Learning Resources | IDB Client Portal

Welcome to the Learning Resources website for the IDB Client Portal!

Here, you will find all resources available for the implementation and adoption of the IDB Client Portal. We encourage you to share these materials with anyone who might benefit from them.

🔎 Interactive How-To's Guides

Step-by-step information to facilitate the navigation of the Platform's functionalities.

📖 Business Rules Interactive Guide

Find here information related to Business Rules relevant to the Bank's operative precesses involved in the use of the platform.

Resources & Support

Everything you need to use the module efficiently

Semiannual Progress Report Module

Find FAQs, training session recordings, and step-by-step guides all in one place. Access all the resources you need to clarify doubts and make the most of this tool.

Access here

Videos

Create, edit and request approval for the Procurement Plan

Modify the Procurement Plan

Confirm that a Procurement Plan has been approved and how to download it's late…

Upload document packageds for each milestone of the procurement method

Add a bidder to the participants tab

Assign participants to the evaluation process

Create and confirm a contract

Create an amendment and request the Non Objection

Navigate in the Financial Transactions tab

Manage the Financial Transactions Workflow

Request a DPB, DRP and/or DPS

Request an Advance of Funds (ANT)

Request a Justification of Advance of Funds (ANJ)

Request an Advance and Justification of Funds (ATJ)

Authorize a financial transaction request