unified reporting system - dbmurs.dbm.gov.ph/static/docs/quick_user_guide.pdf · unified reporting...

DEPARTMENT OF BUDGET AND MANAGEMENT

UNIFIED REPORTING

SYSTEM Quick User Guide

(As of 11/09/2016)

Unified Reporting System Quick User Guide

Department of Budget and Management 2

Table of Contents

1 Introduction ................................................................................................................... 6

2 General Report/Submission Workflow ............................................................................ 7

3 Getting Started ............................................................................................................... 7

4 User Types and Accessibility ........................................................................................... 9

5 Search and Retrieval of Records ...................................................................................... 9

6 Budget Execution Document (BED) and BED Levels ....................................................... 11

Types of Budget Execution Document ............................................................................... 14

6.1. BED 1 - The Financial Plan .......................................................................................... 14

6.1.1. View and Retrieve Details .................................................................................. 14

6.1.2. Budget Year – Part A .......................................................................................... 15

6.1.3. Budget Year – Special Purpose Funds ................................................................ 17

6.1.4. Budget Year – Others/Continuing ...................................................................... 20

6.1.5. Instructions for BED 1 ........................................................................................ 25

BED 2 – The Physical Plan ............................................................................................... 26


6.2.2. BED 2 – Performance Indicator .......................................................................... 27

6.2.3. Instructions for BED 2 ........................................................................................ 29

BED 3 – Monthly Disbursement Program ...................................................................... 30


6.3.2. Part A tab ........................................................................................................... 31

6.3.3. Tax Remittance Advice (TRA) tab ....................................................................... 36

6.3.4. Others tab .......................................................................................................... 36

6.3.5. Instructions for BED3 ......................................................................................... 40

7 Financial Accountability Report (FAR) ........................................................................... 41

Types of FAR reports .......................................................................................................... 43

7.1. FAR 1 – Statement of Appropriations, Allotments, Obligations, Disbursements, and

Balances ................................................................................................................................. 43

7.1.1. Agency Specific tab ............................................................................................ 44



7.1.2. Automatic Appropriation ................................................................................... 48

7.1.3. Special Purpose Funds ....................................................................................... 49

7.2. FAR 1A – Summary of Appropriations, Allotments, Obligations, Disbursements and

Balances by Object of Expenditures ...................................................................................... 51

7.2.1. Agency Specific .................................................................................................. 51

7.2.2. Automatic Appropriation ................................................................................... 55

7.2.3. Special Purpose Funds (SPF) .............................................................................. 57

7.3. FAR 1B – Lists of Allotments and Sub-allotments ...................................................... 60

7.3.1. Allotments received from DBM (NEW FEATURE) .............................................. 60

7.3.2. Sub-allotments received from Central Office/Regional Office .......................... 62

7.4. FAR 2 – Statement of Approved Budget, Utilization, Disbursements and Balances .. 64

7.4.1. Agency Approved Budget .................................................................................. 64

7.5. FAR 2A – Summary of Approved Budget, Utilization, Disbursements, and Balances by

Object of Expenditures .......................................................................................................... 69

7.5.1. Agency Specific Budget ...................................................................................... 69

7.6. FAR 3 – Aging of Due and Demandable Obligations .................................................. 72

7.7. FAR 4 – Monthly Report of Disbursements ................................................................ 75

7.8. FAR 5 – Quarterly Report of Revenues and Other Receipts ....................................... 78

8 Budget Accountability Report (BAR) .............................................................................. 81

8.1. Part A – Operations ........................................................................................................ 83

8.2. Part A – Projects ............................................................................................................. 84

8.3. Part A – Automatic Appropriations ................................................................................ 88

8.4. Instructions for BAR 1 .................................................................................................... 89

9 Summary Performance Monitoring Report (SPMR/Flash Reports) ................................. 90

10 Report Consolidation .................................................................................................... 95

10.1. Consolidation of Budget Execution Documents ......................................................... 95

10.2. Consolidation for Financial Accountability Reports ................................................... 99

10.3. Consolidation for Summary Performance Monitoring Reports ............................... 103

11 Approval Action and Status ......................................................................................... 105

11.1. Logged in as Maker (e.g., Agency Budget Officer) ................................................... 105



11.2. Logged in as Reviewer (e.g., Planning Officer) ......................................................... 107

11.3. Logged in as Approver (e.g., Agency Head) .............................................................. 109

11.3.1. Approver Actions ............................................................................................. 109

12 Upload changes coming from Excel sheets .................................................................. 111

13 Web Preview and Downloading of Reports ................................................................. 114

14 Status Monitoring ....................................................................................................... 117

15 Performance Monitoring Report (PMR) ....................................................................... 119

16 Frequently Asked Questions ....................................................................................... 122



Revision History

Date Version Author Remarks

10/27/2016 0.1 Nick E. Canicula Initial updated version

11/04/2016 0.2 Nick E. Canicula Revised several parts of the user guide based on DBM comments

11/09/2016 0.3 Nick E. Canicula Adjusted several screenshots



1 Introduction The Unified Reporting System (URS) is an application developed and maintained by the

Department of Budget and Management (DBM) to provide a facility for online data

entry and submission of the various reports required from National Government

agencies and operating units. The application also generates different types of

consolidated reports.

The various reports and their classification are as follows:

Budget Execution Document (BED)

o BED 1: Financial Plan

o BED 2: Physical Plan

o BED 3: Monthly Disbursement Program

Financial Accountability Report (FAR)

o FAR 1: Statement of Appropriations, Allotments, Obligations,

Disbursements, and Balances

o FAR 1A: Summary of Appropriations, Allotments, Obligations,

Disbursements and Balances by Object of Expenditures

o FAR 1B: List of Allotments and Sub-Allotments

o FAR 2: Statement of Approved Budget, Utilization, Disbursements, and

Balances

o FAR 2A: Summary of Approved Budget, Utilization, Disbursements, and

Balances by Object of Expenditures

o FAR 3: Aging of Due and Demandable Obligations

o FAR 4: Monthly Report of Disbursements

o FAR 5: Quarterly Report of Revenues and Other Receipt

Budget Accountability Report (BAR)

Summary Performance Monitoring Report (SPMR)



2 General Report/Submission Workflow The general system workflow for each report is as follows:

MAKER. The Maker creates and can modify a report, and submits a report for

review.

REVIEWER (if applicable). The Reviewer reviews the report submitted by the

Maker, and can either submit a report for approval or send back the report to

the Maker for modification. Not all reports require a Reviewer, depending on

the business rule of a report (e.g. FAR 1b, FAR 3, FAR 4, FAR 5).

APPROVER. The Approver reviews and approves the report sent by the

Reviewer or the Maker, as applicable. The Approver can send back the report to

the Maker for modification, or submit the report to DBM upon approval. After

the report has been approved, the final task is to submit the report to DBM

where the Approver will still be the one in-charge of the process.

Image 2.0: Report and Submission Workflow

3 Getting Started Login instructions:

A. Open any available internet browser (best viewed in Mozilla Firefox or Google

Chrome) by double-clicking on the shortcut icon on your desktop or within the

list of applications. B. Type http://urs.dbm.gov.ph on the Address bar, and click Enter. The Unified

Reporting System login page will be displayed.

OR

Alternatively, double-click the Unified Reporting System application shortcut on

the desktop, if available.



Image 3.0: Login Page for Unified Reporting System

C. Enter a valid username and password

Note: Password is encrypted.

Upon initial login, the system will redirect the user to change the default

password.

D. Click the LOGIN button. The user will be redirected to the homepage of the URS.

Image 3.1: Homepage for the Unified Reporting System



4 User Types and Accessibility The types of users that can access the URS are as follows:

1) Maker. The Maker prepares the reports and can modify the amounts in the

reports prior to their submission to DBM.

2) Reviewer. The Reviewer checks the reports prepared by the Maker and has

view-only access to the reports.

3) Approver. The Approver approves the reports for submission to DBM and has

view-only access to the reports.

4) Admin. Admin users consist of designated personnel of the Budget Management

Bureaus (BMB)and DBM Regional Offices(RO) who manage agency user access

and can view the Consolidated Reports

5) Super Admin. The Super Admin user is the System Management Administrator

that creates the BMB and RO user profiles.

5 Search and Retrieval of Records Access to records within the URS is dependent on the coverage selected by the user.

1) Select the coverage by clicking the dropdown menu to display all available

departments, agencies, regions, divisions, and operating units. Take note that for

certain departments or agencies, a user may be required to select up to FIVE (5)

levels of coverage. (Department > Agency >Region > Division > OU)

Image 5.0: Select a coverage (e.g., Department)



2) Click the RETRIEVE button after selecting the needed coverage information. The

available report/s will then be displayed on the grid below.

Image 5.1: Retrieving a report after coverage selection (e.g., three-level coverage)

3) To select a new coverage, click the CLEAR SELECTION button to clear all fields.



6 Budget Execution Document (BED) and BED Levels Ways of accessing the Budget Execution Document page

1) Click the BEDs menu on the menu bar; OR

2) Click the BEDs link on the homepage.

Image 6.0: BED icon on the menu bar

The BED page will then be displayed on the browser.

Image 6.1: Budget Execution Document page

The URS now enables users to access and modify report data under various status

levels within a certain fiscal year. This feature is currently limited to BED reports

only. Five (5) BED levels are currently provided, namely:

1) Agency Submission (NEP) or 01

2) Agency Submission (GAA) or 02

3) As Evaluated by DBM or 03



4) DBCC Approved or 04

5) Emerging Monthly Disbursement Program or 05

Image 6.2: BED Level dropdown menu on the BED search page

Navigating through the BED Level functionality

1) Select desired coverage.

2) Select a desired BED report from the “Type of Bed” dropdown menu.

3) Select a budget year. The initial budget year displayed is the next fiscal year.

4) Select a status. The initial status displayed is “ALL”.

5) Define the BED level you want to access by selecting from the dedicated “BED

Level” dropdown menu.

6) Click the RETRIEVE button.

7) The records will be displayed in the grid below.



Image 6.3: BED Level indicator on retrieved BED 1 report

Image 6.4: BED Level description indicator inside BED1



Types of Budget Execution Document

6.1. BED 1 - The Financial Plan

6.1.1. View and Retrieve Details

1) Select the desired coverage.

2) Select “BED 1” from the “Type of BED” dropdown menu.

3) Select a budget year. The initial budget year displayed is the next fiscal

year.

4) Select a status. The initial status displayed is “ALL”.

5) Select a BED Level. The initial option is “Agency Submission (NEP)”.

6) Click the RETRIEVE button to load the available BED 1 report. The

available BED 1 report will be displayed on the grid below.

7) Click the available BED 1 report name on the grid to load the report. The

page will load and display the details of the selected BED 1 report.

Image 6.5.0.1: Selecting a BED 1 report



Image 6.5.0.2: Sample content of BED 1

6.1.2. Budget Year – Part A

The Budget Year tab is one of the parts of the BED 1 report where the

user can input figures for report generation.

To begin the report modification, perform the following steps:

1) Select a Fund Source to be used, and click RETRIEVE to display all

available activities and values.



Image 6.5.0.3: Fund Source selection

2) After the data has been retrieved, add values to the report by

selecting the row of an activity and click on the EDIT button.

Image 6.5.0.4: Add entries on activity (e.g. PS)

3) After all modifications have been made, click the SAVE button to

store all changes to the database.



Image 6.5.0.5: Saving entries

Notes:

Un-editable fields are calculated/controlled values and grayed out which cannot be

manually inserted or modified.

Only numeric values can be inserted within the fields.

Only one row/activity can be modified at a time. (Click the save button to store the

changes before jumping to another row to modify)

A Recalculate button is available to reflect data of the other user who is modifying

the same report

6.1.3. Budget Year – Special Purpose Funds

Special Purpose Funds (SPF) can be added to the BED 1 report. A separate

tab is available for adding the SPF. Click the Special Purpose Fund (SPF)

tab to display the SPF entry page.

To add a SPF item, perform the following steps:

1) Click the Add/Remove SPF button on the selection menu.



Image 6.5.0.6: Special Purpose Fund tab

2) A new dialog window will then be displayed. Multiple SPFs can be

selected on the dialog window. Click the SAVE button to add the

selected SPF items.

Image 6.5.0.7: Special Purpose Fund dialog window

3) The selected SPFs will be reflected on the data entry screen.



Image 6.5.0.8: SPFs added to the data entry screen

4) Once the SPFs are displayed on the screen, follow the same

process of adding/editing values as in the Budget Year Part A tab.

5) Select a row desired to modify.

6) Click the EDIT button.

7) Add the desired figures on the row selected.

8) Once the desired values has been added, click the SAVE button to

store the values on the template.

Notes:







the same report



6.1.4. Budget Year – Others/Continuing

Users can add Other or Continuing fund sources on the BED1 report. Click

the Others/Continuing tab to display the data entry page.

To add an Others/Continuing item, perform the following steps:

1) Click the ADD/REMOVE FUND SOURCE button to display the

dialog window.

Image 6.5.0.9:Others/Continuing page

2) Multiple fund sources can also be selected and added

simultaneously. Click the SAVE button to add the item on the list.



Image 6.5.0.10: Selection of Fund Source for Others/Continuing

3) The selected fund source/s will then be displayed on the list.

4) Add activities for the fund sources. Select an item and click the

ADD ACTIVITY button. A dialog window will be displayed.

Image 6.5.0.11: Adding an activity to Fund Source



5) Once the dialog window is displayed, enter the DESCRIPTION for

the activity and its corresponding UACS code.

6) Click OK to add the activities.

Image 6.5.0.12: Activity added to Fund Source

7) Once the activities for the selected Other Fund Sources are

displayed on the screen, follow the same process of

adding/editing values as in the Budget Year Part A tab.

8) Select a row desired to modify.


10) Add the desired figures on the row selected.

11) Once the desired values has been added, click the SAVE button to

store the values on the template.

A user can also change the Other Fund Source item to a Continuing item.

To convert an Other Fund Source item into a Continuing item, perform

the following items:

1) Click the CONTINUING APPROPRIATION button after selecting a

fund source. A dialog window will be displayed.

2) Click the checkbox to display more options.



Image 6.5.0.13: Changing the type of Continuing Fund Source

3) Select the type of Continuing Appropriation by clicking one of the

following: SUPPLEMENTAL, UNRELEASED APPROPRIATION, or

UNOBLIGATED ALLOTMENT.

4) Click the OK button.



Image 6.5.0.14: Changing the type of Continuing Fund Source (e.g., Unreleased)

5) The selected type will be indicated on the data grid.

Image 6.5.0.15: Continuing Fund Source type displayed

Notes:









the same report

6.1.5. Instructions for BED 1

An instruction tab is available for the BED 1 report and provides the

description of and instructions for accomplishing the Financial Plan

report. Click the tab to display the instructions.

Image 6.5.0.16: Instruction tab for BED 1



BED 2 – The Physical Plan





year.

4) Select a status. The initial status displayed is “ALL.”

5) Select a BED Level. The initial option is “Agency Submission (NEP).”





Image 6.6.0.1: BED 2 selection

Once the pre-requisite parameters have been identified and the available

BED 2 report has been clicked, the user will be redirected to the details

page of the Physical Plan.



Image 6.6.0.2: Physical Plan Details page

6.2.2. BED 2 – Performance Indicator

The Performance Indicator tab is one of the tabs where the user will

input data for the report.

Retrieved output values will be based on the selected BED level. If BED

Level 01 is selected, the values will be based on the amounts specified

under the National Expenditure Program of the specified fiscal year. If

BED Levels 02 to 05 is selected, the values will be based on the amounts

specified under the General Appropriations Act (GAA) of the specified

fiscal year.

To edit the BED2, perform the following steps:

1) Select a performance indicator by clicking its corresponding row,

and click the EDIT button. Unlike other BED reports which accept

only numeric values, BED 2 can accept alphanumeric values.



Image 6.6.0.3: Edit items on Performance Indicator

2) Click the SAVE button to store all changes for the report.

Notes:



Only alphanumeric values can be inserted within the fields.




the same report



6.2.3. Instructions for BED 2


description of and instructions for accomplishing the Physical Plan report.

Click the tab to display the instructions.




BED 3 – Monthly Disbursement Program





year.

4) Select a status. The initial status displayed is “ALL.”

5) Select a BED Level. The initial option is “Agency Submission (NEP).”





Image 6.7.0.1: BED 3 selection

Once the pre-requisite parameters have been identified and the available

BED 3 report has been clicked, the user will be redirected to the details

page of the Monthly Disbursement Program.



Image 6.7.0.2: Monthly Disbursement Program details

6.3.2. Part A tab

The Part A tab is one of the pages where the user will enter values

needed for creating the Monthly Disbursement Program report.

To edit the BED 3, perform the following steps:

1) Select the “Year.” Initial value is “Fiscal Year’s Budget.”



Image 6.7.0.3: Year selection dropdown (initial value is Fiscal Year’s Budget)

2) Select the “Release.” Initial value is “Comprehensive Release.”

Image 6.7.0.4: Release selection dropdown (initial value is Comprehensive Release)

3) Select the “Funding Source.” Initial value is Specific Budget for

National Government Agencies.”



Image 6.7.0.5: Funding source selection dropdown (initial value is Specific Budget for National

Govt. Agencies)

4) Click the RETRIEVE button to display available data for the

selected filter options.

5) To edit the values, select an entry row and click the EDIT button.

Image 6.7.0.6: Modify entries for BED 3



6) Once modifications are done, click the SAVE button to save all

changes for the report. Only numeric values are allowed on the

fields.

Image 6.7.0.7: Save changes to BED 3

Note: If the user selects the Prior Year Budget on the Year dropdown, an

additional option will be displayed.



Image 6.7.0.8: Prior Year Budget added option

Notes:







the same report



6.3.3. Tax Remittance Advice (TRA) tab

The Tax Remittance Advice can be added when creating the Monthly

Disbursement Program report.

Image 6.7.0.9: Tax Remittance Advice tab

To edit a TRA item, perform the following steps:

1) Select a desired row, and click the EDIT button.

2) Modify/add values. Note that the full year total may be less than

but should not exceed the Net program amount.

3) Click the SAVE button once all changes are done.

Notes:

If the user updates the TRA data fields in Part A and Others, then the user should also

update the data in the TRA tab accordingly.

The full year total may be less than but should not exceed the Net program.







the same report

6.3.4. Others tab

BED 3 allows the user to add Other Programs/Activities/Projects (PAPs).



Image 6.7.0.10: Others tab

To add Other items, perform the following steps:

1) Select a Fund Source, and click the RETRIEVE button. If any data is

available, it will be displayed on the grid.

2) To add an action item, hover over the ACTIONS menu and click

the ADD ITEM option.

Image 6.7.0.11: Adding Other Item

3) Once the button is clicked, a dialog window will be displayed to

add the DESCRIPTION of the action item.



Image 6.7.0.12: Other item description dialog box

4) Enter the desired name of the PAP, and click the OK button to add

it on the list.

Image 6.7.0.13: Action item added on list



5) Select a row to modify, and click the EDIT button.

6) Once the changes are done, click the SAVE button to store the

changes.

Notes:







the same report

To delete an added action item, click the row/name of the item. Hover over the

ACTIONS menu, and click the DELETE ITEM option.

To edit an added action item, select the EDIT ITEM on the ACTIONS menu.



6.3.5. Instructions for BED3


description of and instructions for accomplishing the Monthly

Disbursement Program report. Click the tab to display the instructions.




7 Financial Accountability Report (FAR) To access the Financial Accountability Report page, click the FARs link on the home page

or on the selection menu bar.

Image 7.0: FARs selection on homepage

The user will be redirected to the FARs page. To search for the available FAR reports,

perform the following steps:

1) Define the coverage.

2) Select the desired Budget Year. Initial value is the current fiscal year.

3) Select the Status. Initial value is “ALL.”

4) Select the FAR type. Initial value is “ALL.”




Image 7.1: Retrieving available FAR reports

A controller is available for all FAR reports. The controller modifies settings that are

incorporated in the FAR reports. Click the FAR Control button on the interface. This

controller only applies to reports FAR 1, 1a, 1b, 3, and 4.

Image 7.2: FAR Controller settings



If the FAR report is not available after retrieval, perform the following steps:


2) Define the Budget Year. Initial value is the current fiscal year.

3) Click the ADD FAR button.

4) A dialog window will appear that displays the available FAR report selection.

5) Click the desired FAR type to be created.

6) User will be redirected to the selected FAR report template.

Image 7.3: Available FAR report types

Types of FAR reports

7.1. FAR 1 – Statement of Appropriations, Allotments, Obligations,

Disbursements, and Balances

To create a new FAR 1 report, perform the following steps:

1) Select the Quarter Ending, Fund Cluster, and Authorization.

2) Click the LOAD button.

3) The FAR1 template will be loaded on the screen.



Image 7.1.0: FAR 1 details page

7.1.1. Agency Specific tab

The user can either directly modify the content of the pre-loaded fund

cluster or select another fund cluster.

Perform the following steps:

1) Select a desired fund source, and click the FIND button.

Image 7.1.0.1: Selecting another fund cluster



2) If the desired PAP is not available, click the ADD button on the

PAP section.

Image 7.1.0.2: Adding a new PAP

3) Search for the desired PAP.

4) Click the desired PAP from the search results.

5) Select an “Allotment Class.” Initial value is “PS.”

6) Click the INSERT button.

7) The selected PAP will be added to the FAR1 template.

Image 7.1.0.3: PAP added to another fund cluster

To add/modify the values of the FAR 1 report, perform the following

steps:



1) Click a row item.

2) Add desired values on the editable fields.

Image 7.1.0.4: Edit/Add values on row item

3) Once the desired changes have been made, click the SAVE button

to save the values on the template.

Image 7.1.0.5: Save added item

The added PAP can also be deleted by performing the following steps:

1) Click the DELETE button on the PAP section.

2) A dialog window will appear that displays all added PAPs.

3) Select a row, and click the DELETE button on the dialog window.

4) Click CANCEL to close the window.



Image 7.1.0.6: Deleting an existing PAP

Note: Only added PAPs can be deleted. The default PAPs per fund source cannot be removed.

IMPORTANT REMINDER ON THE FAR1 REPORT:

Certain fields must follow the business rules specified for this report. The example below shows

that the Adjusted Total Allotment must not be greater than the Adjusted Total Appropriation.

Image 7.1.0.7: Sample business rule constraint of FAR 1

Notes:




Multiple rows can be modified before clicking the save button.


the same report



7.1.2. Automatic Appropriation

The Automatic Appropriation tab functionality is similar to the Agency

Specific tab.

To add a desired PAP on the template, perform the following actions:

1) Select a desired fund source and click the FIND button.

2) Available PAPs for the selected fund source will be loaded on the

template.






To add/modify/save the values of the Automatic Appropriations tab,




3) After desired values has been added, click the SAVE button to

store the changes.

Image 7.1.0.8: Adding/Editing values



Image 7.1.0.9: Saving values for Auto Appropriations tab

Notes:






the same report

7.1.3. Special Purpose Funds

In the Special Purpose Fund tab, auser can select another fund source

and add/delete PAPs on it.

To add a desired PAP on the template, perform the following actions:

1) Select a desired fund source and click the FIND button.

2) Available PAPs for the selected fund source will be loaded on the

template.








To add/modify/save the values of the Automatic Appropriations tab,




3) After desired values has been added, click the SAVE button to

store the changes.

Image 7.1.0.11: Editing/Adding SPF values

Image 7.1.0.12: Saving SPF values

Notes:








the same report

7.2. FAR 1A – Summary of Appropriations, Allotments, Obligations,

Disbursements and Balances by Object of Expenditures

FAR 1A is one of the supporting documents of FAR 1.

To create a new FAR 1A report, perform the following steps:



3) The FAR1A template will be loaded on the screen.

Image 7.2.0: FAR 1A detail page

7.2.1. Agency Specific

Most of the functionalities present on the FAR 1 report are also available

for the FAR 1A.

Perform the following steps:



1) Select a desired fund source, and click the FIND button

2) The available object of the selected fund source will be displayed

on the template.

To add/modify the values of the FAR 1A report, perform the following

steps:



Image 7.2.0.1: Editing values on row item

3) Once the desired changes have been made, click the SAVE button

to save the values on the template.

Image 7.2.0.2: Saving values on row item



The unique functionality of the FAR 1A report over the FAR 1 report is

that the FAR 1A page enables a user to add Sub-Objects.

To add Sub-Objects on the template, perform the following steps:

1) Select the desired Fund Source, and click the FIND button to

display the available Objects/Sub-objects.

2) Click the ADD button on the Sub-Objects menu.

3) Define the Allotment Class by selecting from the dropdown menu

displayed.

4) Define the Sub-Object Group by selecting from the dropdown

menu displayed.

5) Define the Object by selecting from the dropdown menu

displayed.

6) The available items on the selected filter will be displayed.

7) Select the desired item.

8) Click the SAVE button.

9) The selected Sub-Object will be added to the template.

Image 7.2.0.3: Adding Sub-Objects

Once the details of the sub-object have been identified, the item will

then be displayed and added to the template. Selecting the created item

will allow the user to edit/add values to it.



Image 7.2.0.4: Editing an added sub-object

After the desired changes have been made, click the SAVE button to store

the changes.

Image 7.2.0.5: Saving added sub-object

Sub-objects can also be deleted by performing the following steps:

1) Select the Sub-Object for deletion.

2) Click the DELETE button on the Sub-Objects menu.

3) A confirmation message will be displayed.

4) Click the OK button to delete the object. Click CANCEL to

withdraw the deletion.



Image 7.2.0.6: Deleting Sub-Objects

Notes:






the same report

7.2.2. Automatic Appropriation

The functionalities of the Automatic Appropriation tab are the same as of

the Agency Specific tab.






displayed.


menu displayed.


displayed.







The modification process is the same as with the Agency Specific tab,

where the user must do the following:

1) Select a row to modify.

2) The rows will be editable.


Image 7.2.0.7: Editing values on Automatic Appropriations tab

4) After entering the desired changes, click the SAVE button to save

values.

Image 7.2.0.8: Saving values for Automatic Appropriations tab









Notes:






the same report

7.2.3. Special Purpose Funds (SPF)

The functionalities of the SPF tab are similar to those of the first two (2)

tabs.






displayed.


menu displayed.


displayed.





The modification process is the same as with the Agency Specific tab,

where the user must do the following:


2) The rows will be editable.




Image 7.2.0.9: Edit SPF values

4) After entering the desired values, click the SAVE button to save

the changes.

Image 7.2.0.10: Saving SPF values









Notes:






the same report



7.3. FAR 1B – Lists of Allotments and Sub-allotments

The FAR 1B is the last supporting document for FAR 1.

To create a new FAR 1B report, perform the following steps:



3) The FAR1B template will be loaded on the screen.

Image 7.3.0: FAR 1B details page

7.3.1. Allotments received from DBM (NEW FEATURE)

The available allotments will be retrieved and automatically displayed

once the items have been loaded. If the user desires to add another item,


1) Click the ADD button on the menu.

2) A new row will be displayed on the template.

3) Enter the values on the editable fields.



Image 7.3.0.1: Adding values

4) Click the SAVE button to save the changes.

Image 7.3.0.2: Saving values

Added items can also be deleted by performing the following steps:

1) Select a row to delete.

2) Click the DELETE button.

3) A confirmation window will be displayed.

4) Click OK to delete the selected row. Click CANCEL to close the

window.



Image 7.3.0.3: Deleting values

Notes:



Alphanumeric values can be inserted within the selected fields.

Multiple items can be added or modified before clicking the save button.


the same report

7.3.2. Sub-allotments received from Central Office/Regional Office

The functionality of the Sub-allotment tab is similar to the Allotment tab.

The Sub-allotment tab enables a user to insert values by performing the

following steps:

1) Click the ADD button on the menu.

2) A new row will be displayed on the template.

3) Enter the values on the editable fields.

Image 7.3.0.4: Adding values to Sub-Allotment tab

4) After the changes have been made, click the SAVE button to save

the changes.



Image 7.3.0.5: Saving values on Sub-Allotments

Added items can also be deleted by performing the following steps:

1) Select a row to delete.



4) Click OK to delete the selected row. Click CANCEL to close the

window.

Notes:

Unlike the Allotments tab, the Sub-Allotments are not automatically retrieved and

must be inputted on the URS manually.




Multiple items can be added or modified before clicking the save button.


the same report



7.4. FAR 2 – Statement of Approved Budget, Utilization, Disbursements and

Balances


1) Define the Fund Cluster and Quarter Ending.


3) The available data for the FAR 2 report will be displayed on the

template.


7.4.1. Agency Approved Budget

On the Agency Approved Budget tab, perform the following steps:

1) Select the desired fund source, and click the FIND button.

2) The available data on the selected fund source will be loaded.

3) Click a row to be modified.



Image 7.4.0.1: Editing values on row item

4) Once the desired changes and values have been entered, click the

SAVE button to store the changes.

Image 7.4.0.2: Saving values on row item

FAR 2 enable the user to add PAPs to the selected fund source. To add a

PAP item, perform the following steps:

1) Click the ADD button on the PAP group.

2) A dialog window will be displayed that shows the available PAPs

that can be inserted.

3) Click desired PAP from the dropdown list.

4) Select an Allotment Class. Initial value is “PS.”



Image 7.4.0.3: PAP selection dialog window

5) Click the INSERT button on the dialog window.

6) The PAP will be added to the template.

7) Select a row to edit the editable fields per row.

Image 7.4.0.4: Adding a new PAP

8) When the desired changes have been made, click the SAVE button

to store the values on the template.



Image 7.4.0.5: Saving details for added PAP

To delete a PAP, perform the following steps:

1) Click the DELETE button on the PAP group.

2) A dialog window will appear and display the added PAPs.

3) Select a row to delete, and click the DELETE button on the dialog

window.


5) Click OK to delete the item. Click CANCEL to terminate the

process.

Image 7.4.0.6: Delete PAP



Notes:






the same report



7.5. FAR 2A – Summary of Approved Budget, Utilization, Disbursements, and

Balances by Object of Expenditures

The FAR 2A report is a supporting document for the FAR 2 report. To create a

new FAR 2A report, perform the following steps:

1) Define the Fund Cluster and Quarter Ending.


3) The available data for the FAR 2A report will be displayed on the

template.

Image 7.5.0: FAR 2A details page

7.5.1. Agency Specific Budget

If the desired Sub-Object is not available, perform the following steps:

1) Click the ADD button on the Sub-objects group.

2) A dialog window will appear to select sub-objects.


displayed.


menu displayed.

5) Define the Objects by selecting from the dropdown menu

displayed.

6) Select the desired sub-object displayed on the screen.

7) Click the SAVE button to add the sub-object to the template.



Image 7.5.0.1: Adding Sub-object for FAR 2A

When the sub-object is added to the template, the user can now enter

values on the editable fields.

To edit the rows for FAR2a, perform the following steps:

1) Click the desired row to edit.

Image 7.5.0.2: Entering values on added Sub-object

2) Enter the desired changes.

3) Click the SAVE button to store the changes on the template.



Image 7.5.0.3: Saving values on added Sub-object

To delete an existing item on the template, perform the following steps:

1) Click the row item that will be deleted.

2) Click the DELETE button on the Sub-objects group.


4) Click the OK button to delete the selected Sub-Object. Click

CANCEL to terminate the process.

Image 7.5.0.4: Deleting sub-objects

Notes:






the same report



7.6. FAR 3 – Aging of Due and Demandable Obligations


1) Select the Fund Cluster by selecting on the dropdown displayed.


3) The available data for the FAR3 will be displayed.


To add values to the template, perform the following steps:

1) Click the ADD button

2) A row will be added to the grid.

3) Enter desired values on the editable fields of the new row.

Image 7.6.1: Adding values on FAR 3

4) Once the desired changes have been inserted, click the SAVE button

to store the changes on the template.



Image 7.6.2: Saving added row for FAR 3

Existing values can also be deleted by performing the following steps:

1) Click a desired row to delete.


3) A confirmation window will appear.

4) Click OK to delete the selected item. Click CANCEL to terminate the

process.

Image 7.6.3: Deleting an existing row

To modify the contents of an item, perform the following steps:


2) Click the EDIT button to enable the fields to be edited.

3) Click the SAVE button after desired changes have been made.

Image 7.6.4: Editing values of an existing row



Notes:




Only one row can be added and modified at a time.


the same report.



7.7. FAR 4 – Monthly Report of Disbursements


1) Select the Fund Cluster and the Month.


3) The available data will be loaded on the template.

Image 7.7.0: FAR 4 details report

To edit values on the template, perform the following steps:

1) Select a row item to modify.

2) Click the EDIT button to enable the fields to be editable.

Image 7.7.1: Editing values for FAR 4



3) Enter desired values.

4) Once the values have been entered, click the SAVE button to store

the changes on the template.

Image 7.7.2: Changes saved for FAR 4

The Summary section of the FAR 4 can be edited by performing the following

steps:

1) Select a row to modify the Summary section.

2) Click the EDIT button to enable the editable fields.


Image 7.7.3: Editing values on Summary section

4) Click the SAVE button to store all changes.



Image 7.7.4: Saving values on Summary section

Notes:




Only one row can be modified at a time.


the same report.



7.8. FAR 5 – Quarterly Report of Revenues and Other Receipts


1) Select the Quarter Ending.


3) The template for the FAR 5 and the available data will be loaded on

the screen.


To edit values on existing row items, perform the following steps:


2) Click the EDIT button on top to enable the editable fields.

Image 7.8.1: Editing existing row on FAR 5



3) Once the desired changes have been made, click the SAVE button to

store the changes on the template.

Image 7.8.2: Saving modified items

To add an item to a revenue source, perform the following steps:

1) Click a Classification row item.

2) Click the ADD button.

3) A dialog window will appear.

Image 7.8.3: Allotment dialog window

4) Select the Allotment type. Initial value is “TAX.”


6) The window will load and display all available Objects for the

Allotment type.

7) Select desired Object type. All available Sub-Objects codes will be

displayed.

8) Select the desired Sub-Object code. A new Allotment with the

specified details will be automatically added and directly displayed on

the report template.



9) Enter values on the added Allotment.

10) Click SAVE once the changes have been made.

Image 7.8.4: Setting values on added allotment

To delete an item, perform the following steps:

1) Select a desired row to delete, and click the DELETE button.

2) A confirmation message will appear.

3) Click OK to delete the item. Click CANCEL to terminate the process.

Image 7.8.5: Deleting an existing item on FAR 5

Notes:






the same report.



8 Budget Accountability Report (BAR) To access the Budget Accountability Report page, click either the BARs link on the home

page or the BARS menu on the selection menu on top.

Image 8.0: Navigating to the BAR page

Once either of the navigation options has been clicked, the user will be redirected to the

BAR page. Users should first select the desired coverage.

Image 8.1: Retrieving available BAR report

Reports can be filtered by Budget Year and Status. Click the RETRIEVE button to display

the existing BAR reports for the selected coverage. Selecting an existing BAR report

loads its values on a new page, in which a user can begin modification.



Image 8.2: Adding BAR report

If no reports were retrieved, add a new BAR report by performing the following steps:

1) Click the ADD BAR button.

2) A dialog window will appear for the available BAR report type. The only available

type of BAR report in the current URS version is BAR 1 (Quarterly Physical Report

of Operation).

Image 8.3: Quarter ending and Appropriation selection for new BAR 1

To add a new report however, perform the following steps:

1) Select the Quarter Ending and Appropriation type.

2) Click the LOAD button to show the details.



Image 8.4: Loading details for BAR 1

8.1. Part A – Operations

The first tab on the BAR 1 report is the Operations tab. To edit items, perform

the following steps:

1) Click an item row to modify.

2) Click the EDIT button to add values.

Image 8.1.1: Editing items on the Operations tab



3) After the desired changes have been made, click the SAVE button to save

the changes.

Image 8.1.2: Saving changes on the Operations tab

Notes:

The displayed values under the “Total” column are based on GAA data.



Alphanumeric values can be inserted within the fields.



the same report.

8.2. Part A – Projects

The next tab where the user can input values is the Projects tab. Add an item on

the available row object to input values to a transaction.



Image 8.2.1: Adding items to the Projects tab

To add items, perform the following steps:

1) Select the desired row.

2) Click the ADD button.

3) A new row will be created where the user can input values on the

editable fields.

4) Enter desired values. Alphanumeric values are accepted on the editable

fields

Image 8.2.2: Adding values on new row

5) Once the desired values are entered, click the SAVE button to store the

changes on the report.



Image 8.2.3: Changes saved successfully

To edit or modify the added item, perform the following steps:

1) Click the row to enable the EDIT or DELETE buttons.

Image 8.2.4: Edit or Delete options for added item

2) Click the EDIT button to enable the editable fields on the selected row.

Image 8.2.5: Edit added item



3) When editing is done, click the SAVE button to insert the changes, or

CANCEL to terminate the changes.

Image 8.2.6: Confirmation dialog box for deleting

When deleting an item, perform the following steps:

1) Select a desired row to delete.


3) A dialog window will be displayed.

4) Click OK to delete the row, or CANCEL to terminate the process.

Image 8.2.7: Deleting an item – confirmation message

Notes:






the same report.



8.3. Part A – Automatic Appropriations

The final tab of Part A is the Automatic Appropriations tab.

Image 8.3.1: Automatic Appropriations tab

To modify the content of the Automatic Appropriations tab, perform the

following steps:

1) Select an available Fund Source.

2) Once selected, the list of automatic appropriations will be loaded.


4) Click the EDIT button to enable the row.


6) Click the SAVE button to store the changes.

Notes:






the same report.



8.4. Instructions for BAR 1

An instruction tab is available for the BAR 1 report and provides the description

of and instructions for accomplishing this report. Click the tab to display the

instructions.

Image 8.5.1: Instructions tab for BAR 1



9 Summary Performance Monitoring Report (SPMR/Flash Reports) The Summary Performance Monitoring Reports (SPMRs) is also referred to as the Flash

Reports. To access the SPMR page, click the SPMRs menu on the list of selections on the

menu bar. The link is also available on the homepage.

Image 9.1.1: SPMR Link Selection

Once clicked, the user will be redirected to the SPMR homepage. Select the desired

coverage before adding or retrieving a SPMR report.



Image 9.1.2: Retrieving existing SPMR reports

If no available SPMR data is retrieved, perform the following steps:



3) Click the ADD NEW button.

Image 9.1.3: Adding new SPMR report

Once either of the two options is done, the user will be redirected to the SPMR detail

page, where the user can add figures or values to the report.

On a new SPMR report, perform the following steps:

1) Define the Month by selecting from the dedicated dropdown list on the screen.


3) The SPMR template will be loaded on the screen.



Image 9.1.4: SPMR detail page (New report)

Image 9.1.5: SPMR fields after loading

After the fields have been loaded, add values by performing the following steps:

1) Click an activity row to add or modify values. Multiple entries can be made

before saving all changes.



2) Click the SAVE button to insert all changes made.

Image 9.1.6: Modifying/Adding Figures on the report

A message box will be displayed to confirm that the changes/update was successful.

Note that editable fields only accept numeric values, whereas the fields in gray cannot

be edited because they are calculated automatically.

Image 9.1.6: Changes has been saved

Notes:






Multiple rows can be modified at a time before clicking the save button.


the same report.



10 Report Consolidation The main functionality of the Unified Reporting System is the consolidation of the

various government agency reports (BED, SPMR, FAR) into one high-level report.

Image 10.0: Menus for Report Consolidation

Select the desired consolidated report from the Reports menu on the navigation menu.

The user will be redirected to the individual consolidation pages. Coverage selection

must be performed on each of the consolidation pages.

10.1. Consolidation of Budget Execution Documents

Only consolidated reports for the Financial Plan (BED 1) and the Monthly

Disbursement Program (BED 3) are available.

Image 10.1.1: BED Consolidation page



To retrieve the BED consolidation report, perform the following steps:


2) Select a BED type from the dropdown list. Initial value is “BED 1.”


4) Define the BED Level. Initial value is “Agency Submission (NEP).”


6) The selected report shall be loaded on the grid.

Image 10.1.2: Retrieve available BED consolidation report (e.g., BED 1)

7) Select the report on the grid, and click the VIEW REPORT button.

Image 10.1.3: Selecting available BED consolidation report (e.g., BED 1)



8) The user will be redirected to the BED report summary.

Image 10.1.4: BED report summary page (e.g. BED 1)

9) The status of the reports to be consolidated can also be defined by selecting

from the dedicated dropdown list. Initial value is “ALL.”

10) Select the file format by clicking the desired preview button (PRINT, PDF, and

EXCEL).

11) View the report depending on the selected file format.



Image 10.1.5: Sample generated BED consolidation report (e.g., BED 1)



10.2. Consolidation for Financial Accountability Reports

Consolidated reports for all FAR types can be generated and viewed.

Image 10.2.1: FAR Consolidation Report page

To retrieve a FAR consolidation report, perform the following actions:


2) Select a FAR type and Budget Year. Initial value for the Budget Year is the

current fiscal year.


4) The loaded report shall appear on the grid.



Image 10.2.2: Retrieval of FAR reports (e.g., FAR 1)

5) Select the desired FAR report to be consolidated.

6) Click the VIEW REPORT button.

7) The user will be redirected to another dedicated dropdown menu to select

the desired consolidation display parameter. Select one from the following

parameters on the dropdown list: by Region, by Particulars, by Particulars

and Operating Units, or Particulars Total. The initial selected option is by

Region.

8) Report status can also be defined by selecting from the dedicated dropdown

list.



Image 10.2.3: Display option for FAR reports

9) Once selected, click any of the preview buttons (PRINT, PDF, and EXCEL) to

generate and view the consolidated report.

Image 10.2.4: Sample consolidated FAR report by Region (e.g. FAR 1)



Image 10.2.5: Sample consolidated FAR report by Particulars (e.g., FAR 1)



10.3. Consolidation for Summary Performance Monitoring Reports

A consolidated view of the Summary Performance Monitoring Report (SPMR) is

available.

Image 10.3.1: SPMR consolidation report page

To generate the SPMR consolidation report, perform the following steps:

1) Select a desired coverage.


3) Define the Month.

4) Once the fields have been determined, click the RETRIEVE button.

5) The loaded report shall then appear on the grid.

Image 10.3.2: Retrieve available SPMR consolidation report



6) Once displayed, click the available SPMR report. The user will be redirected

to the selection page to generate the consolidated view.

7) The report status can also be defined by selecting from the dedicated

dropdown list.

Image 10.3.3: Preview selection page for SPMR

8) Click either of the WEB or PDF buttons to generate the consolidated report.

Image 10.3.4: Sample generated consolidation report for SPMR



11 Approval Action and Status Per user type, a corresponding button and status are displayed on the user interface

(i.e., page)based on the applicable workflow actions for the submission and approval of

reports. Refer to Chapter II (General Report/Submission Workflow).

11.1. Logged in as Maker (e.g., Agency Budget Officer)

When the user is logged in as the Maker of the report, the available button name

and status that will be displayed on the page to trigger the approval are as follows:

FOR REVIEW and PENDING.

Image 11.0: Approval actions and status as Maker (e.g., BED 1)

To send a report to the Reviewer, the Maker clicks the FOR REVIEW button. A dialog

window indicating that the report was submitted successfully will be displayed.



Image 11.1: Maker sent report to review

The Maker can no longer modify a report that has been submitted for review. The

FOR REVIEW button will not be displayed on the page. The status displayed will now

be “FOR REVIEW.”

Image 11.2: User interface after sending a report for review



11.2. Logged in as Reviewer (e.g., Planning Officer)

A user logged in as a Reviewer can only view reports that are tagged with the “For Review”

status. Two (2) approval actions, with corresponding buttons displayed on the user

interface, are available to the Reviewer after reviewing a report, namely:

1. FOR APPROVAL. The Reviewer can click the FOR APPROVAL button to send the report

for approval of the Approver.

2. SEND BACK. The Reviewer can click the SEND BACK button to send back the report to

the Maker for modification.

Image 11.3: Approval actions and status as Reviewer (e.g., BED 1)

A dialog window indicating the successful completion of the selected action will be

displayed.



Image 11.4: Reviewer sends back report to Maker or sends report to Approver

The applicable updated status will also be displayed on the screen.

Image 11.5: Reviewer user interface status display



11.3. Logged in as Approver (e.g., Agency Head)

11.3.1. Approver Actions A user logged in as an Approver can only view reports that are tagged with the “For

Approval” status. Two (2) approval actions, with corresponding buttons displayed

on the user interface, are available to the Approval after reviewing a report, namely:

1. SEND BACK. The Approver can click the SEND BACK button to send the report

directly to the Maker for modification. A dialog window indicating that the

report was successfully sent back to the Maker will be displayed.[Note: the

report will no longer be sent back to the Reviewer, but will be sent back directly

to the Maker.]. The status of the report displayed on the page will also be

updated

2. APPROVED. The Approver can click the APPROVED button to indicate final

approval of the report. To approve and submit the selected report to DBM,


a) Click the APPROVED button. The report status displayed on the page will also

be updated to APPROVED. The page will refresh and the APPROVED button

will be replaced with a SUBMITTED button. A dialog window indicating that

the report was successfully approved will be displayed.

b) Click the SUBMITTED button. The report status displayed on the page will

also be updated to SUBMITTED.A dialog window indicating that the report

was successfully submitted will be displayed. The page will refresh, and the

SUBMITTED button will no longer be displayed on the page.

Image 11.6: Approval actions and status as Approver (e.g., BED 1)



Image 11.7: Approver UI status display after sending back report

Image 11.8: Approver UI status display after submission

Note: This sample approval process is similar across all URS reports. Only the

placement of the buttons on the user interface (i.e., the page) may differ.



12 Upload changes coming from Excel sheets Agency users can upload reports through Microsoft Excel files, where the changes

incorporated in those files will be inserted and reflected on the system. This

functionality is currently only available across all Financial Accountability Reports

(FAR).Excel report templates should first be downloaded from the URS for modification.

Only URS Excel report templates will be accepted during the upload process. Adding

new columns or modifying the Excel report templates is strictly prohibited.

Image 12.0: Download button on the User Interface (e.g., FAR 2)

Click the DOWNLOAD EXCEL button. The file will be saved on the destination folder on

the user’s computer for all downloaded items (dependent on browser default settings).

Image 12.1: Downloading of Excel report template file (e.g., FAR 2)



Open the Excel file, and add values. Save the Excel file once modifications are done.

Note that some fields on FARs follow certain business rule constraints. The URS

validates the values on the file versus these rules upon uploading of the file to the URS.

Image 12.2: Modifying FAR 2 Excel file

After modifying and saving the report, click the Upload button on the interface as shown

below. A file explorer window will open to let the user locate where the modified report

was saved. Select the Excel file to begin the upload.

Image 12.3: File selection for Upload



Once the upload is completed, a dialog window will be displayed indicating that the

upload process was successful.

Image 12.4: Upload success dialog window

The values added on the Excel file will then appear on the on-screen template.

Image 12.5: Values on Excel file reflected on the UI



13 Web Preview and Downloading of Reports The URS offers a print preview of the reports on the browser. Reports can also be

downloaded in PDF or Excel file formats. The action buttons for this functionality may be

placed differently on the user interface, depending on the type of report selected.

Image 13.0: Preview functionalities as seen on BED 1

Image 13.1: Preview functionalities as seen on FAR 4

Image 13.2: Preview functionalities as seen on SPMR



Image 13.3: Preview functionalities as seen on BED Consolidation Report

Clicking the PRINT or the WEB button opens a new tab on the browser and displays the

web preview of the report.

Image 13.4: Sample web preview (e.g., Consolidation Report BED 1)

If the user clicks on the PDF button, a new tab on the browser will open and display the

report in PDF format. The user can also save this generated preview.



Image 13.5: Sample PDF preview (e.g., FAR 4)

If the user clicks on the EXCEL button, the report will be downloaded into an Excel file.

Note that only the FAR reports can be uploaded to the URS if modifications were made

via Excel files.

Image 13.6: Sample downloaded excel file (e.g. BAR)



14 Status Monitoring For overall status reporting, the URS is capable of displaying all the available reports and

their corresponding status. Click the STATUS on the menu bar.

Image 14.0: Status page link on menu bar

After button has been clicked, the user will be redirected to the Status Monitoring page.

Image 14.1: Status monitoring page

Select the coverage, report, budget year, and status, and then click the magnifying glass

button to search the available reports. Once the data has been loaded, scroll to the right

to view the report status column.



Image 14.2: Coverage and report selection

Image 14.3: Retrieve available reports

Image 14.4: Status column

Click any of the preview buttons (WEB, PDF, and EXCEL) available on-screen to generate

a printable view of the status report.

Image 14.5: Generated status report



15 Performance Monitoring Report (PMR) A new report implemented in the URS is the Monitoring Implementation Plan or the

Performance Monitoring Report. The data collected to form this report involves PAPs

with data from the Obligation Programs from BED1, the Current Year Obligations from

FAR1, the Physical Targets from BED2, and the Physical Accomplishments from BAR1.

To access the report, perform the following steps:

1) Hover over the REPORTS menu and click the PMR sub-menu.

Image 3.0: PMR sub-menu

2) On the PMR page, select the desired coverage.



5) Once done, the available report will appear. Note that at least one of the

four (4) required reports must be created before accessing a PMR.



Image 3.1: PMR after coverage selection

6) Select the PMR report.

7) Click the VIEW REPORT button.

8) The user will be redirected to the report generation page.

9) Add signatories by filling up the necessary fields displayed below.

Image 3.2: PMR generation page

10) Click either of the PRINT, PDF or EXCEL buttons to generate the PMR.



Image 3.3: Sample PMR web view



16 Frequently Asked Questions Solution ID Problem Solution

1 User cannot login to the system due to a forgotten password

Send username to the DBM Budget Analyst or URS administrator to reset the password

2 User coverage is incomplete Send username to the DBM Budget Analyst or URS administrator to add/edit/remove the Agencies/OUs to access

3 User has incorrect position for encoding the identified report

Send username and report to access to the DBM Budget Analyst or URS administrator to add/edit/remove the workflow to access

4 Status of report is already FOR REVIEW, FOR APPROVAL, APPROVED, SUBMITTED

Inform your Reviewer or Approver to send the report back to PENDING. For Submitted reports, kindly inform your DBM Budget Analyst to send them back

5 User cannot edit report due to incorrect position

See 0003

6 User requests to enroll additional account to user

Request account to your DBM Budget Analyst and provide them the necessary information and the new position assigned

7 The amount of the Total column in Part A of BED 1 does not match the sum of the amounts encoded in the quarter. The fixed amount displayed is based on the NEP / GAA amount and serves as a guide. But on the generated report, the Total amount will be based on the actual amounts encoded in each quarter.

Click on Print / PDF / Excel Verify that the amount in Total column (6) is based on the sum of columns 7 to 15

8 Unsure where to enter values on report

Endorse to Ms. Kat / Ms. Salve to identify source PAP/Sub-object

9 User wants to change the signatory in the report printout

Request change of signatory to your DBM Budget Analyst



and provide them the prior signatory name and the new signatory name