PlanPlus v2.0 - A Software for Grass Roots Level Planning

PlanPlus v2.0 - A Software for Grass Roots Level Planning
PlanPlus v2.0

A Software for Grass Roots Level Planning


                  User Manual
     (NIC-PID-PLANPLUS-USER MANUAL2.0)




                Prepared by:        PROJECT TEAM
                Reviewed by: PROJECT LEADER
                Approved by: PROJECT MANAGER


       No part of this document shall be reproduced without prior
       permission of Director General, National Informatics Centre



                   Panchayat Informatics Division
                      National Informatics Centre
               Department of Information Technology
       Ministry of Communications & Information Technology
                          Government of India
PlanPlus v2.0 - A Software for Grass Roots Level Planning
PLANPLUS
    NATIONAL INFORMATICS CENTRE________                        ________ USER MANUAL VERSION 2.0___________




Amendment Log


   Version no.               Date             Change number       Brief Description        Section Change
       1.0




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                                                           Table of Content

1.0           Introduction.................................................................................................................................... 4
    1.1 Audience............................................................................................................................................................ 4
    1.2 Purpose of this document ................................................................................................................................. 4
    1.3 Document Organization ................................................................................................................................... 4
    1.4 Conventions ...................................................................................................................................................... 5
    1.5 References ......................................................................................................................................................... 6
    1.6 Definitions/Glossary......................................................................................................................................... 6
    1.7 Problem Reporting ........................................................................................................................................... 7
2.0     Brief Overview ............................................................................................................................... 8
     2.1 Introduction....................................................................................................................................................... 8
     2.2 Features ............................................................................................................................................................ 8
     2.3 Sections ........................................................................................................................................................... 10
     2.4 Target Users ................................................................................................................................................... 10
3.0 General Workflow ............................................................................................................................... 11
4.0 General/Common Operating Instructions....................................................................................... 13
     4.1 Login ............................................................................................................................................................... 13
     4.2 Logout ............................................................................................................................................................. 19
     4.3 Switch Language ............................................................................................................................................ 20
     4.4 Change Password........................................................................................................................................... 20
5.0 Specific Operating Instructions ........................................................................................................ 21
    5.1 Requirement Section ............................................................................................. 254
        5.1.1 Suggestion .................................................................................................................................................... 24
        5.1.2 Activity......................................................................................................................................................... 37
    5.2 Resource Envelope Section................................................................................... 476
        5.2.1 Opening Balance ......................................................................................................................................... 47
        5.2.2 Budgetary Allocation................................................................................................................................... 52
        5.2.3. Gpdp count.................................................................................................................................................. 57
    5.3 Planning ................................................................................................................ 587
        5.3.1 Action Plan .................................................................................................................................................. 58
    5.5 Master Data ............................................................................................................. 66
        5.5.1 Manage focus area and Scheme ................................................................................................................. 66
        5.5.1.1 focus area mapping .................................................................................................................................. 66
        5.5.1.2 scheme mapping ....................................................................................................................................... 68
        5.5.2 Services ........................................................................................................................................................ 70
        5.5.2.1 Create Services ......................................................................................................................................... 70
        5.5.314FC ..............................................................................................................Error! Bookmark not defined.
        5.5.3.1 14 fc formula ..............................................................................................Error! Bookmark not defined.
        5.5.3.2 fund received details................................................................................................................................. 71
        5.5.3.3 fund transfer details.................................................................................................................................. 76
        5.5.3.4 Expenditure details ....................................................................................Error! Bookmark not defined.
    5.6 Monitoring Reports ................................................................................................. 84


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 1.0 Introduction

1.1 Audience

This document is meant for all those who will be using the PlanPlus v2.0 software, a decentralized
Planning tool, which aids the various participants through the Planning process, so that informed
decisions can be taken by the participants in preparing, vetting and approving the Plan. The interactive
workflow starting from need assessment, identification of project, work, preparation of annual plans,
approval by Technical Appraisal Committee and DPC is captured. The package also provides a holistic
view of how funds from different central and state sponsored schemes could be converged to carry out
works approved in a Plan.

It targets the various participants which include Rural Local Bodies, Urban Local Bodies, the Technical
Approval Committees, the District Planning Committees, State Government Departments and Central
Government Departments who will be responsible for preparing, vetting and approving the Plan. Rural
(panchayats) and Urban Local Bodies (municipalities) can prepare their individual plans and converging
these rural and urban plans could generate an integrated District Plan Document. A part from these
there will be User Manager at State and District Level, who will be responsible for creating and
maintaining the User Account, State/System Administrators who will be involved in the State/System
Administration activities. The users are expected to have a basic understanding of using a computer
and familiarity with the usage of keyboard in local language and mouse.


1.2 Purpose of this document

This document attempts to describe the operational aspects of PlanPlus v2.0 software with a view to
assist all those who will be using the software. The document provides step-wise instructions for
handling various aspects of the software with visual screens for easy and better understanding. It also
describes the error messages encountered while working with the software with appropriate remedial
actions required to be taken by the user.


1.3 Document Organization

The document is divided in to five chapters.


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Chapter 1 : Introduction – This Chapter provides an Introduction to the document describing the
intended audience, purpose of the document, conventions adopted in the document, references and
contact address for reporting the problems, encountered, if any while using the software or related with
this document.

Chapter 2: Brief Overview – This Chapter gives an overview of the software with a broad list of
features offered by it.

Chapter 3: General Workflow - This Chapter provides a description about the generalized workflow
followed by the Planning Unit in preparing, vetting and approving the Plan.

Chapter 4: General/Common Operating Instructions – This chapter provides insruction on how to
invoke the package and also provides a description of the operations that are commonly used
throughout the software is provided. Such operations include features like Print, Help and Back etc.

Chapter 5: Specific Operating Instructions – This Chapter provides specific operating instructions
for each of the features offered by the software. The feature description includes a general description
of the feature, screen description wherever applicable, step-wise instructions for carrying out the
operation, what happens after the operation is successfully executed, what more can be done from the
current screen and a list of messages that the user might encounter while carrying out the operation.


1.4 Conventions

The document follows the font settings for Chapter Heading, Sub-Headings at various levels and text
as indicated below:


              Chapter Heading – Arial Black, 12 pt, Bold

              Sub-Heading Level 1 – Arial Black, 10 pt, Bold


              Sub-Heading Level 2         – Arial, 10 pt, Bold

              Body Text – Arial, 10 pt

              The labels related to text fields, buttons, icons etc. have been indicated in bold in the
              document text.
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1.5 References

    1. User Manual Template (NIC-TPL-004 version 1.1) prescribed as per NIC Quality Standards.

    2. Software Requirements Specifications Document for PlanPlus v2.0 (NIC-PID-PlanPlus SRS –
          ver2.0).


1.6 Definitions/Glossary

This section gives a glossary of terms used in the rest of the document.


  Term                                    Description

  Actor                                   It is a role assumed by a user while using the use case. A role
                                          defines what activities the actor can perform in PlanPlus.

  Role                                    A role defines what activities the actor can perform in PlanPlus.
                                          Roles provided in PlanPlus Work Definer, Planner, Technical
                                          Appraisal, and Fund Allocator, Financial Institutions, Administrative
                                          Approval, District Planning Committee (DPC), Norms Definer, SOR
                                          Definer and Scheme Definer.

  User Group                              User Group corresponds to a group of individuals who have been
                                          assigned a common set of privileges e.g. Technical Appraisal User
                                          Group, Administrative Approval User Group, DPC User Group,
                                          Planning User Group etc. Multiple roles can be assigned to a single
                                          User Group allowing the User Group to perform multiple activities.
                                          For Example if the Planning User Group is assigned roles for Work
                                          Definer and Planner, the individuals belonging to this User Group
                                          will be able to Create Work, Create Project and Create Annual
                                          Plan. User Group is a means of organizing users and can consist
                                          of multiple user types.

  BRGF                                    Backward Regions Grant Fund


  DPC                                     District Planning Committee


  TAG                                     Technical Appraisal Group

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  Term                                    Description

  SOR                                     Schedule of Rates


  MoPR                                    Acronym for Ministry of Panchayati Raj


  Plan Unit                               The unit responsible for defining the work and carrying out the
                                          planning exercises. The Plan Unit could be a RLB/ULB/Line
                                          Department.


  RLB                                     Rural Local Body. Includes District Panchayats (DP) or Zilla
                                          Parishads (ZP), Block Panchayat (BP) or Intermediate Panchayat
                                          (IP) and Village Panchayat (VP) or Gram Panchayat (GP). In states
                                          where Part IX of the Constitution does not apply, RLBs would
                                          include traditional councils.

  ULB                                     Urban Local Body. Includes Corporations, Municipalities, Town
                                          Areas and Notified Area Councils




1.7 Problem Reporting

In case of any problem related to the software or to this document, please contact nicmopr@nic.in .




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 2.0 Brief Overview

 2.1 Introduction

 Many efforts have been made by Government of India to strengthen and decentralize the planning
 process so that the development funds consumed by the Plans result in effective outcomes. However,
 the efforts have not sufficiently fructified in the past for many reasons. Some of them include:


       •     Plans are prepared for each scheme separately resulting in lack of convergence of funds and
             sectoral integration.


       •     Planning has traditionally been done at the district level that is physically removed from the
             citizens resulting in Plans that do not reflect the needs and aspirations of the people.


       •     There is no tight coupling between the planned outlay and the actual expenditure incurred.


       •     There is no integration between plans of different local governments.

In an attempt to address these problems, the Planning Commission issued guidelines in 2007 that
                                       th
mandated that all plans from 11 Five Year Plan onwards should be prepared in a decentralized
manner, starting from urban and rural local governments.

Recognizing the potential of Information and Communication to de-mystify the planning process,
Ministry of Panchayati Raj in collaboration has designed and developed a software, PlanPlus, for
simplifying and strengthening the planning process.


2.2 Features

PlanPlus v2.0 software is a decentralized planning tool that facilitates district plan generation in local
language through interactive workflow among various stakeholders. The key features of the software
are:

Convergence of Funds - PlanPlus enables intelligent convergence of funds from different schemes
for an activity, there by ensuring on the one hand that the available funds are utilized to the maximum
possible extent and on the other hand that important activities are not abandoned for lack of funds.
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Sectoral Integration – PlanPlus enables sectoral integration by stimulating the planner to think in
terms of end-to-end projects rather than in terms of isolated islands of work.

Vertical & Horizontal Integration - PlanPlus provides facility for co-opting of activities of a lower tier by
a higher tier Panchayat thereby facilitating vertical integration. It also incorporates the concept of supra-
projects, which enables two or more local bodies (rural as well as urban) to collaborate to take up an
activity that is of common interest.

Workflow - Captures the workflow of Plan creation-evaluation-modification-finalization.

Generation of District Plan - PlanPlus converges and integrates the Plans of urban and rural local
governments to generate a consolidated District Plan.

Extensibility - PlanPlus can be easily extended to facilitate the preparation of state and central
governments plans.

Graphical and GIS reports - A number of graphical reports are generated to help the Planner as well
as the District Planning Committee to take a view of the investment profile of the Plan. This would help
in ensuring that the Plan is not unjustifiably skewed in favour of a particular sector.

Adaptability to the variations across states - In view of the varying levels of capacities and
experiences of different states in the Planning process, the software is being made to be easily
adaptable so that states can configure it to suit their own level.

Local Language - The software supports local languages of the states to enable local bodies to
function in their own languages.

Transparency - At every stage of the Planning process, the Plan is constantly available to the general
public for scrutiny thus enabling a transparent and participative Plan preparation.

Availability – The software is web based and is available on 24*7 basis with proper login
authentication.




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2.3 Sections

PlanPlus is divided into following sections

Requirement Specification – Captures information on Wish List, activities’ (location, proposed cost,
proposed duration, and asset/beneficiary) and Project. The stakeholder for this module are Planning
Unit (Rural Local Bodies/Urban Local Bodies/Line Department)

Planning – Captures annual plan creation, allocation of resources to prioritized works. The
stakeholders for this module are Planning Unit (Rural Local Bodies/Urban Local Bodies/Line
Department). The plan undergoes a process of Technical and Administrative Approval before finally
getting approved by District Planning Committee. The complete workflow starting from Plan creation, to
Technical Scrutiny / Administrative Approval and final Approval by District Planning Committee is
covered.

Resource Envelope – Captures information about resource Envelope available with Planning Unit.
The stakeholder who would be providing the information for this module are State Govt. / NABARD /
Banks / Planning Units.

Master Data – Captures information about schemes, schedule of rates, norms, agency and line
department.

Citizen section – This section provides the various reports generated by PlanPlus Package.


2.4 Target Users

PlanPlus users include:


        Central Government Departments
        State Government Departments
        Urban Local Bodies
        Rural Local Bodies
        District-Level Line Departments
        Financial Institutions
        District Planning Committees
        Citizens


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A detailed description of the complete functionality of the software is provided under Specific
Operating Instructions as part of Chapter 5.



3.0 General Workflow


 The Planning Workflow begins with suggestions/need/ expectations expressed either by citizens or in
 Gram Sabhas/Area Sabhas or by Planning Unit. Each Planning Unit (ULBs & RLBs) identifies
 activities or incorporates a suggestion and can assign it to a project.

 Once activities are identified the planning units carry out a yearly exercise of preparing an Annual
 Plan. Annual Plan exercise involves, listing all the activities that are supposed to be taken up in the
 finanacial year, prioritizing these activities and identifying various resources (Schemes) to fund these
 activities. PlanPlus enables intelligent convergence of funds from different schemes for an activity,
 there by ensuring on the one hand that the available funds are utilized to the maximum possible
 extent and on the other hand that important activities are not abandoned for lack of funds.

 Once the planning unit has finalized the list of proposed activities with due fund allocation from
 different schemes, they can forward the plan for Technical Appraisal. The system automatically routes
 the plan to technical appraisal group users for scrutiny. This workflow can to customized as per State
 requirement.




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                                                       PlanPlus WorkFlow
         Citizens/
         NGOs/                                                                                                                              Linkages
          CBOs/                       Suggest
                                N eeds/Expectations




                                                                                                                                             GP Boundaries, Census Database, Local resource database etc.
      Gram Sabhas/
       Area Sabhas/




                                                                                                                                                 Integration with CSS/State Fund info, SORs, Norms,
      Planning Units
                                               Unstructured w ish-list



      Planning Unit                                                              Assign                           Prepare Annual Plan
                                Formulate Projects
     (ULBs & RLBs)                                                          W orks to Projects                          (Prioritization &
                                    (Sectoral Integration)
                                                                         (Estimates,tim e, location etc)               source of funding)



                                                                              Forward to TAC

       Technical
   Approval Comm ittee                    Evaluate for                                                                    Review
                                       Technical Scrutiny/                                     All works approved?
   (BTAC/DTAC/STAC)
                                           Sanction

                                                                              Yes


                                        Evaluate for                                                                          Review
          DPC                                                                                    All works approved?
                                    Administrative Approval

                                                                          Approved Plan
                                                                                                      Yes


                          PRI
   Linkages            Accounting                   Implementation                  Services                       National
                                                      Monitoring               (G2C, G2B,G 2G etc)              Panchayat Portal
                       (PRIASoft)




                                                                           Fig 3.1

 TAG scrutinizes the plan, gives their comment and could send back the plan to the Planning Unit for
 Review or if all works are approved the plan is automatically routed to DPC.

 DPC could extend its comments on the plan and could approve/review/reject the works specified in
 the plan and could send it back to the planning unit for incorporating the DPC suggestion. This entire
 process is iterative and could go number of revisions once a plan is finally approved by DPC.

 Once DPC review all plans from Panchayats and Municipalities, District Plan is generated. In fact a
 proceedings document can be generated by PlanPlus, which could be used for releasing the funds to
 respective PRIs so that could start execution of approved works.



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 The Plan Plus package would be loosely coupled with Panchayati Raj Accounting Package, National
 Panchayat Portal and would also access other local resource databases required for planning.




4.0 General/Common Operating Instructions


PlanPlus V2.0 is a web based package, the user need to type http://planningonline.gov.in in the
address bar of the browser to invoke the software.

There are certain generic functions that you will need to perform on almost all the screens. These
include options like Print, Help and Home. The following paragraphs provide a description of such
options, which are commonly available throughout the software.

Print

Print option is commonly available throughout the software to allow you to take a print out of the screen
that you are currently viewing. You can use the print outs to have a closer look at the screens at your
own convenience. It is particularly useful for inspecting the details of the work, project, plan reports etc.

To take a print out of the screen that you are currently viewing, just click the Print button displayed on
top of the screen. This opens the familiar Print dialog box. Make necessary selections as you normally
do for printing a file and click the Print button.

Help

You can use the Help option displayed on all the screens in case you are facing some problem. This
option provides a context sensitive help on all the topics associated with the PlanPlus v1.0 software.

Home

Home option is available on all the screens to allow you to go to the logged in user task list page. This
page displays a list of tasks, if any assigned to the user.



4.1 Login

General Description
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Once the user invokes the package, you will see a Login form. You will be able to work with the
package only after you successfully provide your User Id and Password in the Login form. In case
you do not have a user account, you are required to contact the user manger at the district level.

The Login form appears in English Language by default. You can switch to the language of your
choice using the Language drop-down list provided in the Login form. You are required to specify the
User ID and Password to successfully login to the package.

As you successfully login, the PlanPlus screen would be shown as per the privileges assigned to you.
The menu on the left hand side shows the operation that the logged in user can perform and the right
side shows the list of task(s), if any for the logged in user.

To Logout from the site, use the Logout option provided in the top section of the page.

Screen Description

Fig. 4.1 provides a sample picture of the Login form as it appears on your screen. At the top of the
screen, a band, which is common across all the screens, is displayed. This band contains the software
name. Below this is the Login form. The title of the form viz. Login Details is displayed at the top. This
is followed by a message that says - * Mandatory Field(s) must be filled in. This indicates that the
fields marked with asterisks must be filled-in and cannot be left blank. As a convention commonly
adopted throughout the software, this message appears in all the forms to indicate the fields that are
compulsorily required to be filled-in.




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                                                 Fig. 4.1

Login form contains two fields as indicated below.

User Id – In this field you need to enter your User Id. The predefined users are created in English, but
in case a User Id is available in another language, the user is required to enable that language on the
system and then type in the User Id.

Password - In this field you need to enter your Password. The predefined users are created in
English, but in case a password is available in another language, the user is required to enable that
language on the system and then type in the password.

User Id and Password have been super scribed with asterisk (*) mark indicating that the two fields
should be compulsorily filled-in.

Both User Id and Password were provided as part of creating your user account (see the section on
Create User Account for details).

Besides, you will see the following button on the form:

Login – This button allows you to submit the login details entered by you. If the login is successful, you
will see the PlanPlus Home Page, else a message indicating the reason for unsuccessful login is
prompted to you (see the List of Messages given below).

Cancel – This button allows you to cancel the login operation. The screen would be reset to default.

How to Login

To be able to Login, follow the steps given below:

             1)     You will see the Login form as soon as you connect to the site by typing the URL of
                  package in the address bar of the browser.

             2)     Click on the login tab.

             3)     Click inside the User Id text-box and type your User Id in the selected language.

             4)     Click inside the Password text-box and type your password.
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             5)      Click inside captcha and fill the same words which are displayed in word
                   verification box (*captcha is case sensitive).

             6)      Click the Login button to submit your login details.

             7)      If the Login is successful, you will see PlanPlus Home Page. In case of an error, an
                   appropriate message is prompted to you providing you the reason for unsuccessful
                   login (see the list of Messages given below).

What happens when you Login?


             1) As you login successfully, you will see the PlanPlus Page with your User Id and
                   other credentials displayed on the top-left

             2) The Left hand side menu is rendered as per the privileges and roles assigned to the
                   logged in user.


             3) The right hand page shows list of task(s), if any pending for the logged in user.


Messages

As you submit login details, you may be prompted with one of the following messages:

 S.No             Message                        Reason                Expected Action from the user


1.        The credentials you        This indicates that either        Refill the login details with correct
          provided cannot be         User       Id   or   Password     User Id or Password.
          determined      to   be    entered by you is not
          authentic.                 correct.


2.        You have entered           This indicates the captcha        As the captcha is case sensitive
          wrong captcha.             entered by the user is            view the captcha carefully and
                                     wrong.                            refill the login details with correct
                                                                       captcha provided on the screen.




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What more can you do from the Login screen


    •     Gpdp count report

    •     Dashboard


    •     Data

View Citizen Section Reports – There are certain reports exposed in public view which do not require
login. These reports include


    •     State wise scheme list: It allows the citizen to view the mapped schemes.


    •     State wise focus area: It allows the citizen to view the mapped Focus areas for a state.


    •     Panchayat activity plan report:

    •     Pending action plan report: This report allows the citizen to view the status of the plan, which
          are in pipeline for the Selected Plan Year. The output is shown State / Plan Unit Type Wise,
          that is, the number of plans in pipeline for the selected plan year by each Type of Planning
          Unit. The user can drill down to know the plan unit and where the Plan is pending. The plan
          could be pending either for DPC Approval/ TAG Approval/ Administrative Approval/ or pending
          with the Plan Unit.

    •     Approved Action Plan Report – This report allows the citizen to view plans approved in the
          Selected Plan Year. The output is shown State / Plan Unit Type Wise, that is, the number of
          plans approved in the selected plan year by each Type of Planning Unit. The user can drill
          down to know the plan unit and view the approved plan.


    •     Citizen Suggestion Report: The report allows the user to view all the suggestions provided by
          citizen in a selected plan year for the selected plan unit.


    •     Gram Sabha Suggestion Report: The report allows the user to view all the suggestions
          provided by Gram Sabha in a selected plan year for the selected plan unit.


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    •     Panchayat Development Plan Report:


    •     Sector Wise Activity Status Report:


    •     Plan Status Report: It allows the citizen to view the status of plan

    •     PlanPlus Map: It shows the development of plans on map.




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4.2 Logout

General Description

Logout option allows you to logout of the package, if you are logged in. The Logout option is available
on the main screen in the top-section (see Fig. 4.2).




                                                 Fig. 4.2

As you successfully logout using the Logout option on the PlanPlus Page, you come back to the Login
screen, the PlanPlus Home Page.

To be able to Logout of package, follow the steps given below:

             1) Click the Logout option on the Main Screen in the top section.




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What happens when you Logout

             1)     As you successfully logout using the Logout option on the Main Screen, you come
                  back to the Login Screen, the PlanPlus Home Page. Please note that after logging
                  out, you will see the PlanPlus screen in English Language, which may be different
                  from the language that you were working in before logging out.


4.3 Switch Language

General Description

At times, you may like to switch to a language different than the one in which you are currently working.
The Language drop-down list provided at the top of the main screen displays a list of languages
currently supported by package. The drop-down list shows the current language that you are working
in as the default choice. You can click and expand the drop-down list to see the other languages
supported by the package and choose one of them as your current working language.

Also note that if some of the labels and messages are not available in the language that you selected
as your current working language, such labels and messages will appear in the English language.

How to Switch between Languages

To be able to switch language, you need to click the Language drop-down list provided on the
PlanPlus Login Screen or on the PlanPlus Main Screen. This expands the list of languages currently
supported by package. Click the desired language from the displayed list. Package will now appears in
the selected language.


4.4 Change Password

General Description

At times, you the user may like to change the password. To change the password the user is required
to login to the package and specify the old and the new password.

How to Change Password

To be able to change password, you need to click the Change Password option provide on PlanPlus
Main Screen.
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5.0 Specific Operating Instructions


This chapter explains the functionality and provides specific instructions for each of the features offered
by the software. The following table describes the various options available under each section.


                                   Menu Option/Role Matrix
Home

Requirements Section                                                                               Role

Suggestion:

             o   Open Public Suggestion Box

             o   Create Suggestion/Resolution


                                                                                              Work Definer
Activity :

             o   Create Activity

             o   Modify Activity

             o   View Activity

             o   Delete Activity

Planning

Annual Plan:

             o   Create Annual Plan                                                            Planner

             o   Modify Annual Plan

             o   Revert Action plan




Approval:                                                                                         DPC

             •   Admin Approval
                                                                                             Administrative

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                                                                                             Approval

                                                                                                  TAG



Resource Envelope

                                                                                                  Fund

Scheme Fund Details:                                                                         Allocator

               •   Opening Balance

               •   Budgetary Allocation

               •   GPDP mis



Master Data

Manage Focus Area & Scheme:

    •     Focus Area Mapping

    •     Scheme Mapping

Community Services

    •     Create Services                                 STATE ADMINISTRATOR

14FC

    •     14FC formula

    •     Fund Received Detail

    •     Fund Transfer Detail

    •     Expenditure Detail




Monitoring Reports

               o   State wise Scheme List

               o   State wise Focus Area

               o   Panchayat Activity Plan Report


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     o   Pending Action Plan Report

     o   Approved Action Plan Report

     o   Citizen Suggestion Report

     o   Gram Sabha Suggestion Report

     o   Panchayat Development Plan Report

     o   Sector Wise Activity Status Report

     o   Fourteenth Finance Commission (FFC) Dashboard

     o   Plan Status Report

     o   Plan Plus Map



As you successfully login to the package, the first page that you see is menu page (Fig 5.1), which is
rendered as per the privileges, assigned your account. The left hand side menu shows what the user
can do and on the right hand side shows the list of pending tasks.

As per the role assigned to the user the following options will appear




                                                      Fig 5.1
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Refer to sections on each of these options for more details.

5.1 Requirement Section

This section covers the Requirements of the Planning Unit. Planning begins with suggestions/need/
expectations expressed either by citizens or in Gram Sabhas/Area Sabhas or by Planning Unit. Each
Planning Unit (Rural Local Bodies/Urban Local Bodies/Line Department) identifies works or incorporate
a suggestion and can assign it to a project. The stakeholder who would be providing the information are
citizen and work definer for Rural Local Bodies/Urban Local Bodies/Line Department. The user with a
Work Definer role will provide information for the requirement section.

The following table describes the options available under requirement section.


Requirements Section                                                        Role

Suggestion:

             o   Open Public Suggestion Box

             o   Create Suggestion/Resolution                             Work Definer



Activity :

             o   Create Activity

             o   Modify Activity

             o   View Activity

             o   Delete Activity



5.1.1 Suggestion

General Description

Suggestion is one of the important activity associated with the planning process; the planning process
begins with Gram/Ward Sabha or any planning unit or any individual expressing their needs to other
planning units. The suggestion box is basically a collection of wish list. For example a GP may suggest
its BP to build a link road or a GP may suggest a municipality to build a warehouse.

These suggestions are shared in public domain and with DPC and other planning Units.
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Planning units can decide if there is any need to take up the suggested need as a work in any of their
Plans. DPC can further extend its comments on the proposed work once the plan is send to DPC.

Citizen as well as a user with a work definer role is allowed to create a suggestion in PlanPlus
Package. But citizen will only be able to add suggestion if, user from work definer role has opened it for
the citizen to apply. If not, then citizen will not be able to send the suggestions. Apart from creating a
suggestion, the user can view the suggestions forwarded to them by other Planning Units and also by
Citizens. Add Suggestion option is available on the Main Screen (for citizen) and under Requirement
Section for the user with Work Definer Role.

As you choose to create a suggestion in work definer role, following details associated with the
suggestion are required:

        Plan Year

        Plan Unit Type

        Date of Meeting

        Chairperson Name

        No. of attendees

        Suggestion Type

                 If Public is selected as suggestion type, then

                       Action

                       Focus Area of Suggestion

                       Expected Benefits

                       Remarks

                  If Gram Sabha is selected as suggestion type, then

                       Suggestion/Resolution

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                       Focus Area of Suggestion

                       Expected Benefits

                       Proceedings of Meeting

Two Buttons viz. Save and Cancel appear at the bottom.

Screen Description

Fig. 5.2 provides a sample picture of the Create Suggestion form as it appears on your screen. The
title of the form viz. Create Suggestion is displayed at the top. This is followed by a message that says
- * Mandatory Field(s) must be filled in. This indicates that the fields marked with asterisks must be
filled-in and cannot be left blank. As a convention commonly adopted throughout the software, this
message appears in all the forms to indicate the fields that are compulsorily required to be filled-in.




                                                  Fig. 5.2

Create Suggestion form contains following fields as indicated below. The fields that are shown on
create suggestion screen and drop down option may vary depending on whether you are submitting
the suggestion through public domain or logged in to the package and have work definer role.

         Plan Year

         Plan Unit Type

         Date of Meeting

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        Chairperson Name

        No. of attendees

        Suggestion Type

                 If Public is selected as suggestion type, then

                       Action

                       Focus Area of Suggestion

                       Expected Benefits

                       Remarks

                  If Gram Sabha is selected as suggestion type, then

                       Suggestion/Resolution

                       Focus Area of Suggestion

                       Expected Benefits

                  Proceedings of Meeting

Plan Year – This field tells you the year for which you are submitting the suggestion.

Plan Unit type – This field specifies the planning unit type for which the logged in user can create a
project definition. The type of Plan Unit for which the user can create a project are defined when the
user account is created.

Date Of Meeting – This field specifies the date and month of the financial year in which suggestion is
submitted.

Chairperson Name – This field specifies the name of the chairperson.

No. of Attendees – This field specifies the No. of Attendees who attended the meeting.


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Suggestion Type- This field specifies the type of suggestion i.e. either it is public suggestion or
suggestion suggested in gram sabha meeting.

Suggestion/Resolution: This field specifies the Suggestion/Resolution to given at the gram Sabha
Meeting.

Action: This field specifies whether the suggestion given by public is to be approved or rejected.

Focus Area of Suggestion: This field specifies the focus area to which suggestion belongs

Expected Benefits: This field specifies the expected benefit, if this project is taken up.

Proceedings of Meeting: This field specifies, to upload the minutes of meeting (if any).

Save – This button allows you to save the suggestion.

Cancel – This button enables you to abort the Create Suggestion operation and will take you back to
the default login/main screen, from where you chose to open the Create Suggestion form.

How to Create a Suggestion

To be able to create a suggestion, follow the steps given below:

             1) Invoke the PlanPlus package. Create suggestion option will be visible on the default
                 login screen or on the left menu once you login to the package using your User ID
                 and Password and have Work Definer Role. See Login section for more details.

             2) Click Create Suggestion option to open create suggestion form.


             3) Create Suggestion form displays only those data fields, which are meant for you.
                 You will notice that there are certain fields marked with * sign, which means that they
                 are mandatory for you and required to be filled in.

             4) You can click on the field and enter the value. Chairperson Name, No. of attendees,
                 Expected benefits, Suggestion/Resolution are text boxes and you can enter the
                 value by clicking in that field. Plan Year, Plan unit type, Focus Area of Suggestion and
                 action are drop down list and you can select the appropriate type from the list.


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             5) Click the Save button to save the newly created suggestion or click Cancel button to
                  abort the create suggestion operation.


             6) In case you chose to cancel the operation in the step 5, the system takes you back to
                  the PlanPlus Main Screen without saving your suggestion.

             7) In case you chose to save the details in step 5, a message: “The Suggestion was
                  saved successfully” is displayed to you provided all mandatory fields that are meant
                  for you are filled. Click OK to continue. As you click OK, you are brought back to
                  default Login Page or PlanPlus Main Screen to enable you to create more suggestion,
                  if you desire.

What happens when a suggestion is saved?


             1) The newly created suggestion is saved and is internally transferred to the planning
                  unit for which it is meant. An alert would be displayed to the planning unit when a
                  suggestion is forwarded to it and the Planning Unit can go through the suggestion and
                  if desire can formulate a work and include it in a plan.


             2) In case, a suggestion is not forwarded to any planning unit it will be available to all.


             3) The system automatically forwards the suggestion to the desired planning unit and
                  places it in its alert dialog box.

Messages

As you create a suggestion, you may be prompted with one of the following messages.

 S.No            Message                        Reason                     Expected Action from the user


1.        Plan Year is required       This indicates that it is            Click OK to resume and select
                                      mandatory for you to enter           the plan Year.
                                      the    Plan       Year.       This
                                      message          is      displayed
                                      when     you          click   Save
                                      button without selecting

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 S.No            Message                        Reason                 Expected Action from the user


                                     Plan     year    in      Create
                                     Suggestion form.


2.        Plan    Unit   Type   is   This indicates that it is         Click OK to resume and select
          required.                  mandatory       for   you    to   the Plan Unit Type.
                                     select the Plan unit type.
                                     This message is displayed
                                     when      you    click    Save
                                     button without selecting
                                     Plan unit type in Create
                                     Suggestion form.


3.        Date Of Meeting            This indicates that it is         Click OK to resume and select
                                     mandatory       for   you    to   the Date of Meeting.
                                     select the Date of Meeting.
                                     This message is displayed
                                     when      you    click    Save
                                     button without selecting
                                     Date of Meeting in Create
                                     Suggestion form.


4.        Chairperson Name           This indicates that it is         Click OK to resume and enter
                                     mandatory for you to enter        the name of chairperson.
                                     the     Chairperson      name.
                                     This message is displayed
                                     when      you    click    Save
                                     button    without     entering
                                     name of chairperson in
                                     Create Suggestion form.


5.        No of attendees            This indicates that it is         Click OK to resume and enter
                                     mandatory for you to enter        the No of attendees.


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 S.No             Message                      Reason                       Expected Action from the user


                                     the No of attendees. This
                                     message        is        displayed
                                     when     you        click    Save
                                     button without entering No
                                     of attendees in Create
                                     Suggestion form.


6.        Focus       Area      of   This indicates that it is              Click OK to resume and select
          Suggestion                 mandatory       for       you     to   the Focus Area of Suggestion.
                                     select the Focus Area of
                                     Suggestion. This message
                                     is displayed when you
                                     click Save button without
                                     selection Focus Area of
                                     Suggestion          in      Create
                                     Suggestion form.


7.        Suggestion/Resolution      This indicates that it is              Click OK to resume and enter
                                     mandatory for you to enter             the Suggestion/Resolution.
                                     the Suggestion/Resolution.
                                     This message is displayed
                                     when     you        click    Save
                                     button    without         entering
                                     Suggestion/Resolution             in
                                     Create Suggestion form.


8.        Expected Benefit is        This indicates that it is              Click OK to resume and type the
          required                   mandatory for you to type              Expected Benefit in Expected
                                     the expected benefits if               Benefit text-box.
                                     this      suggestion              is
                                     implemented.                    This
                                     message        is        displayed

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 S.No            Message                          Reason              Expected Action from the user


                                     when     you    click     Save
                                     button without typing in
                                     Expected        Benefit     in
                                     Create Suggestion form.


4.        The Suggestion was         This indicates that the          Click OK to continue.
          saved successfully         specified suggestion was
                                     created successfully.




As you choose to enter details for open public suggestion box in work definer role, following details
associated with the suggestion are required:

         Plan Unit Type

         Meeting Date

         Suggestion Date

 Two Buttons viz. Save and Cancel appear at the bottom.

     Screen Description

     Fig. 5.2 provides a sample picture of the Open Public Suggestion form as it appears on your
     screen. The title of the form viz. Open Public Suggestion is displayed at the top. This is followed
     by a message that says - * Mandatory Field(s) must be filled in. This indicates that the fields
     marked with asterisks must be filled-in and cannot be left blank. As a convention commonly
     adopted throughout the software, this message appears in all the forms to indicate the fields that
     are compulsorily required to be filled-in.




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Plan Unit type – This field specifies the planning unit type for which the logged in user can create a
project definition. The type of Plan Unit for which the user can create a project are defined when the
user account is created.

Meeting Date – This field specifies the date and month of the financial year in which suggestion is
submitted.

Suggestion Date from & To- This field specifies the date and month from which suggestion will be
open, to which date it will remain open for public.

Save – This button allows you to save the suggestion.

Cancel – This button enables you to abort the Create Suggestion operation and will take you back to
the default login/main screen, from where you chose to open the Create Suggestion form.

How to Open public suggestion box

To be able to open public suggestion box, follow the steps given below:

             1) Invoke the PlanPlus package. Open Public Suggestion box option will be visible on
                  on the left menu once you login to the package using your user ID and Password
                  and have Work Definer Role. See Login section for more details.

             2) Click Open Public Suggestion Box option to open public suggestion box.


             3) Open Public Suggestion Box form displays only those data fields, which are meant
                  for you. You will notice that there are certain fields marked with * sign, which means
                  that they are mandatory for you and required to be filled in.


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