Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
(UXPROD-1144)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Q4 2019 | Parent: | Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Dennis Bridges | Assignee: | Dennis Bridges |
| Resolution: | Done | Votes: | 0 |
| Labels: | Q3fromQ2, acquisitions, cap-mvp, orders, q3-2019-spillover | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Issue links: |
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| Potential Workaround: | DB: list terms could be adjusted in the code as part of implementation. | ||||||||||||||||||||||||
| Epic Link: | Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values | ||||||||||||||||||||||||
| Front End Estimate: | Small < 3 days | ||||||||||||||||||||||||
| Back End Estimate: | Small < 3 days | ||||||||||||||||||||||||
| Estimation Notes and Assumptions: | More analysis required for fund metadata as the finance application development and analysis has been on hold. | ||||||||||||||||||||||||
| Development Team: | Thunderjet | ||||||||||||||||||||||||
| PO Rank: | 98 | ||||||||||||||||||||||||
| Rank: Chalmers (Impl Aut 2019): | R5 | ||||||||||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R1 | ||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R1 | ||||||||||||||||||||||||
| Rank: Duke (Full Sum 2021): | R1 | ||||||||||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R1 | ||||||||||||||||||||||||
| Rank: FLO (MVP Sum 2020): | R1 | ||||||||||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R1 | ||||||||||||||||||||||||
| Rank: hbz (TBD): | R1 | ||||||||||||||||||||||||
| Rank: Hungary (MVP End 2020): | R1 | ||||||||||||||||||||||||
| Rank: Lehigh (MVP Summer 2020): | R1 | ||||||||||||||||||||||||
| Rank: Leipzig (Full TBD): | R1 | ||||||||||||||||||||||||
| Rank: Leipzig (ERM Aut 2019): | R4 | ||||||||||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R2 | ||||||||||||||||||||||||
| Rank: U of AL (MVP Oct 2020): | R1 | ||||||||||||||||||||||||
| Description |
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Purpose: There are a number of value lists that need to be hardcoded initially in acquisitions modules. However, some will now be converted to Controlled Vocabularies. High Level Requirements: |
| Comments |
| Comment by Cate Boerema (Inactive) [ 05/Dec/18 ] |
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Dennis Bridges, this one is needed by Chalmers to go-live and it doesn't have a dev team or a fix version. Is that intentional? |
| Comment by Dennis Bridges [ 05/Dec/18 ] |
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Hi Cate Boeremaactually I set this incorrectly. This was split off another issue and shouldn't be required by Chalmers as they aren't using the finance module. I have adjusted the setting for now. However should I be leaving these blank on split issues to signal to the libraries that they need to review them? |
| Comment by Cate Boerema (Inactive) [ 05/Dec/18 ] |
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Thanks Dennis Bridges. Yes, the early implementers specifically asked that we not set rankings on split features. They don't mind doing the extra work to rank the issues themselves. Thanks! |
| Comment by Scott Perry [ 26/Mar/19 ] |
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Which hardcoded values are being converted to Controlled Vocabularies? |
| Comment by Dennis Bridges [ 27/Mar/19 ] |
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Scott Perry Currently the only "Hardcoded" values in finance, as per the spreadsheet in the description are; |
| Comment by Dennis Bridges [ 17/Sep/19 ] |
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Note: The fix version of this feature was changed to Q4 2019. Releasing the progress made on this feature in Q3 would have resulted in breaking changes to other FOLIO modules. Thus, all progress made on this feature will officially be release in Q4 2019. |