Details
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Story
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Status: Closed (View Workflow)
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P3
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Resolution: Done
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None
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ACQ Sprint 105
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3
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Thunderjet
Description
Overview:
Identify more financial detail in the budget summary to improve the users ability to manage financial activity and daily operations
Scenarios:
- Scenario
- Given The user has created a budget
- When viewing the budget details view
- Then the budget information accordion includes 2 tables
- Funding information
- Financial activity & overages
- Scenario
- Given The user has created a budget
- When viewing the budget details view
- Then the budget information accordion displays "Cash balance" and "Available balance" below these 2 tables
- Cash balance (Total Funding minus Expended)
- Available balance (Total Funding minus Unavailable)
- Scenario
- Given The user has created a budget
- When the budget information accordion includes Funding information and Financial activity & overages tables
- The tables include the following values
- Financial information
- Initial allocation (The amount of the first allocation made to this budget)
- Increase in allocation (The sum of all allocation transaction amounts made TO this budget not including the Initial allocation)
- Decrease in allocation (The sum of all allocation transaction amounts made FROM this budget not including the Initial allocation)
- Allocated (The sum of all allocation transactions amounts)
- Net transfers (The sum of all transfer transactions amounts)
- Total funding (The sum of Allocated + Net transfers)
- Financial activity & overages
- Encumbered (The sum of all encumbrance transaction amounts)
- Awaiting payment (The sum of all pending payment amounts)
- Expended (The sum of all Payment amounts less credits)
- Over encumbered (The total amount encumbered minus the Total funding)
- Over expended (The total amount expended minus the Total funding)
- Financial information
TestRail: Results
Attachments
Issue Links
- defines
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UXPROD-2715 Identify "Initial Allocation" and "Total Funding" amounts in Budget
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- Closed
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- has to be done after
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MODFIN-175 Support PUT for the Budget
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- Closed
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MODFISTO-186 Update Budget schema with new Financial information
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- Closed
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MODFISTO-187 Update logic with financial detail in the budget summary to improve the users ability
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- Closed
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MODFISTO-195 Create view with Budget financial detail information
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- Closed
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