PMIS How Tos - v5

Budget Allocation
3. Click the button

1.Open web
browser, type 2. On sidebar,
pmis.deped.gov.ph Select Allocation And select
Login as Budget under Financial “Create Individual
Unit (FO) Approved
Allocation”
4. Provide
information and 5. Click the button
detailed allocation
breakdown
DEPARTMENT OF EDUCATION
Offline template Expenditure Form
3. Search by year
1.Open web and then click 4. Open the
browser, type 2. Select budget Download Offline downloaded
pmis.deped.gov.ph item on left Expenditure Excel file and
Template
Login as Operating sidebar accomplish the
Unit (OU) form and save
6. Search by year
5. Go back to the and then click 7. Click
PMIS site, Upload Offline WFP
Repeat steps Template
1 to 2 button
8. Locate and 9. Click

select the
previously saved
and accomplished
EM and click
“Open” Button
Online Encoding Expenditure Form
1.Open web
browser, type 3. Search by year 4. Switch tab from
2. Select budget and then click
pmis.deped.gov.ph item on left Dashboard to
WFP icon WFP with
Login as Operating sidebar
Expenditure
Unit (OU)
5. To add 8. To add Expense

6. To add Milestone 7. To add Activity
Programs and Object within
within Output level, within Output level,
Outputs, Activity level, click
click drop down click drop down
drop down icon and
Click the button icon and select icon and select
select
9. Switch Tab from 10. Repeat Steps

Expenditure under 5 to 9
Matrix then click
the button to complete
Expenditure Matrix
Preparation of Project Procurement
Management Plan (PPMP) in the PMIS
2. To add schedule 3. Provide

1. Under WFP with for Expense Object, Information:
Expenditure, Switch click drop down icon Procurement Details
Tab to PPMP and choose & PPMP
Schedule/Milestone
5. Repeat Steps under 6. To Download

4. Click the button 1 to 4 summary of APP
To complete PPMP click the button
schedule
Preparation of Common-Used Supplies and
Materials in the PMIS
2. Online Encoding 3. Provide
1. Under WFP To add under Activity information and
with Expenditure, level, click drop down schedule of
Switch Tab to CSE icon & choose Supplies and
Materials
6. Fill-out Activity
4. To save, click 5. Offline Encoding Code and schedule
the button Click the button per Supplies and
Materials and Save
the file
7. Click 9. To Download
8. To save, click
summary of APP
the button
and choose click the button
New or Additional
Confirmation of Work and Financial Plan in
the PMIS
1.Open web browser,

type 3. Search by year and
2. Select budget item on then click WFP icon
pmis.deped.gov.ph
left sidebar
Login as Planning Unit
(PO)
4. Switch tab from

Dashboard to WFP with 5. Click icon
Expenditure
Activity Request (AR)
1.Open web browser,

type 2. Click
3. Click the button
pmis.deped.gov.ph “Activity Request”
Login as Operating Unit on left sidebar
(OU)
4. Select “AR” as
5. Input the amount 6. Click the button
request type and fill-out
being requested in the
Activity Request
Activity/ies
Information
DEPARTMENT OF EDUCATION 7
Review Activity Request (AR)
1.Open web
browser, type: 2. Click 3.From the list of
request shown,
click AR code to
Login as Reviewing on left sidebar view the details
Account
4. As QAD 5. As Budget Unit, 6. As Accounting Unit,

(ROs)/SEPS-M&E
click the button click the button
(SDOs), click
To review status To review status

To review status
“Submitted” “For Verification” “For Approval”
7. To revert status to Submitted, click

button
or
Authority to Conduct (ATC) Part 1
1.Open web
browser, type 3. Search by year 4. Switch tab from
2. Select budget and then click
pmis.deped.gov.ph item on left Dashboard to
WFP icon WFP with
Login as Operating sidebar
Expenditure
Unit (OU)
5. Select activities 6. Input the

to be adjusted, adjusted Obligation, 7. To Update, click
click drop down and Disbursement the button
icon and select Amount and
Timeline
8. Click drop down 10.Fill-out activity/ies

button under Output information (Physical
level where the 9. Select and click target, Obligation, and
additional activity/ies fall Disbursement
amounts and
Timelines)
11. To save, click the

button
14. Select “ATC” as

12. Click ”Activity 13. Click the button request type and fill-out
Request” on Left sidebar Authority to Conduct
Information
15. Input the amount 16. Click the button

being requested in the
Activity/ies
Review Authority to Conduct (ATC)
1.Open web
browser, type: 2. Click 3. From the list of
request shown,
click ATC code to
Login as Reviewing on left sidebar view the details
Account
4. As QAD 5. As Budget Unit, 6. As Accounting Unit,

(ROs)/SEPS-M&E
Click the button click the button
(SDOs), click
To review status To review status

To review status
“Submitted” “For Verification” “For Verification”
7. As Approving 8. To revert status to Submitted, click

Authority, click button
To review status or
“For Approval”
Prepare Accomplishment Report
2. Under WFP with

Expenditure,
3. Open the
1. Login account as click icon to download downloaded Excel
Operating Unit (OU) the offline template file, accomplish the
form and save
5. Click the button

4. To upload Excel file, 6. Click button
Click icon
And locate saved file
Planning Unit to review Accomplishment Report
2. Under WFP with

Expenditure, 3. To Verify, click the
1. Login account as click icon to verify icon
Planning Unit (OU) accomplishment report
Adjust Work and Financial Plan
1.Open web browser, type

3. Search by year and
pmis.deped.gov.ph 2. Select budget item on then click WFP icon
Login as Operating Unit left sidebar
(OU)
6. Input the adjusted

5. Select Output level to output target, and then
4. Switch tab from
be adjusted, Click drop- click
Dashboard to WFP with down icon and select
Expenditure
7. Select Activity level to 8. Input the adjusted

be adjusted, Click drop- activity information, and
down icon and select then click

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Budget Allocation

3. Click the button

8. Locate and 9. Click

5. To add 8. To add Expense

9. Switch Tab from 10. Repeat Steps

2. To add schedule 3. Provide

5. Repeat Steps under 6. To Download

1.Open web browser,

4. Switch tab from

1.Open web browser,

4. As QAD 5. As Budget Unit, 6. As Accounting Unit,

To review status To review status

7. To revert status to Submitted, click

5. Select activities 6. Input the

8. Click drop down 10.Fill-out activity/ies

11. To save, click the

14. Select “ATC” as

15. Input the amount 16. Click the button

4. As QAD 5. As Budget Unit, 6. As Accounting Unit,

To review status To review status

7. As Approving 8. To revert status to Submitted, click

2. Under WFP with

5. Click the button

2. Under WFP with

1.Open web browser, type

6. Input the adjusted

7. Select Activity level to 8. Input the adjusted

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