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

[UXPROD-698] Search and filter finance records using tags Created: 22/May/18  Updated: 16/Sep/20  Resolved: 04/Jul/19

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

Type: New Feature Priority: P3
Reporter: Dennis Bridges Assignee: Dennis Bridges
Resolution: Duplicate Votes: 0
Labels: Q3fromQ2, acquisitions, dashboard, finances, tags
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Duplicate
duplicates UXPROD-255 Filter by tags Closed
Relates
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: Medium < 5 days
Estimation Notes and Assumptions: Uncertain of the availability and functionality of the tags application
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): R1
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   

Note: Reference to the Finance dashboard has been removed from this issue as per UXPROD-699 Closed . Searching and filtering by tag will take place directly in the three pane layout of the finance app.

Problem: Finance app user often needs to quickly access information like what is available, allocated and unavailable for a specific cross section of Funds. As waiting for custom reports can mean you don't receive the information until the opportunity to acquire certain material, for example, has passed by.



 Comments   
Comment by Ann-Marie Breaux (Inactive) [ 03/Jul/19 ]

Dennis Bridges Consider closing this feature as a duplicate to UXPROD-255 Closed , which contains the stories for filtering finance records by tags.

Comment by Dennis Bridges [ 04/Jul/19 ]

Resolved as a duplicate of MODFIN-57 Closed

Generated at Fri Feb 09 00:09:44 UTC 2024 using Jira 1001.0.0-SNAPSHOT#100246-sha1:7a5c50119eb0633d306e14180817ddef5e80c75d.