Exporting and importing finance record details via CSV (UXPROD-1150)

[UXPROD-1403] Export Current selection to CSV Created: 11/Dec/18  Updated: 16/Sep/20  Resolved: 17/Oct/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Exporting and importing finance record details via CSV

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Won't Do Votes: 0
Labels: acquisitions, finances, swag
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-700 Display current Funds associated with... Closed
Epic Link: Exporting and importing finance record details via CSV
Front End Estimate: Large < 10 days
Front End Estimator: Cate Boerema (Inactive)
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Cate Boerema (Inactive)
Estimation Notes and Assumptions: CB: Per discussion with the cap planning team, some of us non-developers are estimating the remaining unestimated features so as not to disrupt development. I will tag the as "swag" so we know to come back and revisit the estimate later. In the meantime, if someone wants to improve the estimate here, please feel free. Please just ping me on Slack to let me know so I can update it in the cap plan, as well.
Development Team: Thunderjet
PO Rank: 59.3
PO Ranking Note: This will be more relevant as part of the fiscal year rollover effort so I have bumped the priority slightly such that it will be considered at the same time. Also, as not all institutions have ranked this yet I believe the current calculated rank is low.
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R2

 Description   

Purpose: When viewing information in the finance dashboard users may desire to capture their current analysis and continue in a different application.

High-Level Requirements:

  • User should see an export button on the dashboard
  • When the user clicks the export button the system should prompt them to confirm an export to csv
  • The system should export the details of each Ledger, fund and budget record associated with the current selection for the current fiscal year.


 Comments   
Comment by Cate Boerema (Inactive) [ 29/Jul/19 ]

Dennis Bridges this feature was unassigned so you missed it when doing your ranking. Can you please give it a PO rank?

Comment by Dennis Bridges [ 29/Jul/19 ]

Cate Boerema Yes thank you!

Comment by Dennis Bridges [ 17/Oct/19 ]

As the finance dashboard is no longer planned for implementation and this Functionality will be covered by UXPROD-199 In Refinement I am resolving this feature as won't do.

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