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

[UXPROD-699] Display current Ledgers in the finance dashboard Created: 22/May/18  Updated: 16/Sep/20  Resolved: 25/Jun/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: Won't Do Votes: 0
Labels: acquisitions, dashboard, finances
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
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: Small < 3 days
Front-End Confidence factor: Medium
Back End Estimate: Very Small (VS) < 1day
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): R1
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): R1

 Description   

Purpose: Users need the ability to see the total available, allocated and unavailable amounts for the system as a whole in the current fiscal year.High-Level Requirements:Pull all active ledgers for the current fiscal year into the tabletotal the available, allocated and unavailable amounts for these ledgers



 Comments   
Comment by Dennis Bridges [ 25/Jun/19 ]

Based on discussions at the June 2019 FOLIO meetings in Washington. It was determined that a Dashboard would be better served as a FOLIO wide tool rather than specific to finance. The summary results widget will be sufficient to cover this functionality in the foreseeable future. Moreover, this widget may be incorporated into a future FOLIO dashboard and will be implemented with an eye toward that possibility. Thus this feature is being closed as "Won't do". See UXPROD-1760 Draft for widget details.

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