GX LEAF is the backbone of a new pilot* CDB performance management system based on grants and contributions tracking and management requirements. With GX LEAF, CDB will be able to embrace a complete project life cycle and support multiple sub-projects retrieving the online data safely stored on a compatible Oracle database. GX LEAF is designed to provide instant reporting and web-based workflow alerts increasing efficiency of CDB operations.
*The system is currently under review by the Caribbean development Bank.
5. MANAGING FOR RESULTS
LEAF System in Action
Alert in box indicating projects that need your action
6. MANAGING FOR RESULTS
LEAF System in Action
Project Core Page
• Contains main
identification information
• The Funding Method is
used as one of the main
determining factors for
which pages will be
available for data capture
7. MANAGING FOR RESULTS
LEAF System in Action
Project Officers Assignments
• Workflow and inbox
routing alerts are triggered
to the assignments made
here
8. MANAGING FOR RESULTS
LEAF System in Action
Project Addresses
• Supports
unlimited address
types (user
defined) and
unlimited
addresses by
type
9. MANAGING FOR RESULTS
LEAF System in Action
Project Contacts
• Supports unlimited
contact types (user
defined) and unlimited
contacts by type
• Can be useful for
identifying committee
members
10. MANAGING FOR RESULTS
LEAF System in Action
Various Memos
• Unlimited memos
supports
• Text entry supported
• Current configuration
groups memos by
project stage
11. MANAGING FOR RESULTS
LEAF System in Action
Sub-Project Core
• Up to 35 sub-projects supported
• Can be used to “phasing” a
project, differing assistance
tracking, etc.
• Note that all lifecycle and
funding takes place at the sub-
project level
12. MANAGING FOR RESULTS
LEAF System in Action
• Sub-project definition
• 35 sub-projects for a project are
supported
• Useful for capturing project
phases and or varying
assistance
• Financial control is at this level
13. MANAGING FOR RESULTS
LEAF System in Action
Sub-Project Processing
Schedule
• Used for identifying the
planned timelines for the
major sub-project lifecycle
stages
• Can be linked to service
standards to track how long a
stage is taking and if
happening within the
organization’s expected
timeframes
14. MANAGING FOR RESULTS
LEAF System in Action
Financing
• Financing breakdown by
Contributor and Type of
Financing
• The total for the
implementing agency
must balance to the sub-
project total before
allocation can be made to
drawdown the program
budget
15. MANAGING FOR RESULTS
LEAF System in Action
Costs
Used to identify
costs and who
will be covering
each
16. MANAGING FOR RESULTS
LEAF System in Action
Funding
Identification of the funding for
the sub-project, by fund and
amount
The total for the implementing
agency must match what is
identified as the total on the
sub-project core before the
project allocation can be made
to drawdown from the
program budgets
17. MANAGING FOR RESULTS
LEAF System in Action
Project allocation
System generated
based on
information
captured on the
Financing, Funding,
and Costs pages
18. MANAGING FOR RESULTS
LEAF Workflow for a sub-project
As each stage is reached,
an alert is sent to the user
identified in the role (see
also Project Officers page)
to let them know their action
is required. A go-forward
decision is required before
the sub-project can progress
through the lifecycle.
Summary (as shown on this
screen) is displayed so see
the flow and when decisions
where made.
19. MANAGING FOR RESULTS
LEAF System in Action
Milestones
• Additional user-defined
sub-project milestones
• These are in addition to
the lifecycle processing
dates
20. MANAGING FOR RESULTS
LEAF System in Action
Sub-Project Memos
An example of a
“gated” page. It will
only be available /
visible from the menu
for projects against the
BNTF program
24. MANAGING FOR RESULTS
LEAF System in Action
Project benefits
tracking
Can link into
Performance for
the program in
identifying goals
achievements for
the program in
general
25. MANAGING FOR RESULTS
LEAF System in Action
Assessment of
Involved Parties
• Information relating
to the contributors
on the project
26. MANAGING FOR RESULTS
LEAF System in Action
Supervision /
visit control
and information
capture
27. MANAGING FOR RESULTS
LEAF System in Action
Project Outcomes
• Used in
performance and
logframe reporting
28. MANAGING FOR RESULTS
LEAF System in Action
Project outputs
Tracking as relates to
performance tracking
and logframe reporting
29. MANAGING FOR RESULTS
LEAF System in Action
Detail Components of
the outputs
• Used for
performance
reporting
30. MANAGING FOR RESULTS
LEAF System in Action
Document upload
• Allows for the
attachment of an
unlimited number of
external documents to
the project
• Note that documents
and correspondence
can also be generated
31. MANAGING FOR RESULTS
LEAF System in Action
Executive Dashboard
Display
• Summary by sector
showing total
approved and the
stage of the projects
• Drill down to display
the projects for the
sector
32. MANAGING FOR RESULTS
LEAF System in Action
Project Pipeline
Dashboard reporting
graphics sample
