Requesting New API Token for Submissions
This section provides an overview of how to request a new API token for submissions. This functionality will only be visible/available for users with CPIC admin permissions.
1. Navigate to the CPIC Settings Area.
From the FEDPASS homepage, select the CPIC drop-down menu on the left of the screen, then select the CPIC Settings option.
2. Request Token
When the CPIC Settings screen opens, select the Get Access Token button at the top of the screen, then select the Get Access Token button again on the new screen to be redirected to the new Max.gov token request page.
Submitting Service Information
This section provides an overview of how to access the Agency IT Portfolio screen to review and submit Services.
1. Navigate to the Agency IT Portfolio Screen
From the FEDPASS homepage, select the CPIC drop-down menu on the left of the screen and select the Agency IT Portfolio option.
2. Review Services Data
Select the Services tab on the Agency IT Portfolio screen to view investments sorted first by Part of the Portfolio (1-3) and then alphabetically. By selecting the arrow to the left of the investment titles in the associated headers, the investment information can be expanded or collapsed.
3. Submit Selected Services Information
Select the Submission History option from the top of the screen and select the Submit to ITDB button option at the top of the next screen.
Select the Service value from the Submission Type drop-down of the pop-up submission modal.
To select all investments, select the box to the left of the 'Investments to Submit' header at the top of the modal. Alternatively, select one or more investments by selecting the individual checkboxes to the left of the investment.
Select the Submit button at the bottom of the modal when all desired investments have been selected for submission. Once Submit has been selected, the submission progress can be viewed by selecting the 'Submission in Progress' link in the Result column on the Submission History screen. To refresh the screen and see updated Submission Progress, select the 'Refresh Data' option above the Result column.
Once the submission has been completed, the Submission Date will become a link to allow the user to view submission data.
4. Review Submission Data for Services
Select the Services tab on the Submission History screen. Select the desired Submission Date link to view all data submitted on a specific date.
To download a copy of the JSON request or response files, select the icon in the View column. To view additional information regarding a failed submission, select the
icon in the View column. A modal outlining the Submission Type and data object/associated fields that failed will be provided.
Note: in red indicates an error on the FEDPASS side, while blue indicates an error on the IT Collect side.
Submitting Ledger Information
This section provides an overview of how to access the Agency IT Portfolio screen to review and submit Ledger data.
1. Navigate to the Agency IT Portfolio Screen
From the FEDPASS homepage, select the CPIC drop-down menu on the left of the screen, then select the Agency IT Portfolio option.
2. Review Ledger Data
Select the Ledgers tab on the Agency IT Portfolio screen to review Cost Pool, IT Tower, Fiscal Year and Amount data for all investments set to submit. Filters can be applied to view a specific set of data by any of the data elements listed.
3. Submit Selected Ledger Information
Select the Submission History option from the top of the screen, then select the Submit to ITDB button at the top of the screen.
Select the Ledger value from the Submission Type drop-down modal.
Select the box to the left of the Investments to Submit header at the top of the modal to select all investments. Alternatively, select the individual checkboxes to the left of the investment to select one or more investments.
Select the Submit button at the bottom of the modal when all desired investments have been selected for submission. Once Submit has been selected, select the Submission in Progress link in the Results column on the Submission History screen to view the submission progress. To refresh the screen and see updated Submission Progress, select the Refresh Data option about the Result column.
Once the submission has been completed, the Submission Date will become a link to view submission data.
Note: The ledger submission will take longer than some other submissions as over 600 rows of data are individually submitted.
4. Review Submission Data for Ledgers
Select the Ledgers tab on the Submission History screen to review submitted Ledger data. To view all data submitted on a specific date, select the desired Submission Date link.
Select the appropriate icon in the View column to download a copy of the JSON request or response files. To view additional information regarding a failed submission, select the
icon in the View column. A modal outlining the submission type and data object/associated fields that failed will be provided.
Note: in red indicates an error on the FEDPASS side, while blue indicates an error on the IT Collect side.
Submitting Financial Data/CIO Authority Cost Information
This section provides an overview of how to access the Agency IT Portfolio screen to review and submit Financial data.
1. Navigate to the Agency IT Portfolio Screen
From the FEDPASS homepage, select the CPIC drop-down menu on the left of the screen then select the Agency IT Portfolio option.
2. Review Financial Data
Select the Financial tab on the Agency IT Portfolio screen to review financial data to be submitted. The CIO Authority, Budget Authority, Funding Total and IT Tower Total fields at the top of the tab display high-level information for the whole portfolio. To view financial data at the individual investment level, select the desired investment for review from the drop-down provided.
3. Submit Selected Financial Data Information
Select the Submission History option from the top of the screen then select the Submit to ITDB button option at the top of the next screen.
Select the Financial Data value from the Submission Type drop-down modal provided. Because this submission type is at the portfolio level, specific investments cannot be selected for submission. Select the Submit button at the bottom of the modal when data has been reviewed and is ready for submission.
Once Submit has been selected, select the Submission in Progress link in the Result column on the Submission History screen to view submission progress. To refresh the screen and see updated submission progress, select the Refresh Data option about the Result column.
Once the submission has been completed, the Submission Date will become a link to view submission data.
4. Review Submission Data for Financial Data
Select the Financial Data tab on the Submission History screen. To view all data submitted on a specific date, select the desired Submission Date link.
Select the appropriate icon in the View column to download a copy of the JSON request or response files. To view additional information regarding a failed submission, select the
icon in the View column. A modal outlining the submission type and data object/associated fields that failed will be provided.
Note: in red indicates an error on the FEDPASS side, while blue indicates an error on the IT Collect side.
Submitting Updated Major and Standard Investment Details
This section provides an overview of how to access the Major/Standard Investments screen to submit investment data.
1. Navigate to the Major/Standard Investment Screen
From the FEDPASS homepage, Select the CPIC drop-down menu on the left of the screen, then select the Major or Standard Investments option.
2. Submit Major or Standard Investment Information
Select the desired investment from the drop-down, then select the Submission History tab and select the Submit to ITDB button at the top of the screen.
Select the items for submission from the pop-up modal, then select the Submit button at the bottom of the modal.
Note: New or updated Performance Metrics need to be submitting prior to (separately) from their Metric Actuals. This is to establish the Performance Metrics on the IT Collect Dashboard so that when Metric Actuals are submitted after, they are aligned with the correct Performance Metric.
Once Submit has been selected, select the Submission in Progress link in the Result column on the Submission History screen to view submission progress. To refresh the screen and see updated submission progress, select the Refresh Data option about the Result column.
3. Review Submission Data for Major/Standard Investments
Select the desired investment from the drop-down, then select the Submission History tab. To view all data submitted on a specific date, select the desired Submission Date link.
Select the appropriate icon in the View column to download a copy of the JSON request or response files. To view additional information regarding a failed submission, select the
icon in the View column. A modal outlining the submission type and data object/associated fields that failed will be provided.
Note: in red indicates an error on the FEDPASS side, while blue indicates an error on the IT Collect side.
Submitting CIO Evaluation Data
This section provides an overview of how to submit CIO Evaluation data.
1. Navigate to the CIO Evaluation screen.
2. Select the desired investment to submit.
3. Select the 'Submission History' option at the top of the screen.
4. Then select the 'Submit to ITDB' option at the top of the Submission History screen.
Submitting Updated Contracts Details
This section provides an overview of how to access the CPIC Contracts screen to submit Contracts data.
1. Navigate to the CPIC Contracts Screen
From the FEDPASS homepage, Select the CPIC drop-down menu on the left of the screen, then select the Contracts option.
2. Submit Contracts Information
Select the Submission History button at the top of the screen, then select the Submit to ITDB button at the top of the next screen.
When the Submission History screen loads, select the 'Submit to ITDB' button at the top of the screen.
When the Submission Confirmation modal opens, select one or more investments for which to submit contract data, then select 'Submit'.
Select the Submit button at the bottom of the Submit to ITDB modal to submit selected Contracts.
Once Submit has been selected, select the Submission in Progress link in the Result column on the Submission History screen to view submission progress. To refresh the screen and see updated submission progress, select the Refresh Data option about the Result column.
3. Review Submission Data for Contracts
Select the Submission History button on the CPIC Contracts screen, then select the Submission History tab. To view all data submitted on a specific date, select the desired Submission Date link.
Select the appropriate icon in the View column to download a copy of the JSON request or response files. To view additional information regarding a failed submission, select the
icon in the View column. A modal outlining the submission type and data object/associated fields that failed will be provided.
Note: in red indicates an error on the FEDPASS side, while blue indicates an error on the IT Collect side.
Submitting The Funding Lock
This section provides an overview of how to access the Submission Confirmation screen to submit the Funding Lock.
1. Navigate to the Submission Confirmation Screen
From the FEDPASS homepage, select the CPIC drop-down menu on the left of the screen and select the Submission Confirmation option.
2. Submit the Funding Lock
From the Submission Confirmation screen, select the 'Submit to ITDB' option in the top menu.
Comments
0 comments
Please sign in to leave a comment.