SEMI-ANNUALREPORT
FAQs |
Overview
Results Matrix
Risk Matrix
Use this menu to find your query
Lessons Learned
Links and Attachments
Generation, Sending, and Review
Change language / change language
SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
General Information
Which operations does the module apply to?
Where can I access the Progress Semi-Annual Report from?
Results Matrix
Is the report prepared per project or per operation?
10
Who can access, edit, and submit the report?
Should the report be completed sequentially?
11
How do you request access permissions to the Semi-Annual Report Module for new users?
Risk Matrix
How many sections does the report have?
12
Why can't I access the Progress Semi-Annual Report Module (No notification appears in the Bell or Tasks tab)?
Lessons Learned
Can multiple users work simultaneously on the same report?
13
Can the general information of the project be modified?
14
Links and Attachments
How do I know when I should complete the semi-annual report?
Can the Bank team see the Semi-Annual Progress Report module while the Executor creates and modifies the report?
15
What is the system closing date?
Generation, Submission, and Review
Is there a character limit in the fields to complete in the semi-annual report?
16
What is the deadline to submit the report?
How are projects managed in Startup Plan?
Where can I find detailed instructions on how to use the module?
17
SEMI-ANNUALREPORT
FAQs |
How do I access the Semiannual Progress Report?
From the Client Portal, through the Tasks tab or system notification (bell icon) indicating that the report is pending.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Who can access, edit, and submit the report?
Access depends on the permissions assigned. The Coordinator role is assigned by default with editing and submission permissions for the report. Other user roles need to request permission Access to the Semi-Annual Report for their Project Team. Only users with permission to Send the Semi-Annual Report can officially submit the report, users with this permission must be authorized signatories before the Bank for official communications submission.
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SEMI-ANNUAL REPORT
FAQs |
How to request access permissions to the Semi-Annual Report Module for new users?
The Implementing Unit must complete the provisioning form and send it to the Team Leader and/or the Operations Analyst.
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SEMI-ANNUALREPORT
FAQs |
Why can't I access the Semiannual Report Module (No notification appears in the bell icon or in the Tasks tab)?
To generate the semiannual report, three conditions must be met:
- The user must have the necessary permissions to access the report (verify with the Operations Analyst if they have the required permissions).
- The creation and/or editing of the report will only be enabled within the corresponding reporting cycle.
- Note that the Semiannual Progress Report Module will only be active for Loans (LON) and Grant Financing Products (GRF) of any amount and Investment Grants (IGR) greater than USD$ 3 million.
- Consider that the operation must be active; if in "Closed (CO)" status, access to the Module is no longer possible.
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SEMI-ANNUALREPORT
FAQs |
How do I know I need to complete the semiannual report?
On the Customer Portal homepage, a notification will appear on the bell icon, informing you that the semiannual report must be completed. Clicking on the notification will open the task page, where the pending status of updating and submitting the semiannual report will be displayed.
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SEMI-ANNUALREPORT
FAQs |
What is the system closing date?
The official system closing date is February 28 and August 30, according to the reporting cycle that applies. There will be an extraordinary period to correct observations made by the Bank until March 31 and September 30, according to the reporting cycle that applies.
RETURN TO MENU
SEMI-ANNUALREPORT
FAQs |
What is the deadline to submit the report?
The deadline for submitting the Semiannual Report is as established in the Contract/Agreement of each operation. The system may remain open until March 31 and September 30 to make adjustments and resubmit the report to the Bank, according to the reporting cycle that applies.
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SEMI-ANNUALREPORT
FAQs |
How are projects managed in Startup Plan?
The Implementing Unit can submit the report through the Client Portal, adding clarifying notes in each section as needed, you can contact idbclientportal@iadb.org to jointly evaluate the available options. The Project Team must decide whether to grant an exemption from submitting the report; this exemption must be managed outside the system directly with the Project Team.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
What operations does the module use apply to?
The Semi-Annual Progress Report Module applies only to Loans (LON) and Grant Financing Products (GRF) of any amount, and Investment Grants (IGR) over USD$ 3 Million.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Is the report prepared per project or per operation?
The report is prepared at the operational level, so each operation has its own report within the system. If a project includes related operations and you want to consolidate the information into a single operation, you can contact idbclientportal@iadb.org to jointly evaluate the available options, as well as their advantages and possible limitations.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Should the report be completed sequentially?
No, the report can be completed flexibly, allowing navigation between its different sections without following a sequential order. However, to enable the download button for the report, all sections must be completed.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
How many sections does the report have?
The report has six sections, each with its subsections, some of which only require content review, while others require leaving a comment.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Can multiple users work simultaneously on the same report?
Yes, multiple users can edit the report at the same time. However, if two or more users work on the same field, changes may be overwritten when one of them saves. It is recommended to coordinate among users and validate the information before saving changes.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Can the general information of the project be modified?
This information is read-only. If you have comments about this information, you can indicate them in the notes field.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Can the Bank team see the Semiannual Report Module while the Executor creates and edits the report?
No, the Bank team does not have access to the Module as it is for the exclusive use of the Implementing Agencies. Once the Implementing Agency clicks submit on the Semiannual Report, both the Team Leader and the Operations Analyst will receive a notification that the Report has been submitted by the executor, which contains a link to the generated report.
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SEMI-ANNUALREPORT
FAQs |
Is there a character limit in the fields to complete in the Semi-Annual Report?
- Minimum characters: 5
- Maximum characters: 2000 (applicable to almost all fields) – including spaces
- Attachments: Up to 100 characters – including spaces
- Lessons learned: Between 800 and 1250 characters
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SEMI-ANNUALREPORT
FAQs |
Where can I find detailed instructions on how to use the module?
Step-by-step guides are available within the platform to help users navigate the process, and you can find additional information on the Page of the Semestral Report of Progress and in the Step-by-Step Guides.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
What information is mandatory to report progress in an indicator?
In the Results Matrix section, which version is preloaded in the report?
Results Matrix
In the Semiannual Report corresponding to the second half of the year (July to December), in the Results Matrix section, should I report the progress for that semester or for the entire year?
Can I edit the information in the Results Matrix within the semiannual report module?
Risk Matrix
How is P, P(a), and A calculated in the Results Matrix?
Lessons Learned
When should I use the “not applicable” option in the Result Matrix indicators?
Links and Attachments
What should I do if there was no progress in a Result Matrix indicator?
Generation, sending, and review
Can progress from previous years be modified in the Results Matrix?
How do validations work in the Results Matrix section?
SEMI-ANNUALREPORT
FAQs |
In the Results Matrix section, what version appears preloaded in the report?
If the last version of the Results Matrix (draft or approved) is preloaded, it is available in the Bank's system at the time a user enters Section 2. Results Matrix for the first time. The date and time of the last update of the preloaded matrix are displayed in this section.
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SEMI-ANNUALREPORT
FAQs |
Can I edit the information in the results matrix within the semiannual report module?
Yes, it is possible to report progress for the four result matrix sections (general objectives, specific objectives, physical progress, and financial progress), but always according to certain rules. In general objectives, you can update the A (Progress) of each objective. In physical and financial progress of products, for example: to report the second cycle of 2024, in physical and financial progress of the products, it is possible to edit the P(a) (Scheduled Actual) of 2025 and future years; and the A (Progress) of 2024 for product indicators. Additionally, when reporting progress on a certain indicator, a justification for the reported progress must be added. Any other modifications required should be managed through the Project Team.
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SEMI-ANNUALREPORT
FAQs |
How is P, P(a), and A calculated in the Results Matrix?
The system automatically performs the following calculations:
- P: the values of the original programmed (P) for each year are added.
- P(a): the values of the current (A) from previous years are added to the updated programmed (P(a)) of the current year, plus the values of the updated programmed (P(a)) for future years.
- A: the values of the current (A) for each year are added (previous years and current year).
Note: In some cases, these calculations are automatic, and in others, depending on the type of indicator/product, the calculation is manual and must follow the established Results Matrix agreed upon with the Project Team.
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SEMI-ANNUALREPORT
FAQs |
When should I use the “not applicable” option in the Results Matrix indicators?
You must use this option only when the progress of this indicator is not the responsibility of your Implementing Institution.
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SEMI-ANNUALREPORT
FAQs |
What do I do if there was no progress in a Results Matrix indicator?
You must register "0" as progress and include a mandatory justification.
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SEMI-ANNUALREPORT
FAQs |
Can previous years' progress be modified in the Results Matrix?
Previous years are not editable, and corrections or changes must be officially requested from the Bank in coordination with the Project Team. Once the Project Team applies the required changes, they will be visible in the next Semiannual Report cycle.
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SEMI-ANNUALREPORT
FAQs |
How do validations work in the Results Matrix Section?
The system has validations by component and by product.
- If a product is complete, it is marked with a green indicator.
- If a component is not complete, the system will ask to complete all associated products before validating it.
- Once all products and components are complete, the information will be automatically updated.
- If an indicator does not need to be reported by your institution, you can select the “Indicator Not Applicable to this Executing Agency” option.
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SEMI-ANNUALREPORT
FAQs |
What information is mandatory to report progress on an indicator?
You must complete section A (or zero “0” if there is no progress) and the field “Justification and notes of the update”. If an indicator does not need to be reported by your institution, you can select the option “The indicator Does Not Apply to this Implementing Agency”.
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SEMI-ANNUALREPORT
FAQs |
In the Semiannual Report corresponding to the second semester of the year (July to December), in the Results Matrix Section, should I report the progress of that semester or the entire year?
In the report corresponding to the second semester of the year, in the Results Matrix Section, the progress for the entire year (January to December) should be reported.
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
Can I add new risks in the module?
Results Matrix
How is the risk matrix managed in the report?
Risk Matrix
What risks appear in the report?
Lessons Learned
Links and Attachments
Generation, sending, and review
SEMI-ANNUALREPORT
FAQs |
Can I add new risks in the module?
No. Currently, new risks should be included as attachments through the Links and Attachments Section.
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SEMI-ANNUALREPORT
FAQs |
How is the risk matrix managed in the report?
- If the latest version of Active Risk Matrix is preloaded available in the Bank's system at the time a user enters this section for the first time in the Semiannual Progress Report Module of the Client Portal.
- The user can change the status of a risk (active/inactive/materialized)
- The impact description fields, probability, impact level, and mitigation actions can be edited.
- To complete this section, the user only needs to enter the risk, review it, edit if applicable, save, and close the window.
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SEMI-ANNUALREPORT
FAQs |
What risks appear in the report?
Active visible risks recorded in the bank's internal systems are displayed.
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
Is it mandatory to add a lesson learned in the Semiannual report?
Results Matrix
Can AI-generated text be edited?
Risk Matrix
Lessons Learned
Links and Attachments
Generation, sending, and review
SEMI-ANNUALREPORT
FAQs |
Is it mandatory to add a lesson learned in the semiannual report?
Yes, it is mandatory to add at least one lesson learned in the semiannual report.
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SEMI-ANNUALREPORT
FAQs |
Can the AI-generated text be edited?
Yes. The AI-generated text is suggested, this must be reviewed and adjusted to enable the save button.
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
How can additional documents be attached in the semi-annual report?
Results Matrix
Is it mandatory to attach documents in the Links and Attachments Section?
Risk Matrix
What should I verify when including links?
Lessons Learned
Links and Attachments
Generation, sending, and review
SEMI-ANNUALREPORT
FAQs |
How can additional documents be attached to the semiannual report?
It is not possible to attach/upload additional documents (attachments) directly in the system. Instead, the user must generate a link from their own cloud storage (such as Google Drive, Dropbox, OneDrive, etc.) and add it in section 5. Attachments Links of the Semiannual Report Module.
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SEMI-ANNUALREPORT
FAQs |
Is attaching documents in the Links and Attachments Section mandatory?
No. The Links and Attachments Section is optional.
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SEMI-ANNUALREPORT
FAQs |
What should I verify when including links?
Ensure the Project Team has access permissions to the documents included in the link(s).
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Generalities
Can I continue editing the report if I haven't sent it to the Bank yet?
In what language is the semiannual report generated?
Results Matrix
How are notifications managed within the module?
How do I know if I have successfully sent the semiannual report?
Risk Matrix
How can I know if I have completed all the required sections of the report?
Can I make changes to the report after submitting it?
10
Lessons Learned
How is the report generated in PDF and what information does it include?
What happens if I make a mistake in the report and it has already been sent?
11
Links and Attachments
How is the final report sent to the Bank?
How can I view the semiannual report I have sent?
12
Generation, submission, and review
Why is the button to submit the Semiannual Report to the Bank not enabled?
How is the approval flow of the semiannual report managed?
13
If I make changes to the report after submitting it, how does the Bank know what was modified?
How are the Bank's observations or comments managed?
14
SEMI-ANNUALREPORT
FAQs |
In what language is the semiannual report generated?
The report is generated in the language with which the user who first accessed and created the report in the system was configured. If another user with a different language accesses it later, the PDF will remain in the language of the first user. However, it is possible to regenerate the report manually in another language if necessary. In this case, contact the Client Business Care Team of the Portal of the Client, idbclientportal@iadb.org.
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SEMI-ANNUALREPORT
FAQs |
How are notifications handled within the module?
When the user of the Implementing Unit completes and submits the report, an automatic notification is generated for the Team Leader and Operations Analyst. They will receive the report in PDF format for review and processing.
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SEMI-ANNUALREPORT
FAQs |
How can I know if I have completed all the required sections of the report?
Before submitting the report, the system provides a summary of the information completed in Section 6. Download and Submit Report. If any section is incomplete, it will be highlighted in orange and you can return to complete it before the final generation of the document.
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SEMI-ANNUALREPORT
FAQs |
How is the PDF report generated and what information does it include?
By clicking "generate and download", the Semiannual Report is automatically generated in PDF format (Downloads folder). The PDF includes the following information:
- Executor and operation information
- Reported period
- Financial details
- Results matrix and indicators
- Risk matrix and reported changes
- Lessons learned and shared attachments
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SEMI-ANNUALREPORT
FAQs |
How is the final report sent to the Bank?
Once the PDF is generated, click the “Send Progress Semi-Annual Report” button and a confirmation message will appear, in which you should click “accept and send”. The system will automatically notify the Team Leader and Operations Analyst with a link to the report.
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SEMI-ANNUALREPORT
FAQs |
Why is the button to send the Semiannual Report to the Bank not enabled for me?
The submit button for the Semiannual Report is only enabled for users with the Coordinator Role who have the permission to "Send semiannual progress report." This permission can only be assigned to a user with an authorized signature for sending official communications to the IDB. If you need this permission, please contact the Team Leader or Operations Analyst.
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SEMI-ANNUALREPORT
FAQs |
If I make changes to the report after sending it, how does the Bank know what was modified?
The system does not highlight in the PDF the changes made between versions. After making the modifications in the relevant sections/subsections, you must regenerate the PDF and resend it to the Bank so that the Bank's operational team receives the notification of the new version of the report.
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SEMI-ANNUALREPORT
FAQs |
Can I continue editing the report if I haven't sent it to the Bank yet?
Yes, all changes are saved on the platform until the semiannual progress report submission cycle is closed. It is important to note that this data is not sent for evaluation and approval by the IDB until the report is generated and sent.
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SEMI-ANNUALREPORT
FAQs |
How do I know if I have correctly submitted the semi-annual report?
Once you have completed and submitted the report, you can see in Section 6. Download and Submit Report, the date and time when the report was sent or resent to the Bank.
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SEMI-ANNUALREPORT
FAQs |
Can I make changes to the report after submitting it?
Yes, you can make changes to the report even after submitting it, as long as the module is open (See module closing dates in Question 1). You will need to re-enter the module, make the modifications in the relevant sections/subsections. Once the changes are made, go to Section 6 of the Report, click on Generate and Download, and then resubmit the report.
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SEMI-ANNUALREPORT
FAQs |
What happens if I make a mistake in the report and it has already been sent?
If you made a mistake and have already sent the report, you can update and/or modify the information in the relevant section, generate a new PDF that will replace the previous version and then resend the report.
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SEMI-ANNUALREPORT
FAQs |
How can I view the semiannual report I have sent?
As long as the module is open, you can regenerate the PDF and download the sent report file. If the module has closed, you can request a copy of the report from the Project Team.
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SEMI-ANNUALREPORT
FAQs |
How is the approval flow of the semiannual report managed?
The Semiannual Report is sent to the Team Leader and Operations Analyst for review. If there are any observations from the Bank, they should be communicated with the Implementing Agency via email or the preferred method. The Team Leader cannot approve or reject the report through the Module. Only external users can make the necessary modifications in the different sections/subsections of the Semiannual Report Module and then proceed to resend the modified version of the report.
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SEMI-ANNUALREPORT
FAQs |
How are the Bank's observations or comments managed?
Comments are not made within the system. The Project Team should communicate them via email, official note, or another external channel to the Module. The Implementing Unit can edit the report, regenerate the PDF, and resubmit it to the Bank while the Module is open.
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EN - FAQs | Semi-Annual Report (Ext)
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Transcript
SEMI-ANNUALREPORT
FAQs |
Overview
Results Matrix
Risk Matrix
Use this menu to find your query
Lessons Learned
Links and Attachments
Generation, Sending, and Review
Change language / change language
SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
General Information
Which operations does the module apply to?
Where can I access the Progress Semi-Annual Report from?
Results Matrix
Is the report prepared per project or per operation?
10
Who can access, edit, and submit the report?
Should the report be completed sequentially?
11
How do you request access permissions to the Semi-Annual Report Module for new users?
Risk Matrix
How many sections does the report have?
12
Why can't I access the Progress Semi-Annual Report Module (No notification appears in the Bell or Tasks tab)?
Lessons Learned
Can multiple users work simultaneously on the same report?
13
Can the general information of the project be modified?
14
Links and Attachments
How do I know when I should complete the semi-annual report?
Can the Bank team see the Semi-Annual Progress Report module while the Executor creates and modifies the report?
15
What is the system closing date?
Generation, Submission, and Review
Is there a character limit in the fields to complete in the semi-annual report?
16
What is the deadline to submit the report?
How are projects managed in Startup Plan?
Where can I find detailed instructions on how to use the module?
17
SEMI-ANNUALREPORT
FAQs |
How do I access the Semiannual Progress Report?
From the Client Portal, through the Tasks tab or system notification (bell icon) indicating that the report is pending.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Who can access, edit, and submit the report?
Access depends on the permissions assigned. The Coordinator role is assigned by default with editing and submission permissions for the report. Other user roles need to request permission Access to the Semi-Annual Report for their Project Team. Only users with permission to Send the Semi-Annual Report can officially submit the report, users with this permission must be authorized signatories before the Bank for official communications submission.
BACK TO MENU
SEMI-ANNUAL REPORT
FAQs |
How to request access permissions to the Semi-Annual Report Module for new users?
The Implementing Unit must complete the provisioning form and send it to the Team Leader and/or the Operations Analyst.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Why can't I access the Semiannual Report Module (No notification appears in the bell icon or in the Tasks tab)?
To generate the semiannual report, three conditions must be met:
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
How do I know I need to complete the semiannual report?
On the Customer Portal homepage, a notification will appear on the bell icon, informing you that the semiannual report must be completed. Clicking on the notification will open the task page, where the pending status of updating and submitting the semiannual report will be displayed.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
What is the system closing date?
The official system closing date is February 28 and August 30, according to the reporting cycle that applies. There will be an extraordinary period to correct observations made by the Bank until March 31 and September 30, according to the reporting cycle that applies.
RETURN TO MENU
SEMI-ANNUALREPORT
FAQs |
What is the deadline to submit the report?
The deadline for submitting the Semiannual Report is as established in the Contract/Agreement of each operation. The system may remain open until March 31 and September 30 to make adjustments and resubmit the report to the Bank, according to the reporting cycle that applies.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
How are projects managed in Startup Plan?
The Implementing Unit can submit the report through the Client Portal, adding clarifying notes in each section as needed, you can contact idbclientportal@iadb.org to jointly evaluate the available options. The Project Team must decide whether to grant an exemption from submitting the report; this exemption must be managed outside the system directly with the Project Team.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
What operations does the module use apply to?
The Semi-Annual Progress Report Module applies only to Loans (LON) and Grant Financing Products (GRF) of any amount, and Investment Grants (IGR) over USD$ 3 Million.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Is the report prepared per project or per operation?
The report is prepared at the operational level, so each operation has its own report within the system. If a project includes related operations and you want to consolidate the information into a single operation, you can contact idbclientportal@iadb.org to jointly evaluate the available options, as well as their advantages and possible limitations.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Should the report be completed sequentially?
No, the report can be completed flexibly, allowing navigation between its different sections without following a sequential order. However, to enable the download button for the report, all sections must be completed.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
How many sections does the report have?
The report has six sections, each with its subsections, some of which only require content review, while others require leaving a comment.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Can multiple users work simultaneously on the same report?
Yes, multiple users can edit the report at the same time. However, if two or more users work on the same field, changes may be overwritten when one of them saves. It is recommended to coordinate among users and validate the information before saving changes.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Can the general information of the project be modified?
This information is read-only. If you have comments about this information, you can indicate them in the notes field.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Can the Bank team see the Semiannual Report Module while the Executor creates and edits the report?
No, the Bank team does not have access to the Module as it is for the exclusive use of the Implementing Agencies. Once the Implementing Agency clicks submit on the Semiannual Report, both the Team Leader and the Operations Analyst will receive a notification that the Report has been submitted by the executor, which contains a link to the generated report.
RETURN TO MENU
SEMI-ANNUALREPORT
FAQs |
Is there a character limit in the fields to complete in the Semi-Annual Report?
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Where can I find detailed instructions on how to use the module?
Step-by-step guides are available within the platform to help users navigate the process, and you can find additional information on the Page of the Semestral Report of Progress and in the Step-by-Step Guides.
BACK TO MENU
SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
What information is mandatory to report progress in an indicator?
In the Results Matrix section, which version is preloaded in the report?
Results Matrix
In the Semiannual Report corresponding to the second half of the year (July to December), in the Results Matrix section, should I report the progress for that semester or for the entire year?
Can I edit the information in the Results Matrix within the semiannual report module?
Risk Matrix
How is P, P(a), and A calculated in the Results Matrix?
Lessons Learned
When should I use the “not applicable” option in the Result Matrix indicators?
Links and Attachments
What should I do if there was no progress in a Result Matrix indicator?
Generation, sending, and review
Can progress from previous years be modified in the Results Matrix?
How do validations work in the Results Matrix section?
SEMI-ANNUALREPORT
FAQs |
In the Results Matrix section, what version appears preloaded in the report?
If the last version of the Results Matrix (draft or approved) is preloaded, it is available in the Bank's system at the time a user enters Section 2. Results Matrix for the first time. The date and time of the last update of the preloaded matrix are displayed in this section.
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SEMI-ANNUALREPORT
FAQs |
Can I edit the information in the results matrix within the semiannual report module?
Yes, it is possible to report progress for the four result matrix sections (general objectives, specific objectives, physical progress, and financial progress), but always according to certain rules. In general objectives, you can update the A (Progress) of each objective. In physical and financial progress of products, for example: to report the second cycle of 2024, in physical and financial progress of the products, it is possible to edit the P(a) (Scheduled Actual) of 2025 and future years; and the A (Progress) of 2024 for product indicators. Additionally, when reporting progress on a certain indicator, a justification for the reported progress must be added. Any other modifications required should be managed through the Project Team.
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SEMI-ANNUALREPORT
FAQs |
How is P, P(a), and A calculated in the Results Matrix?
The system automatically performs the following calculations:
Note: In some cases, these calculations are automatic, and in others, depending on the type of indicator/product, the calculation is manual and must follow the established Results Matrix agreed upon with the Project Team.
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SEMI-ANNUALREPORT
FAQs |
When should I use the “not applicable” option in the Results Matrix indicators?
You must use this option only when the progress of this indicator is not the responsibility of your Implementing Institution.
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SEMI-ANNUALREPORT
FAQs |
What do I do if there was no progress in a Results Matrix indicator?
You must register "0" as progress and include a mandatory justification.
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SEMI-ANNUALREPORT
FAQs |
Can previous years' progress be modified in the Results Matrix?
Previous years are not editable, and corrections or changes must be officially requested from the Bank in coordination with the Project Team. Once the Project Team applies the required changes, they will be visible in the next Semiannual Report cycle.
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SEMI-ANNUALREPORT
FAQs |
How do validations work in the Results Matrix Section?
The system has validations by component and by product.
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SEMI-ANNUALREPORT
FAQs |
What information is mandatory to report progress on an indicator?
You must complete section A (or zero “0” if there is no progress) and the field “Justification and notes of the update”. If an indicator does not need to be reported by your institution, you can select the option “The indicator Does Not Apply to this Implementing Agency”.
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SEMI-ANNUALREPORT
FAQs |
In the Semiannual Report corresponding to the second semester of the year (July to December), in the Results Matrix Section, should I report the progress of that semester or the entire year?
In the report corresponding to the second semester of the year, in the Results Matrix Section, the progress for the entire year (January to December) should be reported.
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
Can I add new risks in the module?
Results Matrix
How is the risk matrix managed in the report?
Risk Matrix
What risks appear in the report?
Lessons Learned
Links and Attachments
Generation, sending, and review
SEMI-ANNUALREPORT
FAQs |
Can I add new risks in the module?
No. Currently, new risks should be included as attachments through the Links and Attachments Section.
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SEMI-ANNUALREPORT
FAQs |
How is the risk matrix managed in the report?
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SEMI-ANNUALREPORT
FAQs |
What risks appear in the report?
Active visible risks recorded in the bank's internal systems are displayed.
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
Is it mandatory to add a lesson learned in the Semiannual report?
Results Matrix
Can AI-generated text be edited?
Risk Matrix
Lessons Learned
Links and Attachments
Generation, sending, and review
SEMI-ANNUALREPORT
FAQs |
Is it mandatory to add a lesson learned in the semiannual report?
Yes, it is mandatory to add at least one lesson learned in the semiannual report.
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SEMI-ANNUALREPORT
FAQs |
Can the AI-generated text be edited?
Yes. The AI-generated text is suggested, this must be reviewed and adjusted to enable the save button.
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Overview
How can additional documents be attached in the semi-annual report?
Results Matrix
Is it mandatory to attach documents in the Links and Attachments Section?
Risk Matrix
What should I verify when including links?
Lessons Learned
Links and Attachments
Generation, sending, and review
SEMI-ANNUALREPORT
FAQs |
How can additional documents be attached to the semiannual report?
It is not possible to attach/upload additional documents (attachments) directly in the system. Instead, the user must generate a link from their own cloud storage (such as Google Drive, Dropbox, OneDrive, etc.) and add it in section 5. Attachments Links of the Semiannual Report Module.
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FAQs |
Is attaching documents in the Links and Attachments Section mandatory?
No. The Links and Attachments Section is optional.
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FAQs |
What should I verify when including links?
Ensure the Project Team has access permissions to the documents included in the link(s).
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SEMI-ANNUALREPORT
FAQs |
Click on the question to view the answer
Generalities
Can I continue editing the report if I haven't sent it to the Bank yet?
In what language is the semiannual report generated?
Results Matrix
How are notifications managed within the module?
How do I know if I have successfully sent the semiannual report?
Risk Matrix
How can I know if I have completed all the required sections of the report?
Can I make changes to the report after submitting it?
10
Lessons Learned
How is the report generated in PDF and what information does it include?
What happens if I make a mistake in the report and it has already been sent?
11
Links and Attachments
How is the final report sent to the Bank?
How can I view the semiannual report I have sent?
12
Generation, submission, and review
Why is the button to submit the Semiannual Report to the Bank not enabled?
How is the approval flow of the semiannual report managed?
13
If I make changes to the report after submitting it, how does the Bank know what was modified?
How are the Bank's observations or comments managed?
14
SEMI-ANNUALREPORT
FAQs |
In what language is the semiannual report generated?
The report is generated in the language with which the user who first accessed and created the report in the system was configured. If another user with a different language accesses it later, the PDF will remain in the language of the first user. However, it is possible to regenerate the report manually in another language if necessary. In this case, contact the Client Business Care Team of the Portal of the Client, idbclientportal@iadb.org.
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SEMI-ANNUALREPORT
FAQs |
How are notifications handled within the module?
When the user of the Implementing Unit completes and submits the report, an automatic notification is generated for the Team Leader and Operations Analyst. They will receive the report in PDF format for review and processing.
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SEMI-ANNUALREPORT
FAQs |
How can I know if I have completed all the required sections of the report?
Before submitting the report, the system provides a summary of the information completed in Section 6. Download and Submit Report. If any section is incomplete, it will be highlighted in orange and you can return to complete it before the final generation of the document.
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SEMI-ANNUALREPORT
FAQs |
How is the PDF report generated and what information does it include?
By clicking "generate and download", the Semiannual Report is automatically generated in PDF format (Downloads folder). The PDF includes the following information:
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SEMI-ANNUALREPORT
FAQs |
How is the final report sent to the Bank?
Once the PDF is generated, click the “Send Progress Semi-Annual Report” button and a confirmation message will appear, in which you should click “accept and send”. The system will automatically notify the Team Leader and Operations Analyst with a link to the report.
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SEMI-ANNUALREPORT
FAQs |
Why is the button to send the Semiannual Report to the Bank not enabled for me?
The submit button for the Semiannual Report is only enabled for users with the Coordinator Role who have the permission to "Send semiannual progress report." This permission can only be assigned to a user with an authorized signature for sending official communications to the IDB. If you need this permission, please contact the Team Leader or Operations Analyst.
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SEMI-ANNUALREPORT
FAQs |
If I make changes to the report after sending it, how does the Bank know what was modified?
The system does not highlight in the PDF the changes made between versions. After making the modifications in the relevant sections/subsections, you must regenerate the PDF and resend it to the Bank so that the Bank's operational team receives the notification of the new version of the report.
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SEMI-ANNUALREPORT
FAQs |
Can I continue editing the report if I haven't sent it to the Bank yet?
Yes, all changes are saved on the platform until the semiannual progress report submission cycle is closed. It is important to note that this data is not sent for evaluation and approval by the IDB until the report is generated and sent.
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SEMI-ANNUALREPORT
FAQs |
How do I know if I have correctly submitted the semi-annual report?
Once you have completed and submitted the report, you can see in Section 6. Download and Submit Report, the date and time when the report was sent or resent to the Bank.
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SEMI-ANNUALREPORT
FAQs |
Can I make changes to the report after submitting it?
Yes, you can make changes to the report even after submitting it, as long as the module is open (See module closing dates in Question 1). You will need to re-enter the module, make the modifications in the relevant sections/subsections. Once the changes are made, go to Section 6 of the Report, click on Generate and Download, and then resubmit the report.
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SEMI-ANNUALREPORT
FAQs |
What happens if I make a mistake in the report and it has already been sent?
If you made a mistake and have already sent the report, you can update and/or modify the information in the relevant section, generate a new PDF that will replace the previous version and then resend the report.
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SEMI-ANNUALREPORT
FAQs |
How can I view the semiannual report I have sent?
As long as the module is open, you can regenerate the PDF and download the sent report file. If the module has closed, you can request a copy of the report from the Project Team.
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SEMI-ANNUALREPORT
FAQs |
How is the approval flow of the semiannual report managed?
The Semiannual Report is sent to the Team Leader and Operations Analyst for review. If there are any observations from the Bank, they should be communicated with the Implementing Agency via email or the preferred method. The Team Leader cannot approve or reject the report through the Module. Only external users can make the necessary modifications in the different sections/subsections of the Semiannual Report Module and then proceed to resend the modified version of the report.
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SEMI-ANNUALREPORT
FAQs |
How are the Bank's observations or comments managed?
Comments are not made within the system. The Project Team should communicate them via email, official note, or another external channel to the Module. The Implementing Unit can edit the report, regenerate the PDF, and resubmit it to the Bank while the Module is open.
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