User's Manual PMISv4.0 PL

Philippine Council for Industry, Energy, User’s Manual for
and Emerging Technology Research and PMISv4.0 (PL Account)

Development - PCIEERD
User’s Manual
for
Project Management
Information System v4.0
(PMISv4.0)
(Project Leader (PL) Account)

Version 1.0
Prepared by ITMU
June 27, 2020

Table of Contents
1. GENERAL INFORMATION ............................................................................................... 3
1.1 System Overview ...................................................................................................................... 4
1.2 Organization of the Manual ....................................................................................................... 5
1.3 Acronyms and Abbreviations .................................................................................................... 5
2. SYSTEM SUMMARY ........................................................................................................... 6
2.1 System Configuration ................................................................................................................ 7
2.1.1 Minimum Requirement ......................................................................................................... 7
2.1.2 Supported Web browsers ...................................................................................................... 7
3. GETTING STARTED ........................................................................................................... 8
3.1 Accessing and Logging in ......................................................................................................... 9
3.1.1 Logging-in to Project Management Information System version 4.0 (PMISv4.0) ................ 9
3.2 System menu ........................................................................................................................... 10
4. USING THE SYSTEM ........................................................................................................ 11
4.1 View List of Projects (All Projects / My Projects sub-menu) .................................................. 12
4.2 Search for a Project (All Projects / My Projects sub-menu) .................................................... 13
4.3 View Project Dashboard .......................................................................................................... 14
4.3.1 Dashboard Filtering (Project Year) ..................................................................................... 15
4.3.2 View Financial Dashboards ................................................................................................ 16
4.4 View Project Details................................................................................................................ 18
4.5 View Project Financial ............................................................................................................ 19
4.5.1 Creating Project Line Item Budget (LIB) record ................................................................. 20
4.5.2 Creating Line Item Budget (LIB) record for another agency .............................................. 21
4.5.3 View Project Line Item Budget (using the view icon) ........................................................ 22
4.5.4 View Project Line Item Budget (DOST – Form A)............................................................. 23
4.5.5 Editing information in Line Item Budget (LIB) record ....................................................... 24
4.5.6 Deleting Line Item Budget (LIB) record ............................................................................. 25
4.5.7 Adding Personnel Services (PS) record (Direct cost) .......................................................... 26
4.5.8 Adding Personnel Services (PS) record (Indirect cost) ....................................................... 28
4.5.9 Adding Maintenance and Other Operating Expenses (MOOE) record (Direct cost) .......... 30
4.5.10 Adding Maintenance and Other Operating Expenses (MOOE) record (Indirect cost)........ 32
4.5.11 Adding Capital Outlays (CO) record (Direct cost) .............................................................. 34
4.5.12 Adding Capital Outlays (CO) record (Indirect cost) ........................................................... 36
4.5.13 Editing PS/MOOE/CO records (Direct cost)....................................................................... 38
4.5.14 Editing PS/MOOE/CO records (Indirect cost) .................................................................... 42
4.5.15 Deleting PS/MOOE/CO records (Direct/Indirect cost) ....................................................... 46
4.5.16 Creating LIB Realignment .................................................................................................. 47
4.5.17 View LIB Realignment (using view icon)........................................................................... 48
4.5.18 View LIB Realignment (per Year using the ‘Realignment LIB’ button)............................. 49
4.5.19 Uploading Signed LIB ........................................................................................................ 50
4.5.20 Downloading Uploaded Signed LIB file ............................................................................. 51
4.5.21 Updating Uploaded Signed LIB file .................................................................................... 52
4.5.22 Deleting Uploaded Signed LIB record ................................................................................ 53
4.5.23 Creating Budget Releases Per Agency ................................................................................ 54
4.5.24 View Budget Releases per Agency record .......................................................................... 55
4.5.24.1 Adding Released Amount to Budget Releases per Agency record ......................... 56
4.5.24.2 Editing Released Amount to Budget Releases per Agency record ......................... 57
4.5.24.3 Deleting Released Amount to Budget Releases per Agency record ....................... 58
4.5.25 Editing Budget Releases per Agency information ............................................................... 59
4.5.26 Deleting Budget Releases per Agency record ..................................................................... 60
4.5.27 Creating Project Obligation record...................................................................................... 61
4.5.28 View Project Obligation record........................................................................................... 62
4.5.29 Download Project Obligations attachment .......................................................................... 63
User’s Manual_PMISv4.0 (PL Account).docx Page 1 |

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4.5.30 Editing Project Obligation record ....................................................................................... 64

4.5.31 Deleting Project Obligation record...................................................................................... 65
4.5.32 Creating Project Disbursements record ............................................................................... 66
4.5.33 View Project Disbursements record .................................................................................... 67
4.5.34 Editing Project Disbursements record ................................................................................. 68
4.5.35 Deleting Project Disbursements record ............................................................................... 70
4.5.36 Creating Project Agency record .......................................................................................... 71
4.5.37 View Project Agency record ............................................................................................... 72
4.5.38 Editing Project Agency record ............................................................................................ 73
4.5.39 Deleting Project Agency record .......................................................................................... 74
4.6 Viewing list of Files uploaded on the project .......................................................................... 75
4.6.1 Downloading files from Files tab ........................................................................................ 76
4.7 View Reports tab ..................................................................................................................... 77
4.7.1 View Semi-Annual/Annual Financial Report (DOST Form H) .......................................... 78
4.7.1.1 Filtering Function from Semi – Annual/Annual Financial Report (DOST Form H)... 79
4.7.2 View Terminal Annual Financial Report (DOST Form I) ....................................................... 80
4.7.2.1 Filtering Function from Terminal Annual Financial Report (DOST Form I) ............. 81
4.8 Exiting the System ............................................................................................................................ 82

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1. GENERAL INFORMATION

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1.1 System Overview
The Philippine Council for Industry, Energy, and Emerging Technology Research and
Development (PCIEERD) is mandated to serve as the central agency that is responsible in
formulating programs, plans and policies as well as implementing strategies in the industry, energy
and emerging technology sectors through various Science and Technology programs.
As a Funding Agency, PCIEERD needs to take care of the confidential and delicate information
which includes project and proposal meta data, proposal evaluations, financial information, and
project monitoring. In conformity, the Project Management Information System (PMIS) was
developed.
PMIS is a web application system that is intended for planning, organizing, and monitoring of
projects which is heavily customized for PCIEERD process. Currently, PMIS holds more than
1500 projects and more than 5000 proposals.
In line with the government’s effort to make development constant, the agency identified the needs
to improve the current system as follows:
• To reduce the load of project manager in inputting data,

• To improve handling of the evaluation process,
• To provide real-time tracking of tasks status for audit purposes, and
• To provide tools to Project Leaders for managing PCIEERD funded/monitored projects
These leads to the redevelopment of the current PMIS to Project Management Information System
version 4.0 (PMISv4.0) which gives Project Leaders the capability to input Financial Data, create
Line Item Budget (LIB) and Realignments, prepare Obligations and Disbursements, and upload
signed documents.

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1.2 Organization of the Manual

This manual is intended for Project Leader users of Project Management Information System v4.0
(PMIS v4.0).
This manual is divided into four (4) parts namely:
• General Information section contains the system overview, general terms and its
purposes.
• System Summary section provides information regarding the system configuration, and
hardware and software requirements.
• Getting Started section explains how to access the Project Management Information
System v4.0 website, its menus and sub-menus.
• Using the System section provides a detailed system function.
1.3 Acronyms and Abbreviations
• PCIEERD – Philippine Council for Industry, Energy, and Emerging Technology Research
and Development
• PMIS – Project Management Information System
• PMISv4.0 – Project Management Information System version 4.0
• PL – Project Leader
• LIB – Line Item Budget

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2. SYSTEM SUMMARY

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2.1 System Configuration

2.1.1 Minimum Requirement
The minimum requirements required in accessing PMIS v4.0 are listed below:
• Microsoft Windows Operating System – preferably 7 and above

• MAC OS X 10.4 or higher
• Internet Connectivity
2.1.2 Supported Web browsers
Web browser is a software application that is used to locate, retrieve and display content on
the World Wide Web. It is also used for accessing webpages, images, videos, files, etc.
(Beal, 2020).
• Google Chrome – version 48. 0 and above

• Mozilla Firefox – version 69.0 and above
• Safari
• Internet Explorer
• Opera
• Microsoft Edge
• Other available browsers that can access the system

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3. GETTING STARTED

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3.1 Accessing and Logging in

3.1.1 Logging-in to Project Management Information System version 4.0 (PMISv4.0)
1. Access PMISv4.0 website: http://202.90.141.229/projects/login
Figure 1: PMISv4.0 Log-in Page
2. Input Email and Password
NOTE:
• Email and Password are already provided for Project Leaders.
3. Click button to log-in.

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3.2 System menu

Project Management Information System (PMISv4.0) – Project Leader (PL) account is composed
of 2 Main Menus:
• Dashboard - This section contains Key Performance Indicator (KPI) for all projects and
proposals in the system
• Projects with 2 sub-menus:

o All Projects – this sub-menu contains list of all projects handled by the Project
Leader
o My Projects – this sub-menu contains Projects spearheaded by the Project Leader
Figure 2: PMISv4.0 - Main Menus

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4. USING THE SYSTEM

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4.1 View List of Projects (All Projects / My Projects sub-menu)
1. From the Main menu, click Projects Menu
2. Select All Projects/My Projects sub menu
Figure 3:PMISv4.0 – List of Projects

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4.2 Search for a Project (All Projects / My Projects sub-menu)
1. Click All Projects / My Projects sub-me
Figure 4: PMISv4.0 – List of Projects
2. Use the Search Box to search for a specific project from the
list.

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4.3 View Project Dashboard
1. From the List of Projects (Section 4.1), click the Project Title (of a specific project)
Figure 5: PMISv4.0 - List of Projects
2. System automatically redirects to Dashboard tab of a Project
Figure 6: PMISv4.0 - Project Financial Dashboard

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4.3.1 Dashboard Filtering (Project Year)
Project Leaders may use the Dashboard filtering function to view the financial data of a
project for a specific year following these steps:
1. From the Financial Dashboard section (Section 4.3), locate the filtering function.
Figure 7: PMISv4.0 - Dashboard Filter
2. User may filter the Dashboard by choosing the specific Year, Project Agency, Fund
Source, Fund Type and Recipient from the drop-down list.
3. Click the button

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4.3.2 View Financial Dashboards
Total Approved Budget dashboard

contains the total original LIB of the
project
Total Released Funds dashboard

contains the total amount of all
releases per Agency (Budget Releases
per Agency under Financial tab)
Total Accounts Payable dashboard

contains the total amount of Project
Obligations (Project Obligations section
under Financial tab)
Total Disbursed dashboard contains

the total amount of all disbursed
(Project Disbursement under Financial
tab)
Remaining Project Funds dashboard

contains the total amount of all
remaining funds
(Approved Budget – Disbursement)
Total for Release dashboard contains

amount to be released
Cash on hand dashboard contains the

total amount from
(Cash on Hand = Released Funds -
(Accounts Payable + Disbursed))

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Budget Performance dashboard

shows Approved, Released Budget,
Disbursed Budget and Accounts
Payable amount in a graph
Project Budget Utilization

dashboard shows pie graph for
Remaining Budget and Expenses
(Disbursements + Accounts Payable)

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4.4 View Project Details
Project Details tab is where user can view information of the project which includes the
Project Titles, Objectives, Expected Output, Expected Outcome, Description, Review of
Related Literature, Scientific Basis, Methodology, Abstract, Project Leader, Project
Managers, Funding, Division, Sectors, GAD Scores, and eProposal files.
1. From the List of Projects (Section 4.1), Click the Project Title (of a specific project)
Figure 8: PMISv4.0 – List of Project (search result)
2. Select Project Details tab
Figure 9: PMISv4.0 - Project Details tab

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4.5 View Project Financial
This section contains all financial information of the project which includes the Line Item
Budget (LIB), LIB Realignment, Agency Cash Programs, Budget Releases per
Agency, Project Obligations, Project Disbursements, and Project Agencies record.
2. Select Financial tab
Figure 10: PMISv4.0 - Financial tab

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4.5.1 Creating Project Line Item Budget (LIB) record
1. Under Agency Line Item Budget section (Financial tab), click the icon
2. Input information for all fields by selecting from the drop-down list
Figure 11: PMISv4.0 - Create LIB page
3. Once done, click the button

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4.5.2 Creating Line Item Budget (LIB) record for another agency
1. Under Agency Line Item Budget section (Financial tab), click the icon
2. From ‘Create Libs’ page, Click the icon
3. Input information for New Agencies and Agency Type by selecting from the drop-down
list
Figure 12: PMISv4.0 – Create LIB for another agency page
4. Enable/Disable the Toggle button for Lead if Agency is a lead or not
5. Supply information for other fields.

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4.5.3 View Project Line Item Budget (using the view icon)
1. Under the Agency Line Item Budget section (Financial tab), locate the LIB record
2. Hover the mouse pointer over the LIB record, then click the icon beside the LIB
record
Figure 13: PMISv4.0 - View LIB page (using view icon)

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4.5.4 View Project Line Item Budget (DOST – Form A)
1. Under the Agency Line Item Budget section (Finance tab), locate and click the
button
Figure 14: PMISv4.0 - Project LIB (DOST Form A) page

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4.5.5 Editing information in Line Item Budget (LIB) record
1. Under the Agency Line Item Budget section (Financial tab), hover the mouse pointer
to the LIB record, then click the icon
2. Select EDIT option
Figure 15: PMISv4.0 - Edit LIB page (step 1)
3. User may update information for Agencies, Year and Status fields
Figure 16: PMISv4.0 - Edit LIB page (step 2)

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4.5.6 Deleting Line Item Budget (LIB) record
1. Under the Agency Line Item Budget, hover the mouse pointer to the LIB record,
then click icon
2. Select DELETE option
Figure 17: PMISv4.0 - Delete LIB (step 1)
3. From the delete confirmation pop-up message, click the button
Figure 18: PMISv4.0 - Delete LIB (Step 3)

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4.5.7 Adding Personnel Services (PS) record (Direct cost)
then click icon
Figure 19: PMISv4.0 - Add Personnel Services (PS) - Direct cost (step 1)
2. Click the icon
Figure 20: PMISv4.0 - Add Personnel Services (PS) - Direct cost (Step 2)

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3. Input relevant information for Personnel Services (PS) – Direct cost
NOTE:
• Fields with asterisk (*) are all Required fields
• Direct toggle button should always be ENABLED if the Personnel
Services (PS) record is a Direct cost
Figure 21: PMISv4.0 - Add Personnel Services (PS)- Direct cost page (step 3)

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4.5.8 Adding Personnel Services (PS) record (Indirect cost)
then click icon
Figure 22: PMISv4.0 - Add PS - Indirect Cost (step 1)
2. Click the icon
Figure 24: PMISv4.0 - Indirect Cost (step 2)

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3. Input relevant information for Personnel Services (PS) – Indirect cost
NOTE:
• Direct toggle button should always be DISABLED if the Personnel
Services (PS) record is an Indirect cost
Figure 24: PMISv4.0 - Add PS - Indirect cost page (step 3)

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4.5.9 Adding Maintenance and Other Operating Expenses (MOOE) record

(Direct cost)
then click icon
Figure 25: PMISv4.0 - Add Maintenance and Other Operating Expenses (MOOE) - Direct Cost (step 1)
2. Click the icon
Figure 26: PMISv4.0 - Add MOOE - Direct cost (step 2)

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3. Input the relevant information for the following fields.
NOTE:
• Direct toggle button should always be ENABLED if the
Maintenance and Other Operating Expenses (MOOE) record is Direct
cost
Figure 27: PMISv4.0 - Add MOOE - Direct cost (step 3)

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4.5.10 Adding Maintenance and Other Operating Expenses (MOOE) record

(Indirect cost)
then click icon
Figure 28: PMISv4.0 - Add Maintenance and Other Operating Expenses (MOOE) - Indirect Cost (step 1)
2. Click the icon
Figure 29: PMISv4.0 - Add MOOE - Indirect cost (step 2)

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3. Input relevant information for the following fields.
NOTE:
• Direct toggle button should always be DISABLED if the Maintenance and
Other Operating Expenses (MOOE) record is an Indirect cost
Figure 30: PMISv4.0 - Add MOOE - Indirect cost (step 3)

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4.5.11 Adding Capital Outlays (CO) record (Direct cost)
then click icon
Figure 31: PMISv4.0 - Add Capital Outlays (CO) – Direct Cost (step 1)
2. Click the icon
Figure 32: PMISv4.0 - Add Capital Outlays (CO) - Direct cost (step 2)

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NOTE:
• Direct toggle button should always be ENABLED if the Capital Outlays
(CO) record is a Direct cost
Figure 33: PMISv4.0 - Add Capital Outlay (CO) - Direct cost (step 3)

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4.5.12 Adding Capital Outlays (CO) record (Indirect cost)
then click icon
Figure 34: PMISv4.0 - Add Capital Outlays (CO) – Indirect Cost (step 1)
2. Click the icon
Figure 35: PMISv4.0 - Add Capital Outlays (CO) - Indirect cost (step 2)

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NOTE:
• Direct toggle button should always be DISABLED if the Capital Outlay
(CO) record is an Indirect cost
• Equipment toggle button should be ENABLED if the CO record is an
equipment
Figure 36: PMISv4.0 - Add CO - Indirect cost (step 3)

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4.5.13 Editing PS/MOOE/CO records (Direct cost)
1. From the Project LIB view, click the icon beside the specific item in the LIB (PS/MOOE/CS – Direct cost)
Figure 37: PMISv4.0 - Edit PS/MOOE/CO - Direct cost (step 1)

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2. Input updates for PS/MOOE/CO – Direct cost record
3. Once done with the update/s, click button (please see screenshots below for the Edit page of PS/MOOE/CO-Direct Cost)
Figure 38: PMISv4.0 - Edit Personnel Services (PS) - Direct cost page

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Figure 39: PMISv4.0 - Edit Maintenance and Other Operating Expenses (MOOE) - Direct cost page

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Figure 40: PMISv4.0 - Edit Capital Outlays (CO) - Direct cost page

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4.5.14 Editing PS/MOOE/CO records (Indirect cost)
1. From the Project LIB view, click the icon beside the specific item in the LIB (PS/MOOE/CS – Indirect cost)
Figure 41: PMISv4.0 - Edit PS/MOOE/CO - Indirect cost (step 1)

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2. Input updates for PS/MOOE/CO – Indirect cost record
3. Once done with the update/s, click button (please see screenshots below for the Edit page of PS/MOOE/CO- Indirect Cost)
Figure 42: PMISv4.0 - Edit Personnel Services (PS) - Indirect cost page

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Figure 43: PMISv4.0 - Edit Maintenance and Other Expenses (MOOE) - Indirect cost page

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Figure 44: PMISv4.0 - Edit Capital Outlays (CO) - Indirect cost page

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4.5.15 Deleting PS/MOOE/CO records (Direct/Indirect cost)
1. From the Project LIB view, click the icon beside the specific item in the
LIB to be deleted (PS/MOOE/CS – Indirect cost)
Figure 45: PMISv4.0 - Delete PS/MOOE/CO - Direct/Indirect cost (step1)
2. A pop-up message should appear, Click button
Figure 46: PMISv4.0 - Delete Pop-up message

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4.5.16 Creating LIB Realignment
1. From Financial Tab, Under Agency Line Item Budget, locate the LIB record that
needs Realignment
2. Click icon beside the LIB record
3. Select ‘Add Realignment’ option
Figure 47: PMISv4.0 – Creating LIB Realignment (step 3)
4. System automatically creates new record for LIB Realignment
NOTE:
• System automatically tags Original LIB as ‘Original’ while LIB
Realignment starts at ‘1st’ ordinal number (1st, 2nd, 3rd …nth)
• System automatically sets the same Year for Original LIB and LIB
Realignment (please see screenshot below)
Figure 48: PMISv4.0 - LIB Realignment record

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4.5.17 View LIB Realignment (using view icon)
1. Under Agency Line Item Budget, click icon beside Realignment record to
be viewed
Figure 49: PMISv4.0 - View LIB Realignment page

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4.5.18 View LIB Realignment (per Year using the ‘Realignment LIB’ button)
1. Under Agency Line Item Budget, locate and click the button
2. Select the Year of the Realignment from the ‘YEAR’ drop-down
Figure 50: PMISv4.0 - LIB Realignment (per Year) page
NOTE:
• All Realignment items are displayed at the right column of the page
• To Add Personnel Services (PS) – Direct/Indirect cost record to LIB Realignment,

please see Section 4.5.7 & Section 4.5.8 in this manual
• To Add Maintenance and Other Operating Services (MOOE) -Direct/Indirect cost record to
LIB Realignment, please see Section 4.5.9 & Section 4.5.10 in this manual
• To Add Capital Outlays (CO) -Direct/Indirect cost record to LIB Realignment, please see
Section 4.5.11 & Section 4.5.12 in this manual
• To Edit PS/MOOE/CO – Direct/Indirect cost record from LIB Realignment, please see Section
4.5.13 & Section 4.5.14 in this manual
• To Delete PS/MOOE/CO – Direct/Indirect cost record from LIB Realignment, please see
Section 4.5.15 in this manual

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4.5.19 Uploading Signed LIB
1. Under Financial tab, locate Signed LIB Upload section
2. Click icon
Figure 51: PMISv4.0 - Upload Signed LIB record (step 2)
3. Click button and locate the signed LIB file to be uploaded
Figure 51.1: PMISv4.0 - Upload Signed LIB (step 3)
4. Click button

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4.5.20 Downloading Uploaded Signed LIB file
1. Under “Signed LIB Upload” section (Financial tab), locate the Signed LIB file to be
downloaded
2. Click ‘File Name’ to download the signed LIB uploaded file
Figure 52: Download Signed LIB uploaded file
3. System automatically downloads the file on user’s computer
Figure 52.1: PMISv4.0 - Download Signed LIB file

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4.5.21 Updating Uploaded Signed LIB file
1. Under “Signed LIB Upload” section (Financial tab), locate and click the
icon beside the file to be updated
Figure 52: PMISv4.0 - Update uploaded signed LIB file (step 1)
2. Select ‘EDIT’ option
3. From EDIT Signed LIB page, click the button and locate the updated file
to be uploaded
Figure 53: PMISv4.0 - Edit Signed LIB file (step 3)
4. Click button

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4.5.22 Deleting Uploaded Signed LIB record
1. Under “Signed LIB Upload” section (Financial tab), locate and click the icon
beside the file to be updated
Figure 54: PMISv4.0 - Delete upload Signed LIB file (step 1)
2. Click button from the pop-up message to delete the file
Figure 55: PMISv4.0 - Signed LIB upload - Delete pop-up message

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4.5.23 Creating Budget Releases Per Agency
1. Under Finance tab, locate “Budget Releases per Agency” section, then click
icon
2. From the “Create Budget Release” page, input the relevant information in the
field/s
Figure 56: PMISv4.0 - Create Budget Releases page
3. Click the button to save new Budget releases per agency record

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4.5.24 View Budget Releases per Agency record
1. Under “Budget Releases per Agency” section (Financial tab), locate then click
the icon beside the Budget releases per agency records
Figure 57: PMISv4.0 - Budget Releases per Agency - view page

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4.5.24.1 Adding Released Amount to Budget Releases per Agency record
1. Under “Budget Releases per Agency” section, click the icon beside the Budget
releases per agency record
2. Input the corresponding released amount in the “Released Amount” column of the page
Figure 58: PMISv4.0 – Add Released Amount to Budget Releases per Agency record
3. Click the button

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4.5.24.2 Editing Released Amount to Budget Releases per Agency record
2. Update the corresponding released amount in the “Released Amount” column of the
page
Figure 59: PMISv4.0 - Budget Releases per Agency – Update Released Amount from Budget Releases per Agency record
3. Click the button

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4.5.24.3 Deleting Released Amount to Budget Releases per Agency record
2. Delete a corresponding released amount in the “Released Amount” column of the page
by setting the amount to ‘Zero (0)’
Figure 60: PMISv4.0 - Delete Released Amount from Budget Releases per Agency record
3. Click the button

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4.5.25 Editing Budget Releases per Agency information
1. Under “Budget Releases per Agency” section (Financial tab), click the icon
beside the Budget releases per agency record
Figure 61: PMISv4.0 - Update Budget Releases per Agency information
3. Input updates from the Budget Releases per Agency record
Figure 62: PMISv4.0 - Edit Budget releases information page
4. Click the button

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4.5.26 Deleting Budget Releases per Agency record
1. Under “Budget Releases per Agency” section (Financial tab), click the icon
beside the Budget releases per agency record
2. Select ‘DELETE’ option
Figure 63: PMISv4.0 - Delete Budget Releases per Agency (step 2)
3. Click the button from the pop-up window
Figure 64: PMISv4.0 - Delete Budget Releases per Agency pop-up message

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4.5.27 Creating Project Obligation record
1. Under “Project Obligations” section (Financial tab), click the icon
2. From the ‘Create Obligations’ page, input the relevant information for the Project
Obligation record
Figure 65: PMISv4.0 - Create Obligations page
3. Click the button

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4.5.28 View Project Obligation record
1. Under “Project Obligations” section (Financial tab), click the icon beside
the Project Obligation record
Figure 66: PMISv4.0 - View Project Obligations page

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4.5.29 Download Project Obligations attachment
1. Under “Project Obligations” section (Financial tab), locate the attachment file to be
downloaded
2. Click the file under ‘Attachment’ column
Figure 67: PMISv4.0 - Download Project Obligation (step 2)
Figure 68: PMISv4.0 - Download Project Obligation attached file

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4.5.30 Editing Project Obligation record
the Project Obligations record that needs to be updated
Figure 69: PMISv4.0 - Edit Project Obligation record (step 2)
3. From ‘Edit Obligations’ page, supply the updated information
Figure 70: PMISv4.0 - Project Obligations edit page
4. Click button

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4.5.31 Deleting Project Obligation record
the Project Obligations record that needs to be deleted
Figure 71: PMISv4.0 - Delete Project Obligations record (step 2)
3. From the pop-up message, click the button
Figure 72: PMISv4.0 - Delete Project Obligations pop-up

message

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4.5.32 Creating Project Disbursements record
1. Under “Project Disbursements” section (Financial tab), locate then click the
icon
2. From ‘Create Disbursements’ page, input the relevant information for the project
disbursement
NOTE:
• Use the ATTACHMENT function to attach a file for the Project Disbursement
record
• Disbursement History section contains list of all Disbursement records for a specific
Expense Class (PS/MOOE/CO)
• Checklist section contains type of disbursement
Figure 73: PMISv4.0 - Create Disbursements page
3. Once done, click the button to create new record

Version 1.0
4.5.33 View Project Disbursements record
icon beside the Project Disbursements record
Figure 74: PMISv4.0 - Vie Project Disbursements record (step 1)
Figure 75: PMISv4.0 - View Project Disbursements page

Version 1.0
4.5.34 Editing Project Disbursements record
icon beside the Project Disbursements record to be updated
Figure 76: PMISv4.0 - Edit Project Disbursements (step 2)
3. From the ‘Edit Disbursements’ page, input update information for project
disbursement record
Figure 77.1: PMISv4.0 - Edit Project Disbursements record page

Version 1.0
Figure 77.2: PMISv4.0 - Edit Project Disbursements record page
4. Once done, click the button to save the update

Version 1.0
4.5.35 Deleting Project Disbursements record
1. Under “Project Disbursements” section (Financial tab), click the icon

beside the Project Disbursement record that needs to be deleted
Figure 78: PMISv4.0 - Delete Project Disbursement record (step 2)
Figure 79: PMISv4.0 - Delete Project Disbursements pop-up

message

Version 1.0
4.5.36 Creating Project Agency record
1. Under “Project Agencies” section (Financial tab), locate then click the
icon
2. From ‘Create Project Agencies’ page, input the relevant information for the project
agency record
Figure 80: PMISv4.0 - Create Project Agency page
3. Once done, click the button to create new record

Version 1.0
4.5.37 View Project Agency record
1. Under “Project Agencies” section (Financial tab), locate then click the icon
beside the Project Agency record
Figure 81: PMISv4.0 - View Project Agency record (step 1)
Figure 82: PMISv4.0 - View Project Agencies page

Version 1.0
4.5.38 Editing Project Agency record
1. Under “Project Agencies” section (Financial tab), locate then click the icon
beside the Project Agency record to be updated
Figure 83: PMISv4.0 - Edit Project Agency (step 2)
3. From the ‘Edit Project Agencies’ page, input update information for project agency
record
Figure 84: PMISv4.0 - Edit Project Agencies page
4. Once done, click the button to save the update/s

Version 1.0
4.5.39 Deleting Project Agency record
1. Under “Project Agencies” section (Financial tab), click the icon beside the
Project Agency record that needs to be deleted
Figure 85: Delete Project Agency record (step 2)
Figure 79: PMISv4.0 - Delete Project Agency pop-up

message

Version 1.0
4.6 Viewing list of Files uploaded on the project
This section contains all files uploaded on a project from Financial or Technical tabs
1. From the List of Projects (Section 4.1), click the Project Title of the specific project
2. Select Files tab
Figure 80: PMISv4.0 - View list of files page

Version 1.0
4.6.1 Downloading files from Files tab
1. Under “Files” tab, click the ‘File Name’ of the file to be downloaded
Figure 81: PMISv4.0 - Download files from Files tab (step 1)
Figure 82: PMISv4.0 - Files downloaded automatically

Version 1.0
4.7 View Reports tab

Reports tab contains the financial reports composed of Semi-Annual/Annual Financial
Report (DOST Form H), Terminal Annual Financial Report (DOST Form I) and List
of Equipment Purchased (DOST Form K) report.
2. Select “Reports” tab
Figure 83: PMISv4.0 - List of Financial Reports

Version 1.0
4.7.1 View Semi-Annual/Annual Financial Report (DOST Form H)
1. Under “Reports” tab, locate and click the icon beside ‘Semi-Annual/Annual
Financial Report (DOST Form H)’
Figure 84: PMISv4.0 - Semi-Annual/Annual Financial Report (step 1)
2. System automatically displays ‘Semi-Annual/Annual Financial Report (DOST

Form H)’ of a specific project
Figure 85: PMISv4.0 - Semi-Annual/Annual Financial Report (DOST Form H)

Version 1.0
4.7.1.1 Filtering Function from Semi – Annual/Annual Financial Report (DOST Form H)
1. Under “Reports” tab, locate and click the icon beside ‘Semi-
Annual/Annual Financial Report (DOST Form H)’
2. User may filter the Financial Report by choosing the specific Agency, Report
Type (Semi-Annual/Annual/Quarterly), Year, Semester (First/Second)
Figure 10: PMISv4.0 - Filter Function - DOST Form H report
3. Click the button
NOTE:
Please make sure to click the ‘GO’ button to

refresh the report based on the filtered data

Version 1.0
4.7.2 View Terminal Annual Financial Report (DOST Form I)
1. Under “Reports” tab, locate and click the icon beside ‘Terminal Annual
Financial Report (DOST Form I)’
Figure 11: PMISv4.0 - Terminal Annual Financial Report (DOST Form I)
2. System automatically displays ‘Terminal Annual Financial Report (DOST Form I)’
of a specific project
Figure 12: PMISv4.0 - Terminal Annual Financial Report (DOST Form I) report

Version 1.0
4.7.2.1 Filtering Function from Terminal Annual Financial Report (DOST Form I)
1. Under “Reports” tab, locate and click the icon beside ‘Terminal
Annual Financial Report (DOST Form I)’
2. User may filter the Financial Report by choosing the specific Agency and
Year
Figure 13: PMISv4.0 - Filter Function - DOST Form I report
3. Click the button
NOTE:
Please make sure to click the ‘GO’ button to

refresh the report based on the filtered data

Version 1.0
4.8 Exiting the System

Locate the Profile navigation bar at the upper-right corner of the website.
Click ‘LOGOUT’
Figure 83: PMISv4.0 - Log-out Page

Version 1.0

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Philippine Council for Industry, Energy, User’s Manual for

and Emerging Technology Research and PMISv4.0 (PL Account)

(Project Leader (PL) Account)

June 27, 2020

User’s Manual_PMISv4.0 (PL Account).docx Page 1 |

4.5.30 Editing Project Obligation record ....................................................................................... 64

User’s Manual_PMISv4.0 (PL Account).docx Page 2 |

User’s Manual_PMISv4.0 (PL Account).docx Page 3 |

1.1 System Overview

• To reduce the load of project manager in inputting data,

User’s Manual_PMISv4.0 (PL Account).docx Page 4 |

1.2 Organization of the Manual

This manual is divided into four (4) parts namely:

• Using the System section provides a detailed system function.

1.3 Acronyms and Abbreviations

• PMIS – Project Management Information System

• PMISv4.0 – Project Management Information System version 4.0

• LIB – Line Item Budget

User’s Manual_PMISv4.0 (PL Account).docx Page 5 |

User’s Manual_PMISv4.0 (PL Account).docx Page 6 |

2.1 System Configuration

• Microsoft Windows Operating System – preferably 7 and above

2.1.2 Supported Web browsers

• Google Chrome – version 48. 0 and above

User’s Manual_PMISv4.0 (PL Account).docx Page 7 |

User’s Manual_PMISv4.0 (PL Account).docx Page 8 |

3.1 Accessing and Logging in

1. Access PMISv4.0 website: http://202.90.141.229/projects/login

Figure 1: PMISv4.0 Log-in Page

2. Input Email and Password

• Email and Password are already provided for Project Leaders.

3. Click button to log-in.

User’s Manual_PMISv4.0 (PL Account).docx Page 9 |

3.2 System menu

• Projects with 2 sub-menus:

Figure 2: PMISv4.0 - Main Menus

User’s Manual_PMISv4.0 (PL Account).docx Page 10 |

4. USING THE SYSTEM

User’s Manual_PMISv4.0 (PL Account).docx Page 11 |

4.1 View List of Projects (All Projects / My Projects sub-menu)

1. From the Main menu, click Projects Menu

2. Select All Projects/My Projects sub menu

Figure 3:PMISv4.0 – List of Projects

User’s Manual_PMISv4.0 (PL Account).docx Page 12 |

4.2 Search for a Project (All Projects / My Projects sub-menu)

1. Click All Projects / My Projects sub-me

Figure 4: PMISv4.0 – List of Projects

User’s Manual_PMISv4.0 (PL Account).docx Page 13 |

4.3 View Project Dashboard

Figure 5: PMISv4.0 - List of Projects

2. System automatically redirects to Dashboard tab of a Project

Figure 6: PMISv4.0 - Project Financial Dashboard

User’s Manual_PMISv4.0 (PL Account).docx Page 14 |

4.3.1 Dashboard Filtering (Project Year)

Figure 7: PMISv4.0 - Dashboard Filter

3. Click the button

User’s Manual_PMISv4.0 (PL Account).docx Page 15 |

4.3.2 View Financial Dashboards

Total Approved Budget dashboard