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