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KDMS ANALYTICS USER MANUAL
1
TABLE OF CONTENTS
1.
INTRODUCTION .................................................................................................................................................... 6
2.
OVERVIEW ............................................................................................................................................................... 6
3.
WHO USES KDMS? ............................................................................................................................................... 8
4.
LOGGING INTO THE KDMS APPLICATION ............................................................................................. 9
4.1
4.2
REGISTERING FOR A USERNAME AND PASSWORD .......................................................................................... 10
ACCESSING KDMS WITHOUT REGISTRATION ................................................................................................. 11
5.
KDMS ANALYTICS STRUCTURE .................................................................................................................. 12
6.
MY WORKSPACE MODULE ............................................................................................................................. 15
6.1
EXTERNAL ASSISTANCE PROJECTS IN MY WORKSPACE MODULE .................................................................. 15
6.1.1
Adding an External Assistance Project........................................................................................ 17
6.1.2
Viewing External Assistance Project Details ............................................................................. 17
6.2
CAPITAL INVESTMENT PROJECTS IN MY WORKSPACE MODULE ..................................................................... 17
6.2.1
My Draft Funding Requests ............................................................................................................. 18
6.2.2
Submitted Funding Requests.......................................................................................................... 21
6.2.3
Approved Projects ............................................................................................................................... 24
6.2.4
Adjust Budget Ceilings ...................................................................................................................... 26
6.2.5
Adjust Project Funding Requests/Allocations ........................................................................... 28
6.2.6
New Project Request Approval Procedure ................................................................................. 30
6.2.7
Mid-Year Project Request Approval Procedure ........................................................................ 31
6.2.8
Adding a Capital Investment Project Request ......................................................................... 33
6.2.9
Viewing Capital Investment Project Details .............................................................................. 33
6.2.10
Search in Capital Investment Projects of My Workspace .................................................... 33
6.2.10.1
6.2.10.2
Quick Search ................................................................................................................................................ 34
Advanced Search........................................................................................................................................ 34
6.3
NDP INDICATORS IN MY WORKSPACE MODULE ............................................................................................. 35
6.3.1
Adding New Indicator ........................................................................................................................ 36
6.3.2
Viewing Indicator Details ................................................................................................................. 37
6.3.3
Search in NDP Indicators of My Workspace .............................................................................. 37
7.
LIST MODULE........................................................................................................................................................ 39
7.1
ACCESSING THE LIST MODULE ......................................................................................................................... 39
7.2
EXPANDING THE LIST ITEM ............................................................................................................................... 39
7.3
SORTING LIST ITEMS......................................................................................................................................... 40
7.4
BROWSING AMONG LIST ITEMS ........................................................................................................................ 40
7.5
HIDING / SHOWING IMAGES IN THE LIST ....................................................................................................... 40
7.6
MODIFYING THE CURRENT VIEW ...................................................................................................................... 41
7.6.1
Adding List Groups / Columns / Column Groupings .............................................................. 42
7.6.2
Re-ordering Groups / Columns / Column Groupings ............................................................ 42
7.6.3
Removing Groups / Columns / Column Groupings ................................................................ 42
7.6.4
Setting a View as Default ................................................................................................................ 43
7.7
SAMPLE VIEWS ................................................................................................................................................... 43
7.7.1
Sample View 1 ..................................................................................................................................... 43
7.7.2
Sample View 2 ..................................................................................................................................... 45
8.
CHART MODULE ................................................................................................................................................... 47