1. Allocation type Business Intelligence (BI) publishing
As part of OCHA’s commitment to Donors, and in order to provide different stakeholders with a better overview of the CBPF allocations timeline, the newly launched CBPF Business Intelligence (BI) platform (https://pfbi.unocha.org/) will soon start publishing the past, current and future allocation details, including the allocation strategy papers, online.
With this objective, the latest release has enabled a “publish” option in the allocation type module, to be selected once the allocation planning has been finalized.
Navigation: System Setup > Allocation Management > Allocation Type
• Publish: tick box selection, to be selected once the allocation planning has been finalized.
• Allocation Summary: narrative field to provide a short description of the allocation, which will allow external BI users to understand the focus of the allocation.
Once the allocation is ready to be published in the BI platform, the HFU will tick the publish box. The allocation data, including the title, source, summary, year, budget, launch and HC approval dates will then be visible in the BI.
Note: Once the allocation is published, HFUs will still be able to modify the allocation details if required (primary details: can be changed up to when a project is linked to the allocation, secondary details: can be changed after the project linking up to SR stage).
The allocation related documents (i.e. allocation strategy) will be also available from the BI. The documents will be fetched from the Allocation Type Documents module, under the “partner allocation (visible to partners)” field.
Please make sure that those documents have been uploaded for all your 2019 allocations.
Navigation: System Setup > Allocation Management > Allocation Type Document