India Post IT 2.0 Budget Module

DCTC Thalassery Handbook

Introduction

The Budget Module manages funds across all levels of India Post:

• Directorate → Circle Office → Regional Office → Division Office → Head Post Offices
• Covers fund allotment, allocation, utilization, and expenditure planning
• Includes approval workflows at each level

1. Fund Allotment Process

1.1 Initial Fund Allotment (Directorate Level)

[Initial Fund Allotment Screen]

1. Navigate to: Budget Module → Fund Allotment → Initial Fund Allotment
2. Enter details:

   Field	Example Value
   Financial Year	2024-2025
   Expenditure Type	Charged
   Budget Type	BE (Budget Estimate)
   Amount to Upload	225000

3. Download Excel template → Fill HOA details → Upload
4. Validate → Submit

HOA	Description	Amount
320101001010113	Postal Directorate-Office Expenses	75000
320101001010105	Postal Directorate-Rewards	150000

1.2 Allotment Verification (Director Approver)

1. System shows pending allotments for verification
2. Review HOA details and amounts
3. Click "Confirm" on approval pop-up

2. Fund Allocation Process

2.1 Directorate to Circle Allocation

[Fund Allocation Screen]

1. Navigate to: Fund Allotment → Fund Allocation
2. Select Financial Year (2024-2025) and Budget Type (BE)
3. Upload Excel file with allocation details:

   To Office ID	Office Name	HOA	Amount
   21000000	Karnataka Circle	330101001010113	25000

4. Validate → Submit

2.2 Allocation Verification

Approver reviews and confirms allocations with "Are you sure to approve?" prompt

Note: Same process repeats for:

• Circle Office → Regional Office
• Regional Office → Division Office

3. Fund Utilization at Division Level

3.1 Configure HO Fund Utilization

1. Navigate to: Fund Utilization → Configure HO Fund Utilization
2. Select Financial Year (2025-2026)
3. Upload Excel file with percentage allocations:

   TO OFFICE	HOA	PERCENTAGE
   21000000	32010101010101	10%

3.2 Supervisor Verification

Supervisor selects Year-Office combination and approves/rejects utilization plans

4. Additional Fund Requests

4.1 Create Request

[Additional Request Screen]

1. Navigate to: Fund Allotment → Additional Fund Request
2. Enter:

   Field	Example
   Financial Year	2024-2025
   Amount	5000
   HOA Description	DMMS for Premium Services Allowances

3. Submit request

4.2 Supervisor Verification

Approver reviews pending requests and approves/rejects with remarks

5. Budget Proposals

5.1 RE/BE Proposal Upload

1. Navigate to: RE BE FG Proposals → Proposal Upload
2. Upload Excel with:

   HOA	7-Month Expenditure	Proposed RE	Proposed BE
   320101101030101	51000	101000	122000

3. Validate → Submit

5.2 Proposal Verification

Approver reviews proposed figures and adds remarks before approval

6. Monthly Expenditure Plan (MEP)

6.1 MEP Upload

[MEP Upload Screen]

1. Navigate to: Expenditure Plans → MEP Upload
2. Upload Excel with monthly projections:

   HOA	Apr	May	...	Mar
   32010100	100	110	...	200

3. Submit for verification

Available Reports

• Fund Detailed Report
• Fund Consolidation Report
• Fund Balance Report
• Schemewise Fund Utilization Report
• RE BE Detailed Report
• HO Wise Fund Utilization Report