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Add a Legend for the Forecast, Committment and Actual icons.
Page Mockup:
Page Layout: This page consists of a main grid/form for forecasting, a forecasting totals block that follows the user as they scroll down, and a "To Be Hired" block that contains To Be Hired templates (grad student, research assistant, research scientist, etc.). The forecasting form/grid is further broken down into GL sections, one for each of the high level CEMIT or Approved GLS. Each GL block contains a subtotals block at the bottomwithin it.
Functional Summary: On first entry, the left nav. is hidden, the name (chosen when creating) is applied and description are is blank, all GL blocks: People, Expenses, (further defined into subsets: M&S, Travel, Equipment, SubAwards and other) and Revenue are open, and the people are shown in their data range view. If Within each block the default view is: Forecasts and Commitments for People and Forecasts only for Expenses (because Expense Commitments can not be edited, while People Commitments can be). If the user wants, they can close or open each block of existing commitments, actuals, and forecasts.
Above each existing commitment in each GL block is an empty row so users can immediately begin forecasting. When a user gets to the last input field in the row, a new blank row is automatically added. In addition and not shown in the image is a "Add new row" button on each block. If a user wants to add a To Be Hired, they click on them and a new row is added that contains the defaults from the To Be Hired they clicked on, which can then be edited.
Any time a user creates a new forecast, they are taken here and have to supply a new name and description. If they are editing an existing forecast, they also come here but the name and description are open for editing. If a user edits the title, this does NOT create a new forecast, it just edits the existing name (we maintain a unique forecast id under the hood). A forecast is saved in a special table in the backend, one per user. This table allows users to edit one forecast as much as they want without committing it. When they click Save, the system will validate the forecast and save it if it passes validation.
Description of the Page: This page gives a user the ability to edit a particular cost object forecast. Users can add a line (person, TBH, expense) then edit it. Users can edit existing speculations that came from SAP as People Commitments from ESDS and as Blanket POs or Manual Commitments for expenses.
A forecast can be published (copied) to the following three places: the PI Workset/Scenario, the Department Workset/Scenario, or the MIT ALL Scenario.
Specify user all actions available on the page. Specify destination of navigation buttons or hyperlinks. Insert one or more annotated screen mock ups to show the page in representative states.
Table 1: Common User Interface Elements for the Forecasting Detail Page
Table 1: Common User Interface Elements for the Forecasting Detail Page
This table includes all elements that appear on this page. Flag elements that have appeared on other pages.
Element | Control | Functional Description | Technical Rules |
|---|---|---|---|
Name field | text input | User stores and edits Forecast name | Defaults to "MIT-All Forecast", key is COMMON (which is MITALL) |
Show's forecasts, | checkbox | User clicks on it to show and hide existing commitments | Defaults to forecast checked , should be placed closer to grid it controls for people, expenses, revenue blocks, commitments also checked for people |
Show/Hide Accordion | button | Shows and hides all commitments in GL block | Overrideable by the Show Actuals and Commitments checkbox (if user hides people block, clicks hide all, then clicks show all, people block is visible) |
Person name field | text input | User can search for person (autocomplete) including TBHs | After third keydown, set timeout for 300 miliseconds, if no further keydown, execute search call (wait until the user pauses). Make timeout length a setting, let us play with it, hide setting for January release and default to best guess. Show default if users complain. |
Appointment field | dropdown list (select) | Until you choose a person, the only thing in the Appointment field is "choose a person". If you choose a person, the appointment field gets filled with the one or more appointments they have. If they choose a TBH, the appointment is filled in by the choice. | Until appointment is chosen, other people fields to the right are hidden. Once appointment call to backend is made and speculation id is returned, other fields are then shown with default values from call. |
Start Date | text input with calendar widget | User puts in date | Required field. Normal Calendar widget behavior, hidden until appointment is chosen Format is shown to the user upon entry |
End Date | text input with calendar widget | User puts in date | Required field. Normal Calendar widget behavior, hidden until appointment is chosen |
Allocation | text input | User enters number | Required field. Floating number rounded to nearest two decimals (percentage), hidden until appointment is chosen |
Hours per week | text input | User enters number | Required field. Floating number rounded to nearest two decimals, hidden until appointment is chosen |
Tuition | text input | User enters number for tuition | Required field. Floating number locked to two decimals (money), hidden until appointment is chosen |
Comment | text area | User enters description. User can grow text box if wanted | Not required. Shrink text area to make inline row, let them expand it they want. |
Add Row | button | Adds new row of the same type below existing lines |
|
Save button | button |
| Always appears. |
Save As Button | button |
| Only active (change state from gray to active) if forecast has been saved at least once, ie not when new forecast is being created. |
Revert Button | button |
| Only active (change state from gray to active) after forecast has been saved at least once. |
Publish Button | button | Opens dialog that asks user where do they want to publish to: PI, Department or MITALL |
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