Project Expenditure User Guide

Transcription

1 Project Expenditure User Guide Project Expenditure The web input form is available under your office WWOV event. The form consists of two main tabs used to fill in the data and a Results tab summarizing the input. Once you have opened the form the first tab will be used in order to select/build the list of projects that your office will be reporting expenditure on. In this tab Project Selection you can: Select from the full list of projects in the database. (Please note that this might take some time to load due to the high number of projects) It is recommended that you search on a office by office method as it will be considerably faster. Select only the projects being implemented by a WWF Office. Search by implementing office Domestic Project Number (Please note that you will also be able to assign a Domestic Project Number event to a project not being implemented by your office. This will allow a faster matching of projects in future exercises. Search by Project Name this will show projects that contain the specific text in the title. Once you have used the different search functions to build the list of projects reporting on, and added them to the bottom table (Selected Projects) in the first page, you will have to save the form in order for the actual table used to fill in the expenditure details You will at any time be able to come back to this first tab to add other projects to the list that you will need to report on. You will also be able to define expenditure that is not linked to any existing project by selecting Other category in the Expenditure Type drop down. And once the Name and Description are entered click Add to list

2 This action will take you to the second tab, Project Expenditure 2

3 For each Project, together with the amount you will have to enter Information regarding: Spending type: if it is local of if it was transferred to another WWF Office to implement the specific project. Funding Source: Funds from other WWF Office or from External Contributons. Restriction type: Restricted or Broadly/Unrestricte Primary Donor information if available Amount in 000 Local Currency Comment If you need to report a different combination of elements for one project, you can use the Duplicate button on the right to create a copy of the line and start imputing the new information. For example if for a project called Smart Fishing you need to input two amounts as the funding source might be both External or from another WWF Office, you click Duplicate without the need to go to the first tab and reselect that one project again. Please note that the duplicate function is available only after you have saved the first line of information. After a maximum of 8 duplications you will not be able to add any other lines for one single project. 3

4 If you have added projects that do not have any expenditure assigned to them or just duplicated more than the numbers of lines needed, you can at any time delete one project from your list with the help of the Delete button. Save the form as often as possible. Final tab is the Results tab. This will display the total of the amounts you have entered in the Project Expenditure section in relation to the total Conservation expenditure/project cost from the accounts. The total Conservation/Projects cost from the account in comparison to the total amount entered in the Project expenditure section will have to be under the +-5% margin in order to allow validation of the form. After ensuring that all the data is entered in the form and making sure that the +-5% margin is checked, you can validate the form 4

5 Please note that the application will also allow users to export the list of projects selected to an excel format, input the data and then re-upload the information for a faster process that might allow matching information already available in other formats. After the excel file is uploaded the list in the project expenditure tab will update with the new data available. This feature is currently disabled and will be made available in the following week. The user guide will be updated and made available in the web form itself Forecast Funding. The form workings are similar to those of the Project Expenditure with the exception that there is no validation rule built in. Form can be validated with available information. Reports The full list of projects entered in the Project Expenditure form for the Actuals will be available in a new tab built in the Reports section.