Adding the multi-year budget

IATI asks you to present your organisation's budget for the next three years. Unlike the expenses, there are a number of different figures that you need to specify:

  1. Your organisation's total budget for each year
  2. The total budget that will go to recipient organisations
  3. The total budget foreseen for each recipient region (as in international regions)
  4. The total budget foreseen for each recipient country

The Total budget page

On the Total Budget page, you have to do nothing. Logframer will generate the necessary budget headings and calculate the numbers for you.

Next go to the first year and detail each budget header. How far you go is entirely up to you and depends on your transparency policy. You can provide lump sums or detail duration, quantities and unit costs.

Detailing the budget for each budget heading and for each year

Contrary to the expenses, where you can make do with giving a global figure if you want to, you have to pay some extra attention to the detail you provide for

  • The recipient organisations
  • The recipient regions
  • The recipient countries

IATI requires you to use the correct codes for each partner organisation, country or region that you add to the list. You do this using the Budget's Details pane. If this pane is not visible at the bottom of your screen, press <Ctrl><D> or click on the Show Details button in the Lay-out toolbar.

For a recipient organisation:

  • Click on the name of the organisation in the Description column of the budget.
  • In the Details pane, click on the Organisation tab
    Register the organisation's IATI reference
  • Enter the partner organisation's IATI reference

For a recipient region:

  • Click on the name of the region in the Description column of the budget.
  • In the Details pane, click on the Region tab
    Select the international region that will receive funding
  • Select the region using the first drop-down list. If you want to use another list of regions you can use the Vocabulary drop-down list. If you use your own coding system for regions, select 'Reporting organisation' from the second list and enter your own code in the Code field. However, in that case you have to make sure that your organisation's code list is also published on your website (add URL link). For more information, see the IATI website.

For a recipient country:

  • Click on the name of the country in the Description column of the budget.
  • In the Details pane, click on the Country tab
    Indicate the country that will receive funding
  • Select the name of the country using the drop-down list

 

Once you've completed the first year you move to the next. If the costs are more or less the same you can start by copying the headings and values from the previous year. Select the budget headers that you want to update (drag with the mouse to select), go to the Items toolbar and click on the button that says Copy values from the previous year. This will save you some manual labour, all you have to do now is to update values where necessary.

 

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