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Debt-Pro Portfolio Manager

The purpose of this page is to help Debt-Pro Portfolio Manager users with the following tasks:

            1. Download the most up-to-date version of the program.
            2. Find out the details of the changes made in the software.

For further information on these items, please contact IDM directly. Note that the upgrading of the software can be done through this page only if you already have a complete and functioning installation of the Debt-Pro software on your computer. Otherwise, the downloaded file will not function. 

Manager Upgrades changes made Last Update Trainer Upgrades   changes made Last Update
01. with Chinese Resources (1118 Kb) June-08-2001 01. with Chinese Resources (621 Kb) August-30-2001
02. with English Resources (1619 Kb) February-26-2003 02. with English Resources (551 Kb) August-25-2001
03. with French Resources   03.  with French Resources (535 Kb) September-18-2001
04. with Russian Resources   04. with Russian Resources (633 Kb) July-07-2001
05. with Spanish Resources   05. with Spanish Resources (534 Kb) September-18-2001

After downloading the file, double click on it, to initiate the upgrade process. Make sure that the proposed directory for the upgrade is the correct one based on your original installation. If necessary, you may need to adjust this proposed directory to reflect the proper destination of the upgrade on your own computer.

Changes Made in Portfolio Manager

Release

Date

Description

2003.1 February 26, 2003 First release of the Portfolio Manager 2003 was completed. This new version incorporates numerous enhancements over the previous version (2001). These enhancements were based mostly on the feedback received from our client countries. The Online Help file of the software includes a detailed list of all the changes made in the new release. All Portfolio Manager users are encouraged to upgrade to the new version, and they will be contacted by IDM with the upgrade details and procedures.  
2001.2 January 22, 2002 Various enhancements were made in the reports in preparation for the Zimbabwe debt sustainability workshop.
  November 15, 2001 A new report was added to the Reports menu. The title of the new report is Debt Service Report. It was added as the second item in the reports menu. This new report shows debt service projections for each loan in the debt portfolio for a period of 60 days from the reference date. It is the most detailed output produced by the Portfolio Manager reflecting loan-by-loan debt service projections. The frequency of the report is daily (i.e. based on the exact projected date of service payments). The Debt Service report is intended to help with cash management and currency allocation functions of a Treasury or another relevant organization within a government that is responsible for effecting the debt service payments on public debt. The current projection horizon of 60 days is subject to change. Based on further user feedback, in may be increased to 90 days or reduced to 30 days.
2001.1 July 19, 2001 Average remaining maturity and average remaining grace were added to the Loan report. For totals and sub-totals, this information is weighted by the outstanding amount of debt, for that year.

Enhancements were made in the Risk Management Report. More changes will be done in this report during the next few days. We expect to release a more finalized version, by the end of next week.
June 07, 2001 Three new reports were added to the Portfolio Manager and numerous revisions were done in the user interface.  In addition, the online help facility was expanded and a new Glossary added to this facility. Note that the online help facility is still not totally complete. The contents of this file will be revised further in coming weeks and months.

January 24, 2001

This release is the first version of the Portfolio Manager that is available for upgrading your software directly from the Internet. We hope that our current and future Portfolio Manager users will find this "direct upgrade facility" helpful. Note that the upgrade files included here are only applicable to Version 2001. All Portfolio Manager users who did not yet upgrade to Version 2001, should contact IDM and upgrade to Version 2001, before attempting to upgrade their Portfolio Manager software from this page. If this release, Release 1 of Version 2001, is applied to any of the 1999 versions, there will be problems.

 

Changes Made in Debt Management Trainer 2001

Release No / Date

Description

July 17, 2001

This is the first official release of the Debt Management Trainer software. Over the last few months, officials from many countries  expressed interest in this new product. We hope that those who provided very valuable feedback during the conception and implementation of the Trainer software will find the end-result to be of some use. In the coming months and years, we look forward to working with those who assisted us in the past, as well as others who are interested in this topic, in  completing and perfecting this tool, and in keeping it up-to-date. 

At this point, the following areas of the Trainer software remain incomplete. The online documentation, the technical glossary, and some of the risk management analysis functions. These items will be completed, and made available through new releases in the coming days and weeks. 

Your suggestions for improvements in both the Debt-Pro software and the dissemination service offered through this Web Site are very welcome. We want to improve our product, and its support, based on your feedback. Please send any comments you may have, or questions, electronically to us.


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