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

[UXPROD-1851] Addition of Group records to finance app Created: 05/Jul/19  Updated: 19/May/21  Resolved: 09/Dec/19

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, finances, po-mvp, q3-2019-developed
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to MODFIN-73 Implement the GET /finance/group-fisc... Closed
relates to MODFIN-75 Implement the GET /finance/ledgers/<i... Closed
relates to MODFIN-76 CompositeFund schema Closed
relates to MODFISTO-23 Define and implement group API Closed
relates to MODFISTO-38 Create GroupFundFY API Closed
relates to MODFISTO-50 GroupFiscalYearSummary Schema Closed
relates to UIF-87 View fund group record details Closed
relates to UIF-88 Create and edit Group records Closed
relates to UIF-89 Delete Group records Closed
relates to UIF-107 Add funds to a Group and calculate th... Closed
relates to MODFISTO-44 Make GroupFundFy.fiscalYearId not req... Closed
relates to MODFIN-63 Define and implement the GroupFundFY API Closed
relates to MODFIN-68 Implement Groups API Closed
relates to MODFIN-74 Add business logic to POST /finance/g... Closed
relates to MODFIN-77 Fund API updates: POST Closed
relates to MODFISTO-22 Create Group schemas Closed
relates to MODFISTO-33 Define and implement the GroupFundFY API Closed
relates to MODFISTO-35 Update GroupFundFY table Closed
relates to MODFISTO-48 Adjustments to allow listing budgets ... Closed
relates to UIF-98 Ability to assign Group(s) to Fund re... Closed
relates to UXPROD-1144 Managing Ledgers, Funds, Budgets, Fis... Closed
Epic Link: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values
Front End Estimate: Large < 10 days
Back End Estimate: XL < 15 days
Development Team: Thunderjet
PO Rank: 110.5
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R2
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Problem: Current finance app records don't provide many organizational options which could make it difficult to understand the current state of a collection of Funds within one or across many ledgers.

Overview: Create Groups of funds in order to plan and manage spending and reporting activities.



 Comments   
Comment by Dennis Bridges [ 17/Sep/19 ]

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.

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