Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values (UXPROD-1144)

[UIPFF-2] Allow user to add multiple funds to a group from group view Created: 10/Nov/21  Updated: 10/Nov/21  Resolved: 10/Nov/21

Status: Closed
Project: ui-plugin-find-fund
Components: None
Affects versions: None
Fix versions: None
Parent: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

Type: Story Priority: P3
Reporter: Dennis Bridges Assignee: Mikita Siadykh
Resolution: Duplicate Votes: 0
Labels: finances, ux
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Add fund to group view.png     PNG File Find fund plugin.png    
Issue links:
Cloners
clones UIF-339 Allow user to add multiple funds to a... Closed
Defines
defines UXPROD-3221 Thunderjet - Lotus Enhancements/Bugfixes Closed
Sprint: ACQ Sprint 128
Development Team: Thunderjet
Release: Lotus R1 2022
Tester Assignee: Dennis Bridges
Epic Link: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

 Description   

Purpose: Managing Fund group assignments is very slow and can only be done from the fund. This will make it much faster and easier to manage groups

User story statement(s):

As a user managing budgets,
I want to be able to assign many Funds to a group at one time
so that I can quickly create and manage Fund groupings

Scenarios:

  1. Scenario:
    • Given user has created Funds and groups
    • When viewing a group
    • Then "Add to group" button appears in "Fund" accordion
  2. Scenario:
    • Given user is viewing a group
    • When clicking the "Add to group" button
    • Then the find fund plugin is displayed
  3. Scenario:
    • Given user has opened the find fund plugin
    • When user chooses one or more funds and click save
    • Then those Funds are added to the Fund group

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