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

PlanPlus v2.0 A Software for Grass Roots Level Planning UserManual (NIC-PID-PLANPLUS-USERMANUAL2.0) Preparedby: PROJECTTEAM Reviewedby: PROJECTLEADER Approvedby: PROJECTMANAGER Panchayat Informatics Division National Informatics Centre Department of Information Technology Ministry of Communications & Information Technology Government of India No part of this document shall be reproduced without prior permission of Director General, National Informatics Centre

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 2 OF 95 Amendment Log Version no.

Date Change number Brief Description Section Change 1.0

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 3 OF 95 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

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 4 OF 95 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.

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 5 OF 95 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.

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 6 OF 95 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

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 7 OF 95 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 .

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 8 OF 95 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 mandated that all plans from 11 th 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.

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 9 OF 95 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.

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 10 OF 95 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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 11 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 12 OF 95 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.

Citizens/ NGOs/ CBOs/ GramSabhas/ Area Sabhas/ Planning Units Planning Unit (ULBs & RLBs) Technical Approval Committee (BTAC/DTAC/STAC) DPC Suggest Needs/Expectations Formulate Projects (Sectoral Integration) Assign Works to Projects (Estimates,time, location etc) Prepare Annual Plan (Prioritization & source of funding) Evaluate for Technical Scrutiny/ Sanction Forward to TAC Evaluate for Administrative Approval All works approved? Review Yes All works approved? Review Approved Plan Yes Unstructured wish-list Integration with CSS/State Fund info, SORs, Norms, GP Boundaries, Census Database, Local resource database etc.

Services (G2C, G2B,G2G etc) Implementation Monitoring PRI Accounting (PRIASoft) Linkages PlanPlus WorkFlow National Panchayat Portal Linkages

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 13 OF 95 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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 14 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 15 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 16 OF 95 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 provided cannot be determined to be authentic.

This indicates that either User Id or Password entered by you is not correct. Refill the login details with correct User Id or Password. 2. You have entered wrong captcha. This indicates the captcha entered by the user is wrong. As the captcha is case sensitive view the captcha carefully and refill the login details with correct captcha provided on the screen.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 17 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 18 OF 95 • 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 19 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 20 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 21 OF 95 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 Activity : o Create Activity o Modify Activity o View Activity o Delete Activity Work Definer Planning Annual Plan: o Create Annual Plan o Modify Annual Plan o Revert Action plan Approval: • Admin Approval Planner DPC Administrative

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 22 OF 95 Approval TAG Resource Envelope Scheme Fund Details: • Opening Balance • Budgetary Allocation • GPDP mis Fund Allocator 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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 23 OF 95 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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 24 OF 95

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 25 OF 95 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 Activity : o Create Activity o Modify Activity o View Activity o Delete Activity Work Definer 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 26 OF 95 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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 27 OF 95 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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 28 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 29 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 30 OF 95 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 mandatory for you to enter the Plan Year. This message is displayed when you click Save button without selecting Click OK to resume and select the plan Year.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 31 OF 95 S.No Message Reason Expected Action from the user Plan year in Create Suggestion form. 2. Plan Unit Type is required. This indicates that it is mandatory for you to select the Plan unit type. This message is displayed when you click Save button without selecting Plan unit type in Create Suggestion form. Click OK to resume and select the Plan Unit Type. 3. Date Of Meeting This indicates that it is mandatory for you to select the Date of Meeting.

This message is displayed when you click Save button without selecting Date of Meeting in Create Suggestion form.

Click OK to resume and select the Date of Meeting. 4. Chairperson Name This indicates that it is mandatory for you to enter the Chairperson name. This message is displayed when you click Save button without entering name of chairperson in Create Suggestion form. Click OK to resume and enter the name of chairperson. 5. No of attendees This indicates that it is mandatory for you to enter Click OK to resume and enter the No of attendees.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 32 OF 95 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 Suggestion This indicates that it is mandatory for you to 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. Click OK to resume and select the Focus Area of Suggestion. 7. Suggestion/Resolution This indicates that it is mandatory for you to enter the Suggestion/Resolution. This message is displayed when you click Save button without entering Suggestion/Resolution in Create Suggestion form.

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

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 33 OF 95 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 saved successfully This indicates that the specified suggestion was created successfully. Click OK to continue. 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 34 OF 95 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.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 35 OF 95 4) You can click on the field and enter the value. Plan unit type, Meeting Date and Suggestion Date are drop down list and Date calendar and you can select the appropriate type from the list. 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: “Data 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 an open public suggestion is saved? 1) Open public suggestion details are saved and citizen will be able to enter suggestion from the time period suggestion box is opened, to date it is opened for. 2) Suggestion box for citizen will get closed after the to date entered.

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

Click OK to resume and select the Plan Unit Type.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 36 OF 95 S.No Message Reason Expected Action from the user 2. Please select Meeting date This indicates that it is mandatory for you to select the Date of Meeting. This message is displayed when you click Save button without selecting Date of Meeting in Create Suggestion form. Click OK to resume and select the Date of Meeting. 4. Please select from Date This indicates that it is mandatory for you to select Suggestion Date from.

This message is displayed when you click Save button without selecting suggestion date from in Create Suggestion form. Click OK to resume and select the suggestion date.

5 Please select To Date This indicates that it is mandatory for you to select Suggestion Date from. This message is displayed when you click Save button without selecting suggestion date to in Create Suggestion form Click OK to resume and select the suggestion date.

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 37 OF 95 5.1.2 Activity General Description Planning Unit (District Panchayat / Intermediate Panchayat / Village Panchayat / Corporation / Municipality / Town Areas / Notified Area Council / Line department) create an activity.

A user with a work definer role is allowed to Create / Modify/View/ Delete an activity in PlanPlus Package. Create / Modify/View/Delete activity option is available on the Main Screen (left menu) under Requirement Section for the user with Work Definer Role.

As you choose to create an activity, following details associated with the activity are required: Plan Year Plan Unit Type Type of activity Activity Name Activity Description Activity Focus Area Implementing Agency Need to be fulfilled Activity For Whether activity is exclusive for Woman, children or both? Whether activity is exclusive for differently able person? Whether activity is expected to enhance livelihood opportunities for the people? Public Works Beneficiary Oriented Programmes

NATIONAL INFORMATICS CENTRE _ _ PLANPLUS _ USER MANUAL VERSION 2.0 _ _ _ _ NIC-PID _ _ PLANPLUS _ _ USERMANUAL 2.O RELEASE DATE:01-03-2016 PAGE 38 OF 95 Is activity part of disaster management plan? Is this a costless activity? Activity is Start Month Total Duration Total Cost Total Expected beneficiaries Two Buttons viz.

Save and Cancel appear at the bottom. Screen Description Fig. 5.4 provides a sample picture of the Create Activity form as it appears on your screen. The title of the form viz. Create Activity 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. Operational Maintenance Upgradation Fresh