JIRA:

Problem:

Viewing fund activity requires an excessive number of groups to collect all the desired detail for reporting.

Use cases:

Each selector has a group that provides visibility for their funds. Allowing them to filter by fund type would allow them to see a subset of those Funds. This is something they would reference daily or weekly. This helps them keep an eye on progress and informs purchasing decisions
- Wanting to see all values from the budget not just expended value
Where groups are team-based we would also like to be able to view this level of information. It would generally be referenced on a daily or weekly basis.
Filtering ledger information by Fund type would be looked at more often during FYRO or on a monthly basis

Proposed Solution 1:

Allow users to filter group Financial summary by Fund type

Allow users to filter Ledger Financial summary by Fund type

Proposed Solution 2

Allow user to better organize groups and potentially create "Sub-groups" based on Fund criteria or just assigning some for the funds in that group to the subgroup

When creating a new subgroup user must add a name, code etc and wither assign funds or input details for determining what funds are considered as part of the group

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