PlanPlus User Manual

PlanPlus PlanPlus PlanPlus PlanPlus

A Software for Grass Roots Level Planning

User Manual

(NIC-PID-PLANPLUS-USER MANUAL1.0)

Prepared by : PROJECT TEAM

Reviewed by : PROJECT LEADER

Approved by : PROJECT MANAGER

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

NATIONAL INFORMATICS CENTRE PLANPLUS USER MANUAL VERSION 1.0

NIC-PID-PLANPLUS-USERMANUAL 1.O PAGE 2 OF 2 RELEASE DATE : 27-02-2008

Amendment Log

Version no. Date Change number Brief Description Section Change

1.0



Table of Content

1.0 Introduction.................................................................................................................................... 5

1.1 Audience............................................................................................................................................................ 5 1.2 Purpose of this document................................................................................................................................. 5 1.3 Document Organization................................................................................................................................... 5 1.4 Conventions ...................................................................................................................................................... 6 1.5 References......................................................................................................................................................... 6 1.6 Definitions/Glossary......................................................................................................................................... 7 1.7 Problem Reporting ........................................................................................................................................... 8

2.0 Brief Overview ............................................................................................................................... 9

2.1 Introduction....................................................................................................................................................... 9 2.2 Features ............................................................................................................................................................ 9 2.3 Sections ...........................................................................................................................................................11 2.4 Target Users ...................................................................................................................................................11

3.0 General Workflow ............................................................................................................................... 12

4.0 General/Common Operating Instructions....................................................................................... 14

4.1 Login ...............................................................................................................................................................15 4.2 Logout .............................................................................................................................................................20 4.3 Switch Language ............................................................................................................................................21 4.4 Change Password...........................................................................................................................................21

5.0 Specific Operating Instructions........................................................................................................ 22

5.1 Requirement Section............................................................................................... 26 5.1.1 Suggestion....................................................................................................................................................26 5.1.2 Project..........................................................................................................................................................31 5.1.3 Work.............................................................................................................................................................36 5.1.4 Co-Option of Works ....................................................................................................................................46

5.2 Resource Envelope Section..................................................................................... 48 5.2.1 Fund Allocation to Plan Unit......................................................................................................................48 5.2.2 Thrust Area/Activity.....................................................................................................................................53 5.2.3 Financial Target..........................................................................................................................................56 5.3.4 Own Funds...................................................................................................................................................61

5.3 Planning .................................................................................................................. 64 5.3.1 Annual Plan .................................................................................................................................................65 5.2.2 Accord Approval..........................................................................................................................................71 5.3.3 Supra Project...............................................................................................................................................75

5.4 Advanced Options................................................................................................... 76 5.4.1 User Group..................................................................................................................................................77 5.4.2 User..............................................................................................................................................................83 5.4.3 Process Flow ...............................................................................................................................................90 5.4.4 Language Package......................................................................................................................................96

5.5 Master Data............................................................................................................. 99 5.5.1 Scheme .......................................................................................................................................................100 5.5.2 SOR ............................................................................................................................................................108 5.5.3 Norms.........................................................................................................................................................113



5.5.3 Agency........................................................................................................................................................118 5.5.4 Line Department........................................................................................................................................121

5.6 Monitoring Reports............................................................................................... 126



1.0 Introduction

1.1 Audience

This document is meant for all those who will be using the PlanPlus v1.0 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 v1.0 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.

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, 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 HeadingChapter HeadingChapter HeadingChapter Heading – Arial Black, 12 pt, Bold

SubSubSubSub----Heading Level 1Heading Level 1Heading Level 1Heading 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.

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 v1.0 (NIC-PID-PlanPlus SRS –

ver1.0).

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, 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

SOR Schedule of Rates

MoPR Acronym for Ministry of Panchayati Raj



Term Description

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 [email protected] .



2.02.02.02.0 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 11th 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 v1.0 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 a work, 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 works are not abandoned for lack of funds.



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 works 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 a

work 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.



2.3 Sections

PlanPlus is divided into following sections

Requirement Specification – Captures information on Wish List, Works (location, proposed cost,

proposed duration, 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.

Advanced Option – This section covers the concept of User Group, Users, Plan process flow

definition and Language Package.

Monitoring Reports – 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

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 works

or incorporates a suggestion and can assign it to a project.

Once projects/works are identified the planning units carry out a yearly exercise of preparing an

Annual Plan. Annual Plan exercise involves, listing all the works that are supposed to be taken up in

the finanacial year, prioritizing these works and identifying various resources (Schemes) to fund these

activities. PlanPlus enables intelligent convergence of funds from different schemes for a work, 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 works 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.



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.

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.

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 PlanYes

Unstructured wish-list

Inte

grat i

on

wit

h C

SS

/Sta

te F

un

d i

nfo

, S

OR

s, N

orm

s,

GP

Bou

nd

ari

es, C

ensu

s D

ata

base

, L

oca

l res

ou

rce d

ata

base

etc

.

Services

(G2C, G2B,G2G etc)

Implementation

Monitoring

PRI

Accounting

(PRIASoft)

Linkages

PlanPlus WorkFlow

National

Panchayat Portal

Linkages



4.0 General/Common Operating Instructions

PlanPlus V1.0 is a web based package, the user need to type http://planplus.gov.in/planplus in the

address bar of the browser to invoke the software. Eventually the software would be shifted to

http://planning.gov.in

There are certain generic functions that you will need to perform on almost all the screens. These

include options like GIS, Print, Help and Home. The following paragraphs provide a description of

such options, which are commonly available throughout the software.

GIS

GIS option provides you an opportunity to view the GIS maps (Gram Panchayat Map/ Block Panchayat

Map/ District Panchayat Map) on various parameters of Health, Education, and Population etc. This

option will be helpful to view the developmental profile and plan for the unit accordingly. A sample

output is shown in the figure below.



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

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

UserID 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.

Fig. 4.1

Login form contains three fields as indicated below.

Language – This field allows you to select the language in which you want to operate the software.

You can select the language of your choice from the drop-down list that contains the languages

supported by the package. Once the user select the language the entire package would start working in



the local language. In case he does not choose any language, the package will work in default

language that is English.

This field allows you to select the language in which you wish to operate the software.

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) Select the Language from the drop down list. The selected language specifies the

language in which you wish to operate the package. As you select a language, all the

labels on the login form will appear in the selected language.



3) Click the Language bar displayed on the Task bar to expand the list of languages

available on your computer. Select the same language as chosen in the previous step

to enable typing in the selected language.

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

5) Click inside the Password text-box and type your password.

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 screen is displayed in the language that you have chosen while Login.

3) The Left hand side menu is rendered as per the privileges and roles assigned to the

logged in user.

4) 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. Login is invalid.

Either User Id or

Password is

incorrect.

This indicates that either

User Id or Password

entered by you is not

correct.

Click OK to resume and revise

the User Id or Password,

whichever is not correct.



What more can you do from the Login screen

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

login. These reports include

• Approved Plans – 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.

• Plans in Pipeline - 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.

• Credit Plan - This report allows the citizen to view the credit offered by Financial Institutions to

various Plan Units. The user is allowed to select the plan year, state and focus area for which

he wants to view the credit availability. The output is shown District / Focus area wise, that is,

how much credit is available under each focus area. The user can drill down to know the credit

availability at each plan unit type.

• Scheme Plan - This report allows the citizen to view the outlay available under a scheme to

various Plan Units. The user is allowed to select the plan year, state and scheme for which he

wants to view the outlay. The output is shown District / Plan Unit Type wise, that is, how much

outlay is available under each plan unit type. The user can drill down to know how this outlay is

utilized under different works.

• Sectoral Plan – This report allows the citizen to view the outlay available under different

sectors to various Plan Units. The user is allowed to select the plan year, state and focus area

for which he wants to view the outlay. The output is shown District / Sector wise, that is, how

much amount from different scheme is available under each sector. The user can drill down to

know the outlay availability at each plan unit type.



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.

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. You will see that your

package 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.



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

Create Suggestion

View Suggestion

Project

Create Project

Modify Project

Works

Create Work

Modify Work

Work Definer

Planning

Annual Plan

Create Annual Plan

Modify Annual Plan

Approval

Accord Approval

Supra Project

Create Supra Project

Modify Supra Project

Planner

DPC


TAG

DPC



Delete Supra Project

Priority Sector

Identify Priority Sector

View Plan in Priority Sector

DPC

Resource Envelope

Scheme Fund Details

Fund Allocation to Plan Unit

Credit Fund Details

Thrust Area/Activity

Financial Target

Own Fund Details

Add Own Fund Details

Modify Own Fund Details

Fund Allocator

Financial Institution

Planner

Master Data

Scheme

Create Scheme

Modify Scheme

Delete Scheme

SOR

Create SOR

Modify SOR

Delete SOR

Norms

Create Norms

Modify Norms

Delete Norms

Agency

Scheme Definer

SOR Definer

Norms Definer



Create Agency

Modify Agency

Delete Agency

Line Department

Create Line Department

Modify Line Department

Delete Line Department

State Administrator

System Administrator

State Administrator

Advanced Option

User Group

Create User Group

Modify User Group

Delete User Group

User

Create User

Modify User

Delete User

Process Flow

Create Process Flow

Modify Process Flow

Delete Process Flow

Language Package

Create Language Package

Modify Language Package

Delete Language Package

State Administrator


User Manager

State Administrator

State Administrator

Monitoring Reports

Plans in Pipeline

Approved Plan Report



Credit Plan

Sectoral Plan

Scheme Plan

Plan Report

District Plan Report

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



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

Create Suggestion

View Suggestion

Project

Create Project

Modify Project

Works

Create Work

Modify Work

Work Definer

5.1.1 Suggestion

General Description

Suggestion is one of the important activity associated with the planning process; the others being

identification of works; cost estimation; annual plan preparation etc. 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.

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. Apart from creating a suggestion, the user can view the suggestions forwarded to them by

other Planning Units and also by Citizens. 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, following details associated with the suggestion are required:

� Language

� Suggested By

� Suggestion

� Expected Benefit

� Forwarded to

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.

� Language

� Suggested By

� Suggestion


� Forwarded to



Language – This field tells you the language in which you are submitting the suggestion. If the user is

logged in, it is assumed that all the suggestion will be provided in current user interface language.

Suggested By – This field specifies who is giving the suggestion.

Suggestion – This field specifies the suggestion details.

Expected Benefit – This field specifies the expected benefit, if this suggestion is implemented.

Forwarded to – This field specifies the planning unit type to whom this suggestion is to be forwarded.

Depending upon the planning unit type, the user will be prompted to select the plan unit.

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 UserId 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. Suggestions, Expected Benefit are text

boxes and you can enter the value by clicking in that field. Language, Suggested By,

Forwarded to are drop down list 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: “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.


1. Suggested By is

required

This indicates that it is

mandatory for you to enter

the name/details about the

person who is giving the

suggestion. This message

is displayed when you click

Save button without typing

in suggested by in Create

Suggestion form.

Click OK to resume and type the

details about the person who is

giving the suggestion.




2. Suggestion Details is

required.


mandatory for you to type

the suggestion details. This

message is displayed

when you click Save

button without typing in

Suggestion in Create

Suggestion form.


suggestion in Suggestion text-

box.

3. Expected Benefit is

required


mandatory for you to type

the expected benefits if this

suggestion is

implemented. This


when you click Save


Expected Benefit in Create

Suggestion form.


Expected Benefit in Expected

Benefit text-box.

4. The Suggestion was

saved successfully

This indicates that the

specified suggestion was

created successfully.

Click OK to continue.

5.1.2 Project

General Description

Planning Unit (District Panchayat / Intermediate Panchayat / Village Panchayat / Corporation /

Municipality / Town Areas / Notified Area Council / Line department) create a project definition cutting

across different sector. A project would invariably consist of one or more activities, possibly belonging

to different sectors. A project, by integrating the activities of different sectors and the resources

available for them would ensure maximum impact of the interventions in different sectors. Thus, for



example, a project on watershed development would typically consist of activities in soil conservation,

water harvesting, micro irrigation, bio-mass generation, fisheries, animal husbandry, agro processing

and micro enterprise, all suitable sequenced. It is also possible for a ULB/RLB to specifiy just one

activity within a project.

A user with a work definer role is allowed to create / Modify a project in PlanPlus Package. Create /

Modify Project option is available on the Main Screen (left menu) under Requirement Section for the

user with Work Definer Role.

As you choose to create a Project, following details associated with the project are required:

� Plan Unit Type

� Plan Unit

� Project Name

� Project Description



Screen Description

Fig. 5.3 provides a sample picture of the Create Project form as it appears on your screen. The title of

the form viz. Create Project 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





Fig. 5.3

Create Project form contains following fields as indicated below.

� Plan Unit Type

� Plan Unit

� Project Name

� Project Description


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.



Plan Unit – Depending upon the planning unit type, the plan unit type will specify the actual plan unit

for which the project definition is being created.

Project Name – This field specifies the name of the project.

Project Description – This field specifies a brief description about the project.

Expected Benefit – This field specifies the expected benefit, if this project is taken up.

Save – This button allows you to save the project.

Cancel – This button enables you to abort the Create Project operation and will take you back to the

main screen (left menu), from where you chose to open the Create Project form.

How to Create a Project

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

1) Invoke the PlanPlus package. Create Project option will be visible on the left menu

under Requirement Section � Project once you login to the package using your

UserId and Password and have Work Definer Role. See Login section for more

details.

2) Click Create Project option to open create Project form.

3) Create Project 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. Project Name, Project Description,

Expected Benefit are text boxes and you can enter the value by clicking in that field.

Plan Unit Type and Plan Unit are drop down list and you can select the appropriate

type (the plan unit for which you are creating the project definition) from the list.

5) Click the Save button to save the newly created project or click Cancel button to abort

the create project operation.


the PlanPlus Main Screen without saving your project.



7) In case you chose to save the details in step 5, a message: “The Project 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 PlanPlus

Main Screen to enable you to create more projects, if you desire.

What happens when a project is saved?

1) The newly created project is saved and is available to the planning unit for assigning

works.

Messages

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


1. Project Name is

required



the Project Name. This


when you click Save


Project Name in Create

Project form.


Project Name in Project Name

text-box..

2. Project Description is

required.



the Project Description.

This message is displayed

when you click Save


Project Description in

Create Project form.


Project Description in Project

Description text-box.

3. The Project Details

was saved


specified project was





successfully created successfully.

5.1.3 Work

General Description

Planning Unit (District Panchayat / Intermediate Panchayat / Village Panchayat / Corporation /

Municipality / Town Areas / Notified Area Council / Line department) create a work.

A user with a work definer role is allowed to Create / Modify a work in PlanPlus Package. Create /

Modify work option is available on the Main Screen (left menu) under Requirement Section for the user

with Work Definer Role.

As you choose to create a Work, following details associated with the work are required:

� Plan Unit Type

� Plan Unit

� Work Name

� Work Description

� Work Focus Area

� Project Name

� Implementing Agency

� Need to be fulfilled

� Proposed Active Beneficiary

� Proposed Passive Beneficiary

� Asset Details



� Cost Estimation

� Activity/Expenditure Schedule

� Expenditure Schedule

Asset Specification, Cost estimation and Activity/Expenditure schedule are optional and depending

upon the varying levels of capacities and experiences of different states in the Planning process, the

details could be entered.


Screen Description

Fig. 5.4 provides a sample picture of the Create Work form as it appears on your screen. The title of

the form viz. Create Work is displayed at the top. This is followed by a message that says - *








Fig. 5.4

Create Work form contains following fields as indicated below.

� Plan Unit Type

� Plan Unit

� Work Name

� Work Description

� Work Focus Area

� Project Name

� Implementing Agency



� Need to be fulfilled

� Proposed Active Beneficiary

� Proposed Passive Beneficiary

� Asset Details

� Cost Estimation

� Activity/Expenditure Schedule

� Expenditure Schedule

Plan Unit Type – This field specifies the planning unit type for which the logged in user can create a

work definition. The type of Plan Unit for which the user can create a work are defined when the user

account is created.

Plan Unit – Depending upon the planning unit type, the plan unit type will specify the actual plan unit

for which the work definition is being created.

Work Name – This field specifies the name of the work.

Work Description – A brief description about the work.

Work Focus Area – This field allows you to select the list of 29 Subjects of Rural Local Body and 19

Subjects of Urban Local Body. A work focus area acts as a link to integrate various schemes from

which this work could be funded. (Sectoral Integration)

Project Name - The project under which this work would be executed.

Implementing Agency – This field specifies the name of implementing agency.

Need to be fulfilled – This button allows the user to link the work with the suggestional needs. A work

could fulfill multiple suggestions that have been forwarded to the planning unit.

Proposed Active Beneficiary – This section captures the number of people who would be benefited

when the work is being carried out.



Proposed Passive Beneficiary – This section captures the number of people who would be benefited

after the work is completed.

Asset Details – Proposed location of the asset ie the physical location, the name of the village where

the asset would be located.

Expenditure Schedule Details – Expenditure Schedule ie how much expenditure would be incurred

each year to carry out the work.

Cost Estimation - Cost Estimation module which include specifying the agency for schedule of rates,

identifying the item of expenditure, total number of units to calculate the cost of work.

Activity/Expenditure Schedule - Activity/Expenditure Schedule ie which activity is carried out in which

month and how much would be the expenditure in each month.

Asset Specification, Cost estimation and Activity/Expenditure schedule are optional and depending

upon the varying levels of capacities and experiences of different states in the Planning process, the

details could be entered.

Save – This button allows you to save the work.

Cancel – This button enables you to abort the Create Work operation and will take you back to the

main screen (left menu), from where you chose to open the Create Work form.

How to Create a Work

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

1) Invoke the PlanPlus package. Create Work option will be visible on the left menu

under Requirement Section � Work once you login to the package using your UserId

and Password and have Work Definer Role. See Login section for more details.

2) Click Create Work option to open create work form.

3) Create Work form displays only those data fields, which are meant for you. You will





4) You can click on the field and enter the value. Work Name, Work Description,

Implementing Agency, Proposed Active and Passive Beneficiary etc are text boxes

and you can enter the value by clicking in that field. Plan Unit Type and Plan Unit are

drop down list and you can select the appropriate type (the plan unit for which you

are creating the work definition) from the list. Work Focus Area is a drop down list

specifying the subject areas of RLB and ULB, the user can select one of them to

which this work falls.

5) You can optionally link a work to a project by selecting the project from a drop down

list.

6) You can optionally link a work to the suggestions it fulfills by clicking the button Need

to be fulfilled. This opens a form listing all the suggestions forwarded to the planning

unit. The user can select the suggestion.

7) You can specify the Expenditure Schedule ie how much expenditure would be

incurred each year to carry out the work.

8) Asset Specification, Cost estimation and Activity/Expenditure schedule are optional

and depending upon the varying levels of capacities and experiences of different

states in the Planning process, the details could be entered.

9) Click the Save button to save the newly created work or click Cancel button to abort

the create work operation.


the PlanPlus Main Screen without saving your work.

11) In case you chose to save the details in step 9, a message: “The work 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 PlanPlus

Main Screen to enable you to create more work, if you desire.

What happens when a work is saved?

1) The newly created work is saved and is available to the planning unit for inclusion in

annual plan.



Messages

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


1. Please enter the

Work Name.



the Work Name. This


when you click Save


Work Name in Create

Work form.


Work Name in Work Name text-

box..

2. Please enter the

Work Description.



the Work Description. This


when you click Save


Work Description in Create

Work form.


Work Description in Work

Description text-box..

3. Please enter the

Work Focus Area.


mandatory for you to select

the Work Focus Area. This


when you click Save

button without selecting in

Work Focus Area in

Create Work form.

Click OK to resume and select the

Work Focus Area from Work

Focus Area drill down list.

4. Please select the

Beneficiary Type

before entering the



the type of Beneficiary.


Click OK to resume and select the

Beneficiary Type.




breakup This message is displayed

when you click Save

button without selecting in

type of beneficiary either in

Proposed Active

Beneficiary or Proposed

Passive Beneficiary in

Create Work form.

5. Please enter the total

cost of the Work.



the cost of the work. This


when you click Save


cost of the work in Create

Work form.


cost of the work in Total Cost

text-box.

6. Please enter the

Planned Start

(Month/Year) for the

Work.



the Planned Start

(Month/Year) for the Work.


when you click Save

button without selecting the

Planned Start

(Month/Year) for the work

in Create Work form.

Click OK to resume and select

Planned Start (Month/Year) for

the work from Planned Start

(Month/Year) drill down list.

7. Please enter the

duration of the Work



the duration of the Work.



duration of work in Work

Duration text-box.




when you click Save


duration of the work in

Create Work form.

8. The work Duration

cannot be more than

60 Month

This indicates that a work

could span at the

maximum to 5 years. This


when you click Save

button and have entered a

value more than 60 in

Total Duration (in

months) in Create Work

form.


duration of work less than 60

months in Total Duration (in

months) text-box.

9. Please enter the

proposed

expenditure for the

plan year(s)



the proposed expenditure

for the plan year(s). This


when you click Save


proposed expenditure

schedule for the work in

Create Work form.


proposed expenditure for the plan

year(s) for the work in Plan Year

and Financial Target text-box.

10. Sum of the amount

for all the Plan years

should be equal to

the total cost of the

work


mandatory that Sum of the

amount for all the Plan

years should be equal to

the total cost of the work.


when you click Save

Click OK to resume and ensure

that sum of the amount for all the

Plan years is equal to the total

cost of the work.




when you click Save

button and Sum of the

amount for all the Plan

years is not equal to the

total cost of the work.

11. The Work Details

was saved

successfully


specified work was created

successfully.


5.1.4 Co-Option of Works

General Description

PlanPlus provides facility for co-opting of works of a lower tier by a higher tier panchayat thereby

facilitating vertical integration. A Higher Planning unit while defining the work can have look on the

works proposed by its lower tier. And if they feel that it is more viable in terms of cost and benefit they

can co-opt the works of its lower tier formations.

Co-option of works is essentially a suggestion to DPC (and the concerned planning units) that the

higher tier can take up the works of the lower tier planning units, possibly to serve the interests of a

larger target population and/or if it is more viable economically.

The approval or rejection of works would primarily lie with DPC after deliberations with all concerned

planning units because it is quite possible that the higher unit which is co-opting the work of the lower

unit may not accord it the same priority as was given by lower formation so a mutual agreement is must

in case of co-option. This option is available to the work definer on Create / Modify Work.

Screen Description

Fig. 5.5 provides a sample picture of the Co-option of Work form as it appears on your screen. The

title of the form viz. Co-option of Work is displayed at the top.



Fig. 5.5

Cooption of work form contains the following fields as indicated below.

Plan Unit Type- This field allows the user to select the plan unit type whose work you want to coopt.

Plan Unit - Depending upon the plan unit type, the user can select the plan unit whose work they want

to coopt. All the works, which are planned by the unit would be shown and the user can co-opt the

work.


Confirm – This button allows you to confirm that the work definition that you are defining is basically

co-option of the selected work.

Cancel– This button allows you to cancel the co-option process and it would return the user to create

work screen.



5.2 Resource Envelope Section

This section covers the Resource Envelope available with Planning Unit. The stakeholder who would

be providing the information for this module are State Govt. / Financial Institution (NABARD / Banks) /

and Planning Units. State Government are providing resource envelope available under different

schemes. The user with a Fund Allocator role will provide the scheme wise fund availability for each

planning unit. Financial Institution like NABARD and other lead banks would be providing the Credit

available under different activities. The user with a Financial Institution role will provide the activity wise

credit availability for each planning unit. Also, Planning Unit can indicate the availability of own funds /

revenues which could be utilized for Planning developmental works. The following table describes

which role can specify what resource envelope.

Resource Envelope Role

Scheme Fund Details

Fund Allocation to Plan Unit

Credit Fund Details

Thrust Area/Activity

Financial Target

Own Fund Details

Add Own Fund Details

Modify Own Fund Details

Fund Allocator

Financial Institution

Planner

5.2.1 Fund Allocation to Plan Unit

General Description

The software captures for each year, plan unit wise details about the actual amount allotted/ expected

allocation/ unspent balance for the schemes managed by various central and state government

departments.

A user with a Fund Allocator role is allowed to specify fund allocation to the plan unit. Fund Allocation to

Plan unit option is available on the Main Screen (left menu) under Resource Envelope � Scheme



Fund Details for the user with Fund Allocator Role. Refer to Fig for Fund Allocation to Plan Unit

option

As you choose to allocate funds to plan unit for a Scheme, following details associated with the fund

allocation are required:

� Scheme

� Plan Year

� Plan Unit Type

� Plan Unit

� Unspent Balance

� Expected Allocation

� Annual Allocation


Screen Description

Fig. 5.6 provides a sample picture of the Fund Allocation to Plan Unit form as it appears on your

screen. The title of the form viz. Fund Allocation to Plan Units is displayed at the top.



Fig. 5.6

Fund Allocation to Plan Units form contains following fields as indicated below.

� Scheme

� Plan Year

� Plan Unit Type

� Plan Unit

� Unspent Balance


� Annual Allocation



Scheme - This specifies the scheme for which you are doing the allocation.

Plan Year – This specifies the year for which you are doing the allocation.

Plan Unit Type – This field specifies the planning unit type for which the logged in user can do fund

allocation. The type of Plan Units for which the user can do fund allocation are defined when the user

account is created.

Plan Unit – Depending upon the planning unit type, the system automatically retrieves all the plan unit

for which the logged in user can do fund allocation.

Unspent Balance – This field specifies the unspent Balance under the selected scheme for the

planning unit in the selected plan year.

Expected Allocation - This field specifies the Expected Allocation under the selected scheme for the


Annual Allocation - This field specifies the Annual Allocation under the selected scheme for the



Save – This button allows you to save the fund allocation to the plan unit.

Cancel – This button enables you to abort the Fund Allocation to Plan Units operation and will take

you back to the main screen (left menu), from where you chose to open the Fund Allocation to Plan

Units form.

How to do Fund Allocation to the Plan Units

To be able to do fund allocation to plan unit, follow the steps given below:

1) Invoke the PlanPlus package. Fund Allocation to Plan Unit option will be visible on

the left menu under Resource Envelope � Scheme Funds Details once you login to

the package using your UserId and Password and have Fund Allocator Role. See

Login section for more details.

2) Click Fund Allocation to Plan Unit option to open Fund Allocation to Plan Unit form.



3) Fund Allocation to Plan Unit form displays the drill down list for Scheme, Plan Year

and Plan Unit Type. You are required to select the scheme for which you want to do

the fund allocation, the year for which you are entering the allocation details. Plan Unit

Type will be a drill down list showing only those plan units for which the logged in user

can do fund allocation

4) Once you have selected the Plan Unit Type all the plan units of that type are shown in

a grid format. You can specify unspent balance, expected allocation, and annual

allocation for each plan unit in the text boxes.

5) Click the Save button to save the fund allocation details or click Cancel button to

abort the fund allocation to plan unit operation.


the PlanPlus Main Screen without saving your fund allocation details.

7) In case you chose to save the details in step 5, a message: “The Scheme Fund

Allocation Detail was saved successfully” is displayed. Click OK to continue. As

you click OK, you are brought back to Fund Allocation To Plan Unit form to enable

you to do more allocation under the scheme, if you desire.

What happens when a fund allocation details are saved?

1) The allocations are saved for the scheme and are available to the Plan Unit for

allocation under different works.

Messages

As you do fund allocation to plan unit, you may be prompted with one of the following messages.

S.No Message Reason Expected Action from the

user



1. The Fund Allocation

to the Plan Unit was

saved successfully

This indicates that the fund

allocation to the Plan Unit for

the specified scheme and

Plan Year was saved

successfully.

Click Ok to Continue

5.2.2 Thrust Area/Activity

The software captures for each year, the thrust area wise activity details and credit available under

these activities by each bank branch plan unit wise. These two form the Credit Plan for each plan unit.

The activities are classified under the thrust areas of ULBs and/or RLBs. The list will include the 19

subject areas of ULBs and 29 subject areas of RLBs. The thrust area of the activity and the work focus

area define the possible sources of funding for a work under credit plan.

A user with a Financial Institution role is allowed to specify credit plan for the plan unit. National Bank

for Agriculture and Rural Development (NABARD) with offices located in each district could be the

nodal agency to enter the credit plan details.

Thrust Area/Activity option is available on the Main Screen (left menu) under Resource Envelope �

Credit Fund Details for the user with Fund Institution Role.

As you specify the thrust area/activity for the financial year, following details associated with the thrust

area/activity are required:

� Financial Year

� Thrust Area

� Activity Name

� Unit Cost

� Unit

Three Buttons viz. Add More, Save and Cancel appear at the bottom.

Screen Description



Fig. 5.7 provides a sample picture of the Thrust Area/Activity form as it appears on your screen.

The title of the form viz. Thrust Area/Activity is displayed at the top.

Fig. 5.7

Thrust Area Activities form contains the following fields as indicated below.

� Financial Year

� Thrust Area

� Activity Name

� Unit Cost

� Unit




Financial Year - This field allows the user to select the Financial Year for which you are defining the

Thrust area and activities.

Thrust Area - The activities are classified under the thrust areas of ULBs and/or RLBs. The list will

include the 19 subject areas of ULBs and 29 subject areas of RLBs. The thrust area of the activity and

the work focus area define the possible sources of funding for a work under credit plan. The user can

select the thrust area under which he wants to specify the activities.

Activity Name – This field allows the user to specify the Name of the activity.

Unit Cost – This field capture the unit cost of the activity.

Unit – This field capture the unit of the activity


Add More – If the user wants to specify more than one activity under a thrust area, he clicks on Add

More option and a row to add another activity under the selected thrust area is created.

Save – This button allows you to save the Thrust Area/Activity details entered by you.

Cancel – This button enables you to abort the Thrust Area/Activity operation and will take you back to

the main screen (left menu), from where you chose to open the Thrust Area/Activity form.

How to define Thrust Area/Activity

To be able to do define thrust area/activity, follow the steps given below:

1) Invoke the PlanPlus package. Thrust Area/Activity Option is visible on the left menu

under Resource Envelope � Credit Funds Details once you login to the package

using your UserId and Password and have Financial Institution Role. See Login

section for more details.

2) Click Thrust Area/Activity option to open Thrust Area/Activity form.

3) Thrust Area/Activity form displays the drill down list for Financial Year, Thrust Area.

You are required to select the financial year and thrust area for which you are entering

the activity details.



4) Once you have selected the Financial Year and the thrust area, you can specify

activity name, unit cost and unit for that activity in the text boxes provided.

5) Click Add More to specify more activities under the selected thrust area.

6) Click the Save button to save the thrust area/activity details or click Cancel button to

abort the thrust area/activity operation.


the PlanPlus Main Screen without saving your thrust area/activity details.

8) In case you chose to save the details in step 6, a message: “Thrust Area/Activity

detail was saved successfully” is displayed. Click OK to continue. As you click OK,

you are brought back to Thrust Area/Activity form to enable you to do add more

activity under the thrust area, if you desire.

What happens when a thrust area/activity details are saved?

1) The thrust area/activity details are saved and plan unit wise credit can be specified

under these activities.

Messages

As you do fund allocation to plan unit, you may be prompted with one of the following messages.


user

1. Thrust Area/Activity

detail was saved

successfully

This indicates that the activity

under the thrust area for the

selected financial year was

saved successfully.


5.2.3 Financial Target

The software captures credit plan of each bank, branch wise under each activity for a Planning Unit. A

user with a Financial Institution role is allowed to specify the financial target for the plan unit. National



Bank for Agriculture and Rural Development (NABARD) with offices located in each district could be

the nodal agency to enter the credit plan details.

Financial Target option is available on the Main Screen (left menu) under Resource Envelope � Credit

Fund Details for the user with Fund Institution Role. Refer to Fig for Financial Target option.

As you specify the Financial Target for the planning unit, following details associated with the Financial

Target are required:

� Bank

� Branch

� Plan Year

� Thrust Area

� Activity

� Plan Unit

� No. of Units


Screen Description

Fig. 5.8 provides a sample picture of the Financial Target form as it appears on your screen. The

title of the form viz. Financial Target is displayed at the top.



Fig. 5.8

Financial Target form contains the following fields as indicated below.

� Bank

� Branch

� Plan Year

� Thrust Area

� Activity

� Plan Unit

� No. of Units




Bank - This field allows the user to select the bank for which you are entering the Credit Plan.

Branch – This field allows the user to select branch under the selected bank.

Plan Year – This field allows the user to select the year for which he is entering the Credit Plan Details.

Thrust Area – Activities are classified under the thrust areas of ULBs and/or RLBs. The list will include

the 19 subject areas of ULBs and 29 subject areas of RLBs. The user can select the thrust area under

which he wants to specify the activities.

Activity - This field allows the user to select the activity for which he wishes to enter Credit Plan details.

The drop-down list contains the list of activities defined for the selected plan year under the selected

thrust area, which are created via Thrust Area/Activity form for the district.

The thrust area of the activity and the work focus area define the possible sources of funding for a work

under credit plan.

Plan Unit Type - This field specifies the planning unit type for which the logged in user can specify the

financial target. The type of Plan Units for which the user can specify the financial target are defined

when the user account is created.

Plan Unit – Depending upon the planning unit type, the system automatically retrieves the entire plan

unit for which the logged in user can specify the financial target.

No. of Units – This field specify the number of units for which the credit is available. The system

calculates the credit amount by multiplying the then number of units with unit cost of the activity. This

amount would indicate the credit that is available for planning works.


Save – This button allows you to save the Financial Target details entered by you.

Cancel – This button enables you to abort the Financial Target operation and will take you back to the

main screen (left menu), from where you chose to open the Financial Target form.

How to specify Financial Target

To be able to do specify Financial Target, follow the steps given below:



1) Invoke the PlanPlus package. Financial Target Option is visible on the left menu

under Resource Envelope � Credit Funds Details once you login to the package

using your UserId and Password and have Financial Institution Role. See Login


2) Click Financial Target option to open Financial Target form.

3) Financial Target form displays the drill down list for Bank, Branch, Plan Year, Thrust

Area, Activity, Plan Unit Type. You are required to select the above parameters and

system automatically retrieves the Plan Unit. You are required to specify the No. Of

Unit for which the credit is available for the Plan Unit.

4) Click the Save button to save the Financial Target details or click Cancel button to

abort the Financial Target operation.


the PlanPlus Main Screen without saving your Financial Target details.

6) In case you chose to save the details in step 4, a message: “Financial Target detail

was saved successfully” is displayed. Click OK to continue. As you click OK, you

are brought back to Financial Target form to enable you to do add more Financial

Target for the plan unit, if you desire.

What happens when a Financial Target details are saved?

1) The Financial Target details are saved for the plan unit and the planning unit for

development works could utilize this credit.

Messages

As you specify financial target for the plan unit, you may be prompted with one of the following

messages.


user



1. Financial Target

detail was saved

successfully


financial target for the

selected parameters for the

plan unit was saved

successfully.


5.3.4 Own Funds

The software captures the planning unit own funds/revenue that could be utilized for development

works. A user with a Planner Role is allowed to specify the Own Funds available with the planning unit.

Own Funds option is available on the Main Screen (left menu) under Resource Envelope � Own

Funds Details for the user with Planner Role.

As you specify the Own Funds Target for the planning unit, following details associated with the Own

Funds are required:

� Plan Unit Type

� Plan Unit

� Unspent Balance



Screen Description

Fig. 5.9 provides a sample picture of the Own Funds form as it appears on your screen. The title of

the form viz. Own Funds is displayed at the top.



Fig. 5.9

Own Funds form contains the following fields as indicated below.

� Plan Unit Type

� Plan Unit

� Unspent Balance





Plan Unit Type - This field specifies the planning unit type for which the logged in user can specify the

Own Funds. The type of Plan Units for which the user can specify the Own Funds are defined when the


Plan Unit – Depending upon the planning unit type, this drill down list specifies the list of Plan Unit for

which the logged in user can specify the own funds.

Unspent Balance – This field specify the last year unspent balance amount

Expected Allocation – This field specify the own funds/revenue available with the planning unit.


Save – This button allows you to save the Own Funds details entered by you.

Cancel – This button enables you to abort the Own Funds operation and will take you back to the

main screen (left menu), from where you chose to open the Own Funds form.

How to add Own Funds

To be able to do specify Own Funds, follow the steps given below:

1) Invoke the PlanPlus package. Own Funds Option is visible on the left menu under

Resource Envelope � Own Funds Details once you login to the package using your

UserId and Password and have Planner Role. See Login section for more details.

2) Click Own Funds option to open Own Funds form.

3) Own Funds form displays the drill down list for Plan Unit Type, Plan Unit. You are

required to select the Plan Unit Type and Plan Unit for which you want to specify the

own funds details.

4) Click the Save button to save the Own Funds details or click Cancel button to abort

the Own Funds operation.


the PlanPlus Main Screen without saving your Own Funds details.



6) In case you chose to save the details in step 4, a message: “Own Funds detail was

saved successfully” is displayed. Click OK to continue. As you click OK, you are

brought back to Own Funds form to enable you to do add more own funds for the

plan unit, if you desire.

What happens when a Financial Target details are saved?

1) The Own Fund details are saved for the plan unit and the planning unit for

development works could utilize this amount.

Messages

As you specify own funds for the plan unit, you may be prompted with one of the following messages.


user

1. Own Funds detail

was saved

successfully

This indicates that the own

fund for the selected plan unit

was saved successfully.


5.3 Planning

This section covers the Planning Process, i.e 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 under this section.

The stakeholders for this module are Planners, Technical Appraisal Group, Administrative Approval

Committee and District Planning Committee for Rural Local Bodies/Urban Local Bodies/Line

Department. The user with a Planner, Technical Appraisal, Administrative Approval and DPC role will

carry out the options available under Planning Module.

The following table describes the options available under planning section.



Planning

Annual Plan

Create Annual Plan

Modify Annual Plan

Approval

Accord Approval

Supra Project

Create Supra Project

Modify Supra Project

Delete Supra Project

Priority Sector

Identify Priority Sector

View Plan in Priority Sector

Planner

DPC


TAG

DPC

DPC

5.3.1 Annual Plan

General Description

As explained earlier once projects and works are identified, each planning unit (District Panchayat /

Intermediate Panchayat / Village Panchayat / Corporation / Municipality / Town Areas / Notified Area

Council / Line department) carries out the exercise of preparing an annual plan.

A user with a Planner role is allowed to create /Modify an annual plan. Create / Modify Annual Plan

option is available on the Main Screen (left menu) under Planning � Annual Plan for the user with

Planner Role.

As you choose to create an annual plan, following details associated with the plan are required:

� Plan Unit Type

� Plan Unit



� Plan Year

� Work Name

� Financial Target

� Amount Allocated

� Upload Proof of Citizen Approval

Four Buttons viz. View Graph, Save, Forward and Cancel appear at the bottom.

Screen Description

Fig. 5.10 provides a sample picture of the Create Annual Plan form as it appears on your screen. The

title of the form viz. Create Annual Plan is displayed at the top.

Fig. 5.10



Create Annual Plan form contains following fields as indicated below.

� Plan Unit Type

� Plan Unit

� Plan Year

� Work Name

� Target Allocation

� Amount Allotted

Plan Unit Type – This field specifies the planning unit type for which the logged in user can create an

annual plan. The type of Plan Units for which the user can create an annual plan are defined when the


Plan Unit – Depending upon the planning unit type, the plan unit will specify the actual plan unit for

which the plan is being created.

Plan Year – This is drop down list and the user can select the Plan Year for which he is creating the

plan.

Work Name – This field specifies the name of the work. Depending upon the the plan unit and the plan

year the system automatically retrieves all the works which are planned for the selected plan year by

the planning unit.

Target Allocation – This field displays the financial target of the work for the selected plan year.

Amount Allotted – This field specifies the amount allocated to the work from different schemes.

Save – This button allows you to save the plan.

Cancel – This button enables you to abort the Create Annual Plan operation and will take you back to

the main screen (left menu), from where you chose to open the Create Annual Plan form.

Forward – This button allows you to forward the plan to the next stage as defined in the process flow

definition for the plan unit.



Alllocate – This button allows planning unit to allocate funds from different schemes to different works.

Based on the sector of the work (work focus area) and that of the scheme, the software would

automatically show the amount of Expected Allocation (tied/untied breakup) and Available Funds

(tied/untied breakup) under different schemes. Fig 5.11 below shows one such work and the schemes

from which it can draw funds.

Fig 5.11

One work may be allocated funds from more than one scheme, thereby converging funds of different

schemes (if the schemes are for the same sector as that of the work or if the scheme has provision for

untied funds).

The Planning Unit could specify the amount proposed to be used for the work from different schemes

(tied/untied/own funds/community contribution) and click the allocate button to save the details.



Set Priority - This button allows the user to prioritize the works. Increasing/Decreasing the priority of

the work will affect the amount availability for that work from different schemes.

Exclude - This button allows the user to exclude certain works from the plan. The works could be

excluded from the plan because of scarcity of funds etc. The system will not allow excluding the

ongoing and spilling over work. Once excluded the works would be available in the include list.

Include - Works could be included in the plan as per availability of funds. There are checks like all the

suspended works and the works which were excluded earlier and are planned to be taken up later

would be shown in the include work list.

All the works for which full allocation (ie amount allocated equals to target allocation) has been done

would be shown in Black and the works, which are still short of funds, would be shown in red.

How to Create an Annual Plan

To be able to create an annual plan, follow the steps given below:

1) Invoke the PlanPlus package. Create Annual Plan option will be visible on the left

menu under Planning � Create Annual Plan once you login to the package using

your UserId and Password and have Planner Role. See Login section for more

details.

2) Click Create Annual Plan option to open create annual plan form.

3) Create Annual Plan form displays only those data fields, which are meant for you.

4) You can click on the field and enter the value. Plan Unit Type and Plan Unit are drop

down list and you can select the appropriate type (the plan unit for which you are

creating the annual plan) from the list. You can select the year for which you are

creating the annual plan. Depending upon the plan unit and the plan year the system

automatically retrieves all the works which are planned for the selected plan year by

the planning unit. Financial target of the work for the selected plan year is also

displayed.

5) Click the Save button to save the newly created plan or click Cancel button to abort

create annual plan operation.




the PlanPlus Main Screen without saving your plan.

7) In case you chose to save the details in step 5, a message: “The plan was saved

successfully” is displayed. Click OK to continue. As you click OK, you are brought

back to PlanPlus Main Screen to enable you to modify the plan, if you desire.

What happens when a plan is saved?

1) The newly created plan is saved and is available to the planning unit for further

modification.

Messages

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


1. You are trying to

allocate more tied

funds than that is

available with the

scheme.

This is a warming

message and indicates

that you are allocating

more tied funds than that is

available with the scheme.


when you click Allocate

button on Fund Allocation

form.


2. You are trying to

allocate more untied

funds than that is

available with the

scheme

This is a warming

message and indicates

that you are allocating

more untied funds than

that is available with the

scheme. This message is

displayed when you click

Allocate button on Fund





Allocation form.

3. Amount Allocated is

more than target

required for the work,

Please adjust the

Allocation.

This message indicates

that amount allocated to

the work from different

scheme is more than the

required target allocation.


when you click Allocate

button on Fund Allocation

form.

Click OK to resume and adjust

the amount under different

scheme in Amount Proposed to

be Used text-box.

4. Plan Saved

Successfully


specified Plan was created

successfully.


5.2.2 Accord Approval

General Description

PlanPlus offers customizable workflow to suit state specific requirements (Refer Planning Process

Work Flow). The software captures the workflow of each planning unit type. This generic workflow will

decide to whom the plan would be forwarded once a Planning unit clicks the Forward Button on Create

/ Modify Annual Plan.

A plan could be either forwarded for Technical Appraisal or Administrative Approval before it is send to

District Planning Committee for Final Approval. A user with Technical Appraisal Role can accord

Technical Approval, similarly the user Administrative Approver role can accord Administrative Approval.

A user with District Planning Committee role gives final Approval to the plan. Accord Approval option is

available on the Main Screen (left menu) under Planning � Approval for the user with Technical

Appraisal / Administrative Approver / DPC Role.

As you choose to Accord Approval, the system will display the plans which are pending with you (Refer

Fig 5.12). The following screen shows the list of Plans pending for Technical Approval.



Fig 5.12

The similar screen would come for Administrative Approval and DPC Approval. You are required to

click on the Plan to view the plan details are accord the approval.

As you choose to accord a Technical Approval to a plan, following details associated with the plan are

required:

� Work Name

� Requires Technical Appraisal

� Approval and Comments on Cost

� Approval and Comments on Time

� Approval and Comments on Methodology



Three Buttons viz. Sectoral View, Save and Cancel appear at the bottom.

Screen Description

Fig. 5.13 provides a sample picture of the Accord Technical Approval form as it appears on your

screen. The title of the form viz. Accord Technical Approval is displayed at the top.

Fig. 5.13

Accord Technical Approval form contains following fields as indicated below.

� Work Name

� Requires Technical Appraisal

� Approval and Comments on Cost

� Approval and Comments on Time



� Approval and Comments on Methodology

Work Name – This field list all the works that are included in the plan.

Requires Technical Approval – This option specifies whether the work requires Technical Approval. If

any work requires technical or administrative norm clearance, then it is evaluated. The software

maintains the sector wise list of norms that applicable. So depending upon the work focus area, the list

of administrative norms is displayed and the user is allowed to specify the comments on cost, time and

methodology.

Approval and Comments on Cost – This is asked only when a work requires Technical Approval.

The user can either specify whether the work is approved or need revision in term of Cost. In case of

revision the user can specify the comments.

Approval and Comments on Time – This is asked only when a work requires Technical Approval.

The user can either specify whether the work is approved or need revision in term of time. In case of

revision the user can specify the comments.

Approval and Comments on Methodology – This is asked only when a work requires Technical

Approval. The user can either specify whether the work is approved or need revision in term of

Methodology. In case of revision the user can specify the comments.

Sectoral View – This button allows the user to generate sectoral views of the Plan (to be reviewed by

sectoral committees) and take decisions on each work included in the Plan.

Save – This button allows you to save the comments of Technical Appraisal.

Cancel – This button enables you to abort the Accord Technical Appraisal operation and will take

you back to the main screen (left menu), from where you chose to open the Accord Technical

Appraisal form.

How to Accord Approval

To be able to Accord Technical Approval, follow the steps given below:

1) Invoke the PlanPlus package. Accord Approval option will be visible on the left menu

under Planning � Approval once you login to the package using your UserId and

Password and have Planner Role. See Login section for more details.



2) Click Accord Approval option to open Accord Approval form.

3) Accord Approval form displays only those data fields, which are meant for that level

of Approval (Technical Approval / Administrative Approval / DPC Approval).

4) You can click on the field and enter the value. Require Technical Approval is a radio

option that specifies whether the work requires a Technical Approval or not. The user

can specify whether the work is approved or need revision and enter its comments on

cost, time and methodology.

5) Click the Save button to save the comments on approval or click Cancel button to

abort Accord Approval operation.


the PlanPlus Main Screen without saving your comments.

7) In case you chose to save the details in step 5, a message: “The approval detail

was saved successfully” is displayed. Click OK to continue.

What happens when an accord approval is saved?

1) The approval details are saved. If the user has taken decision on all the works,

depending upon the planning process workflow, the plan would be routed to the next

stage. The plan would be routed back to the planning unit if any work requires

revision.

2) In case the plan is at the final stage ie DPC Approval and DPC has approved all the

works, plan is considered as approved otherwise its status is pending.

5.3.3 Supra Project

PlanPlus incorporates the concept of supra-projects which enables two or more local bodies (rural as

well as urban) to collaborate to take up a work which is of common interest. Each affected unit can

include work to address their issue in its own Plan. DPC will create a supra project (a dummy project)

and link these works to the supra project. DPC can then monitor the supra project to evaluate its

successful implementation.

Assigning works to a supra project is available when DPC is according the approval to plan.



5.4 Advanced Options

To generalize the software, the concept of User Group and User is introduced. Other options, which are

provided in this section, include defining Process Flow definition for the Planning Unit and creating the

Language Package to run the package in Local Language.

The stakeholders for this module are users with System Administrator, State Administrator and User

Manager role.

The following table describes which role can do what option.

Advanced Option Role

User Group

Create User Group

Modify User Group

Delete User Group

User

Create User

Modify User

Delete User

Process Flow

Create Process Flow

Modify Process Flow

Delete Process Flow

Language Package

Create Language Package

Modify Language Package

Delete Language Package

State Administrator


User Manager

State Administrator

State Administrator



5.4.1 User Group

General Description

PlanPlus offers a concept of 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 roles.

A user with a State Administrator Role is allowed to create a User Group for the State. A user with a

System Administrator Role is allowed to create a User Group for the Center. State Administrator can

create the User Group at State or District Level. The State Level User Group can create the User

Group with Norms Definer, SOR Definer and Scheme Definer role. The District Level User Group can

create the User Group with Work Definer, Planner, Technical Appraisal, Fund Allocator, Financial

Institutions, Administrative Approval and District Planning Committee role. User Group option is

available on the Main Screen (left menu) under Advanced Option � User Group for the user with State

/System Administrator Role.

As you choose to create User Group, following details associated with the User Group are required:

� User Group Name

� User Group Level

� Role

� Privileges

Two Buttons viz. Save and Cancel appear on the screen.

Screen Description

Fig. 5.14 provides a sample picture of the Create User Group form as it appears on your screen. The

title of the form viz. Create User Group is displayed at the top.



Fig. 5.14

Create User Group form contains following fields as indicated below.

� User Group Name

� User Group Level

� Role

� Privileges


User Group Name – This field specifies the name of the User Group.



User Group Level – This field specifies whether the user Group would be at Center/State or District

Level. A user with a System Administrator Role is allowed to create a User Group for the Center. State

Administrator can create the User Group at State or District Level.

Role - This field specify the role assigned to the User Group. Multiple roles can be assigned to a single

User Group allowing the User Group to perform multiple activities. PlanPlus package supports following

roles viz. Work Definer, Planner, Technical Appraisal, Norms Definer, SOR Definer, Scheme Definer

Fund Allocator, Financial Institutions, Administrative Approval and District Planning Committee.

Privileges – This field specifies the privileges associated with the Role assigned to the User Group.

Role Additional Fields Required

Work Definer Plan Unit Type – The type of Plan Unit for which this User Group

would be defining Work. Plan Unit Type includes

• District Panchayat

• Block Panchayat

• Village Panchayat

• Corporation

• Municipalities

• Town Area

• Notified Area Council

• Line Department

Sector – The Sector for which this User Group would be defining

Works.

Planner Plan Unit Type – The type of Plan Unit for which this User Group

would be Creating Plan.

Technical Appraisal Plan Unit Type – The type of Plan Unit for which this User Group

would be giving Technical Approval.

Sector – The Sector for which this User Group would be giving

Technical Approval.

Cost Range – The Minimum and Maximum cost of the Work for

which this User Group would be giving Technical Approval.



Administrative Approval Plan Unit Type – The type of Plan Unit for which this User Group

would be giving Administrative Approval. Plan Unit Type includes

• District Panchayat

• Block Panchayat

• Village Panchayat

• Corporation

• Municipalities

• Town Area

• Notified Area Council

• Line Department

DPC Plan Unit Type – The type of Plan Unit for which this User Group

would be giving DPC Approval.

Fund Allocator Plan Unit Type – The type of Plan Unit for which this User Group

would be doing the Fund Allocation.

Financial Institution Plan Unit Type – The type of Plan Unit for which this User Group

would be specifying the Credit Plan.

Norms Definer Sector – The Sector for which this User Group would be defining

Norms.

Agency – The Agencies for which this User Group would be defining

Norms.

Scheme Definer Agency – The Agencies for which this User Group would be defining

Schemes.

SOR Definer Agency – The Agencies for which this User Group would be defining

SOR.

Save – This button allows you to save the User Group Details

Cancel – This button enables you to abort the Create User Group operation and will take you back to

the main screen (left menu), from where you chose to open the Create User Group form.



How to Create User Group

To be able to Create User Group, follow the steps given below:

1) Invoke the PlanPlus package. Create User Group option will be visible on the left

menu under Advanced Option � User Group once you login to the package using

your UserId and Password and have System / State Administrator Role. See Login


2) Click Create User Group option to open create user group form

3) Create User Group form displays only those data fields, which are meant for you.

4) You can click on the field and enter the value. User Group Name is a text box and

you can enter the value by clicking in that field User Group Type is a radio and you

are required to specify whether this User Group is at Center, State or District Level.

Role is multiple selection box and user can assign multiple roles to a User Group.

5) Depending upon the selected role, the user is asked to specify the Plan Unit Type /

Sector / Agency for which they can do the assigned task. The same is explained

above in Screen Description.

6) Click the Save button to save the newly created User Group or click Cancel button to

abort create user group operation.


the PlanPlus Main Screen without saving user group details.

8) In case you chose to save the details in step 6, a message: “The User Group was

saved successfully” is displayed. Click OK to continue. As you click OK, you are

brought back to PlanPlus Main Screen to enable you to create another user group, if

you desire.

What happens when a User Group is saved?

1) The newly created user group is saved and is available to the System / State

Administrator for creating users belonging to this User Group.

Messages



As you create a User Group you may be prompted with one of the following messages.


1. Please enter the

User Group Name.


that it is mandatory to

specify the User Group

Name. This message is


Save Button without typing

the User Group Name in

Create User Group form.


User Group Name in User Group

Name text-box.


User Group Type



specify the User Group

Type (Center

/State/District). This


when you click Save

Button without selecting

the User Group Type in

Create User Group form.


the User Group type in User

Group Type radio button.

3. Please select at least

one role.



assign a role to a User

Group. This message is


Save Button without

assigning any role to the

User Group in Create

User Group form.

Click OK to resume and assign

the role to the User Group

through role selection Box.


Plan Unit Type.



specify the Plan Unit Type


the Plan Unit Type for the role

assigned to the User Group.




specify the Plan Unit Type

for which this User group

can do the assigned task.


when you click Save

Button selecting the Plan

Unit Type required for the

role in Create User Group

form.


5. The User Group was

saved successfully


specified User Group was



5.4.2 User

General Description

Create User is one of the main activity associated with User Management; the others being Modify

User Account and Delete User Account. PlanPlus package supports User Manager at State and

District Level who would be creating accounts for user with different set of privileges. Create User

Account option is available on the Main Screen (left menu) under Advanced Option � User for the user

with User Manager Role.

Create User Form is divided into three heads viz. Login Details, User Profile and User Privileges.

Login Details allows you to specify your UserID/Password.

User Profile captures the user personal details, which include User Name, Email. User Privileges

allows you to assign the privileges (multiple roles) to user whose account is being created, to specify

what this user can and cannot do.

As you choose to create a user account, following details associated with the user account are

displayed



� User ID

� Password

� Confirm Password

� User Name

� Email Address

� User Group and Plan Unit details for which this user can exercise these privileges assigned to

the User Group.

The two buttons viz. Save and Cancel will be visible at the bottom of the screen.

Screen Description

Fig. 5.15 provides a sample picture of the Create User form as it appears on your screen. The title of

the form viz. Create User is displayed at the top. This is followed by a message that says - *






Fig 5.15

Create User form contains following fields as indicated below. The fields that are shown on create

user screen may vary depending upon the User Group Assigned and the roles assigned to that user

Group.

User Id – This field specifies the User Id that you will be using to Login to the site.

Password – This field specifies the password that you will be specifying while login in to the site. This

field will be an encrypted field.

Confirm Password – This field is used to confirm the password that you have specified. This field will

be an encrypted field.

User Name – This field specifies the User’s friendly Name.

Email Address – This field specifies User’s Email Address.



User Group – This field assigns a User Group to the user. The assigned user group determines what

the user can and cannot do. Depending upon User Manager Level ie Center / State / District, the drop

down list of User Group varies. If the User Manager is at District Level the drop down list will show only

District Level User Group created for that State.

Privileges – This field specifies the Plan Unit for which the User would be exercising the privileges

associated with the User Group.

Besides, you will see the following buttons on the form.

Save – This button allows you to save the new user account details

Cancel – This button enables you to abort the Create User operation and will take you back to the

Main Screen from where you chose to open the Create User form.

How to Create a User Account

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

1) Invoke the PlanPlus package. Create User option will be visible on the left menu

under Advanced Option � User once you login to the package using your UserId and

Password and have User Manager Role. See Login section for more details.

2) Click Create User option to open create user form.

3) Create User form displays only those data fields, which are meant for you. You will



4) You can click on the field and enter the value. User Id, User Name, Postal Address,

Email Address are text boxes and you can enter the value by clicking in that field.

Password and Confirm Password are encrypted fields and the value entered would

be visible as *.

5) User Group is a drop down list and shows the user groups applicable to the logged in

User Manager. You can select the appropriate user group to which this new user will

belong. (The user group defines what you can and cannot do).



6) Click the Save button to save the newly created user account or click Cancel button

to abort the create user operation.


the Main Page without saving the new user details.

8) In case you chose to save the details in step 6, a message: “User Account

Successfully Created for :: <<user name>” is displayed to you provided all

mandatory fields are filled and fields are in valid format and syntax. Click OK to

continue. As you click OK, you are brought back to

What happens when a user account is created?

1) The user account is created for the user. The user can now login to PlanPlus package

and perform the functions depending upon the privileges assigned to him/her.

Messages

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


1. Please enter the

User Id


mandatory for you to

specify the User Id. This


when you click Save

button without specifying

the User Id in Create User

form.

Click OK to resume and specify

the User Id.

2. Password is

required.



specify the password while

creating the user account.


when you click Save


the password associated with the

user account.




button without entering the

password in Create User

form.

3. Confirm Password is

required.



confirm the password while

creating the user account.


when you click Save


confirm password in

Create User form.


the confirm password associated

with the user account.

4. Username is

required.



specify the user-friendly

name while creating the

user account. This


when you click Save


user-friendly name in

Create User form.


the user friendly associated with

the user account.

5. New Password &

Confirm Password

not match.


value specified for

password and the confirm

password value does not

match. This message is


Save button in Create

User form.

Click OK to resume and enter the

same value for password and

confirm password.




6. Password should

be Minimum 8 char

and Max 12 char.


length of the password

should be minimum 8

characters and maximum

12 characters. This


when you click Save

button in Create User

form and the password

length is less than 6

characters.


the password with at least 8

characters.

7. E-mail address is an

invalid e-mail

address.


email address that you

have specified is not in

valid email address format.


when you click Save

button and the email

address that you have

specified is not in valid

email address format in

Create User form.


the valid email address for the

user.

8. Plan Unit is not

Specified



specify the plan unit for

which this User would be

exercising the privileges

assigned to the User

Group. This message is


Save button without


the Plan Unit for which this User

would be exercising the privileges





entering the Plan Unit in

Create User form.

9. User Account

Successfully Created

for :: <<user name>>


specified user account

was created successfully.


5.4.3 Process Flow

General Description

PlanPlus offers customizable workflow to suit state specific requirements. State Administrator can

define individual workflow for each type of Planning Unit (District Panchayat / Intermediate Panchayat /

Village Panchayat / Corporation / Municipality / Town Areas / Notified Area Council / Line department).

The A planning work flow is always be initiated by a user group with Planner role for the selected type

of planning unit and the final approval will be given by a user group with DPC role. In between the plan

goes through the process of Technical Appraisal and Administrative Approval.

A user with a State Administrator Role is allowed to create a Planning Process Workflow for a Plan

Unit. Create Planning Process Work Flow option is available on the Main Screen (left menu) under

Advanced Option � Planning Process Flow for the user with State Administrator Role.

As you choose to create planning process workflow, following details associated with the plan process

workflow are required:

� Plan Unit Type

� Role

� User Group

Five Buttons viz. Next Action, Delete, Save, Publish and Cancel appear on the screen.



Screen Description

Fig. 5.16 provides a sample picture of the Create Planning Process Workflow form as it appears on

your screen. The title of the form viz. Create Planning Process Workflow is displayed at the top.

Fig. 5.16

Create Planning Process Workflow form contains following fields as indicated below.

� Plan Unit Type

� Role

� User Group

Five Buttons viz. Next Action, Delete, Save, Publish and Cancel appear on the screen.



Plan Unit Type – This field specifies the planning unit type for which the logged in user can create

planning process workflow. The State Administrator can create a planning process workflow for all the

type of plan unit Unit (District Panchayat / Intermediate Panchayat / Village Panchayat / Corporation /

Municipality / Town Areas / Notified Area Council / Line department) for which planning flow doesn’t

exists.

Role - The plan goes though an iterative process of approval. This field specifies the role that user

would be playing when vetting the plan. The role could be a Planner / Technical Appraisal /

Administrative Approval / DPC. A user with Planner Role always initiates a Plan. Then it goes for

Technical Appraisal and Administrative Approval. The Planning Process terminates at DPC who would

be given the final approval to a plan.

User Group - This field specifies the list of user group available for the selected role. User Group is a

logical collection of users who can do a specified task. A User Group could be assigned multiple roles,

that is the type of task the user belonging to that user group can do. Refer Create User Group for

details.

Next Action – This button allows the user to add the next stage of approval in the plan process

workflow. The next stage of approval could be anywhere between Plan Initiation and Final Approval.

The user can select the role and user group who would be handling this approval stage.

Delete - This button allows the user to delete the approval stage in the plan process workflow. The user

can delete any approval stage between Plan Initiation and Final Approval.

Save – This button allows you to save the planning process workflow. The user could modify a saved

workflow.

Cancel – This button enables you to abort the Create Planning Process Workflow operation and will

take you back to the main screen (left menu), from where you chose to open the Create Planning

Process Workflow form.

Publish – This button allows you to publish the planning process workflow. Once a workflow is

published it is available to the planning unit for instantiation.

How to Create Planning Process Workflow

To be able to Create Planning Process Workflow, follow the steps given below:



1) Invoke the PlanPlus package. Create Planning Process Workflow option will be

visible on the left menu under Advanced Option � Planning Process Flow once you

login to the package using your UserId and Password and have State Administrator

Role. See Login section for more details.

2) Click Create Process Flow option to open create planning process Workflow form.

3) Create Planning Process Flow form displays only those data fields, which are

meant for you.

4) You are required to select the Plan Unit Type from the drill down list for which you are

creating the Planning Process Flow. The system would display the list of user group

who can initiate the plan for the selected Plan Unit Type and the list of User Group

who can give the DPC approval for the selected Plan Unit Type. The user is required

to check the user group who can initiate the plan and the user group who can give the

DPC Approval.

5) The user can add intermediate stages in the workflow by clicking Next Action Button.

Depending upon the role selected (Technical Appraisal / Administrative Approval), the

system will list the User Group to whom the plan would be forwarded to perform the

action.

6) The user can delete the intermediate stages by clicking the delete button. Plan

initiation and Final Approval cannot be deleted.

7) Click the Save button to save the newly created planning process workflow or click

Cancel button to abort create planning process workflow operation.


the PlanPlus Main Screen without saving planning process workflow.

9) In case you chose to save the details in step 7, a message: “The planning process

flow was saved successfully” is displayed. Click OK to continue. As you click OK,

you are brought back to PlanPlus Main Screen to enable you to create another unit’s

workflow, if you desire.

What happens when a plan is saved?



1) The newly created planning workflow is saved and is available to the State

Administrator for further modification.

Messages

As you create a planning process flow, you may be prompted with one of the following messages.


1. All planning process

workflows have

already been

created. If you want

to modify a new work

flow for any type of

planning unit, then

please use the

Modify Planning

Work flow use case


that you have created the

workflow for all type of

planning unit in the state.


when you click Create

Planning Process

Workflow Link.

Click OK to continue and click the

modify option to modify the

Planning Unit Workflow.

2. Cannot create the

process workflow.

No user groups have

been assigned

planner role for the

plan unit type XXX”,

where XXX is the

planning unit type

selected by the actor


the no user groups have

been assigned the Planner

role for the selected Plan

Unit Type. This message is

displayed when you select

the Plan Unit Type and no

User Group with Planner

Role has been specified for

the selected Plan unit

Type.

Click OK to continue and create/

modify a User Group and assign

Planner Role.

3. The new node

cannot be created as

no user group is

available to manage

the specified action


the no user groups have

been assigned the

Technical Appraisal or



Click OK to continue and create/

modify a User Group and assign

Technical Appraisal or

Administrative Approval Role.




for the selected

planning unit type.


Unit Type. This message is


Next Action and no User

Group with Technical

Appraisal or Administrative

Approval Role has been

specified for the selected

Plan unit Type.

4. Please specify one

or more user group

for action XXX

before publishing the

process work flow”,

where XXX is the

name of the action

for which no user

group has been

specified


that the user is trying to

publish the workflow but

has not selected the user

group associated with the

Process workflow stage.

(Planner / Technical

Appraisal / Administrative

Approval / DPC). This


when you click Publish

Button on Create

Planning Process

Workflow form.

Click OK to resume and select at

least one User Group for each

stage of workflow.

5. The planning

process flow was

saved successfully


specified Planning Process

Workflow was created

successfully.




5.4.4 Language Package

General Description

The software supports local languages of the states to enable local bodies to function in their own

languages. The user is required to translate from a default language (English) to the State Local

Language. The elements of the software, which may need to be translated, include Static labels on all

screens, Drop down lists of RLB/ULB Subject Areas, Any information, warning or error messages

generated by the software, Help text, Locally defined names such as those for user groups, schemes,

agencies etc. and any labels/messages used during the installation procedure for local version.

A user with a State Administrator Role is allowed to create a Language package for the State.

Language Package option is available on the Main Screen (left menu) under Advanced Option �

Language Package for the user with State Administrator Role.

As you choose to create a Language package, following details associated with the Language Package

are required:

� Description in Local Language


Screen Description

Fig. 5.17 provides a sample picture of the Create Language Package form as it appears on your

screen. The title of the form viz. Create Language Package is displayed at the top.



Fig 5.17

Create Language Package form contains following fields as indicated below.

� Description in Local Language


Description in Local Language – This field specifies the description of label/message etc in local

language. All English labels would be shown on the left side and the user is required to specify the

description of the same in local language.

Save – This button allows you to save the Language Package.

Cancel – This button enables you to abort the Create Language Package operation and will take you

back to the main screen (left menu), from where you chose to open the Create Language Package

form.



How to Create Language Package

To be able to Create Language Package , follow the steps given below:

1) Invoke the PlanPlus package. Create Language Package option will be visible on

the left menu under Advanced Option � Language package once you login to the

package using your UserId and Password and have State Administrator Role. See

Login section for more details.

2) Click Create Language Package option to open create language package form.

3) All the labels / message / help text etc are shown in English on the left side and the

user is required to specify the equivalent labels / message / help text etc in Local

Language.

4) You can click on the field and enter the equivalent in Local Language in the text box

provided.

5) Click the Save button to save the newly created Language Package or click Cancel

button to abort create Language Package operation.


the PlanPlus Main Screen without saving language package details.

7) In case you chose to save the details in step 5, a message: “The language package

was saved successfully” is displayed. Click OK to continue. As you click OK, you

are brought back to PlanPlus Main Screen to enable you to perform another task, if

you desire.

What happens when a Language Package is saved?

1) The newly created language package is saved and is available to the software. The

user can switch to the newly created language. Any Labels/Messages, which are not

translated, would be displayed in English.

Messages

As you create a language package you may be prompted with one of the following messages.




1. The Language

Package was saved

successfully


specified Language

package was created

successfully.


5.5 Master Data

This section covers the Master Data require for the successful implementation of PlanPlus Package.

The stakeholder who would be providing the master data includes State Administrator, Scheme

Definer, SOR Definer and Norms Definer. The user with a State Administrator role will provide the

Agency and Line Department Name. The user with a Scheme Definer role will provide details about

various Central and State Government Schemes. The user with a SOR Definer role will provide the

schedule of rates for different agencies. The user with a Norms Definer role will provide details about

various Sectoral Norms that need to be adhered. The user with a State Administrative role will provide

details about various District Line Department and Agencies who will be defining Central and State

Government Schemes.

The following table describes which role can specify which master data.

Master Data Role

Scheme

Create Scheme

Modify Scheme

Delete Scheme

SOR

Create SOR

Modify SOR

Delete SOR

Norms

Create Norms

Scheme Definer

SOR Definer

Norms Definer



Modify Norms

Delete Norms

Agency

Create Agency

Modify Agency

Delete Agency

Line Department


Modify Line Department

Delete Line Department

State Administrator


State Administrator

5.5.1 Scheme

General Description

The software captures details about the schemes managed by various central and state government

departments. Nodal Agencies are responsible for creating/modifying the scheme definition.

A user with a Scheme definer role is allowed to Create / Modify / View / Delete a scheme in PlanPlus

Package. These options are available on the Main Screen (left menu) under Master Data � Scheme

for the user with Scheme Definer Role. The user can modify the scheme definition and view the details

also. A scheme could be deleted only when no fund allocation has been done for the scheme in any

plan year. Usually for a scheme an scheme active period is specified and on lapse of that active period

the scheme becomes in active.

As you choose to work with a Scheme, following details associated with the Scheme are required:

� Nodal Agency

� Scheme Name

� Scheme Sector

� Type of Scheme



� Scheme Focus

� Sponsorship Type

� Sponsoring Agency

� Funding Pattern

� Type of Funding

� Percentage Tied


Screen Description

Fig. 5.18 provides a sample picture of the Create Scheme form as it appears on your screen. The

title of the form viz. Create Scheme is displayed at the top. This is followed by a message that says - *






Fig. 5.18

Create Scheme form contains following fields as indicated below.

� Nodal Agency

� Scheme Name

� Scheme Sector

� Type of Scheme

� Scheme Focus

� Sponsorship Type

� Sponsoring Agency



� Funding Pattern

� Type of Funding

� Percentage Tied

Nodal Agency – This is a drop down list, specifying the agency for which the logged in user can create

scheme.

Scheme Name - Name of the scheme/programme

Scheme Sector – Whether the scheme caters to Primary/Secondary/Tertiary Sector

Scheme Active Period – The period for which this scheme would be applicable.

Type of Scheme – whether the scheme is applicable for Rural or Urban or both. Depending upon the

option selected the scheme focus area would be listed.

Scheme Focus - This defines the subject areas of ULBs and/or RLBs on which the scheme focuses.

The list will include the 19 subject areas of ULBs (if the scheme is only for urban areas) and 29 subject

areas of RLBs (if the scheme is only for rural areas) and the combined list of 48 subjects if the scheme

is applicable to both rural as well as urban areas. The scheme focus and the work focus area define the

possible sources of funding for a work. The user can select multiple focus area for the scheme.

Sponsorship Type – This indicates whether the scheme is Central Government Scheme/State

Government Scheme or External Aided.

Sponsoring Agency - Name of the sponsoring agency who is sponsoring this scheme.

Funding Pattern- indicates the % share of Central govt., state govt. ulb, rlb, community and own

funding for the scheme.

Type of funding (tied/untied) – whether the scheme funds are tied / partially tied /untied

Percentage Untied – This field would be visible only when the scheme is partially tied and the user is

asked to enter the percentage of funds that is untied.


Save – This button allows you to save the scheme.



Cancel – This button enables you to abort the Create Scheme operation and will take you back to the

main screen (left menu), from where you chose to open the Create Scheme form.

How to Create a Scheme

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

1) Invoke the PlanPlus package. Create Scheme option will be visible on the left menu

under Master Data � Scheme nce you login to the package using your UserId and

Password and have Scheme Definer Role. See Login section for more details.

2) Click Create Scheme option to open create Scheme form.

3) Create Scheme 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


4) You can click on the field and enter the value. Scheme Name, Project Funding

Pattern are text boxes and you can enter the value by clicking in that field. Scheme

Sector, Sponsorship type, Type of Funding are radio Buttons, ie you can select only

one value, Scheme Active Period, Scheme Focus and Sponsoring Agency are drop

down list and you can select the appropriate value from the list.

5) Depending upon the type of scheme, you are prompted to enter the Funding Pattern,

ie if it is a State Government Scheme you are asked to enter only the State,

Community and own share. Also, if the scheme is partially tied, you are prompted to

enter the percentage of tied funds.

6) Click the Save button to save the newly created scheme or click Cancel button to

abort the create scheme operation.


the PlanPlus Main Screen without saving your project.

8) In case you chose to save the details in step 6, a message: “The Scheme Detail was



PlanPlus Main Screen to enable you to create more scheme, if you desire.



What happens when a scheme is saved?

1) The newly created scheme is saved and is available to the fund allocator for allocating

funds.

Messages

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


user

1. Please enter the

Scheme Name



the Scheme Name. This

message is displayed when

you click Save button without

typing in Scheme Name in

Create Scheme form.

Click OK to resume and type

the Scheme Name in Scheme

Name text-box.

2. Please Select the

Scheme Sector



the sector of the scheme ie

whether it is for

Primary/Secondary/Tertiary.


when you click Save button

without selecting the Scheme

Sector in Create Scheme

form.


the Scheme Sector radio

button.


Scheme Type



the type of scheme ie whether

it is for Rural/Urban or Both

(you have to select both). This



the Scheme Type check box.




user


selecting the Scheme Type in

Create Scheme form.

4. Please enter the

RLBs Area.

This message comes when

scheme type is Rural and it

indicates that it is mandatory

for you to select the Scheme

Focus Area. This message is


Save button without selecting

in Scheme Focus Area from

RLB Subject List in Create

Scheme form.


the Scheme Focus Area from

RLB Subject drill down list.

5. Please enter the

ULBs Area.

This message comes when

scheme type is Urban and it

indicates that it is mandatory

for you to select the Scheme

Focus Area. This message is



in Scheme Focus Area from

ULB Subject List in Create

Scheme form.


the Scheme Focus Area from

RLB Subject drill down list.


Scheme

Sponsorship Type



the Scheme Sponsorship

Type ie whether State Govt.

or Externally Aided sponsors

it. This message is displayed


the Scheme Sponsorship Type

radio button.




user


without selecting the Scheme

Sponsorship Type in Create

Scheme form.


Scheme Sponsoring

Agency



the Scheme Sponsoring

Agency. This message is



in Scheme Sponsoring

Agency in Create Scheme

form.


the Scheme Sponsoring

Agency from Scheme

Sponsoring Agency drill down

list.

8. Sum of funding

pattern should be

100

This indicates that sum of

funding pattern from

Center/State/Community/Own

Funds should be 100. This


sum of Funding Pattern

(Share in %) is not equal to

100.

Click OK to resume and ensure

that the Funding Pattern (Share

in %) is equal to 100.


Type of Funding for

the Scheme



the Type of Funding for the

scheme ie whether the

scheme funds are tied/untied

or partially tied. This message




the Type of Funding radio

button.




user

the Type of Funding in Create

Scheme form.

10. Please check the

Percentage of Tied

funds. It should be

>0 and < 100

This indicates that percentage

of tied funds should be

between 0 and 100. This


the scheme is partially tied

and percentage of tied funds

is not between 0 and 100.

Click OK to resume and type in

percentage of tied funds

between 0 and 100.

11. Please enter the

Active Period

(Month/Year) for the

Scheme



the Active Period

(Month/Year) for the Scheme.



without specifying the

Scheme Active Period in

Create Scheme form.


the Scheme Active Period.

12. The Scheme Details

was saved

successfully


specified scheme was



5.5.2 SOR

General Description

The software captures the schedule of rates maintained by different agencies. A user with a SOR

definer role is allowed to define Schedule of Rates in PlanPlus Package. SOR option is available on the

Main Screen (left menu) under Master Data � SOR for the user with SOR Definer Role.



As you choose to Create / Modify SOR, following details associated with the SOR are required:

� Nodal Agency

� Item Description

� Name of the Unit

� Rate (In Rs.)

� Date Effective


Screen Description

Fig. 5.19 provides a sample picture of the Create SOR form as it appears on your screen. The title of

the form viz. Create SOR is displayed at the top. This is followed by a message that says - *






Fig. 5.19

Create SOR form contains following fields as indicated below.

� Nodal Agency

� Item Description

� Name of the Unit

� Rate (In Rs.)

� Date Effective

Nodal Agency – This specifies the Agency for which you are defing the schedule of rates.

Item Description – This specifies the Item of expenditure whose SOR is being defined.



Name of Unit – The measuring unit for item of expenditure.

Rate – The rate in Rs. for item of expenditure.

Date Effective – This specifies the date from which the rate is effective.


Add More – This button allows you to create another row for defining Item of expenditure

Save – This button allows you to save the item of expenditure.

Cancel – This button enables you to abort the Create SOR operation and will take you back to the

main screen (left menu), from where you chose to open the Create SOR form.

How to Create a SOR

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

1) Invoke the PlanPlus package. Create SOR option will be visible on the left menu

under Master Data � SOR once you login to the package using your UserId and

Password and have SOR Definer Role. See Login section for more details.

2) Click Create SOR option to open create SOR form.

3) Create SOR form displays only those data fields, which are meant for you. You will



4) You can click on the field and enter the value. Item of Expenditure, Name of Unit,

Rate (In Rs.), Date Effective are text boxes and you can enter the value by clicking in

that field.

5) Click the Save button to save the newly created SOR or click Cancel button to abort

the create SOR operation.


the PlanPlus Main Screen without saving your SOR.



7) In case you chose to save the details in step 5, a message: “The SOR Detail was



PlanPlus Main Screen to enable you to create more SOR, if you desire.

What happens when a SOR is saved?

1) The newly created SOR is saved and is available to the work definer when doing cost

estimation.

Messages

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


user

1. Please enter the

Item of Expenditure



the Item of Expenditure. This



typing in Item of Expenditure

in Create SOR form.


the Item of Expenditure in Item

of Expenditure text-box.

2. Please enter the

Name of the Unit



the Name of the Unit. This



typing in Name of the Unit in

Create SOR form.


the Name of the Unit in Name

of the Unit text-box.

3. Please enter the

Rate (In Rs.).



the Rate (In Rs.). This



the Rate (In Rs.) in Rate (In

Rs.) text-box.




user


typing in Rate (In Rs.) in

Create SOR form.

4. Please enter the

Date Effective



the date from which this rate

is effective. This message is


Save button without typing in

Date Effective in Create SOR

form.


the Date Effective in Date

Effective text-box.

5. The SOR Details

was saved

successfully


specified SOR was created

successfully.


5.5.3 Norms

General Description

The software captures sector wise details about various administrative norms which the work must

adhere to be technically viable. A user with a Norms definer role is allowed to define Norms in PlanPlus

Package. Norms option is available on the Main Screen (left menu) under Master Data � Norms for

the user with Norms Definer Role.

As you choose to Create / Modify Norms, following details associated with the Norms are required:

� Nodal Agency

� Sector

� Norm Description



� G.O No

� G.O Date

� Date Effective

Three Buttons viz. Attach Files, Save and Cancel appear at the bottom.

Screen Description

Fig. 5.20 provides a sample picture of the Create Norm form as it appears on your screen. The title

of the form viz. Create Norm is displayed at the top. This is followed by a message that says - *






Fig 5.20

Create Norm form contains following fields as indicated below.

� Nodal Agency

� Sector

� Norm Description

� G.O No

� G.O Date

� Date Effective

Nodal Agency – This specifies the Agency for which you are defing the norms.



Sector – This specifies the sctor for which this Norm is applicable. The list of RLB/ULB subject areas

are shown

Norm Description – This specifies the brief description about the Norm.

G.O No. – This specifies the Gazette Order Number.

G.O Date – This specifies the date of which the Gazette Order was released.

Date Effective – This specifies the date from which this Norm is effective.


Attach Files – This button allows you to attach any related document with this Norm.

Save – This button allows you to save the Norm details.

Cancel – This button enables you to abort the Create Norms operation and will take you back to the

main screen (left menu), from where you chose to open the Create Norms form.

How to Create a Norm

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

1) Invoke the PlanPlus package. Create Norm option will be visible on the left menu

under Master Data � Norms once you login to the package using your UserId and

Password and have SOR Definer Role. See Login section for more details.

2) Click Create Norm option to open create Norm form.

3) Create Norm form displays only those data fields, which are meant for you. You will



4) You can click on the field and enter the value. Sector is a drill down list showing the

subject areas of ULBs/RLBs. Norm Description, G.O No., G.O date, Date Effective

are text boxes and you can enter the value by clicking in that field.

5) Click the Save button to save the newly created Norm or click Cancel button to abort

the create Norm operation.




the PlanPlus Main Screen without saving your Norm.

7) In case you chose to save the details in step 5, a message: “The Norm Detail was



PlanPlus Main Screen to enable you to create more Norms, if you desire.

What happens when a Norm is saved?

1) The newly created Norm is saved and is available to the Planner to specify whether a

work adheres to that Norm.

Messages

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


user

1. Please enter the

Norm Description



the Norm Description. This



typing in Norm Description in

Create Norm form.


the Norm Description in Norm

Description text-box.

2. Please enter the

G.O No



the G.O No. This message is



G.O No in Create Norm form.


the G.O No in G.O No text-box.

3. Please enter the

G.O Date




G.O Date in G.O Date text-box.




user

G.O Date the G.O Date. This message



G.O Date in Create Norm

form.

G.O Date in G.O Date text-box.

4. Please enter the

Date Effective



the date from which this Norm

is effective. This message is



Date Effective in Create

Norm form.


the Date Effective in Date

Effective text-box.

5. The Norm Details

was saved

successfully


specified Norm was created

successfully.


5.5.3 Agency

General Description

The software captures the names of different agencies who would be defining the Central and State

Government Schemes. A user with a State Administrator role is allowed to define Agency in PlanPlus

Package. Agency option is available on the Main Screen (left menu) under Master Data � Agency for

the user with State Administrator Role.

As you choose to Create / Modify Agency, following details associated with the Agency are required:

� Name of Agency

� Agency Type




Screen Description

Fig. 5.21 provides a sample picture of the Create Agency form as it appears on your screen. The title

of the form viz. Create Agency is displayed at the top. This is followed by a message that says - *




Fig 5.21

Create Agency form contains following fields as indicated below.

� Name of Agency

� Agency Type



Name of the Agency – This field specifies the Name of Agency.

Agency Type – This specifies the type of Agency, i.e Central or State.


Save – This button allows you to save the Agency Details.

Cancel – This button enables you to abort the Create Agency operation and will take you back to the

main screen (left menu), from where you chose to open the Create Agency form.

How to Create a Agency

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

1) Invoke the PlanPlus package. Create Agency option will be visible on the left menu

under Master Data � Agency once you login to the package using your UserId and

Password and have State Administartor Role. See Login section for more details.

2) Click Create Agency option to open create Agency form.

3) Create Agency form displays only those data fields, which are meant for you. You will



4) You can click on the field and enter the value. Name of the Agency is a text box and

you can enter the value by clicking in that field. You can select Agency type by clicking

the Central/State radio box..

5) Click the Save button to save the newly created Agency or click Cancel button to

abort the create Agency operation.


the PlanPlus Main Screen without saving your Agency.

7) In case you chose to save the details in step 5, a message: “The Agency Detail was



PlanPlus Main Screen to enable you to create more Agency, if you desire.



What happens when a Agency is saved?

1) The newly created Agency is saved and the same is available for creating the scheme

defination.

Messages

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


user

1. Please enter the

Name of the Agency



the Name of the Agency. This



typing in Name of the Agency

in Create Agency form.


the Name of the Agency in

Name of the Agency text-box.

2. Please enter the

type of Agency


mandatory for you to check

the type of Agency. This



checking in type of Agency in

Create Agency form.

Click OK to resume and check

the type of Agency in type of

Agency Check box.

3. The Agency Details

was saved

successfully


specified Agency was created

successfully.


5.5.4 Line Department

General Description



The software captures the names of District Line Department who would be creating Annual Plan. A

user with a State Administrator role is allowed to define District Line Department in PlanPlus Package.

Line Department option is available on the Main Screen (left menu) under Master Data � Line

Department for the user with State Administrator Role.

As you choose to Create / Modify Line Department, following details associated with the Line

Department are required:

� Name of the Line Department

� Line Department Type

� Focus Area


Screen Description

Fig. 5.22 provides a sample picture of the Create Line Department form as it appears on your

screen. The title of the form viz. Create Line Department 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 5.22



Create Line Department form contains following fields as indicated below.

� Name of the Line Department

� Line Department Type

� Focus Area

Name of the Line Department – This field specifies the Name of the Line Department.

Line Department Type – This specifies the type of Line Department, i.e Rural or Urban.

Focus Area – Depending upon the type of line department this field specifies the drop down list of

RLBs/ULBs subject areas. The department could focus on one or many of these focus areas.


Save – This button allows you to save the Line Department Details.

Cancel – This button enables you to abort the Create Line Department operation and will take you

back to the main screen (left menu), from where you chose to open the Create Line Department form.

How to Create a Line Department

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

1) Invoke the PlanPlus package. Create Line Deprtment option will be visible on the left

menu under Master Data � Line Department once you login to the package using

your UserId and Password and have State Administrator Role. See Login section for

more details.

2) Click Create Line Department option to open create Line Department form.

3) Create Line Department 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. Name of the Line Department is a text

box and you can enter the value by clicking in that field. You can select the line

department type by clicking the Rural/Urban check box. Depending upon the type of

line department you can specify the focus area for the department.

5) Click the Save button to save the newly created Line Department or click Cancel

button to abort the create Line Department operation.


the PlanPlus Main Screen without saving your Line Department.

7) In case you chose to save the details in step 5, a message: “The Line Department

Detail 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 PlanPlus Main Screen to enable you to create more Line

Departments, if you desire.

What happens when a Line Department is saved?

1) The newly created Line Department is saved and the same department can create

the Plan for the planning unit.

Messages

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


user

1. Please enter the

Name of the

Department



the Name of the Department.



without typing in Name of the

Department in Create Line

Department form.


the Name of the Department in

Name of the Department text-

box.




user

2. Please enter the

type of Line

Department


mandatory for you to check

the type of Line Department.



without checking in type of

Line Department in Create

Line Department form.

Click OK to resume and check

the type of Line Department in

type of Line Department

Check box.

3. Please enter the

Focus Area


mandatory for you to specify

the focus area for the line

department. This message is


Save button without

specifying the Focus Area in


form.


the focus area in Focus Area

selection-box.

4. The Line

Department Details

was saved

successfully


specified Line Department

was created successfully.


5.6 Monitoring Reports

Depending upon the role with which user has logged on to the package, and the privileges associate

with the user, the report options would be rendered. Also, there are certain reports exposed in public

view which do not require login. The following table describes the main reports available with the

package.



Monitoring Reports

Plans in Pipeline

Approved Plan Report

Credit Plan

Sectoral Plan

Scheme Plan

Plan Report

District Plan Report

• Approved Plans – 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.

• Plans in Pipeline - 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.

• Credit Plan - This report allows the citizen to view the credit offered by Financial Institutions to

various Plan Units. The user is allowed to select the plan year, state and focus area for which

he wants to view the credit availability. The output is shown District / Focus area wise, that is,

how much credit is available under each focus area. The user can drill down to know the credit

availability at each plan unit type.

• Scheme Plan - This report allows the citizen to view the outlay available under a scheme to

various Plan Units. The user is allowed to select the plan year, state and scheme for which he

wants to view the outlay. The output is shown District / Plan Unit Type wise, that is, how much

outlay is available under each plan unit type. The user can drill down to know how this outlay is

utilized under different works.



• Sectoral Plan – This report allows the citizen to view the outlay available under different

sectors to various Plan Units. The user is allowed to select the plan year, state and focus area

for which he wants to view the outlay. The output is shown District / Sector wise, that is, how

much amount from different scheme is available under each sector. The user can drill down to

know the outlay availability at each plan unit type.

• Plan Report – This report allows you to view the Plan of a particular planning unit. This report

enlist the list of approved works taken in the plan and there possible source of funding.

• District Plan Report – This report allows the District Planning Committee to generate an

integrated District Plan, The reports shows outlay available under different sectors to various

Plan Units. Also, outlay available under different schemes and how this has been utilized.

Output of few of the reports is enclosed in the following screen shots













Documents

PlanPlus User Manual