Portfolio Screen
The Portfolio screen is your home page. The screen is divided into two parts: the left navigation, and the main viewscreen. Use the icons in ...
PM: Activity Plan & Budget (APB)
The Activity Planning & Budget (APB) screen is the planning and monitoring tool that's generally used for annual planning and follow-up of a programme. The ...
PM: Project Timeline (Gantt Chart)
Gantt charts are an indispensable tool to ensure that project activities are completed in the time allotted by the project. Delta allows users to display ...
Project Management: Intro to Activities
Activities are created automatically in Delta when a log frame is created or imported into a project. They are the endpoint of each branch of ...
PM: Activities Screen
Activities are the end points of the branches of the log frame. Note that depending on your nomenclature and the number of levels you use ...
PM: Staff Reports
The Staff Reports screen allows you to view and create categories or reports, set the periodicity of a document (for example, an annual report), associate ...
PM: Funds Disbursement
The Funds Disbursement screen allows you to enter project spending by financing source and agreement.
Use the pick list at top left to select the financing ...
PM: Activities: Configuring an Activity
Overview
To work with activities, enter the project's Project Management module, and select the activity you want to work with from the list on the APB ...
PM: Activities: Planning an Activity
Overview
Once you have configured the activity settings, you can start planning that activity. Planning takes place from the top down, i,e. starting at the Global ...
PM: Activities: Tracking an Activity
Overview
The next logical step once you have entered planning data into your activity is to track the activity. Open the activity, and click on the ...
PM: Activities: Workflows
Delta supports the use of Workflows for activities. Workflows allow users with sufficient permissions to assign various aspects of activity planning and tracking to specific ...
PM: Activities: Permissions
Delta supports the use of permissions for activities. This allows very fine control of who has access to plan and track activities. Permissions are set ...
PM: Activities: Cross-Cutting Activities
Delta features an additional type of activity, Cross-Cutting Activities. These are activities that appear in every project. They are set up at the portfolio level, ...
PM: Project Reports: Table Reports
The Project Reports screen regroups all the reports created for the project from a performance and budget standpoints. The data for these reports are derived ...
PM: Project Reports: Pie Chart Reports
The second type of Activity Custom Reports is Pie Chart. From the Project Management module, click on the Project Reports tab, click the +Add button, ...
PM: Project Reports: Combined Chart Reports
The third type of Activity Custom Report is Combined Chart. This type of report allows you to graph series side-by-side.
From the Project Management module, select ...
PM: Project Reports: Widgets
The fourth and last type of Activity Custom Report is Widget. Widgets contain a single data element. From the Project Management module, click the Reports ...
PM: Activities: Documents
The Activity Documents screen serves as a repository of activity-specific documents. It's accessed from the Activity Settings tab, under the optional screens menu More button.
Select ...
PM: Activities: Notes
The Activities Note screen contains a full-feature text editor which includes styles, fonts, lists, tables, links, pictures, videos, and its own help system. This functionality ...
PM: Activities: Built-In Report
Overview
The Activity Report screen is a built-in dashboard of the activity's performance. Information for a location and period will not appear on this screen until ...
PM: Activities: Creating a New Activity
Adding activities can be done at both the Portfolio and the Project level. A critical difference between the two is that cross-cutting activities can only ...
Portfolio: Projects View
The default Portfolio view on the home page is Projects. This screen displays all the projects in the portfolio, and contains several other functions.
The top ...
Portfolio: Projects Map View
The second available portfolio view in the Portfolio screen is Projects Map. Click the Projects Maps tab to switch to a map view of all ...
Portfolio: Dashboards View
The third available Portfolio view in the Project Portfolio screen is Dashboards. Click the Dashboards tab to switch to the dashboard view of the portfolio.
The ...
Portfolio Settings: Agencies
Agencies refers to any entity involved in the realization of a project. Agencies created at the Portfolio level are made available to pick from at ...
Portfolio Settings: Stakeholders
Stakeholders are all the actors involved in the workflow of monitoring and evaluation. Although each project has its own stakeholders, you can also create stakeholders ...
Portfolio Settings: Log Frame
The Logical Framework (Log Frame) describes the chain of results within the Portfolio. Delta supports the commonly used chain (Activities, Results/Outputs, Outcomes, Impact/Goals) as well as ...
Portfolio Settings: Funding Sources
Funding Sources displays all the sources of funding for a particular project. This setting is only available at the Portfolio level.
The Funding Sources created here ...
Portfolio Settings: Financing
The Financing screen displays financing agreement for each funding source for the portfolio. This helps further break down where portfolio funds are spent, and facilitates ...
Portfolio Settings: Budget Categories
Budget Categories allow you to further refine the financial information of the portfolio by sorting its expenses by category. If you use cross-cutting activities, you'll ...
Portfolio Settings: Units
The Units screen allows you to set units of measure for your project. If you use cross-cutting indicators and/or cross-cutting activities at the Portfolio level, ...
Portfolio Settings: KPI Disaggregation
Delta's KPI Disaggregation Categories allow a finer breakdown of indicator data. Common examples include age and gender. If you're not using portfolio-level or cross-cutting indicators, ...
Portfolio Settings: Flag
Flags are used to associate a color to an activity or an indicator to highlight its current status. By convention, green/yellow/red are often used to ...
Portfolio Settings: Alerts
Alerts are associated with the entry of indicator/activity data. Alerts are set in days; for example, setting a two-day alert will trigger an alert two ...
Portfolio Settings: Locations
Locations (formerly called Geography List) are the hierarchical list of geographical localities of all the locations where portfolio projects take place. While previous versions of ...
Project Settings: Stakeholders
Stakeholders are all the actors involved in the workflow of monitoring and evaluation.
Use the Agency and Group pick lists to narrow down the list, or ...
Project Settings: Financing
The Financing screen displays all the sources of funding for a particular project.
To add a financing source, click +Add at the top right and enter ...
Project Settings: Budget Categories
Budget Categories allow you to further refine the financial information of a project by sorting its expenses by category. If you use costs and budgets ...
Project Settings: Units
The Units screen allows you to set units of measure for your project.
To add a unit of measure, click the +Add button to bring up ...
Project Settings: KPI Disaggregation
Delta's KPI Disaggregation Categories allow a finer breakdown of project data. Common examples include age and gender. Disaggregation categories are used in indicators.
To add a ...
Project Settings: Flag
Flags are used to associate a color to an activity or an indicator to highlight its current status. By convention, green/yellow/red are often used to ...
Project Settings: Alerts
Alerts are associated with the entry of indicator/activity data. Alerts are set in days; for example, setting a two-day alert will trigger an alert two ...
Project Settings: Log Frame: Creating Templates
The Logical Framework (Log Frame) describes the chain of results within the project. Delta supports the commonly used chain (Activities, Results/Outputs, Outcomes, Impact/Goals) as well ...
Project Settings: Log Frame: Importing a Log Frame
Delta supports the importing of log frames from an Excel spreadsheet. A bit of planning goes into preparing a spreadsheet for import. Notably, the Excel ...
Project Settings: Log Frame: Editing a Log Frame
There are several ways a log frame and its elements can be edited:
edit a log frame element name;
edit a log frame element description;
add elements to ...
Project Settings: Log Frame: Coding A Log Frame
Log frame coding is a crucial step in planning and inputting/importing your log frames into Delta. Regardless of how you intend on creating your log ...
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Project Home Page: Main Project Dashboard
The default view for a project is the Project Dashboard. This screen is a collection of at-a-glance information on the project. From the Portfolio page, ...
Project Home Page: Activity Dashboard
The Project Activity Dashboard regroups all the detailed data for each project activity.
Select an activity from the pick list. Only activities which contain data appear ...
Project Home Page: Indicator Dashboard
The Project Indicator Dashboard regroups all the detailed data for each project indicator. Click on the Indicator Dashboard at the top of the screen to ...
Project Home Page: Map Dashboard
The third major view for the project dashboard is Map. Click the Map tab to view geospatial data for each of the project indicators.
Select an indicator ...
Project Home Page: Custom Analytics Dashboards
Delta supports the creation of shortcuts to custom reports. If you create custom dashboards in the Dashboards module and mark them with a star to ...