Project PFMRP Active World Bank li F MIP 3843 hl RNIP Active World Bank the row header TFOS0960 Multi Donor Trust Fund for Public Finance Management Modernisation Active World Bank TF053084 Swiss Grant for a Pilot Design Build Lease Project In Lim Town in Bac Nir Active World Bank Vietnam Insurance Training Centre Active Asian Development Bank Vietnam Water Resources Assistance Protect VAWRAP Active World Bank 2 Click on the row header to blacken the project in interest PMT 3 Double click on the row header 4 The window of project profile will be displayed EE 2002 66 585 ISWMP Improved Solid Waste Management Project in Nghe An Province Phase TH jj Profile Project Status h e Mi J Pr aject Details Go To Section 2 Project Profile Section 1 o Progress Report a Disbursement Disbursement D N CAI THIEN CONG T C QUAN L CHAT TH I RAN TAI TINH NGH AN Giai doz Improved Solid Waste Management Project in Nghe An Province Phase II 2002 66 585 ISWMP Environment Urban Environment KFYY Imprest Account 9 Procurement Big fig Results Other Donors 7 Social Main displaying inb Monitoring window of Implementation p roj e ct Expenditure Lt Environment information Plan Implementation Provinces Implementation wl Performance Logframe Delete the project Indicators
27. o access and view reports 1 There are two ways to access Reports of PMT e From Homepage click the link View or Print reports e From Shortcut click the link Reports Home Portfolio Monitoring Tool 5 03 2007 32 Queries What do you want to do E iid lea View Data Sy view or Print Reports md Runa Query li Display a Chart we Assess Project Performance 25 Setupthe PMT Eig Find out more about the PMT Current Reporting Year LOO 2 The list of pre formatted Reports is shown in the main window of PMT 4 Project Reports cj Others Quarterly Progress Reports Upload monitoring Portfolio Monitoring Summary af Implementation Problems Reported Disbursement and Pracurement Implementation Problems Reported pil UENS j Attachments Process Efficiency Indicators Annual Disbursement Planned Disbursment Project Progress Snapshot Report Annual Disbursement Detailed Report Project Performance Assessment Annual Disbursement Quarterly Portfolio Summary Project Performance Assessment Annual Disbursement Cummulative Disbursement Pea R a 22 1200 200 Annual Disbursement Quarterly Disbursement Ratio Project Performance Assessment Totals ODA Projects Signed CAR Disbursement Report 18 PMT 3 Upon necessity you can click the link of corresponding report 4 n some reports there are requests to input some report parameters such as reporting year project sector group sector SS What data
28. on Find Next and PMT will look for the first project with water in its name 7 Click the button Find Next again to find more projects matching the searching criteria Sort You can use the button for ascending and descending sorting for any column in portfolio 1 Click to blacken the column you want to sort A Z 2 Click the button of ascending sort or descending sort in toolbar 3 The selected column is now sorted as desired Filter The example below shows how to do a simple filtering for instance you are trying to filter project s whose name contains upgrading 1 Select and blacken the word upgrading in the project name column 2 Click the button to filter 3 his returns list of project s whose name contains upgrading 4 Click the button L to remove filter View Project Profile 1 Access to Data All projects as instructed above Active and Completed Projects Project Number ProjediNam Project Status 002 66 57 Wastewater Disposal in Provincial Towns Programme South Can Tho and Active KF Improved Solid Waste Management Project in Nghe An Province Phasell Active KF F 2002 66 S85 UvP Waste Water Management Programme Vinh City Active KP E E VHWV Sai Gon East West Highway Construction Project Active Japan Bank of International Corporation Lead Donor E PO 0197 CAN THO URBAN UPGRADING PROJECT Active World Bank Double click on P075399 Public Fi
29. ong ven nh Li amp n danh Obayashi Mitsubishi 110172005 Contract Breakdown 25 006 000 00 0 00 O 00 32 385 141 00 I4 533 058 00 tore 9 Click the Close button to exit 11 PMT Ill Aggregating and Analysis functions Queries What is query Query is to group information in predefined criteria which can be displayed in table format for easier analysis 1 There are two ways to access the function Query e From Homepage you can click the link Run a Query or alternatively e From Shortcut you can click the link Queries Shortcuts Home Portfolio Monitoring Tool CA Data 103 2007 What do you want to do 1 View Data di Display a Chart ri Assess Project Performance 25 Setup the PMT Hj Find out more about the PMT Current Reporting ear 2D 12 PMT 2 List of all available queries of PMT is displayed Queries i Project Reports 9 Ressettlement All Projects Resettlement Plan Active Projects Implementation Completed Projects Expenditure m Disbursement fi pum m nvironme Disbursement OD Disbursement Gor Environment Plan Implementation te Procurement Procurement Plans Packages Bids Contracts 3 The queries are divided in groups upon necessity you can click the relevant link When clicking a query the information window will be displayed in tables The below example is to illustrate Disbursement ODA Kj Pmt Query Donor Disbur
30. r is assigned for administration tick the box Administrator 5 Click Add Modules and assign rights for the new user by selecting modules showing that the new user can modify or delete data 6 Click Save and Close To edit an existing user 1 Access the window of Users as instructed above 2 Select one user to be edited by clicking on the row header 38 PMT 3 Click Edit to display a window for editing user information Lone setup spem y Users sep ame gin ame 7 b 45a a 1 Administrator Admin 41 Nguyen auvet Dinh 40 PMT Tester PMT Test 44 r F 43 trang t dinhna Record 14 4 1 nn des of 6 4 Like to add new user you can modify the user information by filling in any to be modified content as desired or click Delete to delete this user a Save and Clase hJarmie s Login Mame la Passwwnril b IZ Administrator Add Modules Can modify data Can delete data 39 PMT To add or edit donors To access donor setup 1 Access the list of content to be set up as instructed above 2 Click the link Donors PMT Setup PMT Setup Donors Users Picklizts Report Parameters System Configuration Form Labels Report Labels System Messages Error Messages Charte 3 The window of list of current donors and buttons such as Add Delete Find Sort up and Sort down is displayed Ngan h ng Phat tri n Ch u amp Asian Development Bank ADB Hi amp p h i Ph t t
31. ri n Qu c t International Development amp ssociatic IDA Qui Ti n t Qu c t International Maneytory Fund IMF T ch c c c n c xu t kh Organization of the Petroleum Expor OPEC Ng n h ng Th gi i World Bank B T ch c L ng th c v Th Food and Agriculture Organazation FAO Qui M i tr ng To n cau Global Environment Facility GEF C quan Nang l ng Nquy r International Atomic Energy Agency IAEA Qui Ph t tri n n ng nghi p Q International Fund for Agricultural De IFAD T ch c Lao ng Qu c t International Labour Organization ILO T ch c Di cu Qu c t International Organisation for Migrati IOM Ch ng trinh Li n h p qu c United Nations Programme on HIA UNAIDS Qui Trang thiet bi LHQ United Nations Capital Development UNCDF Ch ng trinh Ki m so t ma ti United Nations Drug Control Prograr UNDCP UNODP Ch ng tr nh Ph t tri n LHQ United Nations Development Progran UNDP Ch ng tr nh M i tr ng LH United Nations Environment Program UNEP T ch c V n h a Khoa hoc UN Educational Scientific and Cultur UNESCO Qui Dan s LHQ United Nations Population Fund UNFPA Cao y LHQ v ng i t nan UN Refugee Agency UNHCR Qui Nhi dong LH United Nations Children s Fund UNICEF T ch c Ph t tri n C ng ngh United Nations Industrial Developmer UNIDO Qui h tr Phat tri n Phu n United Nations Development Fund fo UNIFEM Rscordi i K Lt la
32. roject Profile Access to PMT 1 Double click on the PMT icon 2 Type the username and password 3 Choose an appropriate language 4 Click OK to access the system Note Please contact PMT administrator if you do not have the username and password Please loq in Please log into the Portfolio Monitong Tool Hame admin Password i Language English An IT T at An IT Teal from VAMESP H Qh Cancel Click the setup button to change the location af the Setup data file PMT Homepage Interface PMT Home is the starting point of all actions From here you can e Have quick access to PMT functions PMT e Exit current programs or go back to homepage e Access the main PMT window displayed in the middle of screen Q A alal Alky Y Shortcuts Home PD EE Portfolio Monitoring Tool Have quick R access to PMT functions What do you want to do ea View Data Print Reports Mai n PMT un a Quer 1 functions 144444242 fas Home Bly Exit PMT Wi Display a Chart ag Assess Project Performance Exit current programs or go back to homepage e Setup the PMT Hi Find out more about the PMT Current Reporting Year 2007 97 Current s reporting year SS An IT Tool from VAMESP II b Data Location C PMT PMTData 8 madb PMT functions PMT functions which can be accessed from the homepage ar
33. s of 74 40 PMT To add a new donor UJ Access the window of Donors as instructed above Use mouse or click Add to move to the blank record at the end of the table Input information of the new Donor such as Code Donor Name in English and Vietnamese and its short name oelect type of donor and country from the available list Click Enter to save H Lan Netherlands Aj xo len Iceland Ailen Ireland talia taly Ngan hang t i thi t POC PA Luc Xam Bua Luxemburg Quy Ph t tri n B c Au Mordic Development Fund MDF Ngan hang u t B c 4u Mordic Investment Bank MIE Co quan Hop tac Phat tri n h Morweegian Agency for Developmen MORAD Ma Uy Norway MV Ba Lan Poland POL Co quan Hop tac phat tri n T Swiss Development Corporation D Cuc Kinh t Li n hang Thuy 5 Swiss State Secretariat for Econom SECO Co quan Hop t c PTT Thuy Swedish International Development SIDA Slovakia Slovakia SLO T y Ban Nha Spain SPA Thuy bi n Sweden SAE Anh United Kingdom LIK B i ng Counterpart Gow Ch a x c dinh Undefined Undetined Record 14 4 5 K lal oF 75 To edit or delete an existing donor l 2 Access the window of Donors as instructed above Use mouse to move to the record of donor to be Modified or Deleted 41 PMT Pick lists If you want to edit that donor you just need to fill in the data fields with the new appropriate information If you want to delete that donor
34. sement Form i a x cS File Records Tools Format Window Type a question for help amp X 3313 29 6 v121 il e Ell BJ s Project Number Project Name Project Year Project Status Donor Last Qtr Report Year To Date Plan Year To Date Actual Annual Achieve n APER Improved Solid Waste Manac 2007 Active KF 0 00 0 00 0 00 fal 2002 66 585 WFE Waste Water Management P 2007 Active KP 700 000 00 700 000 00 100 00 Sai Gon East West Highway 2007 Active Swiss State Secre 0 00 0 00 0 00 Sai Gon East West Highway 2007 Active Japan Bank of Inte 2 236 000 000 00 2 801 199 000 00 125 2896 Sai Gon East West Highway 2007 Active Singapore 0 00 0 00 0 00 CAN THO URBAN UPGRADIP 2007 Active World Bank 3 593 390 00 201 326 00 5 60 Public Financial Management 2007 Active Singapore 0 00 0 00 0 00 Public Financial Management 2007 Active Swiss State Secre 0 00 0 00 0 00 Public Financial Management 2007 Active World Bank 2 333 85 2 602 61 111 52 RNIP 2006 Active Singapore 0 00 0 00 0 00 RNIP 2006 Active World Bank 0 00 4 807 640 00 0 00 RNIP 2006 Active Swiss State Secre 0 00 0 00 0 00 Multi Donor Trust Fund for P 2006 Active Singapore 0 00 0 00 0 00 Multi Donor Trust Fund for Pi 2006 Active Swiss State Secre 0 00 0 00 0 00 Multi Donor Trust Fund for Pi 2006 Active World Bank 1 145 000 00 892 558 00 77 9596 Swiss Grant for a Pilot Desic 2006 Active World Bank 562 040 00 256 120 00 45 5796 Swiss Grant for a Pilot Desic 2006 Active Sin
35. soft Office Word PMT Portfolio Monitoring Indicators by Year ag File Records Format Window s m d mE E 24 Ba J 2 Analyze It with Microsoft Office Excel Bj Publish It with Microsoft Office Word Ministry of Tran sport QUARTERLY PORTFOLIO MONITORING 4 Reports will be exported in documents in desired format Note Reports are structured in tables and string therefore the report format is difficult to maintain when being exported to MS Excel but can be kept when being exported to MS Word Charts To access and display charts 1 There are two ways to access Charts of PMT 21 PMT e From Homepage click the link View charts or alternatively e From Shortcuts click the link Charts Shortcuts Home Portfolio Monitoring Tool 6 09 2007 What do you want to do 19 View Data Se view or Print Reports Ble Exit PMT xA Run a Query FFF Display a Chart we Assess Project Performance 25 Setup the PMT di Find out more about the PMT Current Reporting ear 2007 2 The window of Charts is displayed B Charts 5 2a Charts Available Charts Disbursement C Bidding C Contract C Resettlement C Environment A r LL Achievement Rate Year to Date by Sub Sector eae Achievement Rate Annual Disbursement Achievement Rate Disbursement Rate Individal Projects Year to Date Groups of charts azfnent Rate Year to Date by Sector P E rsement Rate Year to Date
36. sub windows are closed and only main window is displayed To upload data 1 Select Get data from Excel in menu File PMT MI5 Reports Queries Window Via ale TIG Import data Export data Close rtfolio Monitoring Tool cS setup ay 2007 dem Change p d E EUR at do you want to do Exit wj View Data c3 View or Print Reports 2 Use dialog box to go to folder of AMT reports satisfying conditions for upload 3 Click the AMT report to be updated If you want to update many AMT reports as once press Shift or Ctrl when clicking to select files Choose AMT Look in E Q4 06 lt L4 X i E Toos x 2 My Recent Documents Reference File Folder File Folder File Folder SH Bao cao quy 4 06 Thoat nuoc xls 1 412 KB Microsoft Exce E Bao cao quy 4 2006 Lim xls 1 229 KB Microsoft Exce BI HCMC AMT EwWHW Quarter _ 4 06 x s 778 KB Microsoft Exce E BIC HCMC EWHYW Q 4 2006 v1 9 xls 1 436 KB Microsoft Exce SKEW CanTho W WT Q4 2006 v1 9 xls 1 273 KB Microsoft Exce 242 1 205KB Microsoft Exce 1 195KB Microsoft Exce 1 263 KB Microsoft Exce O Nam 1 140 KB Microsoft Exce BI PMUI8 AMT X Q4 06 final converted xls 1 300 KB Microsoft Exce My Computer Bil 04 3843 VN 2006 PMUZ2 original xls 1 566 KB Microsoft Exct v gt Filename es Oo x My Network Places Files of type All Files Cancel M 30 PMT 4 Click
37. t Risk Average E Kar c KEINEN lt a0days C 30 90 days C 91 150days C gt 150days pore List of all d Bidding Efficiency 95 IndICators to Resettlement handover delay be assessed Avori das en lt 30 days C 30 90 days C 91 150 days C 150days more More S s aE RE ERI eee ul o oq e Click to know 1 details of one project activity 5 To know about the assessment for one project click on the project in the list of all projects If your desired project has not appeared in the list click on the Add Projects button to put your project in this assessment 6 If one project in the list of all projects is not needed in this assessment click on Delete Project to remove that project out of the list 7 For each project there are 5 assessment indicators which are displayed with values for that project and average of the whole portfolio 8 Based on the values of 5 indicators the assessor should mark for each indicator either Good Satisfactory Unsatisfactory or At Risk 9 After assessing for 5 indicators the assessor should mark the overall project rating either Good Satisfactory Unsatisfactory or At Risk 10 After assessing for all projects click Print button if you wanted a printed report 11 After assessing for all projects click Export Data button to export this assessment to an XML file This file then can be sent by email to the 2 PMT National ODA management agencies like MPI MOF to report on
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