FACTS Info PEPFAR Module Mechanism Partner Report User Guide April 2015 FACTS Info PEPFAR Module Contents Purpose ........................................................................................................................................................ 3 Mechanism Partner Report .......................................................................................................................... 4 In DATIM ................................................................................................................................................... 4 How to find the MPR in the Budget Module ............................................................................................ 5 Report #1 – COP 2014 Targets and Results, with Outyear Targets .......................................................... 6 How to run MPR Report #1 .................................................................................................................. 6 1. Note the Columns you must select: ............................................................................................. 7 2. Note the Rows you must select: ................................................................................................... 8 3. Select “Excel Table” to run this report: ........................................................................................ 9 Report #2 – COP 2015 Targets with Outyear Targets ............................................................................. 10 How to run MPR Report #2 ................................................................................................................ 10 1. Note the Columns you must select: ........................................................................................... 11 2. Note the Rows you must select: ................................................................................................. 12 3. Select “Excel Table” to run this report: ...................................................................................... 13 For FACTS Info PEPFAR Module Support and Questions ............................................................................ 13 Page 2 of 13 FACTS Info PEPFAR Module Purpose This document serves as a reference guide on how to run the Mechanism Partner Report (MPR) in FACTS Info. Implementing Partners cannot run this report, as it is only accessible from FACTS Info. So, FACTS Info PEPFAR module users can use these instructions to pull the mechanism indicator data that they and their partners need. There are two reports explained in this guide: Report #1 (COP 2014 Targets and Results, with Outyear Targets) details how to pull fiscal year 2014 targets and results, fiscal year 2015 targets entered during fiscal year 2014, and total funding (“Implementing Mechanism Planned Amount”) from FACTS Info. Below is an example of what the report will look like, note that “Current FY Target” refers to COP 2014, and “Current FY +1 Target” refers to COP 2015: Report #2 (COP 2015 Targets with Outyear Targets) details how to pull fiscal year 2016 targets entered during fiscal year 2015, and total funding (“Implementing Mechanism Planned Amount”) from Facts Info. Below is an example of what the report will look like, not that “Current FY +1 Target” refers to COP 2016: Page 3 of 13 FACTS Info PEPFAR Module Mechanism Partner Report The MPR only includes Mechanism Level indicator data, and does not include Technical Level indicators. This report captures mechanism indicator data by Operating Unit and Planning/Reporting Cycle. In DATIM Implementing Partners cannot run this report, as it is only produced from FACTS Info, which partners cannot access. Beginning with fiscal year 2015, the indicator data must first be entered into DATIM prior to running the MPR in FACTS Info. This is because the 2015 data will be copied over from DATIM to FACTS Info on a nightly basis.
Page 4 of 13 FACTS Info PEPFAR Module How to find the MPR in the Budget Module 1. From the home screen of FACTS Info, click on the “Budget” tab in the bottom left. 2. When the screen populates the list of reports, select the Mechanism Partner Report, found under the PEPFAR COP section. Page 5 of 13 FACTS Info PEPFAR Module Report #1 – COP 2014 Targets and Results, with Outyear Targets This report will detail how to pull fiscal year 2014 implementing mechanism level targets and results, fiscal year 2015 targets entered during fiscal year 2014, and total funding (“Implementing Mechanism Planned Amount”) from FACTS Info. How to run MPR Report #1 1. Note the screenshot of “Columns” to be selected 2. Note the screenshot of “Rows” to be selected o Select Cycle o Select Operating Unit o Select Indicators (“Component Name”) 3. Select “Excel Table” to run this report Page 6 of 13 FACTS Info PEPFAR Module 1. Note the Columns you must select: Page 7 of 13 FACTS Info PEPFAR Module 2. Note the Rows you must select: o Cycle – Select 2014 COP o Operating Unit – Select the Operating Unit/s or Region/s Page 8 of 13 FACTS Info PEPFAR Module o Component Name – Select the indicators 3. Select “Excel Table” to run this report: Page 9 of 13 FACTS Info PEPFAR Module Report #2 – COP 2015 Targets with Outyear Targets This report will detail how to pull fiscal year 2016 targets entered during fiscal year 2015, and total funding (“Implementing Mechanism Planned Amount”) from Facts Info. How to run MPR Report #2 1. Note the screenshot of “Columns” to be selected 2. Note the screenshot of “Rows” to be selected a. Select Cycle b. Select Operating Unit c. Select Indicators (“Component Name”) 3. Select “Excel Table” to run this report Page 10 of 13 FACTS Info PEPFAR Module 1. Note the Columns you must select: Page 11 of 13 FACTS Info PEPFAR Module 2. Note the Rows you must select: o Cycle – Select 2015 COP o Operating Unit – Select the Operating Unit/s or Region/s Page 12 of 13 FACTS Info PEPFAR Module o Component Name – Select the indicators 3. Select “Excel Table” to run this report: For FACTS Info PEPFAR Module Support and Questions For further assistance and questions, please contact PEPFAR-‐Module-‐[email protected]. Page 13 of 13