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Jira Legacy
serverSystem JiraJIRA
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-199

Jira Legacy
serverSystem JIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-3620

Problem(s):

  1. Users are not easily able to export financial data to run financial reports without a reporting tool
  2. Users are not able to easily verify budget totals by exporting transactions to a spreadsheet
  3. Users are not able to export a summary of Ledger budget totals by group and Fund and expense class

Use Cases & Requirements:

RequirementStatusUse cases
Allow user to export all budgets for a Ledger without group information. Meaning one row per budget

Status
colourYellow
titlePending

  • User needs to see activity and work with it by Ledger, Funds and expense classes for a given fiscal year
Allow user to export all budgets for a Ledger by group. Meaning some budgets may appear in more than one row if assigned to more than one group.

Status
colourYellow
titlePending

  • User needs to see and work with financial activity by Ledger, Groups, Funds and expense classes for a given fiscal year


Proposed workflow:

Miro
AccessLinkhttps://miro.com/app/live-embed/uXjVOGSTO4o=?boardAccessToken=cQFaZpVDfS5TmyQW74N6xkZjYaL9bQnz&autoplay=true
Height360450
BoardTitleExport Fund + Budget
Width640800


Questions:

Questions StatusConclusionsComments
What fields from each level are critical for export?

Status
colourBlue
titleopen




Work Breakdown Structure:

Features:

Jira Legacy
serverSystem JiraJIRA
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-199

Jira Legacy
serverSystem JIRA
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-3620

UI Stories

Jira Legacy
serverSystem JiraJIRA
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
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jqlQuery(issuekey in linkedIssues("UXPROD-199") AND project in (UIOR, UIREC, UIV, UIF, UINV, UIORGS, STFORM, UIAC, UIPFO, UIPFCONT, UIPCITEM, UIPFINT, UIPFPOL))
serverId01505d01-b853-3c2e-90f1-ee9b165564fc

MOD Stories

Jira Legacy
serverSystem JiraJIRA
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columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
maximumIssues20
jqlQuery(issuekey in linkedIssues("UXPROD-199") AND project in (MODORDERS, MODVEND, EDGOAIPMH, EDGORDERS, MODCRED, MODFISTO, MODFUND, MODGOBI, MODINVOICE, MODINVOSTO, MODOAIPMH, MODORDSTOR, MODREC, MODORGS, MODINV, MODCONF, EDGOAIPMH, mod-organizations-storage, mod-organizations, MODEBSNET))
serverId01505d01-b853-3c2e-90f1-ee9b165564fc