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

[UXPROD-198] The ability to filter the displayed funds and thus totals by associated tags Created: 20/Jan/18  Updated: 16/Sep/20  Resolved: 04/Jul/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2019
Parent: Managing Ledgers, Funds, Budgets, Fiscals Years and tracking associated values

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Dennis Bridges
Resolution: Won't Do Votes: 0
Labels: Q3fromQ2, acquisitions, tags
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Relates
relates to UXPROD-255 Filter by tags 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
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): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: Leipzig (ERM Aut 2019): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R4

 Description   

Overview: This feature seeks to enhance the finance dashboard such that a user can filter the funds associated by a selected ledger, by specific tags.



 Comments   
Comment by Anya [ 29/Mar/19 ]

Comment from March meeting:
categories/group funds more important

Comment by Dennis Bridges [ 04/Jul/19 ]

Closing this as won't do because it references the old Finance dashboard design. This functionality will be covered by UXPROD-1760 Draft . UIF-78 Blocked within that feature will address getting information when filtering finance records by tags.

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