CPMS User Manual v.2

TABLE OF CONTENTS
Page
1.0 INTRODUCTION ............................................................................................................... 2
2.0 OVERALL DESCRIPTION .................................................................................................... 2
2.1
2.2
2.3
2.4
2.5
2.6
2.7
Product Perspective.................................................................................................................... .2
Product Features ......................................................................................................................... 3
User Classes and Classification .................................................................................................... 3
Operating Environment ............................................................................................................... 3
Design and Development Constraints ......................................................................................... 3
Assumptions and Dependencies ................................................................................................. 4
System Standard Formatting ....................................................................................................... 4
3.0 MODULE DESCRIPTIONS .................................................................................................. 4

3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
Dashboard ................................................................................................................................... 4
Business Plan ............................................................................................................................... 5
Project.......................................................................................................................................... 5
Schedule of Prices ........................................................................................................................ 5
Variation Order ............................................................................................................................ 5
Project Progress ........................................................................................................................... 5
Import and Export Database ....................................................................................................... 5
Reports ........................................................................................................................................ 5
4.0 DATABASE DESIGN ........................................................................................................... 6

5.0 INSTALLATION PROCEDURES ........................................................................................... 6
5.1 XAMPP Installation ....................................................................................................................... 6
5.2 Make the Server Secure ............................................................................................................... 10
5.3 Make your MySQL Secure ........................................................................................................... 12
5.4 Installation of Program Files ........................................................................................................ 13
6.0 TUTORIAL .................................................................................................................................. 14
6.1 Managing Business Plan ....................................................................................................... 14
6.1.1 Viewing the Business Plan Listing ......................................................................................... 14
6.1.2 Creating a New Business Plan ................................................................................................ 16
6.1.3 Modifying a Business Plan ..................................................................................................... 19
6.1.4 Viewing the Business Plan Details .......................................................................................... 21
6.1.5 Setting a Business Plan as Default ......................................................................................... 22
6.1.6 Printing a Business Plan ......................................................................................................... 23
6.1.7 Deleting a Business Plan ........................................................................................................ 24
6.2 Managing Project ................................................................................................................. 25
6.2.1 Create New Project ............................................................................................................... 25
6.2.2 Create Sub Project ................................................................................................................. 26
6.2.3 View Project Details ............................................................................................................... 26
6.3 Managing Variation Order ..................................................................................................... 27
6.3.1 Viewing the Variation Order Listing ....................................................................................... 27
6.3.2 Viewing the Variation Order Details ...................................................................................... 27
6.3.3 Creating a New Variation Order ............................................................................................. 30
CAPEX Project Monitoring System Users Manual
Page 1
1.
INTRODUCTION
The scope of this project is to create and implement the CAPEX Project Monitoring System
(CPMS).The CPMS aims to develop a computer based monitoring and reporting system that
will provide a routine flow of information from the field level to the MWSS-RO, based on
predefined indicators, combined with periodic supervision and verification of the project
activities and associated inputs.
This project aims to establish a system that would provide an interface for storage of project
related data and for generation of report documents for verification and analysis of CAPEX
Projects.
2.
OVERALL DESCRIPTION
2.1.
Product Perspective
The CPMS is a new computer-based system that would serve as data banking system of
project related information. The system would replace the current procedures in storing and
creating reports for MWSS-RO.
Figure 1 - Data Flow
Page 2
2.2.
Product Feature
The CPMS shall include the following capabilities and features:
Data entry of Approved Business Plan
Data entry of CAPEX projects actual implementation information and updates
o Schedule of Prices
o Variation Order
o Project details
o Project Progress (project updates)
Generate and view reports
o Approved Business Plan
o Asset Investment Report
o Asset Investment Report with variation Order
o Comparison of Business Plan to Commitment
2.3.
User Classes and Classification

2.3.1. Data entry personnel
The data entry personnel is/are employee/s of MWSI and MWCI. Its main responsibility is to
analyse the submitted documents and input these data into the CPMS. They are also
responsible to export data and submit this data to the CPMS administrator. These assigned
personnel shall be trained to use the web browser and the CAPEX Project Monitoring
System.
2.3.2. CPMS Administrator
The CPMS administrator is an employee of MWSS-RO whose main responsibility is to import
and export data from the two concessionaires in to the central database system. These
assigned personnel shall be trained to use the web browser and the CAPEX Project
Monitoring System.
2.4.
Operating Environment
The CPMS operates with the following Web browsers:
Microsoft Internet Explorer 9 or better
Mozilla Firefox 7.0.1 or better
Google Chrome 14.0 or better
Safari 5.0 or better
2.5.
Design and Development Constraints

The CPMS was developed and known to run using MySQL 5.5.16, Apache 2.2.21 and PHP
5.3.8.
Page 3
The framework used to develop the system is CodeIgniter. For more details visit
http://codeigniter.com/
2.6.
Assumptions and Dependencies

All data (Business Plan, Schedule of Prices, Progress Billing, Variation Order) entered in
to the CPMS has been analysed, verified and approved by authorized personnel and
managers.
Only the approved Billing (approved for payment) shall be entered in to Progress
Module of the CPMS.
The security of the CPMS is dependent on the accessibility of the computer where the
system was installed.
The central database system is dependent on the data submitted by the data entry
personnel to the CPMS Administrator.
The CPMS runs on top of Apache and MySQL services. These two required services shall
be up and running to be able to run system.
To be able to run the CPMS, all these three Apache, MySQL and PHP must be installed in
the computer system and running properly.
2.7.
System Standard Formatting

1. Number Format
The system shall follow a standard numbering format for all listings with categories, subcategories, headlines and sub-headlines.
I. _______________________
I.1. _______________________
I.1.1. _______________________
I.1.1.1. _______________________
II. _______________________
I.1. _______________________
I.2. _______________________
I.2.1. _______________________
I.2.2. _______________________
I.3. _______________________
2. Amount (Figures/Cost)
The amount shall be entered in full figures with up to two (2) decimals places.
3.
MODULE DESCRIPTIONS
3.1.
Dashboard
The dashboard displays all the different features which are available for the user. The goal of
the dashboard is to automatically show the user links to functions in a usable and friendly
way.
Page 4
3.2.
Business Plan
This feature allows the user to enter data based on the approved business plan for each
concessionaire. Users may be able to add/edit/delete program descriptions and
add/edit/delete budget allocation for each program for a certain year. Approved Business
Plan may also be viewed from this module.
3.3.
Project
This feature enables the two concessionaires to create and input the project details. This
module is necessary for the creation of schedule of prices, variation order, monthly
accomplishment and all the reports being generated by the system.
3.4.
Schedule of Prices
This feature enables the two concessionaires to input the approved schedule of prices for
each project. Users may be able to add/edit/delete work descriptions and add/edit/delete
details for each specific item for the project. Data entered from this interface shall be used
for the different reports specified in this document. Viewing of the schedule of prices shall
be included in this module.
3.5.
Variation Order
This feature allows the input and view of Variation Order for specific projects. It may be an
over run, under run or non-bid items. Data from this module will be used in the generation
of different reports.
3.6.
Project Progress
On this module, the user shall input the summary of disbursement on a monthly basis
related to the resources or work done for a project within the specified period of coverage.
Items which are included in the original schedule of prices shall be added here in this
module.
3.7.
Import & Export Database

This feature enables the system to create backup data and to load that data onto the
system. This feature will also be utilized to merge the data from the two concessionaires to
a central database.
3.8.
Reports
Reports generated from the system shall conform to the existing reports being submitted
and analysed by the MWSS-RO and the two concessionaires. This feature allows the user to
Page 5
generate the following reports based on the data inputted from the various forms
mentioned:
Approved Business Plan

Asset Investment Report
Asset Investment Report with Variation Order
Comparison of Business Plan to Commitment
4. DATABASE DESIGN
The Entity Relation Diagram (ERD) below represents the relationships between the tables within
the database for the system.
Entity Relation Diagram - Version 3.6
5. INSTALLATION PROCEDURES
5.1.
XAMPP Installation
1. Secure a copy of the XAMPP Installer or get the latest stable version of XAMPP on
http://www.apachefriends.org/en/xampp-windows.html
Page 6
In this guide, we are installing XAMPP 1.7.7 on Windows. This version consists of the
following components:
Apache 2.2.21
MySQL 5.5.16
PHP 5.3.8
phpMyAdmin 3.4.5
FileZilla FTP Server 0.9.39
Tomcat 7.0.21 (with mod_proxy_ajp as connector)
2. Locate the XAMPP installer then double click the icon. Note: You must have
Administration access in Windows to be able to install XAMPP.
Figure 2 - XAMPP Installer Icon
3. When a User Account Control Warning occurs, click on the Yes button to continue with
the installation.
Figure 3 - User Account Control
4. Choose English as the Installer Language and click OK.
Figure 4 - Installer Language
Page 7
5. You will be prompted with the XAMPP Setup Wizard. Click Next to begin installation.
Figure 5 - Setup Wizard
6. Choose the Install Location. By default, XAMPP is installed on C:\xampp directory. Be

sure that you meet the Minimum Disk Space requirement of 485.5MB. Click Next to
continue.
Figure 6 - Choose Install Location
7. On the SERVICE SECTION, check on the Install Apache as service and Install MySQL as
service. Click on Install.
Figure 7 - XAMPP Options
Page 8
8. Wait for about 5 minutes while the XAMPP install is completed. Click the Finish button.
Figure 8 - Installed Successfully
9. Wait for another 30 seconds while the Services is being started. Click on Yes to continue.
10. XAMPP Control Panel will be loaded. Make sure that Apache and MySQL are both
running.
Figure 9 - XAMPP Control Panel Application
11. Open
a
browser
(Recommended:
Mozilla
Firefox)
then
type
in
http://localhost/xampp/index.php on the address bar. If you can access the page on
figure 9, this confirms that you have successfully installed the system and it is currently
running properly.
Page 9
Figure 10 - XAMPP Localhost
Note: For more reference and troubleshooting visit the documentation of XAMPP online at
http://www.apachefriends.org/en/faq-xampp.html.
5.2.
Make the Server Secure

1. Open
a
browser
(Recommended:
Mozilla
http://localhost/xampp/index.php on the address bar.
Firefox)
then
type
in
2. On the left navigation side, click on the Security link.
Figure 11 - Left Nav - Security
3. Click on the http://localhost/security/xamppsecurity.php link.
Page 10
Figure 12 - Security Link
4. You will now see the Security Console. Fill up the form properly with the password found
on the supplied READ ME file.
Figure 13 - Security Console
5. You will now be prompted with a success message.
Figure 14 - Success Message
Page 11
5.3.
Make your MySQL Secure

1. Open your browser and go to http://localhost/phpmyadmin/
Figure 15 - PHP MyAdmin
2. Click on the privileges link on the top navigation.
Figure 16 privileges
3. Click on the Edit Privileges for user:Root and Host:127.0.0.1.
Figure 17 Privileges
Page 12
4. On the password field, type in the Mysql Root password provided in the README file.
Click Go button.
Figure 18 - Change Password
5. Repeat Steps 3 and 4 for user:Root and Host:localhost.

6. To be able to access phpMyAdmin again, Open the PhpMyAdmin folder
C:\xampp\phpMyAdmin.
7. Edit the file config.inc.php using any text editor.
8. Update the password field on line 21 to $cfg['Servers'][$i]['password'] =
'cmU2yKKySpQPuuG9';
9. Change the value of auto_type on line 19.Instead of $cfg['Servers'][$i]['auth_type'] =
config; change it to $cfg['Servers'][$i]['auth_type'] = 'cookie';
10. You will now be able to access the PhpMyAdmin page again.
5.4
Installation of Program Files

1. Check if you have the cpms-mwsi.zip.
2. Unzip the file cpms-mwsi.zip to any temporary folder. Example, desktop folder
3. Copy all the folder cpms-mwsi to C:\xampp\htdocs or to your xampp installation folder.
4. Open your web browser and go to http://localhost/phpMyAdmin
5. Enter the necessary login password to access the phpMyAdmin.
6. On the main content click on the Database.
7. Fill in the Create New Database field with cpms-mwsi and click CREATE.
8. Reload the page to view your new database.
9. On the left panel, click on the cpms-mwsi database.
10. On the right panel, click on the Import tab.
11. To import your sql file, go to File to Import section, click on browse button. Go to your
xampp/htdocs/cpms-mwsi installation folder.
12. Select cpms-mwsi-clean.sql. (This is a fresh installation of cpms-mwsi database).
13. Right below, click on the Go button.
Page 13
14. Your database is now ready, you may now open a web browser and open
http://localhost/cpms-mwsi to check if your installation is successful.
Note: Repeat steps for cpms-mwci.zip.
6.
TUTORIAL
6.1.
Business Plan
The Business Plan Module allows the user to enter data based on the approved business
plan for each concessionaire. Users are allowed to add/edit/delete Program Descriptions
and budget allocation for each program for a certain year.
The default page of this module is the Business Plan Listing Page.
6.1.1. Viewing the Business Plan Listing
There are two ways to access the Business Plan Listing:
On the Main Menu, click on the Dashboard icon. Under the Business Plan category, click
on the Business Plan Listing icon.
Dashboard icon
Main Menu
Dashboard
Business Plan Listing icon
Page 14
On the Main Menu, click on the Business Plan icon. It will automatically load the
Business Plan Listing page by default.
Business Plan icon

Main Menu
Business Plan Listing Page
Note: You can use the pagination buttons located at the top of the Business Plan Listing for
easy navigation of business plan results.
Page 15
6.1.2. Creating a New Business Plan

1. On the Main Menu, click on the Business Plan icon. This will load the Business Plan
Listing page.
2. On the Business Plan Listing page, click on the Create New Business Plan button. This will
launch the Business Plan Details page.
Create New Business Plan button
Business Plan Listing Page
Page 16
3. On the Business Plan Details page, provide entries for concessionaire, title, start year
and end year fields. Click on the Save button.
Business Plan Details Form
Business Plan Details Page

Save button
4. To add a Program Description, provide a Category Name and its Code. Click on the Save
button.
Category Name input box
Program Description Form

Code input box
Save button
Page 17
6. To provide the budget allocation for each year for a certain program, enter the amount
in the specific year field adjacent to the Program Description. Click on the Submit
button.
Figure 19 - Program Description Form (with Category/Program)
6. To add another Program Description, refer to Step 5. Program Description input fields
are located at the lower part of the form.
7. To add another Program Description under a certain Program Description item, click on
the Add button
that corresponds to the selected Program Description. The Program
Description input fields will then appear just below the selected Program Description
row. Click on the Save button if you want to save the Program Description, else click on
the Cancel button.
Figure 20 - Program Description Form (with Category/Program)
Page 18
8. To finalize the business plan, click on the Finalize Business Plan button.
Figure 21 - Business Plan Details Page
6.1.3. Modifying a Business Plan

Listing page.
2. On the Business Plan Listing page, click on the Title of the Business Plan selected for
modification. This will display the Business Plan Details page.
3. To edit Business Plan Details, click on the Update button. It will then display the Business
Plan Details Form to allow modification. Click on the Save button to save changes, else
click on the Cancel button.
Figure 22 - Business Plan Details Form
Note: Start and End Year drop-down boxes will be available if any Program Description
has not yet declared its budget allocation for each year.
Page 19
4. To edit a Program Description, click on the Edit button

that corresponds to the
selected Program Description. The Program Description input fields will then appear at
the next row with input values. Click on the save button to save the new value or click on
the cancel button.
Figure 23 - Program Description Form
Note: To display the Code of a Program Description, click on the Show Code button that
corresponds to the Program Description. Hide Code button will be available once the code is
displayed.
5. To delete a Program Description, click on the Delete button (refer to the image above)
that corresponds to the Program Description. A dialog box will display for verification.
Click on the OK button if you want to continue to delete the Program Description, else
click on Cancel button.
Figure 24 - Program Description Deletion Verification Box
Page 20
6. To update the Amount of a Program Description, click on the Update button that
corresponds to the Program. Amount input boxes will then be displayed to allow
modification. Click on the Save button.
Program Description Form

6.1.4. Viewing the Business Plan Details
Listing page.
modification. This will display the Business Plan Details page.
Figure 25 - Final Business Plan Details Page
Note: If the selected Business Plan is final, modification of its details is not allowed.
Page 21
6.1.5. Setting a Business Plan as Default

1. On the Main Menu, click on the Business Plan icon. It will launch the Business Plan
Listing page.
2. On the Business Plan Listing page, click on the Select as Default button which
corresponds to the business plan you want to mark as default.
Figure 26 - Business Plan Listing Page
Page 22
6.1.6. Printing a Business Plan

1. On the Main Menu, click on the Business Plan icon. It will launch the Business Plan
Listing page.
printing. This will display the Business Plan Details page.
3. Click on the Print icon.
Figure 27 - Business Plan Details Page
Page 23
6.1.7. Deleting a Business Plan

1. Click on the Business Plan icon on the Main Menu. It will then load the Business Plan
Listing page.
2. On the Business Plan Listing, click on the Delete button which corresponds to the
business plan you want to delete.
Figure 28 - Business Plan Listing Page
3. A dialog box will display for verification. Click on the OK button if you want to continue
to delete the business plan, else click on Cancel button.
Figure 29 - Business Plan Deletion Verification Box
Page 24
6.2.
Managing Projects
The Project module allows the user to create new projects and sub-projects based on the
business plan.
6.2.1. Create New Project
1. On the Main Menu, click on the Create New Project icon. It will load the New Project
page by default.
2. The New Project page has 3 different areas. Category is on the top left, Business Plan is
on the top right and the Project Details at the bottom. By default, the Category will show
up - No category selected. This means that there is actual category connected to the
project since this is a new project.
3. You must first fill-up the Project Details Area. Those fields with * red asterisk mark are
required to be filled up, while the other are optional fields. Project Code is automatically
generated based on the Category selected after you have saved the project. Contract
Year is also automatically retrieved based on the contract effectivity date.
4. Once the form is complete, you may click on Save button to submit the project.
5. After saving, you may now select the Category to which this project belongs to.
Page 25
6.2.2. Create Sub Project

Sub projects are subordinate projects under a major project. It contains necessary data for
the sub project related to the major project.
1. To create a sub project, you must select a project on the Project Listing.
2. Click on
the button found on the Project Details area.
3. Fill up the fields on the Sub Project Details. Those with the * red asterisk mark are
required to be filled up.
6.2.3. View Project Details

1. To view the project details, click on the PROJECT button on the main navigation.
2. Select a particular project that you want to view.
Page 26
6.3.
Managing Variation Orders (Underrun, Overrun, Extra Work Order)

The Variation Order Module allows the user to create and view Variation Orders for specific
projects. Variation Order has 3 types: Underrun, Overrun and Extra Work Order. The data
from this module will be used in generating reports.
The default page of each Variation Order type is the Variation Order Listing.
6.3.1. Viewing the Variation Order Listing
1. On the Main Menu, click on the Project icon. It will load the Project Listing page by
default.
Figure 30 - Project Listing Page
6.3.2. Viewing the Variation Order Details

1. On the Main Menu, click on the Project icon. This will load the Project Listing page
by default.
Page 27
2. On the Project Listing page, click on the row of the Project which the Variation
Orders associated with. This will redirect you to the Project Details page.
Figure 31 - Project Listing Page
Note: On the Project Details page, there are three (3) buttons intended for
managing Variation Orders: V.O. Underrun, V.O. Overrun and V.O. - Extra Work
Order buttons.
Figure 32 - Project Details Page
Page 28
1. To view the details of a Variation Order Underrun:

On the Project Details page, click on the V.O. Underrun button. This will display the
Variation Order Listing (Underrun) page.
On the Variation Order Listing (Underrun) page, click on the Variation Order Number
link to view the project and variation order details.
2. To view the details of a Variation Order Overrun:
On the Project Details page, click on the V.O. Overrun button. This will display the
Variation Order Listing (Overrun) page.
On the Variation Order Listing (Overrun) page, click on the Variation Order Number
link to view the project and variation order details.
3. To view the details of a Variation Order Extra Work Order:
On the Project Details page, click on the V.O. Extra Work Order button. This will
display the Variation Order Listing (Extra Work Order) page.
On the Variation Order Listing (Extra Work Order) page, click on the Variation Order
Number link to view the project and variation order details.
Figure 33 - Variation Order Underrun Listing Page
Page 29
Figure 34 - Variation Order Underrun Details Page
6.3.3. Creating a New Variation Order

1. On the Main Menu, click on the Project icon. This will load the Project Listing page by
default.
2. On the Project Listing page, click on the row of the Project you consider to create a
Variation Order. This will redirect you to the Project Details page.
3. On the Project Details page, there are three (3) buttons available for creating Variation
Orders: V.O. Underrun, V.O. Overrun and V.O. Extra Work Order buttons.
4. To create a Variation Order Underrun:
On the Project Details page, click on the V.O. Underrun button. This will display the
Variation Order Listing (Underrun) page.
Click on the Create New Variation Order button located at the upper part of the
page. This will load the Variation Order Under Run Form.
Fill-out the form.
Click on the Save button.
Page 30
5. To create a Variation Order Overrun:

On the Project Details page, click on the V.O. Overrun button. This will display the
Variation Order Listing (Overrun) page.
page. This will load the Variation Order Overrun Form.
Fill-out the form.
Click on the Save Button.
6. To create a Variation Order Extra Work Order:
On the Project Details page, click on the V.O. Extra Work Order button. This will
display the Variation Order Listing (Overrun) page.
page. This will load the Variation Order Extra Work Order Form.
Fill-out the form.
Click on the Save button.
Note: The Remarks input value can be modified. Click the save button to save changes.
Figure 35 - Variation Order Underrun Listing Page
Page 31
Figure 36 - Variation Order Under run Form
Figure 37 - Variation Order Extra Work Order Form
Page 32

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TABLE OF CONTENTS

3.0 MODULE DESCRIPTIONS .................................................................................................. 4

4.0 DATABASE DESIGN ........................................................................................................... 6

CAPEX Project Monitoring System Users Manual

Figure 1 - Data Flow

CAPEX Project Monitoring System Users Manual

User Classes and Classification

Design and Development Constraints

CAPEX Project Monitoring System Users Manual

Assumptions and Dependencies

System Standard Formatting

CAPEX Project Monitoring System Users Manual

Import & Export Database

CAPEX Project Monitoring System Users Manual

Approved Business Plan

Entity Relation Diagram - Version 3.6

CAPEX Project Monitoring System Users Manual

Figure 2 - XAMPP Installer Icon

Figure 3 - User Account Control

4. Choose English as the Installer Language and click OK.

Figure 4 - Installer Language

CAPEX Project Monitoring System Users Manual

Figure 5 - Setup Wizard

6. Choose the Install Location. By default, XAMPP is installed on C:\xampp directory. Be

Figure 6 - Choose Install Location

Figure 7 - XAMPP Options

CAPEX Project Monitoring System Users Manual

Figure 8 - Installed Successfully

Figure 9 - XAMPP Control Panel Application

Figure 10 - XAMPP Localhost

Make the Server Secure

2. On the left navigation side, click on the Security link.

Figure 11 - Left Nav - Security

3. Click on the http://localhost/security/xamppsecurity.php link.

CAPEX Project Monitoring System Users Manual

Figure 12 - Security Link

Figure 13 - Security Console

5. You will now be prompted with a success message.

Figure 14 - Success Message

CAPEX Project Monitoring System Users Manual

Make your MySQL Secure

Figure 15 - PHP MyAdmin

2. Click on the privileges link on the top navigation.

3. Click on the Edit Privileges for user:Root and Host:127.0.0.1.

CAPEX Project Monitoring System Users Manual

Figure 18 - Change Password

5. Repeat Steps 3 and 4 for user:Root and Host:localhost.

Installation of Program Files

CAPEX Project Monitoring System Users Manual

CAPEX Project Monitoring System Users Manual

Business Plan icon

Business Plan Listing Page

CAPEX Project Monitoring System Users Manual

6.1.2. Creating a New Business Plan

Create New Business Plan button

Business Plan Listing Page

CAPEX Project Monitoring System Users Manual

Business Plan Details Form

Business Plan Details Page

Program Description Form

CAPEX Project Monitoring System Users Manual

Figure 19 - Program Description Form (with Category/Program)