user manual for sagarmala mis tool phase-1

UM/1.0 User Manual

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User Manual

For

Sagarmala MIS Tool

Phase-1

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1. Purpose ............................................................................................................................................. 3

2. Application Users .............................................................................................................................. 4

3. Application Features Description ...................................................................................................... 4

4. Master Management ...................................................................................................................... 24

5. Project Concept ............................................................................................................................... 30

6. Project Management ...................................................................................................................... 48

7. Financial Management.................................................................................................................... 67

8. Query Management ........................................................................................................................ 91

9. Help Management .......................................................................................................................... 97

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1. Purpose

This user manual provides guidelines and instructions to use the Sagarmala MIS Application.

The purpose of the Sagarmala MIS Application is to monitor the process of capturing the inputs

at initiation (Project Concept) stage on the Sagarmala projects from different project

proponents. Projects are being implemented by different Central Ministries, different

Organizations in State Government of Coastal States, Port Authorities and other agencies.

Physical and financial progress of the projects, delays in project implementation, tracking of

bottlenecks in project implementation, requisite approvals needing attention of the Ministry of

Shipping and / or Sagarmala Development Company Limited (SDCL) shall be required to be

constantly monitored through this e-Sagarmala Portal.

This User manual will describe the below mentioned modules and functionalities:

Role Based User Management

Master Management

Project Concept submission

Concept Rejection, Approval and Revive and Sent for Revision

Project Details Addition

Project stages

Clearances/Administrative Approvals

Project Documents Submission

Project Outcome

Physical & Financial Management

Query & Help Management

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2. Application Users

Below is the list of the application users:

Ministry of Shipping (MoS)

Sagarmala development corporation Limited (SDCL)

National Highways Authority of India (NHAI)

Indian Port Rail Corporation Ltd. (IPRCL)

Central Ministries

State Government

Major Ports

Maritime Board

Directorate of ports

Private Ports

Special purpose vehicle (SPV)

3. Application Features Description

The application facilitates the following processes for user perspective –

User Login

o Super Admin, a user will be created from system and this user will be facilitated

to create others users in the system.

o Super Admin will enter the username, password and captcha and click on the

login button to enter into the system.

o As the super admin will logged in to system, super admin will be able to view the

user management and master management menus.

o Super Admin will create the nodal officers of all organizations.

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Role Based User Management

o Super Admin will be able to view the three sub-menus under user management

menu.

Add User

Role Authorization

Assigned Project

Figure 1: User Management

Add User

o As the Super Admin will click on the add user sub-menu, super admin will be able

to view the user list.

o Super Admin can search a particular user on the basis of following-

Organization

Role

Status

Login ID

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User Name

o Super Admin will be able to view an add user button.

o Super Admin will be able to view a list of user with edit, status, view and reset

password columns.

o On click the add user button, the super admin will be redirected to add user

page.

Figure 2: Add User

o Super Admin will select the organization type and as per the selected

organization, different fields will be visible on the add user screen.

o Super Admin will enter all the mandatory details and click on the submit button.

o On click of the submit button, a confirmation box will appear on screen- are you

sure you want to submit the details. On click of the yes user details submitted

successfully, a confirmation message will be appear on screen and super admin

will be redirected to user list page.

Figure 3: Submission of user details

o On click on no button, super admin will be redirected to add user page.

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o The hierarchy of creating the users will be as follows-

Super Admin will create the nodal officer users of all organizations as well

as the super admin will be facilitated to create the senior officer 1, senior

officer 2, senior officer 3 and officer and operator users as well.

Nodal officer will create the senior officer 1, senior officer 2 and senior

officer 3 user as well as nodal officer can create the officer and operator

level users of his/her own organization only.

Senior officer 1, senior officer2, senior officer3 will create the users for

officer level and can also create the operator level users.

Officer level user will create the operator level users.

Create password

o On successful addition of user, a link will be sent to respective user by Email and

SMS. On click of this link, user will be redirected to the Sagarmala portal.

Figure 4: Create password link

o On the Sagarmala portal login page, login ID, mobile number and username will

come as auto filled and in non-editable mode and user will be given an option to

set the password.

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Figure 5: Create password

o User will set the password and click on the login button to log in to the

Sagarmala portal.

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Figure 6: Sagarmala login screen

o User will set the password by entering the enter password and confirm password

field values. In case if user doesn't enter the same password in enter password

and confirm password fields, an alert will be generated on screen as - confirm

password should be same as enter password.

o As the user will click on the login button, user will be redirected to Sagarmala

portal- dashboard page.

o The link that user has received on his/her email ID and mobile number will be

activated for 72 hrs.

Forgot username

o In case of forgot username, user click on the forgot username link, in this case

user can enter in to the system by entering registered email ID and mobile

number and click on GO button.

o The username will be sent to the user’s registered email ID and mobile number.

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Figure 7: Forgot username

Forgot password

o In case of forgot password, user will click on forgot password button.

o User will enter the login ID, the password reset link will be send to associated

email ID and mobile number linked with the login ID.

o User will get the link for password reset.

o User will click on the URL provided in the email and set a new password.

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Figure 8: Forgot password

Edit User

o Edit User screen will facilitate the super admin to edit the selected user profile

information.

o As the super admin will click on the edit icon, super admin will be redirected to

edit user screen.

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Figure 9: Edit user icon-User list

o On edit user screen, the information already saved for that particular user will be

auto-populated.

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Figure 10: Edit user screen

o Role , Designation, Name , Mobile number and email ID ; these profile

information will be edited in the following manner:

Super Admin can edit the user details for all type of users.

Nodal officer can edit the senior officer1, senior officer2, and senior

officer3 user details as well as can edit the details for officer and operator

level users.

Senior officer1, senior officer2, senior officer3 users can edit the details

for officer and operator level users.

Officer level user can edit the operator level user details.

o On click of update button, a confirmation box will appear on screen. Are you

sure you want to update the details. On click of the yes user details updated

successfully, a message will be appear on screen and super admin will be

redirected to user list page.

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Figure 11: Confirmation on updation

o On click on No button, Super Admin will be redirected to edit user page.

o Once the user has been created, his/her organization cannot be changed, this

user can be deactivated only, and a new user will be created.

Information updation by User

o The following information can be changed by the user itself on click of the user

imageEdit profile menu:

Figure 12: Edit profile by user

Email ID

Mobile Number

Name

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Figure 13: Edit profile by User-II

o The information will be authenticated via OTP.

View User

o View User screen will facilitate the user to view the selected user profile

information in non-editable mode.

o On click of the back button, super admin will be redirected to user list page.

Figure 14: View user icon- User list

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o As user will click on the view icon, user will be redirected to view user screen.

Through this screen super admin will be able to view the user

information/profile in non-editable mode.

Super Admin can view the details of all users created in the system.

Nodal officer can view the details of senior officer 1, senior officer 2,

senior officer 3, officer and operator level users of his/her own

organization.

Senior officer 1, senior officer 2, senior officer 3 can view the details for

officer and operator level users of his/her own organization.

Officer level user can view the profile information for operator level users

of his/her own organization.

Figure 15: View user screen

User Activation/Deactivation

o Super Admin/Nodal officer/Senior officer/Officer role types will be facilitated

with an option to change the user status.

o Super Admin can change the status for nodal officer role, however the super

admin can also change the status for senior officer1, senior officer2, senior

officer3 and officer and operator role types.

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o Nodal officer will change the status for the senior officer 1, senior officer 2, and

senior officer 3 role types, however the nodal officer can also change the status

for officer and operator role types.

o Senior officer will change the status for officer level user and can also change the

status operator level user.

o Officer will change the status for operator level user.

o For example: In case of deactivation of Nodal officer, the users created by this

nodal officer remain active in the system.

Figure 16: Status change: User list

o As the user will change the status, an alert be displayed on the screen: The

selected user will be deactivated, Are you sure you want to deactivate the

details?

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Figure 17: Confirmation on deactivation

o If Super admin will click on yes button, the selected user status will be changed

to de-active.

o The deactivated user will not be able to login into the system.

Roles

o The Roles will be created through system for each organization type. The Role

list is as follows:

Nodal Officer

Senior Officer 1, Senior Officer 2, Senior Officer 3

Officer

Operator

o The different type of roles will be visible to different users.

Super Admin will be able to view the all role type’s i.e. nodal officer,

senior officer 1, senior officer 2, senior officer 3 and officer and operator

role types.

Nodal officer will be able to view the senior officer 1, senior officer 2,

senior officer 3 and officer and operator role types.

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Senior Officer will be able to view the officer and operator role types.

Officer will be able to view the operator role type.

Role wise Authorization

o The permission will be given as per the Role hierarchy.

o As user will click on the Assign icon, user will be redirected to assign permission

page.

Figure 18: Role Authorization

o Here, they can give the following permissions-

Add/Edit View

Approve/Reject

o Here on this page user will assign the permission to users falling as per the

hierarchy level.

Super Admin will assign the permission to the nodal officer role, however

the super admin can also assign the permission to senior officer 1, senior

officer 2, senior officer 3 and officer and operator role types.

Nodal officer will assign the permission to the senior officer 1, senior

officer 2, and senior officer 3 role types, however the nodal officer can

also assign the permission to officer and operator role types.

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Senior officer will assign the permission to officer and can assign the

permission to operator role types.

Officer will assign the permission to operator role type.

Figure 19: Role Authorization

Reset Password

o The user can reset the password for a user as per the user hierarchy level.

Super Admin will reset the password or change the details for nodal

officer role, however the super admin can also reset the password or

change the details for senior officer 1, senior officer 2, senior officer 3,

officer and operator role types.

Nodal officer will reset the password or change the details to the senior

officer 1, senior officer 2, and senior officer 3 role types, however the

nodal officer can also reset the password or change the details to officer

and operator role types.

Senior officer will reset the password or change the details to officer level

user or can reset the password or change the details for operator role

type.

Officer will reset the password or change the details to operator level

user.

o As the super admin will click on the reset password icon, the user will be

redirected to reset password page.

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Figure 20: Reset password: User list

o Here, the selected user details like login ID, username, mobile number and email

ID will be auto- populated.

o Super Admin can enter the password and confirm password.

Figure 21: Reset password page

o On click on the save button, the user will see a massage on screen that password

reset successfully and user will be redirected to user list page.

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Figure 22: Confirmation on reset password

o On click of cancel button, user will remain on reset password page only.

o In case if the password and confirm password doesn’t match, an error will be

shown to user, kindly enter the same password.

Assign project

o The projects will be assigned to user as per user hierarchy. On dashboard the

user will be able to access only that projects which are assigned to him/her.

o Projects will be assigned to users in the following manner-

Super Administrator will assign the projects to nodal officer user as well

as the super admin will be facilitated to assign the projects to other users

as well.

Nodal officer will assign the projects to the senior officer 1, senior officer

2, and senior officer 3 user can also assign the projects to officer and

operator level users.

Senior officer 1, senior officer 2, senior officer 3 will assign the projects to

users for officer level.

Officer level user will assign the projects to operator level user.

Below is the screen shot for assigned project screen for super admin-

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Figure 23: Assigned project list

o On click of the add/remove projects button, user will be redirected to the assign

project screen. Here the User name and Role name will be visible in the non-

editable mode.

Figure 24: Assign project screen

o The project list will come as per the organization of the user. The multiple

projects can be selected for a user.

o On click of the submit button, the selected projects will be assigned to user and

user will be redirected to assign project list page.

o As the user will click on the view projects icon for a particular user, he/she will

be able to view the list of assigned projects to that particular user.

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4. Master Management

o Only super admin in the system is facilitated to perform any action on Master

Management Module. The Master Management has been categorized into two

sections-

User Management

Project

Figure 25: Master management

o Below are the features of master Management-

Add Value

Edit Value

Active/Deactive Value

Add Master Value:

o On click on the Add new button, a pop-up will be open. Here the super admin

will enter the value, the super admin wish to see in the particular dropdown.

o For Example: We take an example of Central Ministry Master to understand this

better.

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Figure 26: Add master value

o As the Super Admin will click on the Master Management Menu, super admin

will be able to view the two sub-menus as User Management and Project.

o As the Super Admin will click on the User Management Sub-menu, super admin

will be able to view the list of masters like Central Ministry, Department,

Organization, Port, Maritime Board, Directorate of Port and Mapping of Non-

Major Port.

o As the Super Admin will click on the Central Ministry Master, Super Admin will be

able to see the list of already created central ministries name, if already created

by Super Admin.

o On the Top-Right corner, Super Admin will be able to view an Add New button.

o As Super Admin will click on the Add New button, Super admin will be able to

view a pop-up.

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Figure 27: Add master value (pop-up)

o Super Admin will enter the name of the Central Ministry and then click on

Submit button to save the details.

o As Super Admin will click on the Submit button, a confirmation pop-up will be

shown to Super Admin. This Confirmation pop-up will show a message that are

you sure you want to submit the detail

Figure 28: Confirmation on master value addition

o On click of yes button, the entry will be added. On successful addition, an alert

will be displayed as Record added successfully.

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o Super Admin will be redirected to master list view page. Here, Super Admin will

be able to view the new added entry.

o On click of No Button, Super Admin will remain on the Add new pop-up.

Edit Master Value

o As the master value is added by Super Admin, the same can be updated by the

Super Admin by using the edit icon.

Figure 29: Edit master value

o As the Super Admin will on Edit icon corresponding to a master value, an edit

pop-up will be open.

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Figure 30: Edit master value (pop-up)

o For example: If the Super Admin wants to change the Central Ministry name,

super admin will change the spelling or that particular ministry name. Super

Admin will on the update button, a confirmation Pop-up will be shown to Super

Admin as Are you sure you want to update the details.

Figure 31: Confirmation on updation of master value

o As the Super Admin will click on the yes button, a message will be displayed as-

details updated successfully.

o On click of no button, details will not be saved and user will be redirected to edit

details pop-up.

Active/Deactive Master Value

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o The super admin can deactive a particular master value, that value will not be

reflected in the corresponding drop-down list.

Figure 32: Status change

o And if a particular value is again activated, that value will now be visible in

corresponding drop-down list.

o As Super Admin will change the status from active to deactive, a confirmation

pop-up will be shown to super admin i.e. are you sure you want to deactive the

master value.

Figure 33: Confirmation on Status change

o In case super admin will click on yes button, that particular master value will be

deactivated.

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o On click of NO button, the super admin will be redirected to master view page.

5. Project Concept

Add Concept

o While proposing a new concept, below fields are required to be filled by the

project proponent.

Project Type

Funding Agency

o In case if project type is selected as single funded then project proponent will be

able to select only one funding agency name, then only the add concept details

button will be enabled

o In case if project type is selected as multiple funded then project proponent will

be able to select multiple funding agency names, , then only the add concept

details button will be enabled

o In case of non-funded, no option will be visible to project proponent for

selection of funding agency, add concept details button will be enabled

Figure 34: Add concept details-I

Project Name

Concept ID (Auto generated)

State

Additional State

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Port Type

Port Name

Project Location (Multiple locations can be added)

Project Brief

Scope of work

Aims and Objective

Estimated Cost (Cr.)

Implementation Agency

Expected Start Date

Expected End Date

Upload Document

Project Nodal officer details

Figure 35: Add Concept Details-II

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Figure 36: Add concept details III

Figure 37: Add Concept Details II

o Project proponent will select the project type as Single funded, multiple funded

or non-funded. As per the project type selected the project proponent will select

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the funding agencies. The funding agencies name will come as per the project

proponent state or the funding agencies that doesn’t belong to a particular state.

o After selecting the funding agencies name, add concept detail button will be

enabled. Project proponent will click on the Add concept detail button and will

be redirected to add concept details page.

o The project name will be manually filled by the project proponent.

o Concept ID will be an auto generated number.

o State will come as auto selected as per user has logged in to the system. Suppose

a project is covering the two states, then an additional state can be added by the

user.

o The user which has currently logged in to the system, for example if he belongs

to a major port then that major port name will be auto reflected in the system.

Similar for all other users.

o The Port type master will be handled from UI by super admin, Port name should

come automatically as per the state and port type of the project proponent.

o The Port type and port name should come as auto selected and non-editable if

any major port user has logged in, for private port there may be a case that a

single user is handling the multiple ports, so if a private port nodal officer has

logged in then the private ports for which he is assigned as an officer/operator

only that list should come.

o The Port type master and port name values should be selected by the other

users, if they are entering the concept details.

o Multiple values can be selected for project location field, the values will come

from project location master as accordance with state. If any other state is

added, then location for that state should also come in list-box.

o In upload document, only a single document (.pdf) can be submitted by the

project proponent.

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o As per the port name selected or the user which has logged in, accordingly nodal

officer listings will come here , as the nodal officer will be selected from the

drop-down list, the details filled in user management module should come

automatically such as email ID, mobile number, designation and non –editable.

The user who is entering the concept details can enter the landline number and

postal address of the nodal officer, non-mandatory.

o As the user will click on the ADD button, the nodal officer entry should come in

the grid view, from here if the wrong entry is added can be deleted by entering

on minus icon.

o On Add concept details page, the project type and funding agency or agencies

selected will be visible in non-editable mode.

o Project proponent can save the concept details in draft mode by clicking on the

Save button.

Figure 38: Confirmation for submission of Concept

o As proponent will click on the sent for approval button, a confirmation pop-up

will be displayed as- are you sure you want to submit the details? As project

proponent will click on yes button, a success message will be displayed on screen

as concept submitted successfully and proponent will be redirected to concept

list page.

o The concept should move to approval on MOS and SDCL official dashboard.

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MoS/SDCL official Dashboard

o The MoS and SDCL official will be able to view the concept on concept list view

page. And can search the concept on the basis of below fields-

Project Name

Concept ID

State

Port Type

Port Name

Project type

Funding Agency

Status

Figure 39: MoS/SDCL user- Concept list

o Also MOS/SDCL should be able to export the desired outputs or search results in

to excel and pdf format.

o MOS/SDCL user will be able to view the following status-

Concept Approval pending

Concept Approved by MoS/SDCL

Concept Rejected by MoS/SDCL

Sent for Re-vision by MoS/SDCL

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Concept Re-submitted

Concept revived by MoS/SDCL

o MoS/SDCL/Proponent user will be able to view the workflow history of the

concept. As the user will click on the view history button, will be able to view

history pop-up.

o View history pop-up will show the action details for a particular concept. Below

is the screenshot for workflow history pop-up.

Figure 40: Work flow history (pop-up)

o As the Concept is forwarded to both MOS and SDCL, if concept status is approval

pending then both MOS and SDCL user can take any action on same. But once

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the action is taken by any MoS user, then on that SDCL user cannot take any

action and vice versa.

o If a concept is rejected by MOS user then on that concept SDCL user can take any

action and reverse can also a case.

o If any concept is under consideration by MOS, then that concept information

should be visible to SDCL user, but SDCL user should not be able to take any

action on the same. The system will send an alert (email/SMS) to MOS official

regarding the same. An alert will also be received by project proponent that your

concept has been submitted.

Concept Scrutinization

o The MOS/SDCL official will be able to see the Approval pending, resubmitted,

revived approved and rejected concept list in concept list view.

o As the MOS/SDCL official will click on the Concept ID, the details filled by the

project proponent will be visible in non-editable mode respective to the selected

ID.

o As MoS/SDCL official will click on the workflow history view button, the action

taken on concept either by MoS official or project proponent will be visible with

date.

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Figure 41: Concept View details

Figure 42: View concept details II

o The MoS/SDCL official will securitize the concept details, can approve, reject or

sent the concept for revision to Project proponent.

Concept Rejection

o In case of rejection, MOS/SDCL official needs to enter the reason for rejection.

o As the MoS/SDCL user will click on the reject button, will be able to see a pop-up.

Here it will be mandatory for MoS/SDCL user to enter the Rejection reason.

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Figure 43: Concept rejection

o On click of the cancel button, MoS/SDCL user will be redirected to concept detail

view page.

o On click of the submit button, the MoS/SDCL user will see an alert message on

screen as Concept rejected successfully. And, MoS/SDCL user will be redirected

to concept list page.

o The concept status will be changed from approval pending to rejected.

Figure 44: Status update- Rejected

Concept Sent for Revision

o In case of revision, MOS/SDCL official needs to enter the revision comments.

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o As the MoS/SDCL user will click on the sent for revision button, will be able to

see a pop-up. Here it will be mandatory for MoS/SDCL user to enter the revision

comments.

Figure 45: Concept : Revision comments

o On click of the submit button, the MoS/SDCL user will see an alert message on

screen as concept sent for revision successfully. And, MoS/SDCL user will be

redirected to concept list page.

o On click of the cancel button, MoS/SDCL user will be redirected to concept detail

view page.

Figure 46: Concept status- Sent for revision

o As the concept status will be changed to “Sent for Re-vision”.

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Concept Approval

o MoS/SDCL user will click on the concept ID with status as Approval pending,

MoS/SDCL user will be able to view the three buttons as approve, reject or sent

for revision.

Figure 47: Concept status- Approval pending

o As MoS/SDCL user will click on the approve button, a confirmation pop-up will be

shown on the screen as –do you want to approve the concept?

o If MoS/SDCL user will click on No, will be redirected to view concept page.

o If MoS/SDCL user will click on Yes, a success message will be displayed on screen

as concept approved successfully and user will be redirected to concept list page.

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Figure 48: Confirmation for concept approval

Concept Resubmission

o In the concept list, as project proponent will click on the concept ID with status

as sent for revision, he/she will be able to view the concept details in editable

mode.

Figure 49: Concept resubmission I

o The project proponent will be able to view the revision comments entered by

MoS/SDCL user in non-editable mode.

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o For concept status as “Sent for Revision”, project proponent will revise the

concept details as per comments mentioned by the MoS/SDCL official and will

resubmit the concept.

Figure 50: Concept resubmission II

o As Project proponent will click on the resubmit button, a confirmation pop-up

will be displayed as are you sure you want to resubmit the concept.

o On click on No, the user will be redirected to edit concept screen.

o On click of yes, a success massage will be displayed on screen as concept

resubmitted successfully and user will be redirected to concept list page.

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Figure 51: Confirmation for resubmission

o As the user will resubmit the concept, the concept status will be changed to

Approval pending and concept will be moved to MoS/SDCL user dashboard.

Figure 52: Concept status: Approval pending after resubmission

o MOS/SDCL official will again view & scrutinize the concept details and can

approve, reject or sent the concept to project proponent for revision.

o Project proponent can view the comment history by clicking on the view history

link button.

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Revive Concept

o If a concept is rejected by MoS/SDCL user, the concept status will be rejected.

Now if a concept is rejected by MoS/SDCL user it can be revived/reconsidered by

the SDCL/MoS user.

Figure 53: Concept status: Rejected

o As MoS /SDCL will click on the concept ID with status as rejected on page

concept list view page, the concept details will be visible in non-editable mode.

Also the rejection reason will be visible to MoS/SDCL user.

Figure 54: Concept details: Revive Concept I

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Figure 55: Concept details: Revive Concept II

o Now two buttons will be visible to MOS/SDCL user. Revive concept and Cancel.

As MoS/SDCL user will click on the revive button, a pop-up will be open as

below: Do you want to revive the concept?

o On click on No, the MoS/SDCL user will be redirected to view concept page.

Figure 56: Confirmation for revive

o On click of yes, a success message will be displayed as concept revived

successfully and user will be redirected to concept list page.

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Figure 57: Concept status: Revived

o Now on the concept with status as revived two action can be performed either

approve or sent for revision.

o If the MoS/SDCL user will click on the concept ID with status as revived,

MoS/SDCL user will be able to view the concept details in non-editable mode

and two buttons will be visible as approve or sent for revision.

o Approve and sent for revision button function remain same as described in the

previous sections.

Figure 58: MoS/SDCL user- Action after revive

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6. Project Management

Add Project Details

o For sent for revision concept, approval pending and rejected concept, project proponent should not be allowed to enter the project details.

o In Concept List for Approved concepts, an add project details button will be

visible to project proponent, project proponent will add the further details for

the project.

Figure 59: Concept status: Approved

o As the user will click on the Add project details button, will be redirected to add

project detail tab

o Below information will be filled by the project proponent while adding the

Project details:

Project Scheme

Project Name (Auto filled, as filled by the project proponent in concept

stage)

Concept ID

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Project ID (auto-generated as the add project details tab will be saved

successfully)

Project Pillar/Theme

Project Category

Project Sub-category 1



Mode of Funding

Internal Rate of Return (IRR)

Economic Rate of Return (ERR)

Executing Agency

Capacity Addition Planned

Implementation Agency

Land Acquisition (in acres)

Land Allotment (in acres)

Figure 60: Add project details-I

Investment into Construction & Machinery (Rs.)

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Investment into land (Rs.)

Inter-ministerial coordination required

Figure 61: Add project details-II

o Inter- ministerial coordination

If Inter- ministerial coordination is selected as YES, then project

proponent or MOS official will enter the details in the table.

Ministry to be involved- these values will come through master, all

central, state ministry and others to be shown

In case if Ministry type is selected as others, a text box to be shown to

enter the value.

Issue- these values will be entered by MOS or other ministry officials

Action details- these values will be entered by MOS or other ministry

officials

Expected date of closure- the date will be entered by MOS or other

ministry officials

Referred to- The values will be entered by MOS or other ministry officials

Status- Status can be changed by MOS officials only

An add option will be given for adding more details.

o Remarks field will be visible on screen in case of updation of project details.

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o On click of the submit button an alert will come, project details added

successfully and user will be redirected to project stages tab.

o Once the details has been saved for add project details tab, project will be

created and project ID will be generated.

Project List View

o As the project details will be added by the user, project will be visible in project

list with unique project ID. MoS/SDCL user can search the project on the basis of

filter criteria.

Project Name

Concept ID

Project ID

Project Pillar/Theme

Project Category

Stage

Sub-stage

o MoS/SDCL user can also export the search records in excel or pdf format.

Figure 62: Project list view

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Project Stages

o For each stage and sub-stage, project proponent/MoS user/SDCL user can fill the

planned date, revised date and actual date.

Planned date- The date filled by the project proponent corresponding to

each stage or sub-stage which was actually planned

Revised date- The date filled by the project proponent corresponding to

each stage or sub-stage in case the stage or sub-stage has not started as

per the planned dates.

Actual date- The date filled by the project proponent corresponding to

each stage or sub-stage when that particular stage or sub-stage has been

completed.

Figure 63: Project stages-I

o Pre-feasibility/Survey/TEFR- Under this stage there will be three sub-stages.

Some projects will not pass through the TEFR stage.

TEFR to be prepared

Assign consultant

TEFR under preparation

o If a project is undergoing for TEFR stage, Project proponent can enter the start

and end dates for the all sub-stages, non-mandatory for all sub-stages.

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o Completion of these sub-stages will lead to the completion of TEFR stage.

o As per entered dates by the project proponents, system will send delay

notification to Proponent to change the stage.

o DPR Preparation Stage- Completion of these sub-stages will lead to the

completion of DPR stage.

DPR to be prepared

Assign consultant

DPR under preparation

DPR prepared

DPR approved

o Here, in this stage we need to capture If DPR is prepared by MOS.

o As per entered dates by the proponent, system will send notification to

Proponent to enter/change the DPR stages and sub stages.

Figure 64: Project Stages-II

o Submit Proposal- Project proponent need to submit the proposal to MOS in case

of MOS funded project.

o Administrative Approvals/ Clearances- This stage will be a parallel stage with

proposal submission, under tendering, award of contract and under

implementation.

o Sanction of Project

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o Under Tendering - In this stage the tender will be rolled out for project

implementation. MIS tool will only capture the stage of under tendering, no sub-

stages and further details will be captured through the system.

o Award of contract - After tendering, award of contract will be given to project

proponent.

o Under Implementation

o Project Completion

Clearances/Administrative Approvals

o On this tab, project proponent and MOS/SDCL user and project proponent will

be able to view the clearance details filled by the project proponent.

Figure 65: Clearance/Administrative Approvals tab

o The project proponent will be able to view the add clearance button. On click of

this button, the project proponent will be redirect to add clearance details pop-

up.

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Figure 66: Add clearance detail (pop-up)

o Here the project proponent will enter the following details-

Clearance required

Approval Received

Expected Date

Received Date

Stage

Upload Document

o Project proponent will select the types of approval required for the completion

of the project. Expected and actual date of approvals with approval status will be

maintained in the system.

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o If the approval is not received as per the expected dates entered by the project

proponent, system will generate an alert for the same.

o Revised expected date can be entered by the project proponent.

o Project proponent needs to upload the clearances document in case of MOS

funded projects.

o On click of the save button, the clearance details will be saved successfully, and

user will be redirected to clearance list view page.

o The added clearance details, can be updated or deleted by user.

Edit Clearance details-

o Project proponent cannot change the types of approval required for the

completion of the project.

o Expected date can be revised by the project proponent.

Figure 67: Edit clearance detail (pop-up)

o In case if approval is received, then first user has to select the approval received

as yes, then user will be enabled to enter the received date.

Delete Clearance details

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o If a wrong entry has been done by the proponent, the same can be deleted by

using the delete icon.

o As the proponent will click on the delete icon, a confirmation pop-up will be

visible to user- are you sure you want to delete this information?

Figure 68: Delete clearance detail confirmation pop-up

o On click of yes, the selected clearance detail will be deleted.

o On click of no, the details will not be deleted and user will be redirected to

clearance list view page.

View Stage Detail

o Audit trail of the changes will be maintained. User can view the history of

changes by clicking on view stage detail button

Figure 69: View stage detail (pop-up)

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View Document

o Any document that has been added related to any clearance type, can be

downloaded by clicking on the view document link button.

Project Outcomes

o Outcome will vary according to project category. Year-wise the project outcomes

needs to be captured.

o The project outcome type according to the project pillar/theme and project

category will be entered by the Super Admin.

o Actual and expected outcomes will be entered by the project proponent.

o On this tab, user will be able to view the expected and actual outcome details

entered by the project proponent.

Figure 70: Project Outcomes tab

o Corresponding to expected outcome and actual outcome, add outcome option

will be there.

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Figure 71: Add outcome (pop-up)

o On click of the add outcome, add outcome pop-up will open.

Outcome type will be selected by the user from the drop-down list.

Year will be selected by user from the drop-down list.

Outcome value will be manually entered by the user and outcome unit

will be selected from the drop-down list.

o Corresponding to each outcome value added, there will be an option of editing

the outcome value.

o On click of the edit icon, the outcome values added will be auto populated.

Figure 72: Edit outcome (pop-up)

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o The outcome type can’t be changed while editing the outcome value for both

expected and actual outcome.

View History


changes by clicking on view history button

o As the user will click on the view history button, the view history pop-up will be

open listing the details of changes.

Figure 73: View History (pop-up)

Project Document

o Following documents can be uploaded by the user with respect to a particular

project-

Project Concept Document

Prefeasibility report/ TEFR/ Survey

DPR- Multiple document can be uploaded

Award of Contract

Utilization Certificate 1



Business case for equity Investment

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Completion certificate

Independent Engineer certificate

Site Photographs- Multiple document can be uploaded

Figure 74-: Project document submission I

Image of the constructed Project

Video

Other Documents

Reference for the Document -in case if document size exceed the defined

limit

Figure 75: Project document submission II

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Under Implementation

o Physical and financial progress will be captured under this functionality. The sub-

stages/milestones can be added under this stage, only in case of MOS funded

project and/or DPR is prepared by the MOS.

o Physical and financial progress of the project will be updated by the project

proponent on monthly basis.

Figure 76: Under implementation tab

o The physical and financial progress can be updated by the project proponent

milestone wise.

o On this tab, project proponent will be able to see the add milestone details

button.

o As the project proponent will click on the add milestone details button, the user

will be redirected to add milestone details pop-up.

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Figure 77: Add Milestone (pop-up)

o Here the user will enter the following details-

Milestone –the value will be entered by user manually

Scheduled start date and end date of that milestone will be entered by

the project proponent.

Status of the milestone

Physical progress

Financial progress

o On click of the save button, the details will be added, and the user will be

redirected to under implementation tab.

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o The details added by the project proponent can be edited by clicking on the edit

icon.

Figure 78: Under Implementation- Edit icon

o As the project proponent will click on the edit icon, the user will be redirected to

edit milestone pop-up.

o On this the user will be able to edit the details except milestone name.

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Figure 79: Edit Milestone (pop-up)

o Physical and financial progress values once submitted, it can’t be changed to

lower value.

o An alert will be shown to user, if physical & financial progress values are not

updated on monthly basis.

Delete Implementation details

o If a wrong entry has been done by the proponent, the same can be deleted by

using the delete icon.

o As the proponent will click on the delete icon, a confirmation pop-up will be

visible to user- are you sure you want to delete this information?

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Figure 80: Delete detail confirmation pop-up

o On click of yes, the selected detail will be deleted.

o On click of no, the details will not be deleted and user will be redirected to under

implementation tab.

View Stage Detail

Figure 81: Under Implementation- View history button


changes by clicking on view stage detail button

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o On click of the view history button, view history pop-up will be open showing the

list of changes

Figure 82: View History (pop-up)

7. Financial Management

Funding proposed by Project proponent

o This tab will only visible if MoS is selected as a funding agency by the proponent

at the concept stage.

o Proposed Estimated cost field detail will come as auto filled from concept details

page, the estimated cost that was submitted by the project proponent at time of

concept submission.

o Funding agency name will come as MOS.

o Project proponent will enter the fund requested amount by click on the Add

fund request button.

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Figure 83: Proposed funding by proponent

o In case if project proponent need more fund after approval, the same can be

requested by clicking on add fund request button.

o By click on Add fund request button, add fund request pop-up will be open.

o Here, the project proponent will enter the fund request amount and fund

request date.

o On click of save button, the details will be submitted successfully, and user will

be redirected to propose funding by proponent list page.

Figure 84: Add fund request (pop-up)

View History

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Figure 85: View history (pop-up)

Funding provided by MoS

o As project proponent will raise the new request for the funds, the fund request

alert will go to MoS user.

Figure 86: Funding provided by MoS

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o The MoS user will be able to view the fund requested amount, as per the latest

request raised by the project proponent.

o Corresponding to the new fund request raised, MoS user will enter the approved

cost by clicking on add approved cost button.

o As the MoS user will click on the Add approved cost button, add approved cost


Figure 87: Add approved cost (pop-up)

o Here the MoS user will be able to add the following details-

Approved cost

Approved date

o Fund request amount and fund requested date will be visible in non-editable

mode.

View History



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Fund Sanctioned Details

o On the fund sanctioned detail page, the user will be able to view the in-principle

sanctioned amount or sanctioned terms details in tabular form.

Figure 89: Fund Sanctioned detail tab

o The In principle sanctioned amount will be entered by the user. This entry can be

done only once and it will not be editable.

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o As the user will click on the add in-principle amount button, add in-principle

sanctioned amount pop-up will be open. Here the user will enter the add in-

principle amount and click on save.

o As the user will on save button, user will get a success message that in-principle

amount has been added successfully and user will be redirected to fund

sanctioned detail tab.

o On click on cancel button, user will remain on add in-principle sanctioned

amount pop-up.

Figure 90: Add in-principle sanctioned amount

o As the user will click on add sanctioned details button, add sanctioned details


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Figure 91: Add sanctioned details (pop-up)

o Fund sanctioned details in terms of first sanctioned, 2nd sanctioned, 3rd

sanctioned and so on will be entered by the MoS or Project proponent.

o As the MOS user or project proponent will update the sanctioned details an alert

will be received by all stakeholders.

o The sanctioned term will be an auto generated number.

o The sanctioned amount and Fund sanctioned date will be entered manually by

MoS user or Project proponent.

Edit Sanctioned Details

o The details once added can be updated by the MoS user or Project proponent.

o As the user will click on the edit icon corresponding to a sanctioned term detail,

an edit sanctioned detail pop-up will open.

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Figure 92: Edit sanctioned detail (pop-up)

View History





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Fund Released Details

o Fund released details will be captured in terms of instalments and along with this

fund sanctioned term will also be captured i.e. for which sanctioned term

amount is being released by the funding agency.

Figure 94: Fund Released Details

o The fund released details can be added or updated by MoS user or project

proponent, as the user will update these details an alert will be received by all

stakeholders.

o On the fund released detail tab, as the user will click on add released details

button, a new pop-up will be visible.

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Figure 95: Add released details (pop-up)

o In the Add released details pop-up, the fund will be released in installment term

and will come auto generated as installment 1 or installment 2 and so on.

o Corresponding to each released installment, sanctioned term will be selected by

MoS user or project proponent.

o The sanctioned term will come as the terms added by the MoS user in fund

sanctioned tab, corresponding to each project.

o The released amount and Fund released date will be entered by MoS user or

project proponent.

Edit fund released details

o The details entered can be updated by MoS user or project proponent.

o The details filled at the time of adding of released details will be auto-populated.

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Figure 96: Edit released details (pop-up)

View History






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Project Expenditure

o The project expenses details will be entered by project proponent on monthly

basis.

o These details will be visible to MoS or other Funding agency user in Non-editable

mode

o On the expenditure page, project proponent/MoS User/SDCL User will be able to

view the project expenditure table and add expenditure details button.

o As the project proponent will click on the Add expenditure details button, add

expenditure pop-up will be visible on screen.

Figure 98: Expenditure details

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Figure 99: Add expenditure details (pop-up)

o The funding agency name will be selected by the project proponent, in this

funding agency name the values will come as funding agencies name selected by

project proponent at the time of concept submission.

o The project proponent will select the mode of funding either as Grant-in-aid or

equity.

o The project proponent will enter the expenses incurred amount and will select

the dates in between the expenditure has been occurred.

Edit expenditure details

o The details entered can be updated by MoS user or project proponent.

o The details filled at the time of adding of released details will be auto-populated.

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Figure 100: Edit expenditure details (pop-up)

o As the details will be updated by the proponent, an alert will be received by the

all stakeholders.

View History





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Funding details of other Agencies

o The funding details of other funding agency will be added by the project

proponent or MoS/SDCL user.

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o Investment/Funding agency name, mode of funding, proposed investment/fund

amount, investment/fund received amount and date of investment/fund

received will be entered by the project proponent.

o As the user will click on save button, a success message will be displayed as

fund/investment details added successfully and user will be redirected to

funding details of other agencies tab.

o The details once added can be updated by the user through edit

investment/fund option.

Edit Investment/Fund details

o The details once added by the user can be edited by click on edit icon

corresponding to each entry in funding details of other agency table.

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o As the user will click on the edit icon, the user will be redirected to edit

investment/fund details pop-up.

o Investment/funding agency name will remain non-editable.

o Mode of funding, proposed amount, received amount and amount received date

can be changed by the user.

Figure 102: Edit investment/fund details (pop-up)

View History





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Investment Proposed by Proponent

o The proposed estimated cost detail will come as auto filled from concept details

page that was submitted by the project proponent at time of concept submission

and non-editable.

Figure 104: Investment proposed by proponent

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o Investment requested by project proponent page will be visible if the project

proponent has selected the funding agency as SDCL at time of concept

submission.

o Total equity investment required for the project will be entered by the project

proponent by click on the button “add total investment”.

Figure 105: Add total investment (pop-up)

o The total investment for the project once added will remain non-editable.

o Investment required from SDCL will be added by clicking on the button add

investment request.

o As the project proponent will click on the add investment details button, an Add

investment request detail pop-up will be open.

o On this pop-up, project proponent will enter the following values as Investment

required from SDCL (Rs.), % equity investment required from SDCL, Equity IRR,

Business case for equity investment and proposed Investment date.

o % equity investment required from SDCL will be auto-populated as percentage of

SDCL Investment divided by Total Investment.

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Figure 106: Add investment request (pop-up)

o The investment added by the proponent can be viewed by clicking on the view

history icon.

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Figure 107: View investment request (pop-up)

View History





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Investment provided by SDCL

o As per the investment request raised by the proponent the details will be visible

to SDCL user.

Figure 109: Investment provided by SDCL

o As the SDCL will click on the Approve Investment request button, approve

investment request

o SDCL user will enter the investment provided by SDCL and investment date.

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Figure 110: Approve investment request (pop-up)

o This view investment history button will show the investment details entered by

the project proponent and approved investment cost entered by the SDCL user.

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Figure 111: View investment request (pop-up)

o The alert will be sent to SDCL official, if the details were edited by project

proponent & vice-versa.

o The SDCL officials will be able to view the investment details by click on the view

icon.

View History



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8. Query Management

o MoS/SDCL user will be able to view the ask query and chat history button

corresponding to each project

o As the MoS/SDCL user will click on the ask query button, ask query pop-up will

be open as per the below screenshot.

Figure 113: Ask Query & Chat History-Project List

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o In the query chat pop-up, MoS/SDCL user will be able to view the project name

and username in non-editable mode.

Figure 114: Query chat

o MoS/SDCL user will enter the message and as MoS/SDCL user will click on the

send message button, a notification will be received by the project proponent

who has entered the project details in MIS tool.

o MoS/SDCL user will also be able to send any document to project proponent.

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Figure 115: Send query or document

o As the MoS/SDCL user will click on the choose file button, an open file option will

be visible to MoS/SDCL user.

o MoS/SDCL user will be able to select the file and as MoS/SDCL user will click on

the send document button, the particular file will be sent to project proponent.

o On the project proponent dashboard, the user will be able to view a notification

and the count of notifications.

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Figure 116: Notification: Query section

o The notification section is separated in to two sections i.e. Query and help.

o The queries raised by the MoS/SDCL user will be visible to proponent under

query section.

o And any help that is required/raised by the proponent will be visible to

proponent under help section.

o As the query has been asked by the MoS/SDCL user, proponent will be able to

view the notification under query section. As proponent will click on the query

section, proponent will be able to view the list of notifications.

o As proponent will click on a particular notification, a reply pop-up will be open.

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Figure 117: Received Query or document

o In this pop-up, proponent will view the query raised by the MoS/SDCL user.

o Proponent will enter his/her reply and as the proponent will click on the send

message button, the MoS/SDCL user will receive a notification on his/her

dashboard.

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Figure 118: Reply from Project proponent

o Project proponent can also send the document to MoS/SDCL user.

Chat history

o A chat history option will also be visible to MoS/SDCL user.

o Here, all the communication related to a particular project will be visible to

MOS/SDCL user only.

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Figure 119: Chat History

9. Help Management

o If any help that is required by the project proponent from the MOS user, the

same can be raised by clicking on the help icon.

Figure 120: Help from MOS icon

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o As the project proponent will click on the help icon, a pop-up will be open on

screen.

o Here, the project proponent will select the project ID corresponding to which the

project proponent needs help.

Figure 121: Help from MOS I

o Then the project proponent will select the user type, whether the help is

required from the MOS or SDCL user.

o As the selected user type, the list of users will be populated in the drop-down of

user username.

o Project proponent will select the username from which the help id required.

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o Project proponent can ask for help by entering the text and can also send the

document to the MOS/SDCL user as per the attached screenshot.

Figure 122: Help from MOS II

o As the help request is raised by the project proponent, a notification will be

received by the MOS/SDCL user as selected by the project proponent while

raising the request.

Figure 123: Notification received on MOS/SDCL dashboard

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o The help request will be visible to MOS/SDCL user under the Help section of

notifications.

Figure 124: List of notification

o As MOS/SDCL user will click on the Help section, list of help notification will be

visible.

o As MOS/SDCL user will click on particular notification, the MOS/SDCL user will be

able to view the help chat window.

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Figure 125: MOS/SDCL Dashboard- Help Chat window

o In the help chat window MOS/SDCL user will be able to view the help query

raised by the project proponent or any document if uploaded by the project

proponent.

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Figure 126: Reply from MOS/SDCL user

o MOS/SDCL user can reply with the message or MOS/SDCL user can also send any

document to project proponent.

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Figure 127: Reply to Project proponent

As the MOS/SDCL user will reply, a notification will be received by the project proponent under

help section.

User Manual

For

Sagarmala MIS Tool

Phase-2

1. Purpose ...................................................................................................................... 3

2. Application Features Description ................................................................................. 3 2.1 Strategical Dashboard: .......................................................................................................... 3

2.1.1 Sagarmala Projects ............................................................................................................ 3 2.1.2 Search Projects ................................................................................................................ 13 2.1.3 Important links ................................................................................................................ 15 2.1.4 Non-Sagarmala Dashboard ............................................................................................. 19

2.2 Analytical Dashboard ........................................................................................................... 21 2.2.1 Sagarmala Projects: ......................................................................................................... 22 2.2.2 Status of Projects: ........................................................................................................... 23 2.2.3 Awards of Projects: ......................................................................................................... 23 2.2.4 Completed Projects: ........................................................................................................ 24 2.2.5 MOS projects under Sagarmala: ..................................................................................... 25 2.2.6 Project under appraisal by MOS: .................................................................................... 25 2.2.7 Projects funded by MOS:................................................................................................. 26 2.2.8 Sagarmala Achievements ................................................................................................ 27 2.2.9 Project Outputs: .............................................................................................................. 29 2.2.10 Project Outcomes: ........................................................................................................... 30

2.3 Operational Dashboard ....................................................................................................... 31 2.3.1 Project Overview: ............................................................................................................ 32 2.3.2 Status of Projects: ........................................................................................................... 32 2.3.3 Stages of Projects: ........................................................................................................... 33 2.3.4 Reason for Delay: ............................................................................................................ 33 2.3.5 Expenditure: .................................................................................................................... 34 2.3.6 Upcoming deadlines: ....................................................................................................... 35 2.3.7 Concept details: ............................................................................................................... 35 2.3.8 Physical & Financial Progress: ......................................................................................... 36

2.4 Monthly Progress report: .................................................................................................... 36 2.4.1 Executive Summary: ........................................................................................................ 36 2.4.2 Project completion: ......................................................................................................... 37 2.4.3 Project Sanctioned: ......................................................................................................... 38 2.4.4 Project Award: ................................................................................................................. 38 2.4.5 Project Status: ................................................................................................................. 39 2.4.6 Project Delay (Award & Completion) .............................................................................. 40 2.4.7 Fund Sanctioned and Released ....................................................................................... 41

1. Purpose

This user manual provides guidelines and instructions to use the various features of

Sagarmala MIS Application.

The purpose of the Sagarmala MIS Application is to monitor the process of capturing the

inputs at initiation (Project Concept) stage on the Sagarmala projects from different project

proponents. The different level of Dashboards enables Sagarmala MIS application users to

track the performance of their respective projects. The dashboard features are provided to

showcase the summarized performance of the entire Sagarmala and Non-Sagarmala

projects.

This User manual will describe the below mentioned modules and functionalities:

Strategical Dashboard

Analytical Dashboard

Operational Dashboard

MPR Report/MIS Reports

Audit Trail Report

2. Features Description

2.1 Strategical Dashboard

Strategical Dashboard enables tracking performance against high-level objectives. The

dashboard features are provided to showcase the summarized performance of the entire

Sagarmala projects.

The first section of Strategical Dashboard show the Sagarmala projects data in terms of

followings:-

2.1.1 Sagarmala Projects

Project Overview (Pillars-wise distribution of projects)

Status of projects

MOS projects comes under Sagarmala

State wise distribution of projects

Project funded by MOS

Sagarmala achievements

Figure 1: Strategical Dashboard I

Project Overview

As click on any pillar name of the project overview box, the user will be redirected to second

level dashboard. Here, the user will be able to view the categorization of pillar wise project

on the following basis-

Category

Implementation agency

Status

Key projects

State

For port modernization, please refer the below screenshot-

Figure 2: Project Overview – Port Modernization

As the user will click on any category, user will be redirected to project list with the projects

having same categories.

Figure 3: Projects with cruise terminal category

As the user will click on any implementing agency, user will be redirected to project

list with the projects having same implementing agency

As the user will click on any status, user will be redirected to project list with the

projects having same status

As the user will click on any key project, user will be redirected to that project on

project list view

As the user will click on any state, user will be redirected to project list with the

projects having same state

Status of projects

As click on any status name of the Status of projects box, the user will be redirected to

second level dashboard. Here, the user will be able to view the categorization of status wise

project on the following basis-

Pillar/Theme


Year

State

For Awards of projects, please refer the below screenshot-

Figure 4: Status of Projects- Awards of Projects

As the user will click on any pillar, user will be redirected to project list with the

projects having same pillar name



As the user will click on any year, user will be redirected to project list with the

projects having that particular year of award and that planned to be awarded in that

particular year



MOS projects under Sagarmala

As click on any pillar name of the MOS projects under Sagarmala box, the user will be

redirected to second level dashboard. Here, the user will be able to view the categorization

of pillar wise project on the following basis-

Category


Status

Key projects

State

For port modernization, please refer the below screenshot-

Figure 5: MOS projects under Sagarmala

As the user will click on any category, user will be redirected to project list with the

projects having same categories.






project list view



State-wise distribution of projects

As click on any State name of the State wise distribution of projects box, the user will be


of state wise project on the following basis-

Theme/Pillar


Status

Key projects

For Andhra Pradesh state, please refer the below screenshot-

Figure 6: State wise distribution of projects

As the user will click on any pillar/theme, user will be redirected to project list with

the projects having same pillar/theme.






project list view

Projects funded by MOS

As click on Grant-in-aid/Equity of the pprojects funded by MOS box, the user will be


of projects on the following basis-

Pillar/Theme


Status

Key projects

State

Reason for delay

For Grant-in-aid, please refer the below screenshot-

Figure 7: Funded provided by MOS- Grant-in-aid

As the user will click on any pillar/theme, user will be redirected to project list with

the projects having same pillar/theme.






project list view

As the user will click on any state, user will be redirected to that project list with the

projects having same states

As the user will click on any reason for delay, user will be redirected to that projects

on project list view having particular reason for delay

Sagarmala Achievements

Sagarmala achievements box showing the data on the basis of the following:-

Completed and planned values for Construction of fishing harbours

Completed and planned values for Development of cruise terminals

Development of MMLP

- Completed and planned values for Number of MMLP projects

- Capacity added for Completed and planned projects (MTPA)

Development of pipelines

- Completed and planned values for Number of pipeline projects

-Length added for completed and planned projects (Kms)

Development of Inland Waterways

- Completed and planned values for Number of waterways projects

-Length added for Completed and planned projects (Kms)

Completed and planned values for Number of persons skilled

Completed and planned values for Rail Length (Kms)

Completed and planned values for Road Length (Kms)

Completed and planned values for Setting of skill development centre

Completed and planned values for Setting of technology centres

Tonnage added for Completed and planned projects (MTPA)

Figure 8: Sagarmala achievement

When user will click on any completed value, the user will be redirected to the

project list page. The projects which will have the corresponding completed details

will be open on project list view.

Figure 9: Completed Project List

When user will click on any planned value, the user will be redirected to the project

list page. The projects which will have the corresponding planned details will be

open on project list view.

Figure 10: Planned Project List

2.1.2 Search Projects

A particular project can be find out on the basis of following:-

Project Name

Port

Implementing Agency

State

Figure 11: Sagarmala Projects: Search Projects

For example as we search project on the basis of port name.

Figure 12: Search Projects-Port Name

Below is the screenshot of project list with projects of Chennai ports.

Figure 13: Port Name-Project List View

2.1.3 Important links

The second section on strategical dashboard has been described as important links which

shows the following-

Project outputs

Project outcomes

Reason for delay

PPP projects

Figure 14: Important links

Project Output

As the user will click on the project output box, the user will be redirected to second level

dashboard. Here, the user will be able to view the output list with completed and planned

consolidated values.

If the user will click on any completed value, user will be redirected to completed project

list.

Below is the screenshot of the project Output values-

Figure 15: Important links: Project Outputs

Project Outcome

As the user will click on the project outcome box, the user will be redirected to second level

dashboard. Here, the user will be able to view the outcome list with completed and planned

consolidated values.

If the user will click on any completed value, user will be redirected to completed project

list.

Below is the screenshot of the project Outcome values-

Figure 16: Important links: Project Outcomes

Reason for delay

As the user will click on the Reason for Delay box, the user will be redirected to second level

dashboard. Here, the user will be able to view the reason for delay consolidated values.

If the user will click on any reason for delay, user will be redirected to projects with reason

for delay values

Below is the screenshot of the main reason foe delay values-

Figure 17: Important links: Reason for Delay

PPP Projects

As the user will click on the PPP box, the user will be redirected to second level dashboard.

Here, the user will be able to view the PPP projects on the categorization of following-


Status

Key projects

Awards of projects

Completed projects

Below is the screenshot of the PPP projects-

Figure 18: PPP Projects






project list view



particular year


projects having that particular year of completion and that planned to be completed

in that particular year

2.1.4 Non-Sagarmala Dashboard

The third section of strategical dashboard shows the details of Non-Sagarmala projects.

Figure 19: Non-Sagarmala Dashboard

The Non-Sagarmala dashboard shows the port-wise categorization of projects on first level.

As the user will click on any port name, user will be redirected to project list with that port

name.

As the user will click on the blue icon button, non-Sagarmala projects will be shown with the

following categorization:

Status

Key Projects

Awards of projects

Completed projects

Figure 20: Non-Sagarmala Dashboard- Second level




project list view



particular year


projects having that particular year of completion and that planned to be completed

in that particular year.

2.2 Analytical Dashboard

The Analytical dashboard will help in monitoring the detailed progress on Sagarmala

projects and other details at and entity level. The Analytical Dashboard show the Sagarmala

projects data in terms of followings:-

Project Overview (Pillars-wise distribution of projects)

Status of projects/Project

Awarded of Projects

Completed Projects

MOS projects comes under Sagarmala

Projects under appraisal by MOS

Project funded by MOS

Sagarmala achievements

Projects Outputs

Projects Outcomes

Data updated by user

Figure 21: Analytical Dashboard I

2.2.1 Sagarmala Projects

This section shows the project categorization on the basis of pillars/theme. When user will

click on the any pillar, user will be redirected to project list view page. On the project list

view page, user will be able to view the projects of the selected pillar only.

Figure 22: Analytical Dashboard - Sagarmala Projects

2.2.2 Status of Projects

This section shows the project categorization on the basis of status of projects. When user

will click on the any status, user will be redirected to project list view page. On the project

list view page, user will be able to view the projects of the selected status only.

Projects Delayed: this section shows the project which are delayed under planning stage and

the projects which are delayed under implementation stage

Figure 23: Analytical Dashboard - Status of Projects

2.2.3 Awards of Projects

This section shows the year wise categorization of projects as per the year of awards. When

user will click on the any year, user will be redirected to project list view page. On the

project list view page, projects will be visible on the basis of year it is awarded. Also, this

section will show the projects on the basis of on future years the projects are planned.

Figure 24: Analytical Dashboard - Awards of Projects

2.2.4 Completed Projects

This section shows the year wise categorization of projects as per the year of completion.

When user will click on the any year, user will be redirected to project list view page. On the

project list view page, projects will be visible on the basis of year it is completed. Also, this

section will show the projects on the basis of on future years the projects are going to be

completed.

Figure 25: Analytical Dashboard - Completed Projects

2.2.5 MOS projects under Sagarmala

This section shows the MOS project categorization on the basis of pillars/theme. When user

will click on the any pillar, user will be redirected to project list view page. On the project list


Figure 26: Analytical Dashboard - MOS Projects under Sagarmala

2.2.6 Project under appraisal by MOS

This section shows the project categorization on the basis of stages from concept till

completion. When user will click on the any stage, user will be redirected to project list view

page. On the project list view page, user will be able to view the projects of the selected

stage only.

Figure 27: Analytical Dashboard - Projects Appraisal by MOS

Figure 28: Analytical Dashboard II

2.2.7 Projects funded by MOS

This section shows the MOS project categorization on the basis of sanctioned and released

amount.

When user will click on the any count under sanctioned amount, user will be

redirected to project list view page. On the project list view page, user will be able to

view the projects for which the MOS has sanctioned the amount in that particular

year only.

When user will click on the any count under released amount, user will be redirected

to project list view page. On the project list view page, user will be able to view the

projects for which the MOS has released the amount in that particular year only.

Figure 29: Analytical Dashboard - Projects Funded by MOS

2.2.8 Sagarmala Achievements

Sagarmala achievements box showing the data on the basis of the following:-

Completed and planned values for Construction of fishing harbours

Completed and planned values for Development of cruise terminals

Development of MMLP

- Completed and planned values for Number of MMLP projects

- Capacity added for Completed and planned projects (MTPA)

Development of pipelines

- Completed and planned values for Number of pipeline projects

-Length added for completed and planned projects (Kms)

Development of Inland Waterways

- Completed and planned values for Number of waterways projects

-Length added for Completed and planned projects (Kms)

Completed and planned values for Number of persons skilled

Completed and planned values for Rail Length (Kms)

Completed and planned values for Road Length (Kms)

Completed and planned values for Setting of skill development centre

Completed and planned values for Setting of technology centres

Tonnage added for Completed and planned projects (MTPA)

Figure 30: Analytical Dashboard - Sagarmala Achievements

When user will click on any completed value, the user will be redirected to the project list

page. The projects which will have the corresponding completed details will be open on

project list view.

Figure 31: Completed Project List

When user will click on any planned value, the user will be redirected to the project list

page. The projects which will have the corresponding planned details will be open on

project list view.

Figure 32: Planned Project List

2.2.9 Project Outputs







2.2.10 Project Outcomes







Figure 33: Analytical Dashboard - Project Outcomes

2.3 Operational Dashboard

This dashboard will help the project proponents to view & analyse their performance.

Details which can be shown on the operational dashboard: -

Figure 34: Operational Dashboard-I

Figure 35: Operational Dashboard-II

2.3.1 Project Overview

This section shows the project categorization on the basis of pillars/theme. When user will

click on the any pillar, user will be redirected to project list view page. On the project list


Figure 36: Operational Dashboard- Project Overview

2.3.2 Status of Projects

This section shows the project categorization on the basis of status of projects. When user

will click on the any status, user will be redirected to project list view page. On the project

list view page, user will be able to view the projects of the selected status only.

Figure 37: Operational Dashboard- Status of Projects

2.3.3 Stages of Projects

This section shows the project categorization on the basis of stages from concept till

completion. When user will click on the any stage, user will be redirected to project list view

page. On the project list view page, user will be able to view the projects of the selected

stage only.

Figure 38: Operational Dashboard- Stages of Projects

2.3.4 Reason for Delay

As the user will click on any reason for delay, user will be redirected to that projects on

project list view having particular reason for delay

Figure 39: Operational Dashboard- Reason for Delay

2.3.5 Expenditure

This section shows year wise segregation of the released amount by MOS for that port

projects and expenses done by port users for that particular year.

As the user will click on the released amount, the user will be redirected to the

project list view with the projects for which the ministry of shipping has released the

funding

As the user will click on the expenses amount, the user will be redirected to the

project list view with the projects for which the expenses has been done by the port.

Figure 40: Operational Dashboard- Released & expenditure details

2.3.6 Upcoming deadlines

This upcoming deadline box shows the deadlines which are falling within particular date

range. As per the planned, revised or completion dates entered by the project proponent in

project stages tab.

Figure 41: Operational Dashboard- Upcoming deadlines

2.3.7 Concept details

This section gives the approved, under consideration and rejected concept details. As the

user will click on the link, the user will be redirected to concept list with the respective

selected concept status.

Figure 42: Operational Dashboard- Concept Details

2.3.8 Physical & Financial Progress

The charts shows the data of physical and financial progress of the projects. As per the

physical and financial progress range, count of the projects are being shown below the

charts.

Figure 43: Operational Dashboard- Physical & Financial Progress

2.4 Monthly Progress Report

The Monthly progress report will be visible to MOS user dashboard.

The MPR report is a combination of the following MIS reports as described below:

2.4.1 Executive Summary

This report describes the main headlines of the Sagarmala projects. Mainly details of this

reports are-

Total projects and their current status

Current year status of completion and awarded projects

Delay in award of projects

Delay in completion of projects

Fund sanctioned and fund released amount by MOS

Current year status of fund sanctioned and released amount

Investment amount details provided by SDCL

Capacity added by major ports till date and for current year

Fishing harbour project status

Figure 44: Executive Summary

2.4.2 Project completion

This report tells the pillar/theme wise project completion count for the current and target

projects which will be completed in next month.

The year and month can be selected by the user from the search criteria.

By default, the values will be reflected for current and next month.

Figure 45: Project Completion

2.4.3 Project Sanctioned

This report tells the pillar/theme wise project sanctioned count for the current and target

projects which will be sanctioned in next month.



Figure 46: Project Sanctioned

2.4.4 Project Award

This report tells the pillar/theme wise project award count for the current and target

projects which will be awarded in next month.



Figure 47: Project Award

2.4.5 Project Status

This report tells the pillar/theme wise cost and count for all the stages from prefeasibility till

completion.

Below are the detailed stages:

Prefeasibility/TEFR/Survey Report

DPR Preparation

Submit Proposal

Administrative Approvals

Sanction of projects

Under Tendering

Award of contract

Under Implementation

Project completion

Figure 48: Project Status

2.4.6 Project Delay (Award & Completion)

This report is about the delay for the project award and completion stage. The user can filter

the records on the basis of following-

Project pillar/theme

Project Category

Project Name

State


Project ID

Delay (in days)

Project stage

By default the reports will show the records for both award and completion stages.

Figure 49: Project Delay (Award & Completion)

2.4.7 Fund Sanctioned and Released

This report is about the fund sanctioned and fund released details. Fund sanctioned by

Ministry of Shipping has been shown in respect of each project. Fund released amount has

been shown in terms of instalments.

The user can filter the records on the basis of following-

Project Pillar

Project Category

Project Name

Figure 50: Fund Sanctioned & Released

2.4.8 Port Modernization: Project Category

This report shows the records of port modernization pillar on the basis of project categories.

The report fields includes project count and cost on the basis of particular category.

Figure 51: Port Modernization: Project Category

2.4.9 Port Modernization: Implementation Agency

This report shows the records of port modernization pillar on the basis of implementation

agency. The report fields includes project count and cost on the basis of implementation

agency.

Figure 52: Port Modernization: Implementation Agency

2.4.10 Port Modernization: New Ports

This report shows the records of new ports category of Port Modernization pillar. The report

fields includes port name, state, project name, project status, estimated cost, expected and

actual capacity achieved details.

Figure 53: Port Modernization: New Ports

2.4.11 Port Modernization: Ship Repair

This report shows the records of ship repair category of Port Modernization pillar. The

report fields includes implementation agency, state, project name, project status and

estimated cost details.

Figure 54: Port Modernization: Ship Repair

2.4.12 Port Modernization: Status of Port Modernization

This report shows the records of Port Modernization category of Port Modernization pillar.

The report shows the project status wise details, count and cost of Port Modernization

category.

Figure 55: Port Modernization: Status of Port Modernization

2.4.13 Port Modernization: Ro-Ro & Tourism Jetty

This report shows the records of Ro-Ro & Tourism Jetty category of Port Modernization

pillar. The report fields includes implementation agency, state, project name, project status

and estimated cost details.

Figure 56: Port Modernization - Ro-Ro & Tourism Jetty

2.4.14 Port Modernization: Cruise Tourism

This report shows the records of Cruise Tourism category of Port Modernization pillar. The

report fields includes implementation agency, state, project name, project status and

estimated cost details.

Figure 57: Port Modernization: Cruise Tourism

2.4.15 Port Modernization: Port Capacity Addition

This report shows the port capacity added of all major ports for Port Modernization pillar.

The report shows the year wise capacity addition planned, actual, cumulative and increase

in the capacity addition values.

The cumulative values shows the previous year value with the sum of new added value of

current year.

Figure 58: Port Capacity Addition

2.4.16 Port Connectivity: Project Category

This report shows the records of Port Connectivity pillar on the basis of project categories.

The report fields includes project count and cost on the basis of particular category.

Figure 59: Port Connectivity: Project Category

2.4.17 Port Connectivity: Implementation Agency

This report shows the records of Port Connectivity pillar on the basis of implementation

agency. The report fields includes project count and cost on the basis of implementation

agency.

Figure 60: Port Connectivity: Implementation Agency

2.4.18 Port Connectivity: MMLP

This report shows the records of Multi-Modal logistics parks category of Port Connectivity

pillar. The report fields includes implementation agency, state, project name, project status

and estimated cost details.

Figure 61: Port Connectivity: MMLP

2.4.19 Port Connectivity: Pipeline

This report shows the records of Pipeline category of Port Connectivity pillar. The report

fields includes implementation agency, state, project name, project status and estimated

cost details.

Figure 62: Port Connectivity: Pipeline

2.4.20 Port Connectivity: Inland Waterways

This report shows the records of Inland waterways category of Port Connectivity pillar. The

report fields includes project name, state, project status, estimated cost, total expected

length and actual length added for the inland waterways projects.

.

Figure 63: Port Connectivity: Inland Waterways

2.4.21 Port Connectivity: Road Connectivity

This report shows the records of Road connectivity category of Port Connectivity pillar. The

report shows the status of NHAI, MoRTH, State PWDs and port trusts. The report shows the

count, cost and length added for NHAI, MoRTH, State PWDs and port trusts projects. Also,

the total of count, cost and total length added for the projects has been shown.

Figure 64: Port Connectivity: Road Connectivity

2.4.22 Port Connectivity: Rail Connectivity

This report shows the records of Rail connectivity category of Port Connectivity pillar. The

report shows the status of Indian railways, IPRCL, ports and others. The report shows the

count, cost and length added for Indian railways, IPRCL, ports and others projects. Also, the

total of count, cost and total length added for the projects has been shown.

Figure 65: Port Connectivity: Rail Connectivity

2.4.23 Port Led Industrialization: Type of project

This report shows the records of Port Led Industrialization pillar on the basis of project

categories. The report fields includes project count and cost on the basis of particular

category.

Figure 66: Port Led Industrialization: Type of project

2.4.24 Port Led Industrialization: Implementation Agency

This report shows the records of Port Led Industrialization pillar on the basis of

implementation agency. The report fields includes project count and cost on the basis of

implementation agency.

Figure 67: Port Led Industrialization: Implementation Agency

2.4.25 Port Led Industrialization: Industrial Cluster

This report shows the records of Industrial Cluster category of Port Led Industrialization

pillar. The report shows the completed, under implementation and other stages projects on

the basis of type of clusters i.e. project sub-category-1. Further, the clusters has been

divided in to sub-clusters i.e. the sub-category-2 data. Total count and cost of stages

completed, under implementation and other stages projects has been shown.

Figure 68: Port Led Industrialization: Industrial Cluster

2.4.26 Port Led Industrialization: Coastal Employment Zone (CEZ)

This report shows the updated information of Coastal Employment Zone category of Port

Led Industrialization pillar. This report generally brief about the latest information on status

of Coastal Employment Zone projects. Meeting updates regarding projects of this category

also been shown. This will be a static report in the system.

Figure 69: Port Led Industrialization: Coastal Employment Zone (CEZ)

2.4.27 Port Led Industrialization: Coastal Employment Unit (CEU)

This report shows the records of Coastal Employment unit category of Port Led

Industrialization pillar. This report generally brief about the location, tentative area (acres)

and project status of Coastal Employment unit projects. Meeting updates regarding projects

of this category also been shown. This will be a static report in the system.

Figure 70: Port Led Industrialization: Coastal Employment Unit (CEU)

2.4.28 Port Led Industrialization: JNPT Special Economic Zone (SEZ)

This report shows the records of JNPT Special Economic Zone project of Port Led

Industrialization pillar. This report generally brief about the land type, industries, land

available, investment into land & construction, Investment in to construction, employment

potential and status of JNPT Special Economic Zone project. This will be a static report in the

system.

Figure 71:.Port Led Industrialization: JNPT Special Economic Zone (SEZ)

2.4.29 Port Led Industrialization: Smart Industrial Port City (SIPC) at Kandla

This report shows the records of Smart Industrial Port City (SIPC) at Kandla project of Port

Led Industrialization pillar. This report generally brief about the location, area (acres),

expenditure by port, Investment expected, employment potential and status of Smart

Industrial Port City (SIPC) at Kandla project. This will be a static report in the system.

Figure 72: Port Led Industrialization: Smart Industrial Port City (SIPC) at Kandla

2.4.30 Port Led Industrialization: Smart Industrial Port City (SIPC) at Paradip

This report shows the records of Smart Industrial Port City (SIPC) at paradip project of Port

Led Industrialization pillar. This report generally brief about the industry type, Investment

expected, employment potential and status of Smart Industrial Port City (SIPC) at paradip

project. This will be a static report in the system.

Figure 73: Port Led Industrialization: Smart Industrial Port City (SIPC) at Paradip

2.4.31 Coastal Community Development: Type of Project

This report shows the records of Coastal Community Development pillar on the basis of

project categories. The report fields includes project count and cost on the basis of

particular category.

Figure 74: Coastal Community Development: Type of Project

2.4.32 Coastal Community Development: Implementation Agency


implementation agency. The report fields includes project count and cost on the basis of

implementation agency

Figure 75: Coastal Community Development: Implementation Agency

2.4.33 Coastal Community Development: Fisheries


fisheries category. The report fields includes state name, total count of fishing harbor

projects state wise, project cost, no of funded projects, cost of funded projects, fund

sanctioned and fund released by MOS for the fisheries projects.

Figure 76: Coastal Community Development: Fisheries

2.4.34 Funding Agency wise Report

This report give the details of the funding agency wise report of each Sagarmala project. The

report includes project ID, project pillar, project category, project name, state, project cost,

project stage and funding agency 1, 2. 3 and so on details.

The records can be filter on the following search criteria:

Project ID

Project pillar

Project category

Project name

State,

Project cost

Project stage

Funding agency

Figure 77: Funding Agency wise Report

2.5 Audit Trail Report

The audit trail report shows the records of transactional data of Sagarmala application.

This report will be visible to only MOS users. Audit trail reports contains the following

details:

2.5.1 User data

This report contains user name, login IP information, login status and login date and time.

2.5.2 Add concept details

This reports contains concept ID, concept status, comments (provided by MOS), created

date, created by, updated by and updated date details.

2.5.3 Add Project Details

This report contains the information of Add project details tab data with created date,

created by, updated by and updated date details.

2.5.4 Project Stages data

This report contains the information of stage with sub-stage of project ID with created date,

created by, updated by and updated date details. Only stages with updated date will be

populated in the report.

2.5.5 Clearance details

This report contains the information of clearance stage with approval status of project ID

with created date, created by, updated by and updated date details. Only stages with

updated details will be populated in the report.

2.5.6 Expected/Actual Outcomes details

This report contains the information of outcome type with outcome value and unit of

project ID with created date, created by, updated by and updated date details.

2.5.7 Funding details of other agencies

This report contains the information of funding agency name with funding mode and

amount provided by that funding agency of project ID with created date, created by,

updated by and updated date details.

2.5.8 Expenditure details

This report contains the information of expenses done within a date range of project ID with

created date, created by, updated by and updated date details.

2.5.9 Under Implementation details

This report contains the information of physical and financial progress of projects with

created date, created by, updated by and updated date details.

2.5.10 Under Implementation milestone details

This report contains the milestone wise information of physical and financial progress of

projects with created date, created by, updated by and updated date details.