E-Budget System User Manual v1.

0
Province of Misamis Oriental
This guide walks you through each module of the E-Budget System so you can set up your
office, enter propose budgets, and submit required forms with ease.
1. Accessing the System
To begin, open the URL provided by your system administrator.
On the login page:
• Enter the Username and Password exactly as registered by the admin.
• Click the LOGIN button.

Upon successful login, you’ll land on the main dashboard.

2. Dashboard Overview
The dashboard gives you a snapshot of your current work context.
• Top-left corner displays the Calendar Year you’re working in.
• Left sidebar houses the main navigation menus: AIP, Form 2, Form 3A, etc. Use
these menus to jump to specific modules.
3. Office Configuration

Before entering any budget data, you must set up your office details under the AIP menu.

1. Click AIP on the left sidebar.

2. Select Office Configuration.

3. A pop-up window appears. Enter the following:

o In-Charge Name: Full name of your department head.
o In-Charge Designation: Their official position title.
o Main Office Program: Your office’s primary mandate or core program.
 4. Once all fields are filled in, click SAVE to store your office configuration.

Video Tutorial:

https://drive.google.com/file/d/1Mo7zEq0TZ6xsEnEgve37lZsYC24LIohD/view?usp=
sharing

4. Special Purpose Program (SPP)

If your office runs any Special Purpose Programs, register them now.
1. On the same AIP page, click Special Purpose Program (SPP).

2. To add a program, click NEW SPP (top-right).

3. Enter the SPP Name and SPP Code.

 4. Click SAVE.
5. Repeat steps 2-4 for each Special Purpose Program you need to register.

Video Tutorial:
https://drive.google.com/file/d/1ja2_g2VkGgmNohv700C6GvmbJHokT1oU/view?usp=sharing

6. After all SPPs are added, click the Edit Documentation icon next to edit SPP
button.

7. In the Documentation pop-up, complete:

1. Rationale
2. Objective
3. Project Description (optional – click its adjacent icon to enable this field)

8. Click SAVE to store the documentation for that SPP.

9. Repeat steps 6–8 for every other SPP in your list.

Video Tutorial:
https://drive.google.com/file/d/1ja2_g2VkGgmNohv700C6GvmbJHokT1oU/view?usp=sharing

Once all programs and their documentation are in place, proceed to Employee
Management.
5. Employee Management
Register all department staff before assigning budgets.
1. Still under AIP, click Employee.

2. Click Add New Employee (top-right).

3. Fill in:
o Employee ID
o First Name
o Middle Name
o Last Name
 4. Click SAVE.
5. Repeat for each staff member.
Video Tutorial:
https://drive.google.com/file/d/1t597W4Yv1HA-ALMyWRYE0w54DlJBZK14/view?usp=sharing

6. Plantilla Positions and Personnel Schedule (Form 3A)

Before managing your staffing entries in Form 3A, make sure all plantilla slots are accurately
set according to the updated list from Human Resource Management Office (HRMO).

🔹 A. Inputting Plantilla Positions

1. In the left sidebar, go to AIP → Plantilla.

2. Click Add New Position (top-right corner).

3. In the pop-up form, complete these fields:

o Position: Start typing to search and select the official title from your HRMO-
updated plantilla list.
o CSC Code: Enter the correct Civil Service Commission code tied to the
position. (refer to HRMO CSC list)
o Position Type: Check one if applicable:
▪ Department Head
▪ Assistant Department Head
▪ Casual
 4. Click SAVE.
5. Repeat for every plantilla slot in your office.
Video Tutorial:
https://drive.google.com/file/d/1jhZvhdaRAvdLPpJ8p1aQnAW9y7xwOo5s/view?usp=sharing

7. Annual Office Targets (Form 4)

Set your office’s Mandate, Vision, Mission, and Outcomes.
1. From the left sidebar, click Form 2 → Annual Office Targets.

2. Populate the following fields (refer to your existing Form 4):

o Mandate
o Vision
o Mission
o Expected Outcomes
3. Click SAVE (top-right).

(Entries here will automatically populate your LBP Form 4 when it’s generated)

Video Tutorial:
https://drive.google.com/file/d/1XI53IEIyVnd_BTFvNBwB7_vvd5pA58AW/view?usp=sharing
8. Initializing and Viewing Your AIP
1. On the left sidebar, click AIP → Initialize/View.

2. Click ADD Group (top-right) and choose Personal Services → Current Positions.
 o Current Positions reflects the total Personal Services for the current year.
o Enter the required details, then click SAVE.
o Your entry appears on the AIP page.
Video Tutorial:
https://drive.google.com/file/d/1b6drxozLKJ9Puy9-HpxX2nMZjMwlyK9c/view?usp=sharing+

3. To add a Proposed Creation of Position:

o Click Add Item, select Personal Services → Creation of Position.

o Fill in the fields, then click SAVE.

 Video Tutorial:
https://drive.google.com/file/d/1ENY8cnAIMP0_UovbDu63OIbun3NRzXSb/view?usp=sharing

4. To enter Maintenance and Other Operating Expenses (MOOE):

o Click Add Item, select Maintenance and Other Operating Expenses.

o Specify all required details, then click SAVE.

5. Repeat the Add Item process for any additional expense classes you need.
6. Once all entries are complete, click Download Preview to review your AIP.

7. When you’re satisfied:

o Click Document Workflow → SUBMIT (top-right).
 o Your AIP status updates to “SUBMITTED.”
Video Tutorial:
https://drive.google.com/drive/folders/1JDgSMJt5iIej5U2EdOS_toL0u9GnKh74?usp=sharing

9. Output and Performance Details (Form 2)

Define major outputs and performance targets.
1. On the sidebar, open Form 2 → Initialize/View.

2. Click Output and Performance Details (beside the Add button).

3. Click Add Item (top-right).

 4. Fill in:
o Major Output
o Performance/Output Indicator
o Target for Budget Year

5. Click SAVE and repeat for each program/project/activity.

Video Tutorial:
https://drive.google.com/file/d/1vLEUr5H8k_cgJPBpwSTujoGlL8aj8-1T/view?usp=sharing

10. Personnel Schedule (Form 3A)

Build your staffing schedule by position type.
1. Select Form 3A → Personnel Schedule.
2. Choose Regular or Casual, then click Initialize/View.

3. Click Add Item (top-right).

4. In the pop-up, pick one action:

o Creation of Position
o Existing Position
o Deletion of Position
Video Tutorial:
https://drive.google.com/file/d/1DvJgqM-gyND69yCoa_N0lb6d7tqKCdDP/view?usp=sharing

5. For Existing Position, select the plantilla slot, set old/new item numbers, assign the
employee, and specify salary steps (current & proposed).

6. Click ADD and repeat for all entries.

Video Tutorial:
https://drive.google.com/file/d/1C_vipjmMvZ4IEwOMdECva7xqlJqT3OyH/view?usp=sharing
 After you finish adding all Form 3A entries:
• In the left sidebar, click Form 3A.

• Select the schedule type you wish to download (Regular or Casual).

• Click Download Preview to view or save the completed form.

Video Tutorial:
https://drive.google.com/file/d/1DZeK6QimIBEVC73-qsUveh_XqlEjhw5-/view?usp=drive_link
11. LBP FORM 2 - Personal Services Computation & Additional Entries
Finalize your PS expense class.
1. Open Form 2 → View.

2. Click Document Workflow → SAVE to trigger auto-computation of PS.

Video Tutorial:
https://drive.google.com/file/d/1_1Ulm0T_m5qDxOPcN5imgjTlZBArgLAY/view?usp=sharing
3. To add items not in the auto-compute (e.g., Overtime Pay):
o Click Add Item.

o Select Personal Services.

o Choose the account from the dropdown.

o Enter the proposed amount.

 o Click ADD.
4. Repeat for all additional PS accounts.
Video Tutorial:
https://drive.google.com/file/d/1DtU1jxCQmulMHQpw_MRPT5wPvOvEhLuE/view?usp=sharing

5. Repeat the Add Item workflow for each additional expense group:
• Maintenance and Other Operating Expenses (MOOE)
• Capital Outlay
• Special Purpose Programs (SPP)
6. Once all proposed budgets for every expense class are added, click the Document
Workflow icon (top-right), then select Download Form 2 (Preview) or Download
Form 4 to view or save the completed LBP Form No. 2 and Form No.

Video Tutorial:
https://drive.google.com/file/d/1vppkuile8zQJ0wcR3Jmkai_4fOGMgv0A/view?usp=drive_link
 7. After you’ve entered the proposed budget for each Special Purpose Program:
• Go to AIP → Special Purpose Programs (left sidebar).

• Locate the SPP you want to review.

• Click the Printer icon or Print Documentation button next to that SPP to view or
download its Program of Work.

Video Tutorial:
https://drive.google.com/file/d/1ds-fYAes_QrngT0ql-p0H32rsqVFfJmD/view?usp=drive_link
12. Project Procurement Management Plan (PPMP)
1. On the left sidebar, click PPMP → Initialize/View.

2. Click Add Item (top-right).

3. Choose the action that matches your intent:

o Maintenance and Other Operating Expenses
o Capital Outlay
o Special Purpose Program
 4. Choose the account from the dropdown.

5. Click Add Item (top-right).

6. Enter the required details.

7. Click ADD and repeat for all entries.

Video Tutorial:
https://drive.google.com/file/d/10R8W3jeJu6q1znT2lXfX6YTU9M1ec4Ya/view?usp=sharing
13. Final Review and Submission of Forms

Once you've verified all entries and previewed your forms:

1. In AIP, Form 2 and Form 3A, click View, then Document Workflow buttons.

2. Before submission, click Download Preview to check for accuracy and

completeness.s
3. Once everything is correct, click the SUBMIT button.

📝 After submitting, the final version of your form will automatically download to your
local computer for record-keeping purposes.

The form status will update to SUBMITTED, and you’re officially done with your E-Budget
entries.