How to Create Plan Items
Last updated
Last updated
Kindly note the following:
The UN INFO Workspace is an agile system and continues to get new features and upgrades from time to time. As a result, we will continue to update the UN INFO Help Center to reflect these changes.
As of mid-February 2024, DMOs have permission to publish their country's respective Joint Work Plans, which includes an automated data quality assurance analysis at sub-output level. Please refer to the "How to Publish a Plan" page for more explanation regarding this.
How to add Plan Items to the UNDAF/Cooperation Framework
A Plan Item is any Strategic Priority, Outcome, Output, Sub-Output or Indicator. In the typical UNDAF/UNSDCF, indicators fall under the Outcome and Output Levels.
For a detailed walkthrough of the process of adding new plan levels (strategic priorities, outcomes, outputs, sub-outputs and indicators), please click the link below to watch the videos.
CF/JWP Walkthrough VideosTechnical Tip Sheet on JWPs & Funding FrameworksFollow the steps below to add a new plan item (Strategic Priority, Outcome, Outputs, Indicators & Suboutputs) to your plan.
To add the Strategic Priorities, Outcomes, Output and/or Suboutputs to the UNDAF/CF plan, you would need to do the following step by step guide. An Outcome is used for demonstration purposes but the steps apply to any plan item:
Step 1 – Click on the Outcome tab in the top results chain list.
Step 2 – Click on Add Outcome.
Step 3 – Provide the Name and Description (if any) in the appropriate field.
Step 4 – Scroll down and select Create Outcome to save the new plan level.
Step 5 – Repeat step 1 to add subsequent Outcomes.
Step 6 – Click the Next Step button to proceed to add the next Plan Level in the results chain
To add Outcomes Indicators (similar process for Outputs) to the UNDAF/CF plan, you would need to do the following:
Step 1 – Click on the ADD OUTCOME INDICATOR tab (1), provide the relevant details of the Outcome Indicator in the fields following.
Step 2 – Add the names/title in the Name field (2) and description in the description field (3).
Step 3 - Select the dates (4)
Step 4 - Click on the Create Outcome button.
To add indicator disaggregation/categories:
Click on the Manage Disaggregation Categories.
In the popup, select the relevant categories (see below), click on the right arrow head symbol to add them to the chosen categories field.
Click on the Add to disaggregation button to add your selection as options for the indicator.
If the categories are not in the list of categories choices, you can add them by clicking on the Add custom category button. The walkthrough below illustrates how to add a new category to your workspace.
Step 4 – After adding the disaggregation, you need to click on the Save Outcome Indicator button again. When you do this, a new View Disaggregation button becomes visible.
Step 5 – Click on the View Disaggregation button to view the interface where you can then add all the indicator data.
Step 6 – Click on the SAVE button to save all the data added.
To add indicator disaggregation/categories by agency:
Select an agency or agencies in the Agency field.
Click on the View Disaggregation button to see the new view allowing you to capture and eventually report your data by agency.
To add Sub-outputs to the UNDAF/UNSDCF plan, you would need to:
Step 1 – Select the Output from the Outputs dropdown field then click on the Add Sub-output button as shown above.
Step 2 – Provide the relevant tags, markers and partnership information. Required information for initially saving the sub-output are:
Sub-Output Name
Start and End Date
Agency
Status
Step 3 – Click the Save Sub-output button to save all added data.
For more information on the status, markers, tags, etc, please use the AI-powered search feature at the top of the screen.
The Others tab is where you find custom tags for any specific plan.
To add available funding data, ensure you have chosen the respective contributing partners in the partnership section and saved. If not, close the funding framework window, select the partners and click the save button, then return to the funding framework window to proceed.
The text area allows users to report their qualitative data using the available formatting features. To report, simply follow the steps below:
Go to the Monitoring Section of your plan.
Click on the Report Narrative button.
Use the formatting features (see below) to provide your narratives accordingly.
To report your indicator progress data, simply follow the steps below:
Click on the Indicator as shown below.
Click on the Metrics button to expand the reporting fields.
Provide your data accordingly.
You may either use report in section 2 per the screenshot above or also use the View Disaggregation button. You will usually be reporting disaggregation, either by agency or by other categorizations.
Use the View Disaggregation button to report your data.
Note that the View Disaggregation option will only be available if you utilized it in the planning section.
To report sub-output expenditure, begin by selecting a relevant sub-output and clicking on the edit button on the right.
Then, click on "monitoring funding framework".
You will be directed to a page where you can enter the expenditure per agency and expenditure per contributing partner. The amount of expenditure per agency must match the sum of expenditures per contributing partner.
Use the View Builder button to navigate to the planning section easily.
For detailed information on plan items, please visit the dedicated plan item pages below.
Strategic Priority Level Outcome Level Output Level Suboutput Level
