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  1. UX Product
  2. UXPROD-203

Close/freeze budgets upon rollover into new fiscal year

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    Details

    • Template:
      UXPROD features
    • Potential Workaround:
      Each budget can currently be closed or frozen manually when an institution is executing their rollover.
    • Analysis Estimate:
      Small < 3 days
    • Front End Estimate:
      Medium < 5 days
    • Back End Estimate:
      Large < 10 days
    • Confidence factor:
      Low
    • Development Team:
      Thunderjet
    • Calculated Total Rank:
      118
    • PO Rank:
      76.8
    • PO Ranking Note:
      This is an important part of resolving the fiscal year and there is no other way to close all previous budgets
    • 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):
      R1
    • Rank: FLO (MVP Sum 2020):
      R1
    • Rank: GBV (MVP Sum 2020):
      R1
    • Rank: hbz (TBD):
      R1
    • Rank: Hungary (MVP End 2020):
      R1
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: Leipzig (Full TBD):
      R3
    • Rank: Leipzig (ERM Aut 2019):
      R3
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R1

      Description

      Purpose: On the starting date of the new fiscal year budgets for the previous year should be frozen. Administrators should be able to close all those budgets as well after a quick review.

      High-Level Requirements:

      • Confirm with user that all budgets of all types should be frozen on the first day of the new fiscal year
      • Add "Close Budgets" button to ledger that allows admin to close all budgets for previous fiscal year

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                Assignee:
                dennisbridges Dennis Bridges
                Reporter:
                cboerema Cate Boerema
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                  Dates

                  Created:
                  Updated:
                  Resolved:

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