RAFT PII 10/03 Release

Changes:

Change

Impact

New Grids

This is an infrastructure change which includes the following impacts:

 
  • Keyboard navigation (When entering data, you can hit tab to go to the next field without having to use the mouse.)

 
  • Better grid performance

 
  • Better/Mutli Sorting

 
  • Column reorder (only active on some screens - ex. Workset Cost Object Details page)

New CO Balances

New Balance calculations in place. Details below

New Workset Balances

New Workset balances in place. Details below

Balance changes:

We have added new balance calculations when working with a cost object or a workset (cost object group)

Cost Object balance changes:

We have added a toggle to choose between the two balance types. The formulae used for each Balance type are:

Budget Code Balance: Budget - (Actuals + Commitments + Forecast) = Balance for the specified date range. Which budget used is determined by the selection of the budget code in the upper right. For most users the default Budget Code will be 'COA' for Cost Object Award.

Institute Balance: (By Cost Object Type or Cost Collector Category Code)

Cost Object Type

Balance Formula

Project WBS

Authorized Total - Expenses = Balance

Cost Center

Institute Budget - Expenses = Balance

Fund (Not Sponsored) (FNDNS)

Revenue + Expense = Balance

Internal Order (all others)

Authorized Total - expense = Balance

Consolidated Balances include children

Workset Cost Object balance changes:

We have added Insitute Balance, Institute Balance with children, Budget Code Balance,
Budget Code balance with Children, and Authorized Total to the Workset Cost Object Details tab.

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