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

[UXPROD-197] View the total amounts available in Ledger and grouping of associated Funds. Created: 20/Jan/18  Updated: 16/Sep/20  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, po-mvp, q3-2019-spillover
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File 2-finance-ledger-view.png    
Issue links:
Relates
relates to UXPROD-2167 Value management through transactions... Closed
relates to UIF-141 Ledger view: Fiscal year Closed
relates to UIF-145 Update Fiscal year record view to dis... Closed
relates to UIF-146 Update Ledger record view to display ... Closed
relates to UIF-147 Update group record view to display r... Closed
relates to UIF-150 Update Ledger record view to display ... Closed
relates to UIF-75 Display fund info on ledger record view Closed
relates to UIF-76 Display group info on ledger record v... Closed
relates to UIF-94 Display Fund information on group rec... Closed
relates to UXPROD-196 Value management through transactions. 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: Medium < 5 days
Front-End Confidence factor: Low
Back End Estimate: Large < 10 days
Development Team: Thunderjet
PO Rank: 110.8
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): R3
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

Problem: Administrator often has to find out what the total amounts available in their budgets are per Ledger and grouping of associated Funds.



 Comments   
Comment by Anya [ 29/Mar/19 ]

Comments form March meeting : its an additional piece. Does not replace heirarchical fund structure that shows the information by category. we also need to be able to run formal reports.

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