CLUSTER TRAINING FOR THE PROVINCIAL ROLL-OUT OF

LGU INTEGRATED FINANCIAL TOOLS (LIFT)

Bayview Park Hotel

Manila
Performance Target
Reconciliation
Target Initiation
LGU Feedback
Region Feedback
Central Feedback
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 Reconciliation Process Flow

Central Approver
Regional Approver • Approve or
• If LGU agreed, Reject or
P/C/M Treasurer waits until all Declare
• Agree or LGUs agreed
Disagree with • If LGU Note: If Reject,
Central Approver New Target disagreed, has Regional Approver
• Overwrite the option to will return to
• Send Feedback to LGUs declare or Treasurers with
send new Central’s modified
target to region targets.
Treasurer 3
Central Approver

1. Click Transactions > Performance Target Reconciliation > Target Initiation.

2. Click View (Magnifying Icon) to edit the targets (next slide).
3. Click (Pencil Icon). Confirmation Box will be displayed.
4. Click Yes. Message Box will be displayed. "The record was successfully saved.”
5. Click OK.
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Central Approver

1. Click Edit (Pencil Icon) on specific record3. Click Overwrite Forecast

to be overwritten. Overwrite Target 4. Click OK.
window will be displayed. 5. Go back to List and click on Edit icon.
2. Enter New Target as necessary.
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P/C/M Treasurer (LGU 1)

1. Click Transactions > status. To view Target using

Performance Target 3. Select Agree under Alternative Growth Rate
Reconciliation > LGU Status. 1. Click View Target using
Feedback. 4. Click Save. Alternative Growth Rate.
2. Click Edit (Pencil Icon) 5. Click Yes. Target will be displayed.
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with NEW_FORECAST 6. Click Ok.
P/C/M Treasurer (LGU 2)

1. Click Transactions > Performance displayed.

Target Reconciliation > LGU Feedback 4. Enter data as necessary.
2. Click Edit (Pencil Icon) with 5. Click Save.
NEW_FORECAST status. 6. Click Yes.
3. Select Disagree. New fields will be 7. Click Ok.
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Region Approver

1. Click Transactions > Feedback column. Box will be displayed. "Do

Performance Target 3. Enter New Forecast as you want to reject this
Reconciliation > Region necessary. LGU's Forecast?“
Feedback. 4. Enter Comments. 6. Click Yes.
2. Click (Pencil Icon) under 5. Click Reject. Confirmation 7. Click Ok.
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P/C/M Treasurer

1. Click Transactions > Performance displayed.

Target Reconciliation > LGU Feedback 4. Enter data as necessary.
2. Click Edit (Pencil Icon) with 5. Click Save.
REVISED_FORECAST status. 6. Click Yes.
3. Select Disagree. New fields will be 7. Click Ok.
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Region Approver

1. Click Transactions > Values column. displayed. "Assign this

Performance Target 3. Enter New Forecast. forecast values to this
Reconciliation > Region 4. Enter Comments. LGU?“
Feedback. 5. Click Send to LGU. 6. Click Yes.
2. Click Flag under Declare Confirmation Box will be 7. Click OK. .
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Region Approver

1. Click Transactions > Performance 3. Click Yes.

Target Reconciliation > Region 4. Click Ok.
Feedback.
2. Click Submit to Central.
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Central Approver

1. Click Transactions > Performance 3. Click Approve. Confirmation Box will be

Target Reconciliation > Central displayed. "Do you want to approve this
Feedback. Region/s Forecast?“
2. Click (Pencil Icon) under Feedback 4. Click Yes.
column. Enter Comments. 5. Click Ok.
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Central Approver

1. Click Transactions > Performance 3. Click Reject. Confirmation Box will be

Target Reconciliation > Central displayed. "Do you want to reject this
Feedback. Region/s Forecast?“
2. Click (Pencil Icon) under Feedback 4. Click Yes.
column. Enter Comments. 5. Click Ok.
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Central Approver
1. Click Transactions > Performance Target
Reconciliation > Central Feedback. Click
Flag under Declare Values column. 5.
2. Enter New Regional Target as necessary
3. Enter Comments. 6.
4. Click Send to Region. Confirmation Box will
be displayed. "Assign this forecast values to
this Region?“
Click Yes. Message Box will be displayed.
"Forecast values successfully assigned.“
Click OK. .
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