1 MIP PALT Tool Training WebEx Training (2 hours) Introduction to the PALT Tool Monday 4/17/2006 & Tuesday 4/18/2006 Updated Monday 6/18/2007

2 Outline Overview of the MIP PALT Tool Workflow Process Access to the Tool User Experiences – Regional PALT User Exercises PALT Reports Feedback & Change Control Process

3 Overview of the MIP PALT Tool

4 Use the filter to refine the data in view Manually scroll through the list of counties Overview of the MIP PALT Tool Click on the task name to perform task

5 Workflow Process FEMA HQ sets the Regional budget in MIP Sequencing Tool MIP Sequencing Tool populated by Region Regional PALT User Tasks –Define County Mapping Activities –Modify/Group Selected Activities –Schedule & Record Commitment of Funds

6 Workflow Process FEMA HQ sets the Regional budget MIP Sequencing Tool populated by Region Regional PALT User Tasks –Define County Mapping Activities –Modify/Group Selected Activities –Schedule & Record Commitment of Funds Exercise 1Exercise 2 Exercise 3

7 Accessing Tools A role is assigned for each user –Regional PALT User –FEMA HQ staff in Washington, DC* –MOD Team staff in Alexandria, VA* Username – testing –mvieirapalt = Regional PALT User for R4 Navigating within site to access tools * user views reports only

8 Accessing Tools url – website address MIP O (test) MIP

9 First Click on “Log in” Accessing Tools

10 Enter User Name Accessing Tools Enter Password m2pm0dt32m

11 First Click on “Tools & Links” Accessing Tools

12 Next Click on “Sequencing & PALT” Accessing Tools

13 Next Click on “PALT Tracking Tool” Accessing Tools

14 Regional PALT User Tasks –Define County Mapping Activities –Modify/Group Selected Activities –Schedule & Record Commitment of Funds User Experience Regional PALT User

15 Overview of the MIP PALT Tool Click on the task name to perform task

16 Regional PALT User Tasks –Define County Mapping Activities –Modify/Group Selected Activities –Schedule & Record Commitment of Funds Exercise 1 User Experience Regional PALT User

17 Click county name to edit a project Exercise 1 Define County Mapping Activities These Total Planned Cost values are constantly pulled from the Last Approved FEMA Funds values in the Sequencing Tool. This is the only place in the PALT Tool where the data is linked to the Sequencing Tool.

18 Exercise 1 Summary Click “Continue” to modify, add, or delete an activity Click “Cancel” to select a new county and not save changes

19 Exercise 1 Edit Data A B Both sections will be examined more closely.

20 Enter in required information (Planned Cost, Activity, and Mapping Partner) to add an activity. Exercise 1 A – Add Activity Click “Add Activity” to complete additions

21 New activity has been added Exercise 1 A – Add Activity

22 Exercise 1 B – Modify or Delete Activities Click “Modify” or “Delete” to modify or delete activities

23 Exercise 1 B – Modify Activities Click “Modify” to change the activity

24 Exercise 1 B – Modify Activities Modify the activity and click “Add Activity” to complete changes

25 Exercise 1 B – Modify Activities Modified activity is updated.

26 Exercise 1 B – Delete Activities Click “Delete” to Delete Activity

27 Exercise 1 B – Delete Activities Activity was deleted.

28 Exercise 1 B – Modify Activities Click “Continue” to review changes

29 Exercise 1 Review Click “Continue” to finish making changes

30 Exercise 1 Confirm Changes Click “Complete” to complete the task and save changes

31 Regional PALT User Tasks –Define County Mapping Activities –Modify/Group Selected Activities –Schedule & Record Commitment of Funds Exercise 2 User Experience Regional PALT User

32 Exercise 2 Modify/Group Selected Activities Click “Activity Groupings”

33 Exercise 2 Select Mapping Partner Click “Search”

34 Exercise 2 Select Activity Grouping Click “Modify Selected Activity Groupings” Select Mapping Partner In this tab, the sum of the Planned Costs associated with each Group ID is the Total Planned Cost for that Group ID. Note that this “Total Planned Cost” is the sum of user entered data values from within the PALT Tool, and is NOT the Total Planned Cost from the “County Mapping Activities” tab, which comes from the Sequencing Tool.

35 Exercise 2 Summary of Selection Click “Continue”

36 Exercise 2 Create New Group Click Check Box Click “Regroup”

37 Create New Group Exercise 2 New Group “new” Activity Group ID will be generated by the system

38 Move To/Move From Exercise 2 3- Click “Regroup” 1- Click Move From Box 2- Click Move To Box

39 Move To/Move From Exercise 2 Now only one group Click “Continue” to Review

40 Review Exercise 2 Click “Continue” to finish making changes

41 Review Exercise 2 Click “Complete” to finish task

42 Regional PALT User Tasks –Define County Mapping Activities –Modify/Group Selected Activities –Schedule & Record Commitment of Funds Exercise 3 User Experience Regional PALT User

43 Schedule & Record Commitment of Funds Exercise 3 Click “Schedule & Record Committed Funds”

44 Select Mapping Partner Exercise 3 Click “Schedule & Record Committed Funds” Select Mapping Partner In this tab, the sum of the Planned Costs associated with each Group ID is the Total Planned Cost for that Group ID. Note that this “Total Planned Cost” is the sum of user entered data values from within the PALT Tool, and is NOT the Total Planned Cost from the “County Mapping Activities” tab, which comes from the Sequencing Tool.

45 Summary Exercise 3 A C B This page will be displayed once a partner is selected. Each section (A-C) will be examined more closely. Click “Continue” to edit data.

46 A - Information Exercise 3 This section is for informational purposes only and cannot be edited.

47 B – Scheduled Due Dates Exercise 3 In this section, the scheduled due dates are inserted or edited.

48 C – Actual Due Dates Exercise 3 In this section, the actual due dates and actual obligated funds ($) are inserted or edited.

49 Review Exercise 3 Click “Continue” to review the changes.

50 Review Exercise 3 Click “Continue” to finish making changes

51 Review Exercise 3 Click “Complete” to complete the task.

52 To access PALT Reports, click on “Tools & Links.” PALT Reports

53 Then click on “Public Reports.” PALT Reports

54 Select “Planning and Budgeting Reports.” PALT Reports

55 Select reports beginning with “PALT…” PALT Reports

56 The “PALT Mapping Activity and Partners Report” reflects PALT data contained in the “County Mapping Activities” and “Activity Groupings” tabs of the PALT Tool. Group IDs and counties / Special Projects may be listed multiple times in this report if a county has multiple Group IDs associate with it, and vice-versa. Total Planned Cost values listed here come from the “County Mapping Activities” tab (ultimately, from the Sequencing Tool). Mapping Activity and Partners - LEFT PALT Reports – Mapping Activity and Partners

57 The Activity Description and Mapping Partner associated with each Group ID – county/Special Project pair is listed here. Each Activity Cost listed is associated with a particular Activity, with a particular Mapping Partner, with a particular Group ID, with a particular county/Special Project. The Activity Cost is the value PALT users enter within the County Mapping Activities tab for a particular county/Special Project. Mapping Activity and Partners - RIGHT PALT Reports – Mapping Activity and Partners

58 The PALT Planned and Due Dates report contains data found in the “Activity Groupings” tab and the “Schedule & Record Committed Funds” tab. Each Group ID is listed only once. The Group ID Total Planned Cost is displayed to provide a point of comparison with the Actual Obligated Cost associated with that Group ID. In this report, the Group ID Total Planned Cost comes from the user-entered PALT values (the sum of the planned costs for all the activities associated with a particular Group ID). Planned and Due Dates - LEFT PALT Reports – Planned and Due Dates

59 Within the Planned and Due Dates Report, the Actual Obligated Cost associated with a Group ID is pulled from the “Schedule & Record Committed Funds” tab and is used as a point of comparison with the Group ID Total Planned Cost. Planned and Due Dates – RIGHT PALT Reports – Planned and Due Dates

60 The PALT Map Modernization and Management Support (MMMS) report contains data found in the “Activity Groupings” tab and the “Schedule & Record Committed Funds” tab. Each Group ID is listed only once. The Group ID Total Planned Cost (here called “MMMS Total Planned Cost”) is displayed to provide a point of comparison with the Actual Obligated Cost associated with that Group ID. Note that the MMMS report shows similar information to the Planned and Due Dates report. No MMMS Group IDs show up on the Planned and Due Dates report; likewise, no non-MMMS Group IDs show up on the MMMMS report. In this report, the MMMS Total Planned Cost comes from the user-entered PALT values (the sum of the planned costs for all the activities associated with a particular Group ID). MMMS - LEFT PALT Reports – MMMS

61 Within the MMMS Report, the Actual Obligated Cost associated with a Group ID is pulled from the “Schedule & Record Committed Funds” tab and is used as a point of comparison with the Group ID Total Planned Cost. MMMS – RIGHT PALT Reports – MMMS

62 The Actions over $250,000 report counts how many Group IDs have a Total Planned Cost over $250,000. This information is grouped by Mapping Partner type. PALT Reports – Actions over $250,000

63 In this example, Region 2 has a Group ID with a Total Planned Cost > $250K. For this reason, this Group ID is counted in the $250K report. Note that a Mapping Partner may be counted multiple times if they have multiple Group IDs with a Total Planned Cost > $250K. PALT Reports – Actions over $250,000

64 Deployment Support Feedback Change Control Process

65 Questions?