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Department of Finance
Government of Bihar
COMPREHENSIVE FINANCIAL MANANGEMENT SYSTEM (CFMS)
BUDGET ALLOTMENT
Training Manual
Government Industry Solution Unit (ISU)
January, 2019
CFMS – Budget Allotment
ClientConfidential Page 2 of 27
Notice
© 2019 Tata ConsultancyServices Limited
This is a controlled document. Unauthorisedaccess, copying, replication or usage for a
purpose other than for which it is intended, are prohibited.
All trademarks that appear in the document have been used for identification
purposes onlyandbelongs their respective companies.
Bihar CFMS – Budget Allotment
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TABLE OF CONTENTS
TABLE OF CONTENTS ................................................................................................... 3
LIST OF FIGURES: ......................................................................................................... 4
CHAPTER 1. GETTING STARTED ............................................................................... 5
CHAPTER 2. INTRODUCTION ................................................................................... 6
CHAPTER 3. BUDGET CEILING ................................................................................. 8
CHAPTER 4. BUDGET DISTRIBUTION ..................................................................... 12
CHAPTER 5. ALLOTMENT REQUEST ....................................................................... 15
CHAPTER 6. ALLOTMENT WITHDRAWAL ............................................................... 19
CHAPTER 7. BUDGET RE-APPROPRIATION ............................................................ 22
CHAPTER 8. GLOSSARY ......................................................................................... 27
Total Number of pages: 27
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LIST OF FIGURES:
Figure 1 : CFMS Application Login Screen ....................................................................................... 6
Figure 2 : CFMS Application Budget Allotment Module Icon .......................................................... 7
Figure 3 : Budget Ceiling Entry ........................................................................................................ 8
Figure 4 : Budget Ceiling Task List ................................................................................................... 8
Figure 5 : Forward Budget Ceiling Entry .......................................................................................... 9
Figure 6 : Approving Budget Ceiling Request Entry ......................................................................... 9
Figure 7 : e-Signing approved Budget Ceiling Request .................................................................... 9
Figure 8 : Budget Ceiling Task List (FD) .......................................................................................... 10
Figure 9 : Budget Ceiling Request Forward ................................................................................... 10
Figure 10: Budget Ceiling RequestApproval .................................................................................. 11
Figure 11: e-Signing approved Budget Ceiling Request ................................................................ 11
Figure 12 : Budget Distribution Search Screen .............................................................................. 12
Figure 13 : Budget Distribution Entry Screen ................................................................................ 12
Figure 14 : Budget Distribution Task List ....................................................................................... 13
Figure 15 : Forwarding Budget Distribution Entry......................................................................... 13
Figure 16 : Approving Budget Distribution Entry .......................................................................... 13
Figure 17 : e-Signing approved Budget Distribution Entry ............................................................ 13
Figure 18 : Sanction Letter Generation ......................................................................................... 14
Figure 19 : Multi HOA-DDO/SAO Entry ......................................................................................... 14
Figure 20 : Allotment request entry .............................................................................................. 15
Figure 21 : Allotment request entry Task List ............................................................................... 15
Figure 22 : Forwarding allotment request entry ........................................................................... 15
Figure 23 : Approving allotment request entry ............................................................................. 16
Figure 24 : Approving allotment request entry ............................................................................. 16
Figure 25 : Allotment request task list .......................................................................................... 17
Figure 26 : Allotment request forward to approver ...................................................................... 17
Figure 27: Allotment RequestApproval ......................................................................................... 17
Figure 28: e-Signing approved allotment request ......................................................................... 18
Figure 29 : Allotment withdrawal search ...................................................................................... 19
Figure 30 : Allotment withdrawal entry ........................................................................................ 19
Figure 31 : Allotment withdrawal task list..................................................................................... 20
Figure 32 : Allotment withdrawal forward .................................................................................... 20
Figure 33 : Allotment withdrawal approve ................................................................................... 20
Figure 34 : e-Signing approved allotment withdrawal .................................................................. 21
Figure 35: Budget Re-Appropriation Entry(Re-Appropriation From Section) ............................... 22
Figure 36: Budget Re-Appropriation Entry(Re-Appropriation To Section) .................................... 22
Figure 37: Budget Re-Appropriation Entry(Notes tab) .................................................................. 23
Figure 38: Budget Re-appropriation tasklist.................................................................................. 23
Figure 39: Budget Re-appropriation entryforward ....................................................................... 23
Figure 40: Budget Re-appropriation entry validate ...................................................................... 24
Figure 41: Budget Re-appropriation approval/forwarding to FD .................................................. 24
Figure 42: Budget Re-appropriation tasklist (FD) .......................................................................... 25
Figure 43: Budget Re-appropriation forward to FD approver ....................................................... 25
Figure 44: Budget Re-appropriation approval ............................................................................... 26
Figure 45: e-Signing approved Budget Re-appropriation .............................................................. 26
Bihar CFMS – Budget Allotment
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CHAPTER 1. GETTING STARTED
This Group provides information for accessing the application.
Browser Requirements – The URL is compatible with all versions of Google Chrome
Accessing CFMS Portal: https://cfmstraining.bihar.gov.in/
Note: This is the link for training purpose only. The link for production will be notifiedby the
responsible authorities in due time.
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CHAPTER 2. INTRODUCTION
Budget Allotment is one of the sub modules of Budget Management under Comprehensive
Financial Management System (CFMS). It is essential to distribute the Head of Account (HOA)
wise budget up to level 4. FD will authorize all Admin Departments(AD) to make expenditure as
per the provisions of various. If any office has less budget than requirement, request for
additional budget may be raised by Office to Other Office. Allotting officer may withdraw saving
allotment from one Office and re allot to other Office.
The Budget Allotment sub modulewill consist of following sub processes with activity used:
• Budget Ceiling – Budget Ceiling Maker/Checker/Approver
• Budget Distribution– Budget Allotment Maker/Checker/Approver
• Allotment Request - Budget Allotment Maker/Checker/Approver and Fund Request
Maker/Checker/Approver for Level 4 Office.
• Allotment Withdrawal - Budget Allotment Maker/Checker/Approver
• Budget Re-Appropriation – Budget Re-Appropriation Maker/Checker/Approver
Login in application with Login id
� URL of the Application https://cfmstraining.bihar.gov.in(Will be used only for
training purpose).
� Enter the application Login id and password of Maker.
Figure 1 : CFMS Application Login Screen
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Click on the Budget Allotment Icon
Figure 2 : CFMS Application Budget Allotment Module Icon
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CHAPTER 3. BUDGET CEILING
Budget Ceiling Steps
1. Budget Ceiling Entry at Maker’s End
• Click on Budget Ceiling menu >> Click on Entry
Figure 3 : Budget Ceiling Entry
• Enter Proposed Ceiling (%)>> Click on 'SET' Button.Revised Ceiling (%)
and Revised Ceiling Amount will get reflected for the selected Head of
Account. Click on 'Apply' Button.
• Click on Task List>> Click on 'View Details' link of the corresponding
Saved Budget Ceiling Request.
Figure 4 : Budget Ceiling Task List
Section will allow user to search the HOA wise Current
Ceiling Percentage and Current Ceiling Amount
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Figure 5 : Forward Budget Ceiling Entry
2. Budget Ceiling Approval at Approver’s End
Login as Approver:- � Go to Task List
� Click on View Details link
� Click on Approve button
Figure 6 : Approving Budget Ceiling Request Entry
• e-Signing the Approved request � Click on Task List
� Select Signature radio button
� Click on e-Sign button
Figure 7 : e-Signing approved Budget Ceiling Request
Select the Checker/Approver to whom
request want to forward then Click on the
Select the ‘Radio’ button and click on ‘e-
Sign’ button to sign the approved request
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3. Budget Ceiling Request at FD Maker End
• Log in Using FD Maker.Click on the link “Assign to Self” for the Request
ID. Then the Request ID will be available in the Task List. Now click on
“View Details” link.
Figure 8 : Budget Ceiling Task List (FD)
Figure 9 : Budget Ceiling Request Forward
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4. Budget Ceiling Request Approval at FD Approver end (FD)
• Log in using Approver � Go to Task List
� Click on View Details link
� Click on Approve button
Figure 10: Budget Ceiling RequestApproval
• e-Signing the Approved request � Click on Task List
� Select Signature radio button
� Click on e-Sign button
Figure 11: e-Signing approved Budget Ceiling Request
Select the ‘Radio’ button and click on ‘e-
Sign’ button to sign the approved request
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CHAPTER 4. BUDGET DISTRIBUTION
Budget Distribution Entry Link steps:
1. Budget Distribution Entry at Maker/Checker end
• Click on Budget Distribution menu >> Click on Entry
Figure 12 : Budget Distribution Search Screen
• Select One or more Head of Account>> Click on 'Insert' button.
Figure 13 : Budget Distribution Entry Screen
• Click on Save button >> Go to Task list or Click on Save & Forwardbutton to forward the
allotment directly to Checker/Approver.
• The row displaying all details of a particular Head of Account also contains a column
named 'Allotment Request Amount' which is hyperlinked. By clicking on that link one
will be able to get details of all the Allotment Requests done against that particular Head
of Account.
Section will allow user to search available allotments in
different HOAs or Allotment ID wise allotment search
Table will show the user
allotment ID wise allotment
available for the Office
User will select in which
office allotment has to be
given User will enter the amount
for the selected HOA to the
Office
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• Click on Task List>> Click on View Details (For that particular Reference number).
Figure 14 : Budget Distribution Task List
• Below screen will appear after clicking on View Details link
Figure 15 : Forwarding Budget Distribution Entry
2. Approving the request at Approver level
• Login as Approver:- � Go to Task List
� Click on View Details link
� Click on Approve button
Figure 16 : Approving Budget Distribution Entry
• e-Signing the Approved request � Click on Task List
� Select Signature radio button
� Click on e-Sign button
Figure 17 : e-Signing approved Budget Distribution Entry
Select the Checker/Approver to whom
request want to forward then Click on the
This will allow user to Download
and Upload excel data for
allotment
Select the ‘Radio’ button and click on ‘e-
Sign’ button to sign the approved request
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• Sanction Letter Generation: -
� Login as Approver
� Click on Reports >>Sanction Letter>>New.
Figure 18 : Sanction Letter Generation
� Click on Final button>>View Report button will be available for the
generating sanction letter in PDF format.
Multi HOA-Office Budget Distribution Entry Steps:
1. Multi HOA-Office Budget Distribution Entry at Maker/Checker End
• Click on Budget Distribution>>Multi HOA-Office link
Figure 19 : Multi HOA-DDO/SAO Entry
After Save or Save & Forward, Same steps will be followed as in Budget Distribution>>Entry link.
Section will allow user to select
the parameters for which
Sanction letter to be generated
Insert sanction
details
Allotment Type and
HOA as search criteria
for making allotment
Section will contain the
details of HOA Object Head
wise allotment.
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CHAPTER 5. ALLOTMENT REQUEST
Allotment Request Steps:
1. Allotment Request Entry at Requester’s end.
• Click on Budget Allotment >>Allotment Request>>Allotment Request Entry
Figure 20 : Allotment request entry
• Enter Request Amount >>Click Save
• Click on Save button >> Go to Task list or Click on Save & Forwardbutton to forward the
allotment request directly to Checker/Approver.
Figure 21 : Allotment request entry Task List
• Click on Task List>> Click on View Details (For that particular Reference number
Figure 22 : Forwarding allotment request entry
Department Code and Office
name as search criteria for
raising allotment
Table shows the HOA wise
Allotted Amount and Balance
Amount
Select the Checker/Approver to whom
request want to forward then Click on the
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2. Allotment Request Approval at Approver’s end.
• Login as Approver:- � Go to Task List
� Click on View Details link
� Click on Approve button
Figure 23 : Approving allotment request entry
• e-Signing the Approved request � Click on Task List
� Select Signature radio button
� Click on e-Sign button
Figure 24 : Approving allotment request entry
3. Allotment Request at Next Level Maker end
• Log in using Next Level Maker. Raised allotment request will be available in the bucket.
Click on "Task List". In bucket, click on 'Assign to Self'. It will come to Pending Items for
the user.
Select the ‘Radio’ button and click on ‘e-
Sign’ button to sign the approved request
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Figure 25 : Allotment request task list
Figure 26 : Allotment request forward to approver
4. Allotment Request Approval at Next Level Approver end
• Log in using Approver. � Go to Task List
� Click on View Details link
� Click on Approve button
Figure 27: Allotment RequestApproval
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• e-Signing the Approved request � Click on Task List
� Select Signature radio button
� Click on e-Sign button
Figure 28: e-Signing approved allotment request
Select the ‘Radio’ button and click on ‘e-
Sign’ button to sign the approved request
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CHAPTER 6. ALLOTMENT WITHDRAWAL
1. Allotment Withdrawal Entry at Maker/Checker end
• Click on Allotment Withdrawal menu >> Click on Entry.
• Select Office Name from LoV
• Click on LOV >> Select the Office Name from LOV (User can search the HoA from
given Head of Account field.)
Figure 29 : Allotment withdrawal search
• Select the HOA by clicking on check box >> then click on “Insert” button. [User
can select all for withdrawing from all HOA’s]
Figure 30 : Allotment withdrawal entry
• Click on Save button >> Go to Task list or Click on Save & Forwardbutton to
forward the allotment directly to Checker/Approver.
• Click on Task List>> Click on View Details (For that particular Reference
number).
Table will show the Allotment ID wise Total
amount and Balance amount for the selected
office
User will enter the withdraw
amount for the selected
HOA and the Office
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Figure 31 : Allotment withdrawal task list
• Below screen will after clicking on view details link
Figure 32 : Allotment withdrawal forward
2. Allotment Withdrawal Approval at Approver end
• Log in using Approver. � Go to Task List
� Click on View Details link
� Click on Approve button
Figure 33 : Allotment withdrawal approve
Select the Checker/Approver to whom
request want to forward then Click on the
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• e-Signing the Approved request � Click on Task List
� Select Signature radio button
� Click on e-Sign button
Figure 34 : e-Signing approved allotment withdrawal
Select the ‘Radio’ button and click on ‘e-
Sign’ button to sign the approved request
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CHAPTER 7. BUDGET RE-APPROPRIATION
Budget Re-Appropriation Steps
1. Budget Re-Appropriation Entry at Maker/Checker End (AD)
• Click on Budget Re-appropriationmenu >> Click on Entry
Figure 35: Budget Re-Appropriation Entry(Re-Appropriation From Section)
• In Re-Appropriation from Details, Select Head of Account from the LOV [Budget
Amount, Current Balance will get auto-populated] >> Enter Surrender Amount [Revised
Balance will get auto-populated] >> Click on “Save” button.
Figure 36: Budget Re-Appropriation Entry(Re-Appropriation To Section)
Section will contain the details of the Re-
Appropriation from, Re-appropriation to and Notes
section.
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• In Re-Appropriation To Details, Select Head of Account from the LOV [Budget Amount,
Current Balance will get auto-populated] >> Enter Re-appropriation Amount [Revised
Budget will get auto-populated] >> Click on “Save” button
Figure 37: Budget Re-Appropriation Entry(Notes tab)
• Click on “Save” button
• Go to Tasklist>> Click on View Details link for that Re-appropriation ID.
Figure 38: Budget Re-appropriation tasklist
Figure 39: Budget Re-appropriation entryforward
• Click on “Forward” button [User can modify the amountand will have to click on save,
before clicking on Forward button need to click on “Modify button]
Notes section will contain the summarized Re-
Appropriation from and Re-Appropriation to details
Select the Checker/Approver to whom
request want to forward then Click on the
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2. Budget Re-AppropriationApproval at Approver end
• Log in Using AD Approver. � Go to Task List
� Click on View Details link
Figure 40: Budget Re-appropriation entry validate
• Click on Save button for each section and then click on Validate button
Figure 41: Budget Re-appropriation approval/forwarding to FD
• If Re-appropriation HOA’s are not in scope of AD, then the message appears as “Record
should be forwarded to FD as AD is unable to do it. Please click on the ‘Forward to FD’
button below”. Click on “Forward to FD” button. If Re-aapropriation HOA are scope of
AD, then the approve button will be enabled.
3. Budget Re-Appropriation at FD Maker's end (FD)
• Log in Using FD Maker
• TheRe-appropriation ID will be in FD Maker's Bucket. Click on “Assign to self” link. Now
it will be in the Tasklist. Click on “View Details” link.
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Figure 42: Budget Re-appropriation tasklist (FD)
Figure 43: Budget Re-appropriation forward to FD approver
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4. Budget Re-Appropriation Approval at FD Approver end (FD)
• Log in using Approver. � Go to Task List
� Click on View Details link
� Click on Approve button
Figure 44: Budget Re-appropriation approval
• e-Signing the Approved request � Click on Task List
� Select Signature radio button
� Click on e-Sign button
Figure 45: e-Signing approved Budget Re-appropriation
Select the ‘Radio’ button and click on ‘e-
Sign’ button to sign the approved request
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CHAPTER 8. GLOSSARY
Term Description
Tasklist Actionable pending work items for any user to perform the function
Search The search button will help the user to search the request
Forward The forward button will help the user to forward the request
Send Back
The send back button will help the user to send the request back to the previous user in the
hierarchy
Refresh Refresh button helps to start the session afresh
Left Pane
Left Pane is the left part of the screen where the modules and submodules details are
reflected
Right Pane
Right Pane is the right part of the screen where the modules and submodules details are
reflected
Menu The list of commands or facilities displayed on screen.
LoV List Of Values
Save ‘Save’ Button will be used to save the details entered in the form
Insert ‘Insert’ Button will be used to insert new details
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