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1. 27 7 6 4 VEW as OY e hd aces vu DE a at een 27 7 4 6 27 7 71 Sample View en tbt 27 7 7 2 SIMPLE VIEW ac neat AR E 29 CHART MODULE viiia 31 8 1 IE VIP EATURES holies tot ol CAE cis uu teehee 31 8 2 ACCESSING THF GHAR FIMO DURE 2 Aud V gee ew qu ue doe var Nee 31 8 3 MAIN SCREEN AND ITS COMPONENTS 32 8 4 VIEW SCREEN AND ITS COMPONENTS 36 9 5 SAMPLE CHART REPORTS 37 8 5 1 Sample Chart T2555 ons POR e e 37 8 5 2 Chart REDOT cee ene 38 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 2 9 REPORT MODULE EE 40 9 1 ACCESSING THE REPORT MODULE ed
2. ne raa naa 54 10 3 MAIN SCREEN AND ITS COMPONENTS as 55 10 4 5 56 10 4 1 Create a NEW n ode c e e e 56 10 4 2 Add an Item to Dashboard Sr a ore Uv or vua 57 10 45 52 Customize d DashnbDOaSEF ense trip EP Ra rk E FEPERERAENE E FE TERREA 58 I0 44 Saved DASH OO GUE ces wr need ea gant AGO OUR DC eR ONG 59 10 4 5 Delete a Dashboard IE XE QNA NS MR TIE QS ME 59 10 4 6 Discard the Changes oc c epe e Er AA C B DU e CC a e e 60 10 427 Upaate EV uote b VP aA ena 60 11 DETAILS SECTION s iossszasSERREREERRRERERTEERORRRSERENURERERRERESERREEREREREPEREEERENERTREVEPURECEMEERRU N 61 11 1 ACCESSING THE DETAILS SECTION LACER 21 15 46 48 08 e E CE Rd E FR 61 11 2 Dro don 62 11 3 PRINTING PROJECT DETAILS 2 ca hei OX Se a E ERR ETE CE EO KE PERSE RE E PP XE C 62 11 4 ADDING A NEW PROJECT sax wt ntc a EC arcta eH De OO DC ENT OO ELE RS RR REA 62 AN EXISTING
3. I UE 58 CUSTOMIZING A OR RECO Rhe 59 DETAILS SECTION uo qe 61 SEHTNG THE ELST REPORT OPTIONS 64 MEMORIZING A REPORT 65 ORGANISING THE REPORTS vost saut sees Deut utut clini eaves 66 70 SEARCHING FORA CATEGORY ITEM iced ve Vern aie Dao CPI 71 SELECTING CATEGORY ITEMS Qu ev ERA Odd Qu LO CI 72 LIST re 73 ADVANCBEDSSEARGH E M 74 DEFINING SEARCH CRIEERIA Gee reps vh a e Ces reps c te eile rapa aes 75 SEARCH RESULTS 25 25 0 76 SAMPLE LIS TREPORT ssasads ie wai 79 SAMPLE LIST REPORT 80 65 HIST REPORT s mies sus dee ut ET ined spes Suo 81 SAMPLE CHAR TREPORT vetet etuer 92
4. 27 DEFINING LIST VIEW COLUMNS FOR SAMPLE VIEW 1 28 SAMPLE VIEW da DRM 28 DEFINING LIST VIEW GROUPINGS FOR SAMPLE VIEW 2 29 DEFINING LIST VIEW COLUMNS FOR SAMPLE VIEW 2 29 SAMPLE VIEW 21 55 58 evi oat 30 MAIN SCREEN OF THE CHART MODULE videtar doce EU p opa cid 32 VIEW SCREEN OF THE CHART MODULE EID DNA FEE DE 36 SAMPLE CHART REPORT casetas 38 2 Ra RUP dU 39 REPORT MODULE vr oodd Eu aU dod bates a 40 SELECTING A GBROUPING FORA REPOR S Ras CHR BO o Fate CHA Diete E utu 42 COMPATIBILITY MATR E NEP EA aM PAR OPI Nas AT EA 43 PREVIEWING THE 44 CREATING REPORT D 25 ne 45 SAMPLE LIST IREPORT oe toten n ut AD M IEEE 46 CREATING REPORT Z e PU CHER Ua eti Pascua pad Rut
5. 2 eRe ee ee VEDI TELE US 83 SAMPLE CHART REPORT Eu d 84 SAMPLE TABLE REPORT Scie Dep vi 85 SAMPLE TABLE REPORT 2 osse bn e e e bx e e Uc e re eH e 86 SAMPLE LIST REPORT une and shad n M DE 88 SAMPLE CROSSTAB LIST nnn 89 SAMPLE CHART REPORT 90 SAMPLE oed ute 91 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 6 1 INTRODUCTION The purpose of this document 15 to describe how the Electronic Project Monitoring Information System for Kenya e ProMIS Kenya application functions and provide the necessary instructions to ensure successful work with the application s analytical interface Use of this document and compliance with the standards specified herein is mandatory for anyone working with the above mentioned application 2 OVERVI EW The Electronic Project Monitoring Information System for the Government of Kenya e ProMIS Kenya is an automated information management system which is designed to improve efficiency and transparency of national development planning and coordination of reconstruction activities within the country It is
6. e H 4 i 2 3 E 808008 E 5 PUBLIC CHARTS 00000000 E 8 gt 5 2 gt 5 gt E t 8 5 19 E wi 8 uj 5 P gd C Poi 3 LB 4 2 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 62 Sample Chart Report 3 15 1 2 3 Table Reports Table reports are created and managed in the REPORT MODULE Table reports are a convenient way of presenting more than one record at a time A basic table report consists of rows and columns where each row is one record and each column is a field The Report module offers a comprehensive methods and techniques for table report design and customization e g it is possible to group records in different tables according to the report grouping selected apply formatting define totals to show before the data etc For more details on creating customizing and formatting table reports see REPORT MODULE Sample Table Reports Sample Table Report 1 Figure 63 provides information about the actions taken by the users from different countries The report helps to compare the number of actions taken by different users as well as the duration of time in hours they spent using the system Some formatting and styling is applied e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 85 REPUBLIC OF KENYA Note 5 Kenya is under continuous update by the development age
7. Advanced Search 180 000 000 J Requested USD Disbursed USD m Released USD Invoiced USD Filter by Funding Source Implementing Agency Ministry Paid USD MTEF Sector 120 000 000 Financial Year Budget Phas Funding Type 90 000 000 More Filters T View Criteria Remove Filters 60 000 000 PUBLICCHARTS 00000000 f MYCHARTS 00000000 d Wine COPYRIGHT 2 2014 SYNERGY INTERNATIONAL SYSTEMS INC 150 000 000 Nu 2009 Jul 4 2010 May 2010 Jun 2010 Juls 2010 Aug 2010 0 4 2010 Dec 2 2011 15 Figure 24 6 Sample Cha rt Repo rt 1 m 8 5 2 Sample Chart Report 2 If you have selected Funding Source as a chart Category Requested USD Disbursed USD Released USD Invoiced USD Paid USD as Values to be shown on the chart clicked the 3D Pie chart button to specify the chart type and activated the Data Table and Legend options in the View window the following chart report will appear Figure 25 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 39 Contact us ZE LdO KE MyProfile About Log Out gt e ProMIS KENYA Welcome Synergy Admin My Portfolio Dashboard Chart Xa A amp PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and
8. s pd 18 6 4 ADDING A NEW TECHNICAL ASSISTANCE 5 18 6 5 VIEWING TA PERSONNEL DETAILS see mmm mm rehenes 19 6 6 DA1 FORM SUBMISSION WORKFLOW nnns 19 6 7 ADDING NEW DAL 2 2 2 2 2 2 24 4 3 21 6 8 VIEWING DAL FORM DETAILS ux de dine oud bi 22 LUST MODULE weavings RR RR RR TR ARR ir RC RR RR d RR TR 23 7 1 ACCESSING THE EISTAMOBULEE utem tanh be ove sens 23 7 2 EXPANDING THE LIST 2 er e EA LEE 23 7 3 SORTING UNS Tol TEMS intel Ete RU CLE DLE LED e LAU 24 7 4 BROWSING AMONG ESTA HTEMS Sas UE ihe EE RA 24 7 5 HIDING SHOWING IMAGES IN THE 5 4 2 4 4 4 4 2 2 25 7 6 MODIFYING THE CURRENT VIEW iei itte boi IrDA teh 25 7 6 1 Adding List Groupings Columns Cross Tab 26 7 6 2 Re ordering Groupings Columns Cross Tab 26 7 6 3 Removing Groupings Columns Cross Tab
9. COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 61 Sample Chart Report 2 Sample Chart Report 3 Figure 62 provides information about the actions taken by the users The report helps to compare the number of actions taken by different users as well as the duration of time in minutes and hours they spent using the system The data Is presented in the form of a Line chart For better understanding data legend 15 displayed e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 84 Contact us s CT MyProfile About Log Out e ProMIS KENYA Welcome Synergy Admin My Portfolio i Dashboard Chart save sawas g PROJECTS TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE DA1 FORM SUBMISSION UAMS HITS gory o Note Currently information on e ProMIS Kenya is under continuous update by the m agencies in Kenya and will be subject to validation in the time to come Main View UAMS STATISTICS I Seres Stow Top C second TT DDE s cu sn Advanced Search Action Count S S Duration Filter by 300 000 Duration min Action Application 5 Year 1 m 200 000 Month Week Day f User 100 000 More Filters X j 0
10. oen Due CRURA 63 12 CUSTOMI ZED REPORTINQG RUE ND DU RING RO E NO E TNR RR 64 12 13 SEITNGAREPORT OPTIONS Pu oda tuy Dot Gu La rix 64 12 2 SAVING REPORTS squreus edite inq tei DURAS 64 12 2 1 JHOW tO Save New 65 12 2 2 to Save a Copy of the 65 12 9 RE ORGANISING AREPORTS Idae epe DD tree P 66 12 3 1 Renaming Reports and Report 67 12 3 2 Deleting Reports or Report 2 67 12 3 3 a StHbsdEOUD iadodepdi e do eva dodo aded Ua ode acea dade E dde e Edad 67 12 3 4 Re ordering Reports and 67 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 3 12 3 5 Setting a Report as 2 22 2 2 2 2 67 12 4 VIEWING PRE DEFINED REPORTS ccccccecscecccecccucntuucseuvenerencansauesuerenuuseuansaursnerenes 68 12 5 EDITING PRE DEFINED REPORTS eset ite eerta 68 W776 EXPORTING REPORT S 68 12277
11. 20122013 E 2013 2014 Ene REPUBLIC OF KENYA 350 90 DONORS FUNDING 2415 PROJECTS 5 1 1543 ONGOING 441 COMPLETED mm mm mm s so n an Financial Information 2 5 c E a m c 5 5 o 1 3 P P 5 i All the financial values are displayed in billion USD E 5 z 2 5 4 s 5 3 g 5 3 TOTAL PROJECT COST 178 509212 5 5 e E y 9 9 CORNER GROUP TECHNICAL ASSISTANCE PERSONNEL 7 e me PROJECTS UNDERTAKEN QUARTERLY REPORT m Unallocated TA Personnel Funding Source Projet TA Personnel TA Personnel Cost USD African Development Bank Fund 2010 051562 JUSTUS BUNDI TRAINING Isaac Sichangi Training 214 816 8558 Unspecified TA Personnel Funding Source Project TA Personnel TA Personnel Cost USD Unspecified Unspecified john njenga MICHELL JOHN Middlestsown bosco John Geff SITI HALATI ONGAKI IBRAHIM Lawrence Lelei Omosh Karis Fredrick Kanini training Muhumed Ahmed training Charity Mithamo 34 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 45 Customizing a Dashboard 10 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 Sav
12. My Portfolio i Chart Dashboard Chart a A m 8 PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the agencies in Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE Main View DA1 FORM SUBMISSION UAMS HITS 4 e 5 UAMS STATISTICS L Series none 0 0 0 0 Stow Top 10 12 secondary Axis v oro is 2 C 1 Reset aerau Advanced Search Filter by Year Quarter 80 Month Week Period Time More Filters T View Criteria Remove Filters 40 20 o Wat Figure 67 Sample Chart Report 22 2012 23 Sep 2012 24 Sep 2012 25 Sep 2012 26 Sep 2012 27 Sep 28 Sep 2012 24 Apr UN 25 Apr 30 Other COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC 15 2 2 3 Table Reports Table reports are created and managed in the REPORT MODULE Table reports are a convenient way of presenting more than one record at a time A basic table report consists of rows and columns where each row is one record and each column is a field The Report module offers a comprehensive methods and techniques for table report design and customization e g it is possible to group records in different table
13. 2010 051497 Construction Of Balozi Hardrock Coffee Garden Estate Patricia G Mukere 14 Nov 2012 Project Reference Project Title 2010 051498 Ovc Peter Nyambok 09 Apr 2010 Project Description 1 2 3 4 5 67 8 9 10 Next gt gt Project Rationale T TA Personnel Name Create New TA Personnel My Technical Assistance Personnel 35 Project Created From 5 To rj Project Updated From rj To rj Search Reset COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 9 Create New TA Personnel Button in My Portfolio This will open a Technical Assistance Personnel data entry form which is described in e ProMIS Kenya Technical Assistance Personnel Application User Manual see REFERENCES 6 5 Viewing TA Personnel Details Depending on your permissions you may also view or edit TA Personnel details added by other users To view the details of the TA Personnel listed in the My Portfolio module follow the steps below l Go to the My Portfolio module 2 Expand the My Technical Assistance Personnel list Figure 5 3 Click the TA Personnel you wish to see the details for This will open the TA Personnel details For more information see DETAILS SECTION 6 6 DA1 Form Submission Workflow The e ProMIS facilitates the submission and processing of the DA1 Forms The DA1 Forms are submitted by Funding Sources requesting duty and V A T exemptions on projects assets that are either locally purchased or imported from abroad e P
14. 8 PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ke ORGANISATIONS PROFILE UD V DA1 FORM SUBMISSION M amp E RESULTS PROFILE wu Funding Source Show Top Ho Values Off Budget Estimated USD UAMS HITS UAMS STATISTICS I Series Show Top 10 Chart Types gx Char mu 5 Update TG Reset default Advanced Search Filter by Funding Source 1 200 000 000 Implementing Agency Sector Financial Year 800 000 000 Budget Phase Funding Type More Filters 400 000 000 T View Criteria Remove Filters 0 Other 501 Internati 040 United Ki Private Sector Bill and Melind 011 Governmen Government of K 012 Governmen 525 Food and Kenya Red Cross 038 Governmen COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 22 Main Screen of the Chart Module l 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 dr
15. UAMS STATISTICS Users Users Users Users Users Users Users rs Users Users Users Users Users Users Users Users Users Users E 2012 18 00 19 00 20 00 20 00 21 00 21 00 Advanced Search Filter by Period Time More Filters T View Criteria Remove Filters COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 66 Sample Crosstab List Report 15 2 2 2 Chart Reports Chart reports are created and managed in the CHART MODULE Chart reports are visual representation of the data to be analyzed Unlike list and table reports where the data is presented in rows and columns chart reports give the viewer an immediate understanding of the data The Chart module offers a number of ways for better data visualization e g data can be presented in the form of different charts it is possible to activate data table and legend options etc For more details on creating chart reports and setting viewing options see CHART MODULE e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 90 Sample Chart Reports Sample Chart Report 1 Figure 67 provides information about the number of regular guest public and off line users logged into the system within a day The data 15 presented in the form of a 3D Column chart For better understanding data label and legend are displayed 3 M k cte a CA MyProfile About Log Out M e ProMIS KENYA Welcome Synergy Admin
16. 5 69 E34 FILTERING 70 L3 l1 CRITERIA nd 70 13 2 SAMPLE FILTERING CRITERIA E EIN EUREN I MER IF 72 T4 SEARCH 74 SIMPEE SEARCH sce 74 14 2 JADVANCED SEARCH ccu vx eeu event QU du 74 1423 SAMPLE SEARCH CRITERIA 75 15 STATISTICS IN E PROMIS 77 I5 L cR REN A IG cob P E EM NE 77 15 1 4 d est EE d ELA TEL E 77 151 2 ases dote rado e torpedo ga docet ocu cda dace 77 15 1 2 1 LIST RED ONES Vae petas 78 18215222 4 Sn a 81 15 10 2032 Table vx RO CARCER OP MN RANDO EN vA
17. Elec ob a e 40 9 2 cece tem VES NC 40 9 3 44 9 4 GGENERATING A REPORTS Ea M nie caer wines cL DUET Vn M EE 44 9 5 SAMPLE REPORTS tae ride ELLE DEI EE ee 44 9 5 1 SAMPE REDO L eee ere eode dad dpt or dodenus actore a dg 44 9 5 2 Sample 2 orbes 46 9 6 CUSTOMIZING REPORTS EE pia o o ER ED 48 9 6 1 Formatting Styling Report 48 9 6 2 Re ordering Report Table 51 9 6 3 Sorting Report Table Components ea cies e e E De CEA RC Y CH A e EIC Eae n 52 9 6 4 Removing a Report Table 2 52 9 6 5 Switching Report Table Components 0202 52 TO DASHBOARD MODULE 54 KEY FEATURES OL PD MIRI 54 10 2 ACCESSING THE DASHBOARD
18. promisadmin treasury go ke amp A USER ACTIONS BY ORGANISATIONS Organisation User Action Action Count Duration hour Office of the Deputy Prime Minister and Ministry of Local Government Kenneth Omomdi Nyaseda Logged Into Dad Data Entry Edited Tab 1 Data Entry Edited Tab 2 Data Entry Edited Tab 3 Data Entry Edited Tab 4 Data Entry Edited Tab 5 Data Entry Edited Tab 6 Data Entry Edited Tab 7 List Entered Map Entered Map Modified Project Created New Project Edited Project Saved Project Viewed Report Entered Report Viewed Access Kenya Joanne Mathenge Logged Into Dad Application Entered Chart Entered Data Entry Edited Tab 1 Data Entry Edited Tab 2 Data Entry Edited Tab 4 List Entered Map Entered Project Created New h3 Figure 64 Sample Table Report 2 15 1 3 Data Filtering in UAMS Hits Data filtering can be of high importance in cases when it is necessary to view a sub set of the data stored To make it easier to view and analyze data it is necessary to create and apply filtering criteria on the basis of the available filtering categories In UAMS Hits filters provide a way to return a more refined and finely targeted set of data on user activities For example it is possible to filter the data based on such things as users actions applications etc For more details on how to create filtering c
19. 12 3 4 Re ordering Reports and 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 Up 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 and Report modules e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 68 12 4 Viewing Pre defined Reports In the List Chart and Report modules you can view the pre defined reports stored under Public Views Charts Reports or My Views Charts Reports section see Main Menu Bar description in e ProMIS KENYA 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 2 in the List module e all in the Chart module e in the Report module The selected report will open in the application window List and Chart modules or a new window Repor
20. 84 15 1 3 Data Filtering in UAMS 02 2 2 2 22 2222 4 86 15 7 UAMS STATISTICS APPEICATIONUsz eH t owed E 66 1522 IRCY Reotil eS E ate deu Peruse 87 15 242 Reporting in UAMS 51 0509 5 87 15 2 2 1 HSC M TP 88 15 2 2 2 eames pda V he Gi eie VOR 89 15 22 59 90 15 2 3 Data Filtering In Statistics bI E etc p a 91 L6 REFERENCES TRI 92 e ProMI S KENYA ANALYTICAL INTERFACE USER MANUAL TABLE OF FI GURES FIGURE 1 FIGURE 2 FIGURE 3 FIGURE 4 FIGURE 5 FIGURE 6 FIGURE 7 FIGURE 8 FIGURE 9 FIGURE 10 FIGURE 11 FIGURE 12 FIGURE 13 FIGURE 14 FIGURE 15 FIGURE 16 FIGURE 17 FIGURE 18 FIGURE 19 FIGURE 20 FIGURE 21 FIGURE 22 FIGURE 23 FIGURE 24 FIGURE 25 FIGURE 26 FIGURE 27 FIGURE 28 FIGURE 29 FIGURE 30 FIGURE 31 FIGURE 32 FIGURE 33 FIGURE 34 FIGURE 35 FIGURE 36 FIGURE 37 FIGURE 38 FIGURE 39 FIGURE 40 FIGURE 41 FIGURE 42 FIGURE 43 ESPROMIS ves otav bete oua O
21. If you have selected to search for education among project titles project descriptions and sectors Figure 55 the following search results will appear Figure 56 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 76 e ProMIS KENYA My Portfolio PROJECTS TECHNICAL ASSISTANCE PERSONNEL ORGANISATIONS PROFILE DA1 FORM SUBMISSION M amp E RESULTS PROFILE UAMS HITS UAMS STATISTICS Advanced Search Filter by Funding Source Implementing Agency Ministry MTEF Sector Financial Year Budget Phase Funding Type Y More Filters T View Criteria Remove Filters My Profile About Log Out Welcome Synergy Admin Dashboard List F 6 Please note filter is applied you are currently reviewing a selection sub set of all projects Note Currently information on 15 Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should you find any discrepancies please report them to e promisadmin treasury go ke Modify Current View of Project Cost Yearly Requested Disbursed Released invoiced Funding Source Project projects Project Title Breakdown USD USD USD USD USD Unspecified 69 717 sis 002 Government of 436 881 10 015 470 9 500 000 8 000 000 onway 003 Government of 1 909 881 15 470 Netherlands 006 Government of 748 820 Finland
22. 1 o Commitment Type Constituency t t o Pr p Jt 1 DL b O MEARE Contract Planned County County administrative 1 1 County potica 1 1 1 1 1 1 pent TF Donor Facilty Agreement s 1 1 EAI Release Date 1 Jt o Jo o J EWProjectCategoy 1 1 o Factor Causing Delay FinanceMode 264 1 1 P 1 1 1 o o FundingSouce o Po Funding Source Division 1 1 1 Jo Funding Source Tye 1 1 o Funding Tyee 414 1 1 1 1 S Figure 28 Compatibility Matrix e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 44 9 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 29 The P
23. ELECTRONIC PROJ ECT MONITORING INFORMATION SYSTEM FOR KENYA 5 Kenya ANALYTICAL INTERFACE USER MANUAL Version 2 9 COPYRIGHT 2001 2014 y N SYNERGY I NTERNATI ONAL SYSTEMS I ALL RIGHTS RESERVED 84432 SYSTEMS e ProMIS5 KENYA ANALYTICAL INTERFACE USER MANUAL 1 TABLE OF CONTENT A N INTRODUCTION FERMER 6 OVERVIEW EH EE 6 WHO USES E PROMIS CEPS 8 LOGGING INTO E PROMI S KENYA APPLI CATI 9 4 1 REGISTERING AUNEW USER oe e Is 10 4 2 ACCESSING E PROMIS KENYA WITHOUT 5 11 E PROMI S KENYA ANALYTICAL INTERFACE STRUCTURE 12 MY PORTFOLIO MODULE wise E FER EFE EE 14 6 1 DEFINING PROJECT SEARCH CRITERIA 15 6 2 ADDING A NEW PROJECT taret d p ER ERES 17 6 3 VIEWING PROJECT DETAILS
24. 1 1007 Government of 3 835 461 Belgium 008 Government of 15 247 525 Egypt 1 8011 Government of Italy 1 808 750 014 Government of 45 590 909 Germany KFW GERMANY 2011 053197 Primary Education In 16 500 000 Poor Urban Areas amp Nbsp li amp Nbsp 2004 65 534 2013 054089 Primary And Secondary 29 090 909 Education In Poor Areas 2010 65 838 018 Kuwait Fund for 166 Arab Development 021 Government of 44 238 879 Japan 392024 Government of 171 532 South Korea COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 56 Search Results e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 77 15 STATISTICS 5 KENYA E ProMIS Kenya is integrated with statistical packages designed for the system administrators who will use hits metrics to measure user activity in the application The actions taken by the users in various modules and applications in E ProMIS Kenya are recorded and stored in the database for data analysis data management and reporting The statistical packages in E ProMIS Kenya are represented by two applications e UAMS Hits e UAMS Statistics 15 1 UAMS Hits Application The UAMS Hits application in E ProMIS Kenya is a feature rich analytical tool designed to collect a wide range of user behavior statistics It is a useful surveillance tool intended for the system administrators to gather aggregate performance statistics on user activity in the sy
25. Contact us Promissedming tressury go Xe My Profile About Log Out a e ProMIS KENYA Tel 254 020 2252299 ext 33223 Welcome Synergy Admin L My Portfolio List Report Dashboard Help Report F A m PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should TECHNICAL ASSISTANCE PERSONNEL you find any discrepancies please report them to e promisadmin treasury ORGANISATIONS PROFILE DESIGN DA1 FORM SUBMISSION M amp E RESULTS PROFILE 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 UAMS HITS UAMS STATISTICS i Tile Show details E Compatibility Project General Advanced Search i Rows Environmental Impact Assessment Agreement Important Dates 2030 Lu E SS S 00 Sector and Location Organisations Priority Filter by Financial NG Ministry Funding Source Procurement NG Programme Implementing Agency Indicators ne NG Sub Programme Ministry Milestones and Activities NG Output MTEF Sector 1 1 CG Ministry Financial Year Reset CG Programme Budget Phase CG Sub Programme Funding Type Millennium Deve
26. New TA Personnel button Figure 9 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 19 Contact us lI MyProfile About Log Out M e ProMIS KENYA Welcome Synergy Admin E My Portfolio 25 Dashboard Create New Project Search Criteria My Draft Projects 227 Search Reset E My Submitted Projects 2415 Funding Source Select one Last Implementing Agen Project ID DA1 P Agency Project Title Last Updated By Updated Select one Forms On Implementation Status 2010 051487 Capacity Building And Biocarbon Synergy Admin 01 Apr 2014 Select one 2010 051489 Construction Of Kiambu West District Headquarters Keziah R W Njeri 12 Aug 2010 MTEF Sector Select one 2010 051491 Construction Of Taveta District Headquarters Keziah R W Njeri 12 Aug 2010 2010 051492 Breaking The Borders Joseph K Mburu 08 Jul 2011 County Select one 2010 051493 Improvement Of Non Motorized Transport Facilities 1st Avenue Eastleigh Patricia G Mukere 19 Oct 2012 2010 051494 Rehabilitation Of Bunyala Road And Commercial Street Patricia G Mukere 19 Oct 2012 Keyword 2010 051495 Suply Installation And Commissioning Of A Projects Monitoring Information System E Christopher M Oisebe 11 Oct 2011 Promis 2010 051496 Rehabilitation Of Dunga Mukenia Mariakani Kapiti Chepkoria And Dar Es Salaam Patricia G Mukere 14 Nov 2012 Search Criteria Project ID Roads
27. Statistics can be of the following types e List Reports e Chart Reports e Table Reports Once the appropriate report is designed and styled it is possible to take several actions for customized reporting These actions involve e Setting Report Options e Saving Reports Re organising Reports e Viewing Pre defined Reports e Editing Pre defined Reports e Exporting Reports e Printing Reports Note The reports that have been saved appear as pre defined in the system Pre defined reports can be arranged into dashboards thus giving the system administrators a way to track user statistics In an easy to manage environment Dashboards can be very useful as e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 88 they provide a summary of the vital user traffic statistics For more information on how to create and manage dashboards see DASHBOARD MODULE 15 2 2 1 List Reports List reports are created and managed in the LIST MODULE List reports are characterized by each record being represented with a set of rows and columns The List module offers flexible options for grouping the records according to the available criteria e g day hour etc Arranging list items in groups will help to see patterns and total up key amounts for comparison For more details on creating list and crosstab list reports and arranging the report rows and columns see LIST MODULE Sample List Reports Sample List Report 1 Figure 65 provides informatio
28. The selected grouping value will be removed 9 6 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 between table groupings rows and sub columns e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 53 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 40 2 Sorting Order Total Move Down Move Lefi gt Move Right Remove Move Replace k m Switch Place With Rows Properties emen Cols Contractor Cols Contact Organisation Cols3 Baseline Figure 40 Switching Report Table Components 3 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 54 10 DASHBOARD MODULE Reporting requirements have changed dramatically over the past
29. 31 4 REPUBLIC OF KENYA Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should you find any discrepancies please report them to e 2 promisadmin treasury go k NM A w a St KES 2010 051945 Nkabune Tti Proposed Ct amp Fb Workshops Planned 000 37 129 3 331 788 000 3 000 000 12 712 660 61 000 000 10 000 000 7 000 000 1 724 645 167 j 88 3 8 2 8 813 E 8 Sz s 2014054794 201005192 Planned 201005198 2010051497 201005150 201005150 2210051505 2010051505 2010081807 242278 2010051508 Weed 312656 2010051511 Sweet Lighting Along tanga Lenana Olotokiok Road 30558625 19 316 026 16 160 000 347 406 016 310 763 637 198 008 654 3 297 643 864 54 825 254 25 918 112 25 968 500 579 3 846 085 2 450 602 43 528 899 331 752 4 22 222 30m High Masts instalation At Various Genres Within Metrapoitan Region 103269457 2010051514 00000000 SweetLgh instalation Along Kasarani 31786750 FieFighingMotorVenies 2 188500400 2100518
30. 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 be displayed when the user accesses 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 view will be set as default only for the current user Note Clicking the Set as Default for Public Users button will display the view to those who access the application as unregistered public user 7 7 Sample Views the following chapters you can see several samples on list reports 7 7 1 Sample View 1 x E Groupings Available Groups Selected Groups Ward NG Programme Is ELA required HG Sub Programme EIA Project Category Project Has an ELA been completed Project Segment Funding Source Ok Implementing Agency Contractor Regional Coordinating Agency x Beneficiary Funding Source Type Contact Financial Year Calendar Year Calendar YearMonth llr Move Up ir Move Down Figure 16 Defining List View Groupings for Sample View 1 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 28 X m Columns Available Columns Selected Columns Project Cost Yearly Breakdown USD of Projects Dra
31. ASSISTANCE DA1 FORM ORGANISATIONS UAMS HITS UAMS M amp E RESULTS gt UAMS HITS ME Country User PERSONNEL SUBMISSION PROFILE STATISTICS PROFILE ction UAMS STATISTICS Action Duration Action Duration Action Duration Action Duration Action Duration Action Duration Action Duration Count min Count Count min Count min Count min Count min Count min AFGHANISTAN Advanced Search BRAZIL 10 43 CANADA 5 52 Annie 1 32 Njuguna Judith 2 19 Mwaringa List Entered 1 19 Project 1 Viewed CYPRUS 18 206 2 32 1 35 DJIBOUTI 1 1 EGYPT 12 5 T View Criteria Remove Filters EL SALVADOR 10 62 9 61 ESTONIA 14 4 2 1 5 2 2 EUROPEAN 21 67 3 3 FINLAND 76 138 12 25 GUATEMALA 5 4 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 59 Sample Crosstab List Report 15 1 2 2 Chart Reports Chart reports are created and managed in the CHART MODULE Chart reports are visual representation of the data to be analyzed Unlike list and table reports where the data is presented in rows and columns chart reports give the viewer an immediate understanding of the data The Chart module offers a number of ways for better data visualization e g data can be presented in the form of different charts it is possible to activate data table and legend options etc For more details on creating chart reports and setting viewing options see CHART MODULE
32. DA1 Form Submission Application User Manual see REFERENCES 6 8 Viewing DA1 Form Details Depending on your permissions you may also see or edit DA1 Form details added by other users To view the details of the DA1 Forms listed in the My Portfolio module follow the steps below l Go to the My Portfolio module 2 Expand the My Submitted Projects list Figure 9 Note The DA1 Forms requiring your attention are listed above the list 3 Click the DA1 Form you wish to see the details for This will open DA1 Form details window see e ProMIS Kenya DA1 Form Submission Application User Manual in REFERENCES e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 23 7 LIST MODULE In the List module Figure 12 of the e ProMIS Kenya application you can create and execute ad hoc queries on project data and acquire results in the form of a list Contact us z E 2 My Profile About Log Out e ProMIS KENYA Tel 254 020 2252200 ext 33223 Welcome Synergy Admin My Portfolio i Chart 5 Dashboard Help List sve F 8 PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the agencies in Kenya and will be subject to validation in the time to TECHNICAL ASSISTANCE PERSONNEL come Should you find any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE Modify Current View DA1 FORM SUBMISSION ee Project Project Cost Yearly Reque
33. List Note Clicking the button will 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 l Click the Modify Current View link at the top right corner of the List screen A Modify Current View window Figure 15 will appear presenting the administrator with the groupings columns selected and available for the list view e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 26 w In the Groupings section add re order remove groups In the Columns section add re order remove columns In the Cross Tab Groupings section define add re order remove cross tab groupings for the view 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 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 za x Groupings Available Groups Selected Groups Agreement Funding Source Donor Facility Agreement Project Priority NG Ministry NG Programme NG Sub Programme NG Output Vision 2030 Flagship Ministry Vision 2030 Flagship Praject Programme Implementation Status MT
34. Main Menu Bar Finland 01007 Government of 12 136 252 921 8 038 062 8 261 085 Belgium 2008 Government of Egypt 15 247 525 247 525 123 762 866 T View Criteria Remove Filters 1012 Government of Spain 272 611 830 339 327 339 451 2 1 011 Government of Italy 68 92 201 832 297 030 3 675 841 681 128 27 386 139 5 1 013 Government of Austria 6 854 400 kh 014 Government o 27 2 765 010 414 372 000 1 897 472 0 Germany KFW GERMANY 1912 015 Government of 14 3 811 947 554 Germany GIZ GERMANY Works pace 016 Government of France 2 783 219 653 012 Kuwait Fund for Arab 4 67 123 166 Development COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 4 S Kenya Analytical I nterface Structure It contains the following components Component Name Description This is the application header that contains application name and Header the e ProMIS Kenya logo On the right side the following functions are available KENYA ANALYTICAL INTERFACE USER MANUAL 13 Contact Us contact details e mail address and telephone number of the e ProMIS Kenya system administrator My Profile this opens your personal settings and details For details see Registering a New User About opens e ProMIS Kenya information window Log Off this button is used to log off the application This is the main
35. Organisation 8 World Wide Communication Inc lt Lm Comment ik Required Field Please type the content of the security image in the textbox below You may click on the security image to have it re generated in case the characters are not clear 8V32K 6 2522 4 Note You should provide a valid e mail address It will be used for future correspondence Figure 2 User Registration Form Once you submit the registration form the e ProMIS Kenya administrator receives a 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 e ProMIS Kenya login page e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 11 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 x 5 KENYA My Profile Required Field Note You should provide valid e mail address It will be used for future correspondence 3 First Name 1 Last Name john smith wwce org Organisation World Wide Communication In
36. Sample Chart Reports Sample Chart Report 1 Figure 60 provides information about user actions taken sorted by months The report helps to compare the number of actions taken by different users as well as the duration of time they spent using the system during one month The data 15 presented in the form of a 3D Column chart e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 82 80 MyProfile About Log Out Welcome Synergy Admin My Portfolio i Dashboard Chart svess A amp PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the agencies in Kenya and will be subject to validation in the time to TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE Main DA1 FORM SUBMISSION UAMS HITS UAMS STATISTICS TEL Snow Top 10 12 Secondary Axis Chart Types 1518 Char Count 15 E Update M Advanced Search Filter by 360 000 Action Application Year Quarter 270 000 Month Week Day 180 000 User More Filters T View Criteria Remove Filters 90 000 T January October November December February March April May June August Other Figure 60 Sample Chart Report 1 1 Sample Chart Report 2 Figure 61 provides informatio
37. USER MANUAL 56 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 is viewed 10 4 Dashboard Management 10 4 1 Create a New Dashboard In order to create a new dashboard follow the steps below My Profile About Log Out M 5 KENYA Welcome Synergy Admin My Portfolio List Chart Report Dashboard Help Customize v pdate All new Save Save as New Remove Cancel Public F Scroll Mode F Eg Add New Item Drag items here COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 42 Adding a New Dashboard 1 Click the New button at the upper right corner of the screen New field appears 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 Figure 42 2 Give the desired name to the dashboard Add reports to the dashboard see Add an Item to a Dashboard 4 Save it p e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 57 Contact us e MyProfile About Log Out M 5 KENYA Welcome Synergy Admin My Portfolio Chart Report Dashboard Customize Update All New Save Save
38. 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 55 10 3 Main Screen and Its Components pr Ef nl 2 90 Contact us My Profile About Log Out 5 KENYA Y Welcome Synergy Admin L My Portfolio Dashboard Customize Update All New Save Save as New Remove Cancel Public Scroll Mode F Dashboard modified Add New Item Financial Progress Summary PROJECTS Comparision btw 2012 2013 and 2013 2014 PROJECTS v eA aa 2012 2013 2013 2014 Other REPUBLIC OF KENYA 350 90 DONORS FUNDING 2415 PROJECTS 1543 ONGOING AND 441 COMPLETED HH HH mu um mB Financial information Other All the financial values are displayed in billion USD TOTAL PROJECT COST 178 509212 e rernment of 501 Internati 10 African D 17 United Na Governmen nstituency De 5 European 22 United Governmen Governmen CORNER GROUP TECHNICAL ASSISTANCE PERSONNEL v ahaa PROJECTS UNDERTAKEN QUARTERLY REPORT 111 Unallocated TA Personnel Funding Source TA Personnel TA Personnel Cost USD African Development Bank Fund 2010 051562 JUSTUS BUNDI TRAINING Isaac Sic
39. and execute ad hoc queries on the data and acquire results in the form of different reports 9 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 26 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 2 Contact us E MyProfile About Log Out e ProMIS KENYA Welcome Synergy Admin My Portfolio List Report Dashboard Help Report sae sawa 19 A 6 amp PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should TECHNICAL ASSISTANCE PERSONNEL you find any discrepancies please report them to e promisadmin treasury ORGANISATIONS PROFILE DESIGN DA1 FORM SUBMISSION A PIT PER 2 0 M amp E RESULTS PROFILE 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 UAMS HITS UAMS STATISTICS i Title Compatibility Matrix Advanced Search i Rows p Add Co
40. betta Er A MeL 47 SAMPLE DIST REPORT 2 tte tad vana DEM LUE REUS 48 REPORTS WINDOW WITH PROPERTIES FOCUS ON THE TITLE FIELD 49 FORMATTI NG STYLING TEXT ENTRIES nnn 49 REPORTS WINDOW WITH PROPERTIES FOCUS ON THE 50 ASSIGNING PROPERTIES TO REPORT TABLE 65 51 REORDERING REPORT TABLE COMPONENTS cccccccsscucceuuceuseuuceuueeeseauueuueenseauueuneenneas 51 DEFINING THE SORTING ORDER obe eer PE eb ates 52 SWITCHING REPORT TABLE COMPONENTS 53 5 55 ADDING A NEW DASHBOARD vcsccoanescaceaneceecenweccattsencenaiinssu berto er eb o Rer e ce eed 56 LST OF PRESDEFINED REPORTS tutae dug 57 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 5 FIGURE 44 FIGURE 45 FIGURE 46 FIGURE 47 FIGURE 48 FIGURE 49 FIGURE 50 FIGURE 51 FIGURE 52 FIGURE 53 FIGURE 54 FIGURE 55 FIGURE 56 FIGURE 57 FIGURE 58 FIGURE 59 FIGURE 60 FIGURE 61 FIGURE 62 FIGURE 63 FIGURE 64 FIGURE 65 FIGURE 66 FIGURE 67 FIGURE 68 ADDING ACNEW REPORT
41. etc In 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 54 Filter by Advanced Search Text to find Search in MTEF Sector Project Reference Project ID Project Title Project Description Vision 2030 Flagship Project Programme E NG Programme Name Milestone Activity Project Objectives Project Rationale Current Criteria Figure 54 Advanced Search Section e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 75 2 Define the text to search for in the appropriate field 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 or Chart B 14 3 Sample Search Criteria Filter by Advanced Search Text to find education Ok Search in MTEF Sector t Cancel Project Reference Project ID Reset Project Title Project Description Vision 2030 Flagship Project Programme NG Programme Name Milestone Activity Project Objectives Project Rationale Current Criteria Sern CL eedib CL Figure 55 Defining Search Criteria
42. follow the steps below e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 66 1 Click the Save As button on the top right side of the screen A Memorize Report window Figure 48 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 From the List Chart and Report modules you can design appropriate reports and organise them in the preferred way In order to organise the reports click the respective Organise Views Charts Reports button at the top right side of the screen An Organise Reports window Figure 49 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 Ok Sf Cancel PUBLIC REPORTS rogrammes Curren E Machakos County M E Report Kilifi M and E Report janury to march Progress Report KSMS Project Status Report Draft 2014 15 Project Implementation Matrix Donor Facility Agreement Financial Progress Summary M amp E Progress Summary SCORECARDS Set as default Data Completeness ScoreCard Summary Data Completeness ScoreCard Summary Colores Data Completeness ScoreCard Data Completeness ScoreCard Colored GENERAL PROFILE BUDGET REPORTS MTEF DRAFT PROJECTIONS 2014
43. gt B 2 L 5 5 5 S D gt 2 a lt lt A A z z o i a a a 5 5 2 9 5 g 8 p 2 S E p 2 5 2 5 5 a ul a o gt 5 5 2 8 214 68 3 8 uo 7 5 5 5 5 5 E E I o o o o o o a o o o lt lt lt lt lt O History Field Changed By History Field ChangedOn 1 1 1 1 1 Po gt Jo o History Field Changed Year e 1 1 1 1 1 1 1 Jt o 21 11 History Field Changed YearMonth 1 1 o History FieldName 1 1 Activity 11 Activity Responsible Organisation fs o Agreement TT Te 11 Alert AbsorpionRate 1 1 1 1 1 Alert CostOveruns 1 1 1 Alert ProjectDelays 1 1 o Po Beneficiary Type 1 1 1 1 1 1 1 1 gt 1 BudgetPhase TT o P Jo o 1 1 1 1 p aedaYer 1 1 1 1 t o L3 caendarYeaMontn 1 o P Category o bo peMwnsy 1 pePegame S 1
44. it This is especially true in cases where large volume data are involved One common challenge is that it is hard to drill down into the data that need to be found quickly To solve the problem it is necessary to apply a filter onto a dataset to narrow it down and to find the data needed In UAMS Statistics filters provide a way to analyze a sub set of data collected based on the specified conditions For example it is possible to create filtering criteria based on specific timeframe day month week etc For more details on how to apply filters see FILTERING e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 92 16 5 Please refer to the following e ProMIS Kenya related documents 15 Kenya Projects Application User Manual e ProMIS Kenya Technical Assistance Personnel Application User Manual e ProMIS Kenya Organisations Profile Application User Manual e ProMIS Kenya DA1 Form Submission Application User Manual e ProMIS Kenya M amp E Results Profile Application User Manual e ProMIS Kenya Administration Center User Manual
45. treasury_go ke ORGANISATIONS PROFILE 7 DESIGN DA1 FORM SUBMISSION 3 1 E RSA SIP ATT M amp E RESULTS PROFILE 100se 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 UAMS HITS UAMS STATISTICS i Show details Compatibility Matrix Budget Phase Add Grouping Advanced Search i Columns Implementation Status Total Project Cost USD Total Project Cost KES Add Column Add Sub column Add Sub column Project Title Add Sub column Add Sub column Filter by Funding Source Implementing Agency Ministry MTEF Sector Financial Year Budget Phase Funding Type More Filters T View Criteria Remove Filters PREVIEW MTEF Sector Data Data Data Data L Project Add Row Reset Submit MTEF Sector Project Project Title Implementation Status MES Project 1 Project Title 1 Implementation Status 1 Project 2 Project Title 2 Implementation Status 2 MTEF Sear Project 1 Project Title 1 Implementation Status 1 Project 2 _ Project Title 2 Implementation Status 2 Total Project Cost USD 2 Total Project Cost KES 2 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 30 Creating Report 1 You will have the following result Figure
46. v a gt gt o gt o o o I a 8 gt 9 e c 5 m o gt e 2 N EN u e e x COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 23 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 in a grid or matrix 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 will be displayed on the chart To avoid large number occupying too much space you can choose to view the numbers in thousands millions billions e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 37 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 6 Font allows selecting the font the chart report title subtitle foote
47. 2015 2016 20 MTEF DRAFT PROJECTIONS 2014 2015 2016 2 MTEF DRAFT PROJECTIONS 2014 2015 2016 2 X Delete MTEF DRAFT PROJECTIONS 2014 2015 2016 2 DRAFT BUDGET 2014 2015 SORTED BY MTEF S DRAFT BUDGET 2014 2015 SORTED BY MTEF S MTEF DRAFT PROJECTIONS 2014 2015 2016 2 MTEF DRAFT PROJECTIONS 2014 2015 2016 2 TER Group IFMIS Backup Budget MTEF SUPPLEMENTARY BUDGET 2013 2014 S MTEF Supplementary Budaet 2013 2014 Source o 7 Rename Figure 49 Organising the Reports e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 67 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 the desired name for the report report group 4 Click the Enter keyboard button to confirm renaming Note Public Reports and My Reports groups cannot be renamed 12 3 2 Deleting Reports or Report Groups In order to delete a report report group follow the steps below l 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 In 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 Enter keyboard button to confirm adding
48. 3 2 Sample Filtering Criteria If Budget Phase has been selected as filtering category and Draft and Supplementary Estimates as category items the following results will be acquired Figure 53 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 73 d Contact us B lt _ MyProfile About Log Out X e ProMIS KENYA Welcome Synergy Admin My Portfolio Dashboard List save 27 x8 n Please note a filter is applied you are currently reviewing a selection sub set of all projects TECHNICAL ASSISTANCE PERSONNEL Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should ORGANISATIONS PROFILE you find any discrepancies please report them to e promisadmin treasury DA1 FORM SUBMISSION Modify Current View M amp E RESULTS PROFILE UAMS HITS of Project Cost Funding Source Project Project Title Yearly Breakdown Requested Disbursed Released Invoiced USD USD UAMS STATISTICS Projects USD USD USD am 001 Government of 133 430 318 378 987 Denmark tum Advanced Search en of 1 292 963 10 262 995 mm 003 Government of 21 198 939 567 470 18 519 Netherlands 2010 051554 Strengthening Of 17 18 564 356 Filter by District And 6 Provincial Funding Source General Hospitals Simed Implementing Agency 2010 051756 Mechanical Engineering Ministry te MTEF Sect
49. 90 20100576 zmunsrre 210081802 Water Ppeine 2010051957 Constucton OfTuiton Pame 2010051967 a Mihirini Jila Water Project Completed 243204 Dungich 71310171 Figure 31 Sample List Report 1 9 5 2 Sample Report 2 If you have indicated Figure 32 e Ministry of Finance as the report title External Resources Department as the report subtitle Number of Projects by Various Sources of Funds as the report header Funding Source Implementing Agency hierarchy as the report rows of Projects as a column Applied some formatting e g background color font size etc e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 47 e ProMIS KENYA My Portfolio PROJECTS TECHNICAL ASSISTANCE PERSONNEL ORGANISATIONS PROFILE DA1 FORM SUBMISSION M amp E RESULTS PROFILE UAMS HITS UAMS STATISTICS Advanced Search Filter by Funding Source Implementing Agency Ministry MTEF Sector Financial Year Budget Phase Funding Type More Filters T View Criteria Remove Filters WIISDUATEET uz Contact SEES MyProfile About Log Out Welcome Synergy Admin Dashboard Report save 4 A MD Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should you find any discrepanci
50. AL 22 M ProMIS KENYA Due My Profile About Log Out Welcome Wanjiku E My Portfolio List Chart Report 58 Dashboard Help Create New Project Search Criteria El El My Draft Projects 0 Search Reset Funding Source E Submitted Projects 3 Select one Implementing Agency Project ID 2 2 Last Updated Select one 2 Project Title Last Updated By DA1 Forms Implementation Status 2010 051530 Green Energy Initiative_Sample Project Laura Kiama deleted 25 Aug 2010 Select one Sector 2010 052058 Public Financial Management Reform Programme Pfm Rp Grace Wanjiru Wanderi 07 Apr 2014 E0000001 Select one Create New 2014 054715 Road Maintance amp Safety Peter Kamau 11 Apr 2014 Select one Create New Keyword Create New TA Personnel Search Criteria Project ID E My Technical Assistance Personnel 1 Project Reference F Project Title Personnel Expiry F Project Description Technical Assistance Personnel Name Place Of Employment Project ID Issue Date Project Rationale TAPRS 000232 Anthony Mukira Nairobi 2010 052058 TA Personnel Name Project Created From 5 Project Updated From w To Search Reset COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 11 Create New DA1 Form Button in My Portfolio This will open a DA1 Form Submission data entry window which is described in e ProMIS Kenya
51. BUNDI TRAINING Isaac Sichangi Training Dd 214 816 8558 Unspecified TA Personnel Funding Source TA Personnel TA Personnel Cost USD Unspecified Unspecified john njenga MICHELL JOHN Middlestsown bosco John Geff SITI HALATI IBRAHIM Lawrence Lelei Omosh Karis Fredrick Kanini ig Donor Facility Agreement COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 44 Adding a New Report 10 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 1 Click the Customize button A new section will appear displaying all customizable options in the Dashboard module Figure 45 2 Take the necessary action 3 Save the changes e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 59 Contact us MyProfile About Log Out M 5 KENYA Welcome Synergy Admin My Portfolio Report Dashboard Customize Update All o New Save Save as New Remove Cancel Public Dashboard modified Add New Item Scroll Mode Financial Progress Summary PROJECTS 45 v Comparision btw 2012 2013 and 2013 2014 PROJECTS 9 v A 04
52. EF Sector Vision 2030 Pillar Millennium Development Goals alle Move Up ir Move Down Figure 15 Modifying the Current View 7 6 1 Adding List Groupings Columns Cross Tab Groupings In order to add a grouping column cross tab grouping to the list follow the steps below l In the Available Groups Columns panel select the grouping column cross tab grouping to be added to the list Note It is possible to select several groups columns by means of the Shift or Ctrl keyboard buttons Click the gt Select button The selected group s column s will appear in the Selected Groups Columns panel 7 6 2 Re ordering Groupings Columns Cross Tab Groupings In order to re order the selected groupings columns cross tab groupings follow the steps below 1 Select the grouping column cross tab grouping that needs to be re ordered the Selected Groups Columns panel 2 Click the Move Up Move Down button e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 27 7 6 3 Removing Groupings Columns Cross Tab Groupings In order to remove the selected groupings columns cross tab groupings from the list follow the steps below 1 In the Selected Groups Columns panel select the grouping column cross tab grouping that needs to be removed from the list 2 Click the lt Unselect button The selected group s column s will be removed from the Selected Groups Columns panel 7 6
53. EL come Should you find any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE Modify Current View DA1 FORM SUBMISSION i rum E E Project Cost M amp E RESULTS PROFILE Funding Source Project x Project Title bras Tr E P USD USD UAMS HITS j UAMS STATISTICS Unspecified 51 205 047 33001 Government of 18 283 903 187 378 987 897772 4 642 381 31 200 7 Denmark Advanced Search itm 002 Government of 5 5 118 651 10 262 995 9 500 000 8 000 000 Norway S S S S LL 2010 051723 Kenya Education 375 000 10 000 000 9 500 000 8 000 000 Sector Support Filter by 2010 051756 Mechanical 61 881 15 470 Funding Source rici Implementing Agency ini 2010 052004 Mount Elgon 870 570 Ministry Regional Ecosystem MTEF Sector Conservation Financial Year Programme Budget Phase Merecp Funding Type 2010 052040 Public Finance 3 525 994 More Filters Management Reform Programme Pfm Rp T View Criteria Remove Filters 2010 052109 Study On Low Cost 285 206 247 525 Volume Road Construction Govemment of 9 87 259 809 587470 552 000 60844 37 037 Netherlands 22004 Government of 16 284 910 769 Sweden 005 Government of 1 304 569 Switzerland 006 Government of 107 405 025 Finland 8 007 Government of 12 136 252 921 8 038 062 8 261 085 Belgium T COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 13 Expandi
54. I D the ID of the project assigned to the personnel I ssue Date the issue date of the technical assistance personnel entry permit Expiry Date the expiration date of the technical assistance personnel entry permit In this module you can create new projects and view or edit the details of existing projects add new Technical Assistance Personnel and view or edit the details of Technical Assistance Personnel already recorded in the application add and process new 1 forms etc 6 1 Defining Project Search Criteria You may perform searching among the projects in the My Portfolio module by specifying one or more search criteria under the respective section in the left area of the screen and results will appear on the right side of the screen Figure 6 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 16 Contact us lI My Profile About Log Out M e ProMIS KENYA Welcome Synergy Admin E My Portfolio 29 Dashboard Create New Project My Draft Projects 227 E My Submitted Projects 2415 Funding Source Select Last Implementing Agenc Project ID DA1 P Agency Project Title Last Updated By Updated Select Forms On Implementation Status 2010 051487 Capacity Building And Biocarbon Synergy Admin 01 Apr 2014 Select one 2010 051489 Construction Of Kiambu West District Headquarters Keziah R W Njeri 12 Aug 2010 MTEF Sector Select one 2010 051491 Const
55. 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 definite 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 order to expand the list item level click the sign next to the name of the list item This e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 24 will expand the list item group level displaying the first sub level Figure 13 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 DX My Profile About Log Out Tel 254 020 22522 200 ext 33223 Welcome Synergy Admin Dashboard List mtm goa PROJECTS Note Currently information e ProMIS Kenya is under continuous update by the agencies in Kenya and will be subject to validation in the time to TECHNICAL ASSISTANCE PERSONN
56. System E Christopher M Oisebe 11 Oct 2011 Promis 2010 051496 Rehabilitation Of Dunga Mukenia Mariakani Kapiti Chepkoria And Dar Es Salaam Patricia G Mukere 14 Nov 2012 Search Criteria Project ID Roads 2010 051497 Construction Of Balozi Hardrock Coffee Garden Estate Patricia G Mukere 14 Nov 2012 Project Reference Project Title 2010 051498 Ovc Peter Nyambok 09 Apr 2010 Project Description 12345258678 9 10 Next gt gt Project Rationale T TA Personnel Name Create New TA Personnel My Technical Assistance Personnel 35 Project Created From rj To rj Project Updated From rj To rj Search Reset COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 8 Create New Project Button in My Portfolio This will open a Project data entry form which is described in e ProMIS Kenya Projects Application User Manual see REFERENCES 6 3 Viewing Project Details Depending on your permissions you may also view or edit project details added by other users To view details of the projects listed in the My Portfolio module follow the steps below l Go to the My Portfolio module 2 Expand the My Projects list correspondingly Figure 5 3 Click the project you wish to see the details for This will open the project details For more information see DETAILS SECTION 6 4 Adding a New Technical Assistance Personnel To add new technical assistance personnel from the My Portfolio module click the Create
57. TERFACE USER MANUAL 79 My Portfolio PROJECTS TECHNICAL ASSISTANCE PERSONNEL ORGANISATIONS PROFILE DA1 FORM SUBMISSION M amp E RESULTS PROFILE UAMS HITS UAMS STATISTICS Advanced Search Filter by Action Application Year Quarter Month Week Day User More Filters T View Criteria Remove Filters Sample List Report 2 Figure 58 M e ProMIS KENYA List ke MyProfile About Dashboard Save Log Out 23992 Welcome Synergy Admin 9 54 5 Note Currently information 15 Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to Should you find any discrepancies please report them to e promisadmin treasury go ke Country User Action Action Count AFGHANISTAN BRAZIL CANADA Annie Njuguna Logged Into Dad List Entered Map Entered User Logout Judith Mwaringa CYPRUS DJIBOUTI EGYPT EL SALVADOR ESTONIA ETHIOPIA EUROPEAN UNION FINLAND GUATEMALA ae F JAPAN ITALY 2 10 42 a ei wl sy provides information about user a Modify Current View Duration min 1 18 n ctions sorted by sessions The report helps to compare the number of actions taken by different users as well as the duration of time they spent using the system during
58. YTICAL INTERFACE USER MANUAL 50 instance from the Items drop down list in the Properties window The list contains the previously selected report table components 4 Click the Apply button for the changes to take effect Clicking the Ok button will close the window and navigate you to the Report module e ProMIS KENYA Contact us x e Welcome Synergy Admin My Portfolio Dashboard Report save 4 A 8m PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should TECHNICAL ASSISTANCE PERSONNEL you find any discrepancies please report them to e promisadmin treasury ORGANISATIONS PROFILE DESIGN DA1 FORM SUBMISSION h CES the 8 k f M amp E RESULTS PROFILE 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 UAMS HITS UAMS STATISTICS i Title Show details 55 Compatibility Matrix Advanced Search Uca i Rows Contractor Ada Calumn Show As Implementing Agency amp Total Filter by Add Row Funding Source M Implementing Agency Ministry Remove MTEF Sector 2 Move Financial Year Replace Budg
59. 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 Inthe Chart module Click the chart for the details to be displayed e g click the 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 link for the details of the selected project to be displayed This will open the Project Details section 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 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 46 Note If you are accessing the Details section from the Chart module 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 s
60. abs Crosstab List reports are much more flexible in terms of table design because they allow grouping records in rows e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 89 or columns in such a way that another dimension in which to display information is added Instead of just showing the number of logged in users during a specific hour of the day it Is possible to display this information across all weeks of the year Sample Crosstab List Report Sample Crosstab List Report Figure 66 displays the same data as Sample List Report 1 Figure 65 but in an added dimension It shows not only the number of logged in users during a specific hour of the day but also during the weeks of the year My Profile About Log Out 5 Teas e ProMIS KENYA Tel 254 020 2252299 ext 33223 4 Welcome Synergy Admin My Portfolio 5 Dashboard Help F PROJECTS Note Currently information e ProMIS Kenya is under continuous update b by the development agencies in Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin trea ORGANISATIONS PROFILE Modify Current View DA1FORM SUBMISSION Week Week K Week Week Week Week Week Week Week Week Week Week 4 M amp E RESULTS PROFILE Day 3 5 34 35 36 37 38 39 40 41 42 43 UAMS HITS Hour Sep
61. also a powerful tool for tracking and analyzing aid flows The system serves as the main database and reporting system for the government of Kenya donor and NGO community as it ensures effective access to development data he main objective of e ProMIS Kenya is to serve as a reliable and credible source of information on overall donor contributions to Kenya s reconstruction economic recovery and socio economic development as well as to support the Government in effectively managing development assistance and promoting the accountable and transparent use of resources e ProMIS Kenya is a powerful tool that allows the user to view project data organised into lists reports and charts In e ProMIS Kenya the user is able to present the project data in the form of list and chart reports memorize save the reports print them and export them into PDF MS Word and MS Excel format files In the current design e ProMIS Kenya consists of the following applications e Projects this application is designed to track the implementation of the development projects recorded In this application the user can view the project data as well as add new projects or modify the information of existing projects e Technical Assistance Personnel this application is designed to create technical assistance personnel profile track and keep personal background technical assistance information and employment details Organisations Profile this applicatio
62. ample View 2 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 31 8 CHART MODULE The e ProMIS Kenya 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 8 1 Key Features You can make use of the following key features of the Chart tool in e ProMIS Kenya Y Rich user interface that supports movable windows for arranging the screen as desired Y The ability to resize the charts directly in 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 8 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 15 displayed e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 32 8 3 Main Screen and Its Components uty MyProfile About LogOut e ProMIS KENYA Welcome Synergy Admin My Portfolio i Chart Dashboard Chart Bsae sawas
63. application has a built in Details section where you can view detailed project information e g project financial information the sector s of economy it supports the project location etc The Details section can be accessed from the My Portfolio List Chart and Report 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 New Edit Delete Close Contactus J All amounts are displayed in KES Kenyan Shilli GENERAL INFORMATION KISPOLY 10 001 Kenya Education Sector Support infrastracture NG Ministry NG Programme i NG Sub Programme 1 106 Ministry of Education P 0506 Research Science Technology and 0506 Research Science Technology and Innovation Innovation NG Ministry 01 Dec 2009 01 Dec 2009 Planned i Actual i 01 Feb 2010 01 Mar 2010 Figure 46 Details Section 11 1 Accessing the Details Section In order to access the Details section follow the steps below e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 62 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 46 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
64. as New Remove Cancel Public 1 Scroll Mode F Add New Item Comparision btw 2012 2013 an Programmes Current PROJE ig Machakos County M E Report Kilifi M and E Report janury to Progress Report 2 KSMS PR Project Status Report PROJE ig 2014 15 PROJECTS Project Implementation Matrix Drag items here Donor Facility Agreement ig Financial Progress Summary Drag and drop the desired component onto the dashboard screen COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 43 List of Pre defined Reports 10 4 2 Add an Item to a Dashboard In order to add a report to a dashboard follow the steps described below 1 Click the Add New Item link The list of all reports previously saved reports will appear Figure 43 2 Select a report to add to a dashboard and drag and drop it onto the main screen 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 44 Please note that you may add multiple reports to the dashboard Note The reports can be arranged either in vertical or in horizontal order Once the place for the report is selecte
65. c Title Position Database Administrator Postal Address Main Str 25 Mobile Phone 254 715 124 452 If you would like to change your password please type the current and the new passwords in the fields Old Password New Password Confirm Password Save and Close Figure 3 My Profile Section 4 2 Accessing e ProMI S Kenya without Registration To ensure more flexibility and to provide access to a wider range of users the system is designed in such a way that it allows public users to enter it without registration Public users wishing to view data should click the ENTER AS PUBLIC USER button in the Login Screen Figure 1 They will be directed to the List module of the application e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 12 5 5 KENYA ANALYTICAL INTERFACE STRUCTURE e ProMIS Kenya consists of the following main sections e MY PORTFOLIO MODULE used for quick access to the projects registered in the e ProMIS Kenya 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 CHART MODULE used to filter and display the data in a chart form e REPORT MODULE used to generate complex reports over one or more criteria and presents the output in the printable and user friendly format DASHBOARD MODULE used for quick access to the data registered the e ProMIS Kenya system The main wi
66. ccess application or in the My Reports group available to you only e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 65 There are two ways of saving a report in e ProMIS Kenya application You can save a newly created report or save a copy of an existing report with a different name in a different location or with a different content 12 2 1 How to Save New Reports From the List Chart and Report modules you can design an appropriate report and save it In order to save the report created follow the steps below l Click the Save Save button on the top right side of the screen A Memorize Report window Figure 48 will appear 2 Define the report name in the Memorized Name field Memorized Name Include under the following Group PUBLIC REPORTS Include currently selected filters Figure 48 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 drop down list 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 e ProMIS Kenya 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 a copy of a report
67. cording to the default chart category and chart type 10 Workspace the main working area in the Chart module where the chart designed is displayed 8 4 View Screen and Its Components Contact us 222 Welcome Synergy Admin M 5 KENYA My Portfolio Dashboard Chart l wj amp PROJECTS Note Currently information e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ke ORGANISATIONS PROFILE View FORM SUBMISSION M amp E RESULTS PROFILE Show Data Table Data Label Legend Pattern Multicolor Show in Original x UAMS HITS UAMS STATISTICS Title Footer Aria Font Note Subtitle Size Advanced Search Filter by Funding Source 1 200 000 000 Implementing Agency Ministry MTEF Sector Financial Year 800 000 000 Budget Phase Funding Type More Filters 400 000 000 T View Criteria Remove Filters PUBICCHARTS 00000000 EDS ra z 1 D 5 c v c o 0 D a o D 5 o lt c c amp o
68. ct Headquarters Keziah R W Njeri 12 Aug 2010 2010 051492 Breaking The Borders Joseph K Mburu 08 Jul 2011 County Select 2010 051493 Improvement Of Non Motorized Transport Facilities 1st Avenue Eastleigh Patricia G Mukere 19 Oct 2012 2010 051494 Rehabilitation Of Bunyala Road And Commercial Street Patricia G Mukere 19 Oct 2012 Keyword 2010 051495 Suply Installation And Commissioning Of A Projects Monitoring Information System E Christopher M Oisebe 11 Oct 2011 Promis 2010 051496 Rehabilitation Of Dunga Mukenia Mariakani Kapiti Chepkoria And Dar Es Salaam Patricia G Mukere 14 Nov 2012 Search Criteria F Project ID Roads 2010 051497 Construction Of Balozi Hardrock Coffee Garden Estate Patricia G Mukere 14 Nov 2012 Project Reference Project Title 2010 051498 Peter Nyambok 09 Apr 2010 Project Description 123 45 67 8 9 10 Next gt gt Project Rationale TA Personnel Name Create New TA Personnel Project Created From 5 rj Project Updated From rj To Search Reset My Technical Assistance Personnel 35 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 5 My Portfolio Module The information displayed in My Portfolio for each project in the My Draft Projects section includes the following e Status the current status of the project The projects that are not yet ready for submission are highlighted in the red and marked with icon The projects that are ready for s
69. d it cannot be changed e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 58 Contact us E 580 E MyProfile About Log Out e ProMIS KENYA Welcome Synergy Admin My Portfolio Dashboard Customize Update All New Dashboard modified Save Save as New Remove Cancel lig Add New Item Public Scroll Mode Financial Progress Summary PROJECTS 4 7 Comparision btw 2012 2013 and 2013 2014 PROJECTS a a 2012 M Q REPUBLIC OF KENYA ig Programmes Current PROJE e 350 ig Machakos County M E Report 90 DONORS FUNDING 2415 PROJECTS Kilifi M and E Report janury to Y 1 1543 ONGOING AND 441 COMPLETED HH BH HH a E Progress Report 2 KSMS PR Q Financial Information 8 E 5 a Project Status Report PROJE 5 3 2 All the financial values are displayed in billion USD 5 5 8 ig Draft 2014 15 PROJECTS E 5 5 8 l Project Implementation Matrix TOTAI PR O IFCT COST 178 509212 4 TA 5 ig Donor Facility Agreement CORNER GROUP TECHNICAL ASSISTANCE PERSONNEL M amp E Progress Summary PR W Data Completeness ScoreCard Drag and drop the desired component onto the PROJECTS UNDERTAKEN dashboard screen QUARTERLY REPORT TA Personnel Funding Source Projet TA Personnel African Development Bank Fund 2010 051562 JUSTUS
70. e 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 a new report group for it rename the report etc The e ProMIS Kenya 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 3 Set Options button in the top toolbar An Options window Figure 47 will appear 2 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 mar Show numeric values in original Ok x Cancel Figure 47 Setting the List 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 a
71. ection 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 9 Print button in the top toolbar A window with printer settings appears 2 Choose the printer settings as needed and press Print 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 63 1 Click the New button at the top of the Details window The data input window appears which is described the e ProMIS Kenya Projects Application User Manual see REFERENCES 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 l Click the Edit button at the top of the Details window The data input window appears which is described in the e ProMIS Kenya Projects Application User Manual see REFERENCES 2 Make the appropriate changes in the input window and save e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 64 12 CUSTOMIZED REPORTING e ProMIS Kenya application allows you to customize the already created reports the List Chart and Report modules i e to defin
72. ee 0102 Crop Development and Management 42 P 0103 Agribusiness and Information Management 30 P 0104 Livestock Resources Management and 29 Development 5 2 Filter by Cooperative Development And 1 Funding Source Implementing Agency 0108 Land Policy and Planning 36 Ministry P 0110 Fore ent research and 6 MTEF Sector Financial Year Budget Phase P_0111 Wildlife Conservation and Management 7 Funding Type TUNE More Filters P 0112 Fisheries Development 21 Unspecified 3 T View Criteria Remove Filters 011281 Aquaculhwe Development 7 011202 Management and Development of 6 PUBLICVIEWS 000000000000 011203 Fish safety quality assuarance value 4 addition and marketing er 2010052320 Rehabilitation Of Fish Landing Site 2475 Koginga Beach 2010 052391 Fish Auction Centre At Migori District 222 772 2010 052393 Improvement Works At The Kisii 61 881 amp Nbsp Fish Multiplication Centre 2010 052406 Faza Cold Storage Facility Lamu 390 414 011204 Fisheries Research 2 0201 Local Authority Management and 18 Development COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 18 Sample View 1 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 7 7 2 Sample View 2 Groupings Available Groups Country Regional Organisation County administrative District County political Constituency Ward Is EI A required EIA P
73. epancies please report them to e promisadmin treasury go ke Modify Current View of Project Project Cost Yearly Re SD ICE Released Invoiced UAMS STATISTICS Unspecified 51 205 047 001 p of 18 283 903 187 378 987 897 772 4 642 381 31 200 Denmark 002 Government of Nonway 5 5 118 651 10 262 995 9 500 000 8 000 000 Advanced Search 003 Government of 9 87 259 809 567 470 552 000 609 444 37 037 Netherlands 004 Government of Sweden 16 284 910 769 005 Government of 1 304 569 Filter by Switzerland Funding Source Implementing Agency 006 Government of Finland 7 107 405 025 Ministry 2 MTEF Sector 007 Government of Belgium 12 136 252 921 8 038 062 8 261 085 Financial Year 008 Government of Egypt 2 15 247 525 247 525 123 762 866 Budget Phase Funding Type 011 Government of Italy 68 92 201 832 297 030 3 675 841 681 128 27 386 139 More Filters 012 Government of Spain 5 272 611 830 339 327 339 451 View Criteria Remove Filters 013 Government of Austria 1 6 854 400 014 Government of 27 2 768 010 414 372 000 1 897 472 0 Germany KFW GERMANY 015 Government 14 3 811 947 554 Germany GIZ GERMANY 018 Kuwait Fund for Arab 4 67 123 166 Development 019 Saudi Fund for 4 133 682 000 Development 020 Abhu Dhabi Fund 2 75 465 000 021 Government of Japan 48 1 348 072 827 1 144 088 1 046 527 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 14 Hiding I mages in the
74. es 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 been saved successfully 10 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 60 10 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 10 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 option If you want to update the data in 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 61 11 DETAILS SECTI ON The e ProMIS Kenya
75. es please report them to e promisadmin treasury ke DESIGN 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 i Title Ministry of Finance Hide details Compatibility Matrix i Subtitle External Resources Department i Header Number of Projects by Various Sources of Funds i Footer Add Grouping Funding Source L Implementing Agency Add Row Y Reset Submit PREVIEW Ministry of Finance External Resources Department Number of Projects by Various Sources of Funds Funding Source Implementing Agency of Projects Funding Source 1 Funding Source 2 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 32 Creating Report 2 You will have the following result Figure 33 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 48 REPUBLIC OF KENYA Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should you find any discrepancies please report them promisadmin treasury go ke e wa Ministry of Finance External Resources Department Number of Projects by Various Sources of Funds Funding Source Implementing Agency of Projects Unspecified 001 Government of Denmark 002 Government of Norway 003 Governmen
76. et Phase Funding Type Reset Submit More Filters T View Criteria Remove Filters PREVIEW m m Implementing Agency Contractor we eee Implementing Agency 2 Contractor 2 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 36 Reports Window with Properties Focus on the Column e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 51 ED x Item Contractor 39 Sort By Hone Show As None Show Total Mone Show Rows Total Caption Contractor Reference Ref Text Name Measures Contractor Code and Name Contractor Name Contractor Code Contractor Abbreviation Cancel Figure 37 Assigning Properties to Report Table Components 9 6 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 follow the steps below l 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 38 2 Sorting Order Total Move Down Move Lefi Move Right Move To Replace 51 Switch Place With Properties Figure 38 Reordering Report Table Compo
77. f a Category item needs to be removed from the second text area select it from the list in 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 or Chart The system will regenerate and download to the client s side an updated report that applies the updated filtering criteria Filter by Funding Source Inter Funding Source 501 International Development Association IDA 522 United Nations International Children Education Fund UNICEF 525 International Fund for Agricultural Development IFAD International Atomic Energy Agency IAEA PATHFINDER INTERNATIONAL PLAN INTERNATIONAL 1 Exclude Current Criteria Figure 51 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 tick the Exclude check box All the Category items that appear in the second text area will be excluded from the filtering criteria to be created e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 72 i Filter by Budget Phase Ok Budget Phase Unspecified Supplementary Estimates Il x Cancel RE Reset E Exclude Draft Supplementary Estimates Current Criteria Draft y ss Supplementary Estimates Budget Phase Figure 52 Selecting Category I tems 1
78. few years Nowadays it is not enough to be able to produce a report to analyze data but it is more essential to have 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 e ProMIS Kenya removes the limitations on report development giving the possibility to view various types of analytical data such as lists charts and reports 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 10 1 Key Features You can make use of the following key features of the Dashboard tool in e ProMIS Kenya Y An 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 NN NUN 10 2 Accessing the Dashboard Module In order to
79. ft Estimated USD Project Title Supplementary Estimated USD Total Project Cost USD Supplementary Estimated Il USD Disbursed USD Off Budget Estimated USD Requested USD Released USD Invoiced USD Paid USD Project Cost Yearly Breakdown KES Total Project Cost KES Draft Estimated Supplementary Estimated KES Supplementary Estimated KES Of Budget Estimated KES Figure 17 Defining List View Columns for Sample View 1 You will get the following result Figure 18 if you have selected NG Programme NG Sub Programme Project hierarchy as a grouping Figure 16 and of Projects Project Title Total Project Cost USD Disbursed USD as columns Figure 17 Contact us 2 aSUrY My Profile About Log Out Fil Welcome Synergy Admin My Portfolio Dashboard List F PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to TECHNICAL ASSISTANCE PERSONNEL come Should you find any discrepancies please report them to e promisadmin treasury go ke ORGANISATIONS PROFILE Modify Current View DA1 FORM SUBMISSION 5 M amp E RESULTS PROFILE NG Programme NG Sub Programme Project projects Project Title Total ue Cost SD UAMS HITS UAMS STATISTICS Unspecified 2 415 P 0101 Policy Strategy and Management of 8
80. hangi Training 214 816 8558 Unspecified TA Personnel Funding Source TA Personnel TA Personnel Cost 050 Unspecified Unspecified john njenga MICHELL JOHN Middlestsown bosco John Geff SITI HALATI ONGAKI IBRAHIM Lawrence Lelei Omosh Karis Fredrick Kanini training Muhumed Ahmed training Charity Mithamo m COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 41 Dashboard Module e Dashboard Selector contains a list of pre defined dashboards By choosing a definite dashboard from this list you can view the reports stored in the selected dashboard Customize allows performing the following operations o Name displays the dashboard name o Save saves a dashboard so that it can be shared with other users 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 Cancel discards the modifications made to the dashboard currently displayed on the screen o 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 ProMIS KENYA ANALYTICAL INTERFACE
81. hich will allow you for retrieving results based on all fields that captured and recorded through the system 6 2 Adding a New Project To add a new project from the My Portfolio module click the Create New Project button Figure 8 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 18 Contact us lI MyProfile About Log Out e ProMIS KENYA lt Welcome Synergy Admin E My Portfolio Dashboard Create New Project Search Criteria El My Draft Projects 227 Search Reset E My Submitted Projects 2415 Funding Source Select one Last Implementing Agen Project ID DA1 P Agency Project Title Last Updated By Updated Select one Forms On Implementation Status 2010 051487 Capacity Building And Biocarbon Synergy Admin 01 Apr 2014 Select one 2010 051489 Construction Of Kiambu West District Headquarters Keziah R W Njeri 12 Aug 2010 MTEF Sector Select one 2010 051491 Construction Of Taveta District Headquarters Keziah R W Njeri 12 Aug 2010 2010 051492 Breaking The Borders Joseph K Mburu 08 Jul 2011 County Select one 2010 051493 Improvement Of Non Motorized Transport Facilities 1st Avenue Eastleigh Patricia G Mukere 19 Oct 2012 2010 051494 Rehabilitation Of Bunyala Road And Commercial Street Patricia G Mukere 19 Oct 2012 Keyword 2010 051495 Suply Installation And Commissioning Of A Projects Monitoring Information
82. ill 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 9 4 Generating a Report The final step in the process of creating a report is report generation By clicking the Submit EZ 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 a new window 9 5 Sample Reports In the following chapters you can see several samples on reports 9 5 1 Sample Report 1 If you have indicated Figure 30 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 45 e Budget Phase as a report grouping e MTEF Sector Project hierarchy as the report rows e Project Title Implementation Status Total Project Cost USD and Total Project Cost KES as columns e Applied some formatting e g background colour font size etc VN e ProMIS KENYA Contact us Welcome Synergy Admin My Portfolio Dashboard Report 5 4 A PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should TECHNICAL ASSISTANCE PERSONNEL you find any discrepancies please report them to e promisadmin
83. io section Figure 5 of the e ProMIS Kenya application gives quick access to the projects added by the corresponding user or other users from the same group Also it provides information about the Technical Assistance Personnel that the user or the user group has permissions to manage order to access My Portfolio module click the My Portfolio tab in the Main Menu of the e ProMIS Kenya 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 user belongs to has created the record All these permissions are granted and managed from e ProMIS Kenya Administration Center see e ProMIS Kenya Administration Center User Manual in REFERENCES Contact us e promis e ProMIS KENYA Welcome Synergy Admin ED My Portfolio 58 Dashboard Create New Project Search Criteria My Draft Projects 227 Search Reset E My Submitted Projects 2415 Funding Source m Select Last Implementing Agenc Project ID DA1 6 Agency Project Title Last Updated By Updated Select one a Forms On Implementation Status pl 2010 051487 Capacity Building And Biocarbon Synergy Admin 01 Apr 2014 Select one 2010 051489 Construction Of Kiambu West District Headquarters Keziah R W Njeri 12 Aug 2010 MTEF Sector Select one 2010 051491 Construction Of Taveta Distri
84. ium m 1 Exclude Current Criteria Figure 50 Filters l Click the hyperlink under the Filters section that represents the Category according to which the filtering will be carried out A Filters window Figure 50 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 71 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 by clicking the T View Criteria Dutton 2 Select a Category item from the list in the first text area Note In case the category items list is long and hard to browse in you can search for a specific item s by providing search criteria in the respective field The search result will return all possible matches Figure 51 3 Click the downward pointing arrow button to add the item selected to the list in the second text area Figure 52 4 Repeat steps 2 and 3 to add more than one Category item Note I
85. ll be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to promisadmin treasury go ke ORGANISATIONS PROFILE Modify Current View DA1 FORM SUBMISSION of Total Project Cost Requested Disbursed M amp E RESULTS PROFILE NG Ministry Project Projects A Project Title USD USD USD UAMS HITS UAMS STATISTICS 104 Ministry of Defence 122 Ethics and Anti Corruption Commission 121 The Judiciary Advanced Search 2012 053369 Judicial Preformance Improvement 120 750 000 Project JPIP 2013 054556 Capacity Building Of The Supreme 963 200 Court Of Kenya Filter by 2014 055092 JudiciaryTransformation Support 2 615 000 Funding Source Project 2013 2016 Ministry MTEF Sector 203 Independent Electoral and Financial Year Boundanes Commission Budget Phase 120 Office of The Attomey General and Funding Type Department of Justice More Filters 101 The Presidency View Criteria Remove Filters 114 Ministry of Labour Social Security and Services 112 Ministry of Information and Communications and Technology 124 Directorate of Public Prosecutions 117 Ministry of Industialization and Enterprise Development 107 The National Treasury 118 Ministry of Commerce Tourism and East African Affairs 113 Ministry of Sports Culture and Arts COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 21 S
86. lopment Goals More Fillers 12 Source Vision 2030 Flagship Ministry Vision 2030 Flagship Project Programme T View Criteria Remove Filters vi liga PR CRM Implementation Status Factor Causing Delay County administrative FURICREPORTS 00000 MTEF Sector District County political Risk MYREPORTS 000000 Constituency 2 Report training Risk Probability to Occur Report on Funding sources by Province Project Ownership Category Sub Category Donor Item ID COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 27 Selecting a Grouping for a Report 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 make your reports productive you can use the link as marked in red Figure 27 to open the Compatibility Matrix table Figure 28 This is a table that displays the compatibility between all categories and measures in the database to display them in the report e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 43 Compatibility Matrix indicates compatibility between Category and Measure 818 2 5 5 i 2 s sg E Rows Categories Columns Measures 2
87. lumn Lu E SS ILL L Filter by Funding Source Implementing Agency Ministry MTEF Sector Reset Submit Financial Year Budget Phase Funding Type PREVIEW More Filters T View Criteria Remove Filters Report Preview Report training 2 Report on Funding sources by Province COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 26 Report Module 9 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 41 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 be able to provide additional textual information to the report you will have to click the Show Details link Figure 26 and provide the appropriate information in the fields that emerge 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 specified e Row
88. n about the number of users logged into the system within a specific timeframe The report helps to compare the number of logged in users during different hours of the day Contact us 5 MyProfile About Log Out e ProMIS KENYA Tel 254 020 2252299 ext ss Welcome Synergy Admin My Portfolio i Dashboard List save 14 PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the agencies Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to promisadmin treasury ORGANISATIONS PROFILE Modify Current View M amp E RESULTS PROFILE UAMS HITS 22 Sep 2012 86 UAMS STATISTICS 18 00 19 00 86 20 00 21 00 86 Advanced Search 21 00 22 00 86 22 00 23 00 86 23 00 24 00 86 Filter by 23 Sep 2012 86 Year Quarter 24 Sep 2012 96 Month 25 Sep 2012 86 Week Day 26 Sep 2012 86 Period Time 27 Sep 2012 86 More Filters 28 Sep 2012 86 View Criteria Remove Filters 29 Sep 2012 4 30 Sep 2012 0 010d2012 3 02 Oct 2012 36 as a 04 Oct 2012 44 05 Oct 2012 M COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 65 Sample List Report A list report can be very informative However it is possible to draw more information out of the data to be analyzed by enhancing the list report with crosst
89. n about user actions taken sorted by months The report helps to compare the number of actions taken by different users during one month The data is presented in the form of a 3D Pie chart For better understanding data table and legend are displayed e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 83 MyProfile About Log Out 5 KENYA a are ae erect eee Welcome Synergy Admin My Portfolio i Dashboard Chart save 6 g PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the m agencies in Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE Main DA1 FORM SUBMISSION UAMS HITS UAMS STATISTICS Series Show Top 10 oo E a TE mF Ce Ce Advanced Search i October 11 880 m November Filter by November 14 784 13 94 December Action December 13 355 rab ebruary Application February 15 204 Year March March 34 678 Quarter April Month April 43 698 Ms Week May 26 805 17 57 E vey June 23 130 August More Filters August 35 330 September 15 568 September T View Criteria Remove Filters Other 14 327 Bore 10 78 9 2096 14 20 Action Count
90. n is designed to track the information on organisations Development and Implementing Partners providing assistance to the country or implementing projects in it Once you have accessed this application you are able to view organisation profile information and create analytical reports e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 7 DA1 Form Submission this application in the e ProMIS Kenya is designed to automate the DA1 form creation and processing Once you have accessed this application you can view form details and create different types of analytical reports amp Results Profile this application provides information about the indicators recorded in the application Another essential feature of e ProMIS Kenya is that the application is integrated with statistical packages designed for the system administrators who will use hits metrics to measure user activity in the application The actions taken by the users in various modules and applications in e ProMIS Kenya are recorded and stored in the database for data analysis data management and reporting The statistical packages e ProMIS Kenya are represented by two applications UAMS Hits this application is designed to collect a wide range of user behavior statistics It is a useful surveillance tool intended for the system administrators to gather aggregate performance statistics on user activity in the system as well as track system usage The hit
91. ncies in Kenya and will be subject to validation in the time to come Should you find any discrepancies please report them to e promisadmin treasury go B A USER ACTIONS BY COUNTRY User Action Action Count Duration hour List Entered D n Chart Entered m Logged into Dat 004 006 MH ett Map Modified eee aT begged Into Dad Dad o HM ie T E Data Data Entry Edited Tab 2 0 Tab 2 scc ee E Te eee SSS m M 1 Figure 63 Sample Table Report 1 Sample Table Report 2 Figure 64 provides information about the actions taken by the users representing different organisations The report helps to compare the number of actions taken by different users as well as the duration of time in hours they spent using the system Some formatting and styling is applied REPUBLIC KENYA Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should you find any discrepancies please report them to
92. ndow in e ProMIS Kenya has a complex preview as it is shown in Figure 4 My Protile About Log Out 7 e promismansger essury g0 ke Header B e ProMIS KENYA 254 020 2252200 ext 33223 2 Welcome Synergy My Portfolio Chart Dashboard Help K List Ga save save as 29 PROJECTS Main Toolbar Note Currently information on e ProMIS Kenya is under continuous update by the agencies in Kenya and will be subject to validation in the time to ome Should you find any discrepancies please report them to e promisadmin treasury ORGANISATIONS PROE Modify Current View DA1 FORM SUB Fundina Source Project Project Project Cost Yearly Requested Released USD 5 g Title Breakdown USD USD USD USD USD Unspecified 51 205 047 283 903 187 378 987 897 772 4 642 381 31 200 o Manipulation S of 5 5 118 651 10 262 995 9 500 000 8 000 000 Buttons Advanced Search mm 003 Government of 9 87 259 809 567 470 552 000 609 444 37 037 Netherlands 77 004 Government of 16 284 910 769 Filter by Sweden Funding Source Implementing Agency Ministry MTEF Sector Financial Year Budget Phase Funding Type More Filters 005 Government of 1 304 569 Switzerland 1 4 006 Government of 7 107 405 025
93. nents e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 52 Note If any of these actions 15 not available the respective option will be disabled in the menu 9 6 3 Sorting Report Table Components You may change the order in which the table components will appear in the final report The report table components can be sorted either in an Ascending A Z or a Descending Z A order 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 39 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 iL Sorting Order Mone T Total i Sort Ascending 2 Sort Descending Move Down Move Left Move Right Remove Move Replace i SS Switch Place With Properties Figure 39 Defining the Sorting Order 9 6 4 Removing a Report Table Component It is possible to remove a report table component from being included in the report if this is necessary 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
94. ng the List Item Level 7 3 Sorting List 1 tems 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 upward or downward pointing arrow that appears on the column can reverse the order of the list 7 4 Browsing among List I tems 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 25 7 5 Hiding Showing I mages 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 To hide the images in the list click the button located at the top of the screen Figure 14 All the images in the screen will not display C amp promisadmin treasury go k Contact us M a m ion My Profile About Log Out e ProMIS KENYA Welcome Synergy Admin L My Portfolio i Chart List PROJECTS TECHNICAL ASSISTANCE PERSONNEL ORGANISATIONS PROFILE DA1 FORM SUBMISSION M amp E RESULTS PROFILE UAMS HITS Dashboard feiSave RSaveas 2 a s Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should you find any discr
95. one session e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 80 Contact us sadn m MyProfile About Log Out VN e ProMIS KENYA Welcome Synergy Admin L My Portfolio 5 Dashboard List F 4 PROJECTS Note Currently information e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ke ORGANISATIONS PROFILE Modify Current View DA1 FORM SUBMISSION z 2 A M amp E RESULTS PROFILE RESULTS PROFILE Session User Action Action Count Duration min UAMS HITS 10 101 1 1 09 JUL 13 1 0 UAMS STATISTICS 10 101 1 1 17 JUN 13 1 0 a lid E Peter Kamau 13 30 Advanced Search Logged Into Dad 1 0 Paes Chart Entered 1 0 Filter by List Entered 3 27 Action Application Map Entered 1 2 Year Report Entered 1 1 Quarter Month Report Viewed 4 0 Week 10 101 1 1 27 JUN 13 2 0 Day User 10 101 1 1 27 JUN 13 2 0 More Filters 10 101 1 100 03 12 2 32 T View Criteria Remove Filters 10 101 1 100 31 MAR 12 2 28 10 101 1 102 03 MAR 12 35 1 770000 10 101 1 102 04 JUN 12 2 0 yews 10 101 1 102 04 12 28 10 101 1 102 05 MAY 12 20 73 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 58 Sample List Repo
96. op 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 8 Swap button allows switching places of category and series selections 3 Chart Types allows defining the chart type The following options are available e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 33 BOR OR Po b b 8 4 3D Column 1 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 34 5 Stacked Bar 6 Stacked Column Stacked 3D Bar 8 Stacked 3D Column 1 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 35 Pledge Total 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 36 8 Update loads the latest data from the database and displays them on the chart 9 Reset default loads the default chart built ac
97. or E 2010 051793 e Support xwvBudget Phase Development Bsod Funding Type Programme More Filters 2012 053307 Governance Justice Law 1 242 000 And Order Sector Gjlos Reform Programme 2012 053994 300 695 View Criteria Remove Filters 2012 054018 Kenya Netherlands Tivet 693 000 Project 2014 054781 Kisii Water Supply And 336 000 Sanitation Project Bunyunyu Dam 004 Government of 93 812 754 Sweden EJ 005 Government of 33 841 Switzerland COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 53 Filtered List e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 74 14 SEARCH e ProMIS Kenya 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 e ProMIS Kenya content Simple search implies that you can type search operators directly into the search box 14 2 Advanced Search In addition to providing easy access to the content e ProMIS Kenya 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 such criteria as project title description MTEF sector
98. porting These actions involve e Setting Report Options e Saving Reports e Re organising Reports e Viewing Pre defined Reports e Editing Pre defined Reports e Exporting Reports e Printing Reports Note The reports that have been saved appear as pre defined in the system Pre defined reports can be arranged into dashboards thus giving the system administrators a way to track user hits metrics in an easy to manage environment Dashboards can be very useful as they provide a summary of the vital user activity data For more information on how to create and manage dashboards see DASHBOARD MODULE 15 1 2 1 List Reports List reports are created and managed in the LIST MODULE List reports are characterized by each record being represented with a set of rows and columns The List module offers flexible options for grouping the records according to the available criteria e g country the user comes from the organisation he or she represents etc Arranging list items groups will help to see patterns and total up key amounts for comparison For more details on creating list and crosstab list reports and arranging the report rows and columns see LIST MODULE Sample List Reports Sample List Report 1 Figure 57 provides information about user actions grouped by country The report helps to compare the number of actions taken by different users as well as the duration of time they spent using the system e ProMIS KENYA ANALYTICAL IN
99. r 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 8 5 Sample Chart Reports In the following chapters you can see several samples on charts 8 5 1 Sample Chart Report 1 If you have selected Calendar Year Month as a chart Category Requested USD Disbursed USD Released USD Invoiced USD Paid USD as Values to be Shown on the chart clicked the 3D Column chart button to specify the chart type and activated the Legend option in the View window the following chart report will appear Figure 24 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 38 MyProfile About Log Out e ProMIS KENYA Welcome Synergy Admin My Portfolio i Dashboard Chart sae 8 A MD PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the agencies in Kenya and will be subject to validation in the time to come TECHNICAL ASSISTANCE PERSONNEL Should you find any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE Mein Se View DA1 FORM SUBMISSION UAMS HITS UAMS STATISTICS amp sl Series None Show Top 10 C Secondary Axis Chart Types 0 f alale Char Count 5 H Reset defaut
100. re 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 UAMS HITS UAMS STATISTICS i Title Show details Compatibility Matrix 27 Properties Advanced Search i Rows Contractor Add Column FILTERS SS Implementing Agency Data Filter by Add Row Funding Source Implementing Agency Ministry MTEF Sector Financial Year Budget Phase Funding Type Reset Q Submit More Filters T View Criteria Remove Filters Waa o Implementing Agency 1 Contractor 1 Implementing Agency 2 Contractor 2 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 34 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 35 For other report components like rows columns etc the Properties window also allows assigning additional characteristics e g sorting order reference text etc Figure 37 231 10 B Preview Text Figure 35 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 e ProMIS KENYA ANAL
101. review will not be ready for viewing unless the user has at least one table row defined Contact us _ MyProfile About Log Out 5 KENYA Welcome Synergy Admin L My Portfolio 56 Dashboard Report sae lt 3 A PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should TECHNICAL ASSISTANCE PERSONNEL you find any discrepancies please report them to e promisadmin treasury ORGANISATIONS PROFILE 7 DESIGN DA1 FORM SUBMISSION 22 A PLT EE EE US AE ERE 225 M amp E RESULTS PROFILE 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 UAMS HITS UAMS STATISTICS i Title Show details Compatibility Matrix Advanced Search Rows Contract Funding Source Add Column Milestone Data Data Filter by Add Row Funding Source Implementing Agency Ministry MTEF Sector Financial Year Y Reset Submit Budget Phase Funding Type View Criteria Remove Filters Milestone 1 Contract 1 Funding Source 1 Milestone 2 Contract 2 Funding Source 2 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 29 Previewing the Report All your added report components and structuring results w
102. riteria see FILTERING 15 2 UAMS Statistics Application The UAMS Statistics application in E ProMIS Kenya is a complete analytical tool used by the system administrators to track the number of users logged into the system within a specific period of time The ability to collect information on the application traffic will assist the system administrators in troubleshooting performance problems reducing system downtime and increasing network performance e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 97 15 2 1 Key Features The UAMS Statistics application is used to collect information on e Number of Regular Users logged into the system e Number of Guest Public Users logged into the system e Number of Off line Users logged into the system The user traffic in the UAMS Statistics application can be organised by e Hour e Day e Week e Month e Quarter e Year 15 2 2 Reporting in UAMS Statistics In order to describe organise and summarize the user access data is possible to create various reports for better visualization data analysis and comparison For example it may be necessary to compare the number of online and off line users logged into the system Or it may be necessary to determine the exact number of users active in the system with the of preventing the system from crashing For this purpose it 15 possible to draw up different reports to be able to perform these tasks The reports in UAMS
103. roMIS KENYA ANALYTICAL INTERFACE USER MANUAL 20 The DA1 Form submission and processing diagram is presented in Figure 10 Create Lo DA1Form 5 Verify i Under Review Submit to Implementing Ministry Agency Funding Source Withdraw Under Review Reject Funding Source pepp Implementing Ministry Recommend Implementing Ministry Received by ERD 1 Pass for Review Under Review ERD 1 Dispatch to EAD 8 Ready for Reject Dispatch to EAD ERD ao mend 2 Pending EAD Recommendation pera Rejected o lt Approved Dispatch to KRA with DA1F PDF attached Dispatched to KRA Figure 10 DA1 Form Submission Workflow 1 The Funding Source group user creates the DA1 form and verifies it by selecting the e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 21 Verify option from the Actions list at the top of the form Note Upon verification the remarks on the form can be provided 2 The Funding Source group user submits the verified DA1 form to the Implementing Ministry for review by selecting the Submit to Implementing Ministry Agency option from the Actions list of the form Note Upon submission the remarks on the form can be provided The Funding Source group user can withdraw their own 1 forms after they are submitted After this action the DA1 form becomes under the state Withdrawn 3 The Implementing Ministry g
104. roject Category Has EIA been completed Project Segment Funding Source Implementing Agency Contractor Regional Coordinating Agency Selected Groups x Cancel Move Up 2 Move Down Figure 19 Defining List View Groupings for Sample View 2 Available Columns Contact Phone Contact E mail Segment ID Segment Number Funding Type Code Project Cost Yearly Breakdown USD Draft Estimated USD Supplementary Estimated USD Supplementary Estimated USD Off Budget Estimated USD Released USD Invoiced USD Paid USD Project Cost Yearly Breakdown KES Total Project Cost KES m Columns Selected Columns of Projects Project Title Total Project Cost USD Requested USD Disbursed USD Figure 20 Defining List View Columns for Sample View 2 29 You will get the following result Figure 21 if you have selected NG Ministry Project hierarchy a grouping Figure 19 and of Projects Project Title Total Project Cost USD Requested USD Disbursed USD as columns Figure 20 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 30 Contact us d M 78 1 KENYA Welcome Synergy Admin My Portfolio Dashboard List F PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and wi
105. roup user reviews the DA1 form and either recommends it to the ERD External Resources Department of the Ministry of Finance of Kenya if agreed upon the items to be obtained or rejects it if the acquisition of the items is not possible at the moment Note Upon taking the Recommend Reject action the remarks on the form can be provided 4 The ERD group user revises the received DA1 form and dispatches it to the EAD Economic Affairs Department of the Ministry of Finance of Kenya At this state the form can be either send to the EAD recommendation or can be rejected Note Upon taking the Recommend Reject action the remarks on the form can be provided 5 The EAD group user revises the DA1 form and approves if agreed upon the items to be obtained Note Upon approval the remarks on the form can be provided 6 The approved DA1 form is dispatched by EAD to the by selecting the Dispatch to KRA option from the Actions list This action will export the form into a PDF file The exported PDF file will be automatically sent to the KRA by email 6 7 Adding a New DA1 Form To add new DAI Form click the Create New button next to the selected project Figure 9 Note The DA1 Form can only be created from the My Portfolio module by the user with the corresponding permissions granted from e ProMIS Kenya Administration Center see e ProMIS Kenya Administration Center User Manual in REFERENCES e ProMIS KENYA ANALYTICAL INTERFACE USER MANU
106. rt 2 A list report be very informative However it is possible to draw more information out of the data to be analyzed by enhancing the list report with crosstabs Crosstab List reports are much more flexible in terms of table design because they allow grouping records in rows or columns in such a way that another dimension in which to display information is added Instead of just showing the number of user actions by country it is possible to display this information across all applications in E ProMIS Kenya Sample Crosstab List Report Sample Crosstab List Report Figure 59 displays the same data as Sample List Report 1 Figure 57 but in an added dimension It shows not only the user actions by country but also the number of actions taken by different users as well as the duration of time they spent in different applications of the system e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 81 Profile About Log Out e ProMIS KENYA Welcome Synergy Admin ER My Portfolio i Dashboard List save F 58 PROJECTS Note Currently information on e ProMIS Kenya is under continuous by the development agencies in Kenya and will be subject to validation in the time to come Should you find TECHNICAL ASSISTANCE PERSONNEL any discrepancies please report them to e promisadmin treasury go ORGANISATIONS PROFILE Modify Current View DA1 FORM SUBMISSION TECHNICAL M amp E RESULTS PROFILE PROJECTS
107. ruction Of Taveta District Headquarters Keziah R W Njeri 12 Aug 2010 2010 051492 Breaking The Borders Joseph K Mburu 08 Jul 2011 County Select 2010 051493 Improvement Of Non Motorized Transport Facilities 1st Avenue Eastleigh Patricia G Mukere 19 Oct 2012 2010 051494 Rehabilitation Of Bunyala Road And Commercial Street Patricia G Mukere 19 Oct 2012 Keyword 2010 051495 Suply Installation And Commissioning Of A Projects Monitoring Information System E Christopher M Oisebe 11 Oct 2011 Promis 2010 051496 Rehabilitation Of Dunga Mukenia Mariakani Kapiti Chepkoria And Dar Es Salaam Patricia G Mukere 14 Nov 2012 Search Criteria F Project ID Roads 2010 051497 Construction Of Balozi Hardrock Coffee Garden Estate Patricia G Mukere 14 Nov 2012 Project Reference F Project Title 2010 051498 Ovc Peter Nyambok 09 Apr 2010 Project Description Project Rationale TA Personnel Name 1 2 3 4 5 6 7 8 9 10 Next gt gt Create New TA Personnel My Technical Assistance Personnel 35 Project Created From 5 To 5 Project Updated From rj To rj COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 6 Search Criteria Section in My Portfolio The following criteria are available e Funding Source used to search the projects by the specified Funding Source e Implementing Agency used to search the projects by the specified implementing organisation agency e Implementation Status used
108. s group data within the report table e Columns show details specific to each table row 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 27 Note The report will be divided into as many tables as there are table groupings selected 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 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 42
109. s according to the report grouping selected apply formatting define totals to show before the data etc For more details on creating customizing and formatting table reports see REPORT MODULE I e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 9 Sample Table Reports Sample Table Report 1 Figure 68 provides information about the number of regular guest public and off line users logged into the system within a specific timeframe week day hour Some formatting and styling is applied 1 VW 3 REPUBLIC OF KENYA ote Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should you find any discrepancies please report them to e romisadmin treasury A w a Day Hour Users Guest Users Public Off line Users 22 Sep 2012 18 00 19 00 19 00 20 00 20 00 21 00 21 00 22 00 22 00 23 00 23 00 24 00 00 00 1 00 01 00 2 00 02 00 3 00 03 00 4 00 04 00 5 00 05 00 6 00 06 00 7 00 07 00 68 00 08 00 9 00 09 00 10 00 10 00 11 00 11 00 12 00 12 00 13 00 13 00 14 00 14 00 15 00 15 00 16 00 16 00 17 00 17 00 18 00 18 00 19 00 19 00 20 00 20 00 21 00 21 00 22 00 22 00 23 00 23 00 24 00 24 Sep 2012 t Figure 68 Sample Table Report 15 2 3 Data Filtering in UAMS Statistics Collecting information is often much easier than understanding or analyzing
110. s statistics is used by the system administrators with the aim of monitoring user activity and helping tighten security policies UAMS Statistics this application is designed to track the number of users logged into the system within a specific period of time The ability to collect information on the application traffic will assist the system administrators in troubleshooting performance problems reducing system downtime and increasing network performance For more information about the statistical packages within the e ProMIS Kenya application as well as the description of the actions to be taken please refer to STATISTICS IN E PROMIS KENYA e ProMIS Kenya provides a web based user interface and requires a web browser Internet Explorer 6 0 or higher pre installed e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 8 3 WHO USES 5 The table below lists the groups of users that might be accessing and managing the e ProMIS application Users Group 0 Who are they Why they need e ProMIS access Access to the entire data stored in e ProMIS e e ProMIS m Administrators including the User Activity Monitoring System administrators UAMS information Users of the Economic Affairs Department of the Access to the entire data stored e ProMIS Ministry of Finance responsible for the DA1 Form processing MoF of Kenya group Users of the External Resources Department of the Acces
111. s to the entire data stored e ProMIS Ministry of Finance responsible for the DA1 Form processing MoF of Kenya Qroup Implementing Users Implementing Responsible for reviewing the DA1 Form and Ministry Agency group its further processing Users of the Responsible for creating a new DAI Form with Funding Source Funding Source ron all the required data and verifying it All data in the e ProMIS is visible to the public user except the following applications Implementing Agencies Users of the Public M amp E Results Profile group UAMS Statistics UAMS Hits Note MoF is in charge to define further restrictions as necessary For each user group a specific role is assigned by the e ProMIS system administrator in accordance to the requirements Depending on the role users get certain permissions to add edit or modify and view entries in the e ProMIS application Note If you do not have enough permission to perform certain actions please refer to your project coordinator or system administrator e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 9 4 LOGGING INTO e ProMI S KENYA APPLICATION The starting screen of e ProMIS Kenya 15 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 one or more times the system will be blocked Contact your sys
112. sted Disbursed Released invoiced M amp E RESULTS PROFILE Funding Source Project Breakdown USD USD USD USD USD UAMS HITS UAMS STATISTICS Unspecified 51 205 047 am 001 Government of 18 283 903 187 378 987 897 772 4642 351 31 200 Denmark i itm 002 Government of Norway 5 5 118 651 10 262 995 9 500 000 8 000 000 Advanced Search mm 003 Government of 9 87 259 809 567 470 552 000 609 444 37 037 F RS 0 0 0 004 Government of 16 284 910 769 Filter by Sweden Funding Source EJ 005 Government of 1 304 569 Implementing Agency Switzerland Ministry MTEF Sector 4 006 Government of Finland 7 107 405 025 Financial Year Budget Phase 81007 Government of 12 136 252 921 8 038 062 8 261 085 Funding Type More Filters man 008 Government of Egypt 2 15 247 525 247 525 123 762 866 Y View Criteria Remove Filters I 11 Government of Italy 68 92 201 832 297 030 3 675 841 681 128 27 386 139 ZZ012 Government of Spain 5 272 611 830 339 327 339 451 PUBJCVIENS 5013 Government of Austria 1 6 854 400 014 Government of 27 2 768 010 414 372 000 1 897 472 0 Germany KFW GERMANY 1912 015 Government of 14 3 811 947 554 Germany GIZ GERMANY 016 Government of France 26 2 783 219 653 E018 Kuwait Fund for Arab 4 67 123 166 Development 15 Saudi Fund for 4 133 682 000 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 12 List Module 7 1 Accessing the List
113. stem as well as track system usage The hits statistics is used by the system administrators with the aim of monitoring user activity and helping tighten security policies 15 1 1 Key Features The UAMS Hits application is used to collect information on e Users logged into the system e User access to a definite application e User access to a definite module e Actions taken by the user in different applications and modules e User sessions e Number of hits made e Time in minutes and hours the user spent using the system The user activity data in the UAMS Hits application can be organised by e Users e Organisation and or country the user represents e Specific period of time day week month quarter year e User sessions e Applications 15 1 2 Reporting in UAMS Hits In order to describe organise and summarize the user activity data it is possible to create various reports for better visualization data analysis and comparison For example it may be necessary to compare the user activity in E ProMIS Kenya during last year with that e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 78 during the current year For this purpose it is possible to draw up different reports to be able to perform this task The reports in UAMS Hits can be of the following types e List Reports e Chart Reports e Table Reports Once the appropriate report is designed and styled it is possible to take several actions for customized re
114. t module The same results can be achieved if you click the report name 12 5 Editing Pre defined Reports To save you the time and the effort of structuring a report from the scratch when it is necessary to introduce some modifications in any of the pre defined reports stored under Public Reports or My Reports the Edit option has been designed in the Report module In order to edit reports click the 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 he pre defined List and Chart reports stored in Public Views Charts or My Views Charts 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 Chart and Report 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 l Click the respective Export PDF Format m Export in MS Word Format RE Export in MS Excel Format button A separa
115. t of Netherlands Figure 33 Sample List Report 2 9 6 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 9 6 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 34 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 49 1 Contact us a ee MyProfile About Log Out e ProMiS KENYA 0 2282200 ext 33223 Welcome Synergy Admin My Portfolio Dashboard Report save 4 A amp PROJECTS Note Currently information on e ProMIS Kenya is under continuous update by the development agencies in Kenya and will be subject to validation in the time to come Should TECHNICAL ASSISTANCE PERSONNEL you find any discrepancies please report them to e promisadmin treasury ORGANISATIONS PROFILE DESIGN DA1 FORM SUBMISSION 222226 1 VES M amp E RESULTS PROFILE Choose and structu
116. te window will open 2 Make changes if necessary e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 69 12 7 Printing Reports From the Chart and Report 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 the top toolbar in the right side of the screen separate window will open 2 Select the Print option e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 70 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 lists reports and charts The list of the most frequently used filter categories is displayed under the Filter By 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 Funding Source Funding Source Unspecified 001 Government of Denmark 002 Government of Norway Government of Netherlands Government of Sweden Government of Switzerland Government of Finland Government of Belg
117. tem administrator in order to unlock your user access The number of unsuccessful login attempts is configured from the Administration Center see e ProMIS Kenya Administration Center User Manual in REFERENCES Contact us What can do e ProMIS KENYA Once you enter the e ProMIS KENYA system you will be able to View all the projects See project details 4 Create Maps Charts and Reports ENTER AS PUBLIC USER Click here to download the e ProMIS User Manual For Registered Users and Administrators User Name Password Figure 1 e ProMI 5 Kenya Login Screen A successful login directs you to the My Portfolio module Note you have forgotten your password you can retrieve it by clicking 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 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 10 4 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 l Click the Request a new account link in the Login Screen A User Registration Form Figure 2 appears 2 Fill in the information requested 3 Click the Submit button to submit the inserted information v V e ProMIS KENYA User Registration Form ES 1
118. to search the projects by status MTEF Sector used to search the projects by sector of economy they are supporting e County used to search the projects by location they are supporting e Keyword used to search the projects by the keywords You may want to search the indicated keywords in the Project ID Project Reference Project Title Project Description Project Rationale and or TA Personnel Name fields e Project Created From Project Created To used to filter the projects by the date or the range of dates the project was created on A calendar pop up is available for these fields see Figure 7 e Project Updated From Project Updated To used to filter the projects by the date or the range of dates the project was updated on A calendar pop up is available for these fields see Figure 7 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 17 Mon Tue Wed Thu Fri Sat Sun Today is Tue 10 May 2011 Reset Figure 7 Calendar Once one or more criteria are selected Figure 6 press Search to see the filtered list of projects To clear all search criteria previously selected press the Reset button To view the project details in the My Portfolio module click the project to show the details for Figure 6 This will open project details window see DETAILS SECTION Note If this search option does not fulfill your needs you may refer to the advanced search under the List Chart and Report modules of e ProMIS w
119. toolbar of the e ProMIS Kenya application The following tabs are available here e Portfolio opens MY PORTFOLIO MODULE to manage user specific projects Main Toolbar List opens the LIST MODULE Chart opens the CHART MODULE Report opens the REPORT MODULE Dashboard opens the DASHBOARD MODULE Help opens e ProMIS Kenya online help Left Right arrows used to hide open the Main Menu bar Up Down arrows 2 2 used to collapse expand the section in the Main Menu bar Frame Divider used to adjust the width of the Main Menu bar Main Manipulation Buttons This menu contains sections with main functions of the e ProMIS Kenya application e Applications allows choosing the application to work with Search contains a common and advanced search functions among the selected application list For details see SEARCH Main Menu Bar Filter contains filtering options For details see FILTERING Public Views Charts Reports memorized views charts reports depending on the opened module available to all users of the application My Views Charts Reports memorized views charts reports depending on the opened module created by and available to the current user only In this frame all applications and modules are managed Here Workspace are filtering and search results displayed e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 14 6 MY PORTFOLIO MODULE The My Portfol
120. ubmission appear in the black e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 15 Note The projects that are locked for editing have amp icon to the left of their names Project I D the project reference number Project Title the title of the project Last Updated By the author of the latest modifications Last Updated On the date of the latest modifications Submit shows whether the project is ready for submission The projects that are ready for submission have amp Submit button displayed in this column Clicking it you will move the project to My Submitted Projects section The information displayed in My Portfolio for each project in the My Submitted Projects section includes the following Status the current status of the project The projects that are locked for editing have amp icon to the left of their names Project I D the project reference number Project Title the title of the project Last Updated By the author of the latest modifications Last Updated On the date of the latest modifications DA1 Forms the DA1 forms related to the project The information displayed in My Portfolio for each technical assistance personnel record includes the following Personnel ID the unique ID assigned to the personnel Technical Assistance Personnel Name the name of the technical assistance personnel Place of Employment the place of employment of the technical assistance personnel Project
121. ued ena usc Gace 9 555 OR E 10 MY PROFILE SECON sens Hun acu 11 E PROMIS KENYA ANALYTICAL INTERFACE 12 MY PORTEOMIO MOD ULE s bat awe Feu Poe 14 SEARCH CRITERIA SECTION IN MY 16 CALENDAR 17 CREATE NEW PROJECT BUTTON IN MY PORTFOLIO 18 CREATE NEW TA PERSONNEL BUTTON IN MY PORTFOLIO 19 DA1 FORM SUBMISSION 4 nenas 20 CREATE NEW FORM BUTTON IN MY 22 MODULE 23 EXPANDING THE LIST ITEM LEVEL ies sank sees Ra ER a daa 24 1 5 68 IMAGES IN THEE actus Rea ated ees 25 MODIFYING THE CURRENT MEW sees oa CR V 26 DEFINING LIST VIEW GROUPINGS FOR SAMPLE VIEW 1
122. will be subject to validation in the time to come Should you TECHNICAL ASSISTANCE PERSONNEL find any pee runs please report them to n e er ren ae ke i ORGANISATIONS PROFILE E DA1 FORM SUBMISSION ME RESULTS PROFLE Num T ll E Advanced Search Funding Source Requested USD 4 Government of Kenya Government of Ken 375 717 595 m 510 African Development Bank Fund Filter by 510 African 4 632 908 501 International Development Association IDA Funding Source 501 International 1 31 958 573 E 002 Government of Norway Implementing Agency ting Agen 002 Government c 10 262 995 mE 505 European Development Fund MTEF Sector 505 European De 7 855 395 508 European Investment Bank Financial Year 506 European Inv 7 329 257 Youth Enterprise Fund Budget Phase i Bud et ase Youth Enterprise Fu 3 750 000 512 Arab Bank for Economic Development in Africa Funding Type 512 Arab Bank for 3 094 059 More Filters 513 Organization of Petroleum Exporting Countries 513 Organization 2 970 297 Private T T View Criteria Remove Filters Private Sector 2 143 027 B other Requested 50 5 78 COPYRIGHT 2014 SYNERGY INTERNATIONAL SYSTEMS INC Figure 25 Sample Chart Report 2 e ProMIS KENYA ANALYTICAL INTERFACE USER MANUAL 40 9 REPORT MODULE In the Report module of e ProMIS Kenya you can create

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