Submit Regional Report

PFM	BCM

When all Activity Agreement reports have been Submitted by the Business Contract Manager, the Portfolio Manager has the ability to Generate the full regional portfolio report and Submit it to Regional NRM Programs for approval.

Submitting a regional (group) portfolio report

1. Select Portfolio from the primary navigation.

2. Select the relevant Portfolio.

3. Select the Performance Reports tab, this will list all the current Activity Agreements and their reporting status.

4. If you want to view an individual Activity Agreement report. Select the relevant generated Activity Agreement title to view report information.

5. When all Activity Agreements have the Generated status, you will be able to Generate a regional report.

6. Select the Generate button. This will generate three reports based on the information at Sub Program Reports as well as Project actuals.

•  Milestone Performance Report;
• Output Performance Report; and
• MERI Target Report;

You can generate many versions if changes are made prior to Submit to MEO.  When the report has been Submitted, no further versions can be generated until re-submission.

7. Select Submit.  This generates a notification email to Government/ Reporting body (e.g., DERM).

8. If the report is not approved, changes to be made will be highlighted within the spreadsheet and sent back to the Portfolio manager via external email.

9. These changes are then made in Enquire and the regional report must be re-generated and re-submitted.

NB: Only PFM role has access to make changes to Activity Agreement information once an amendment has been requested.

10. Once Natural Resource Management Programs (DNRM) has reviewed and approved the Report, the version is set to 1.0 and displayed in historical table.