This article describes how to process expenditure reporting (ER) and PEPFAR budget and projected expenditure (PBPE) account requests and is relevant for Primary User Administrators and User Administrators only.
Why do users need an account in DATIM for expenditure reporting and PEPFAR budget and projected expenditure?
To perform expenditure reporting data entry and approval, all Implementing Partner and Agency Field users will need a DATIM account that has permissions for ER and PBPE. Agency HQ users will also need a DATIM account; however, this user type is specific to ER and PBPE, and thus should not cross over with other data streams.
User administration in DATIM
Before you begin creating ER and PBPE user accounts, please consult the following resources:
- User Administration Application Reference Guide
- User Administration: ER and PBPE User Types and Account Requests
Send ER and PBPE user account invitations
- Navigate to DATIM and the User Administration App.
- Follow the instructions in the image below for each ER and PBPE account invitation you wish to send.
ER and PBPE Implementing Partner
ER and PBPE Agency Field
ER and PBPE Agency HQ
This document contains the images above and is downloadable/printable for easy reference: