Planning Module — User Manual
Overview
The Planning module manages the budget planning documents that form the foundation of the procurement cycle. The chain flows from Work and Financial Plans (WFPs) through Annual Investment Programs (AIPs) into PPMPs. The module also provides a consolidated view of the Annual Procurement Plan (APP) and Program of Work (POW) attachments.
Access
| Feature | Roles Allowed |
|---|---|
| Create / Submit WFP or AIP | All office roles, PPMP_PREPARER, PPMP_APPROVER, PPMP_VIEWER, SECRETARY, ADMIN |
| Approve / Return WFP or AIP | HOPE |
| View all offices' WFPs and AIPs | ADMIN, HOPE |
| View APP (read-only) | All authenticated users |
- Navigation path: Sidebar → Planning
1. Work and Financial Plan (/planning/wfp)
A WFP is the budget request submitted by a sub-office (a department with a parent department). It details planned expenditures by quarter for a fiscal year.
Viewing WFPs
The list shows WFPs for your office. Filters available:
- Year — select the fiscal year
- Office — for ADMIN and HOPE, filter by any office; others see their own
- Child Office View — toggle to also show WFPs from sub-offices of your department
Creating a WFP
Click Create WFP and fill in:
| Field | Description |
|---|---|
| Year | Fiscal year this WFP covers |
| Title | Descriptive title |
| Description | Optional notes or purpose |
| Office | The department submitting the WFP |
| Type | REGULAR — standard annual plan; SUPPLEMENTAL — additional request mid-year |
Then add line items. Each line item represents an expenditure:
| Field | Description |
|---|---|
| Object of Expenditure | What the money is for |
| Total Authorized Appropriation | Total budget ceiling for this item |
| Unprogrammed Amount | Portion not yet allocated to a quarter |
| Net Program | Amount planned for expenditure (Total minus Unprogrammed) |
| Q1–Q4 Request | Requested amount per quarter |
| Q1–Q4 Recommendation | Recommended amount per quarter (filled in by the reviewer) |
Submitting a WFP
- Ensure the WFP is in DRAFT status.
- Click Submit.
- A password verification dialog appears — enter your account password to confirm.
- Status changes to SUBMITTED.
WFP Status Flow
DRAFT → SUBMITTED → APPROVED
↘ RETURNED (to DRAFT for revision)
↘ REJECTED
WFP Approval (HOPE only)
HOPE users see a pending WFPs list. From the WFP detail:
- Approve — marks the WFP as APPROVED; password required
- Return — sends it back to DRAFT with comments; password required
- Reject — permanently rejects; password required
Exporting a WFP
From the WFP detail, click Export to download the WFP as a file.
2. Annual Investment Program (/planning/aip)
An AIP is prepared by root departments (top-level offices with no parent). It describes planned programs, activities, and projects for the fiscal year, with funding source breakdowns and climate change tagging.
An AIP can be created independently or linked to an existing WFP.
Viewing AIPs
Same filtering options as WFP: year, office, and a child-office toggle for ADMIN/HOPE.
Creating an AIP
Click Create AIP and fill in:
| Field | Description |
|---|---|
| Year | Fiscal year |
| Title | Descriptive title |
| Description | Optional notes |
| Office | The root department submitting this AIP |
| Type | REGULAR or SUPPLEMENTAL |
| Source WFP | Optional link to a WFP this AIP is derived from |
Add line items. Each line item is a program/activity/project (PAP):
| Field | Description |
|---|---|
| Reference Code | Unique identifier for this PAP |
| Program / Activity Description | What will be done |
| Implementing Office | Office responsible for execution |
| Schedule Start / End | Target timeframe |
| Expected Outputs | Measurable deliverables |
| Funding Source | Where the money comes from |
| PS Amount | Personnel Services amount |
| MOOE Amount | Maintenance and Other Operating Expenses amount |
| CO Amount | Capital Outlay amount |
| Climate Change Amounts | Adaptation / Mitigation tagging per PS/MOOE/CO |
| Typology Code | Classification code |
Submitting and Approving an AIP
The flow is identical to the WFP:
- Submit → password verification → status becomes SUBMITTED
- HOPE approves, returns, or rejects → password verification at each action
DRAFT → SUBMITTED → APPROVED
↘ RETURNED
↘ REJECTED
Exporting an AIP
From the AIP detail, click Export to download the AIP file.
3. Program of Work (/planning/pow)
This is a read-only viewer that lists all PPMPs that have POW (Program of Work) file attachments.
- Expand a row to see the attached files with download links.
- POW files are uploaded from within the PPMP detail page (Procurement module).
Use this page to quickly find and download POW documents without navigating into individual PPMPs.
4. Annual Procurement Plan (/planning/app)
The APP is a consolidated, read-only view that aggregates PPMP line items across all offices into a single procurement plan for the fiscal year.
Filters
| Filter | Description |
|---|---|
| Year | Fiscal year |
| Office | Filter to a specific office |
| Status | Filter by PPMP status |
What is shown
For each PPMP item: description, unit, quantity, unit price, total amount, quarterly distribution, funding source, and mode of procurement.
Exporting the APP
Click Export to download the consolidated APP file.
Planning Chain Summary
Sub-Office WFP ─────────────────────────────────────────────┐
│
Root Office AIP ←── (optionally references WFP) ──────────┘
│
└── PPMP ← references AIP (Procurement module)
│
└── PR → RFQ → PO → DV
Common Tasks Quick Reference
| Task | Where |
|---|---|
| Create a WFP for your office | /planning/wfp → Create WFP |
| Submit a WFP for approval | WFP detail → Submit (password required) |
| Approve a submitted WFP | /planning/wfp → WFP detail → Approve (HOPE only) |
| Create an AIP | /planning/aip → Create AIP |
| View all POW attachments | /planning/pow |
| View the full APP | /planning/app |
| Export a WFP or AIP | WFP/AIP detail → Export |
