Page History

Name field

text input

User stores and edits Forecast name

Defaults to "MIT-All Forecast", key is COMMON (which is MITALL)

Show/hide forecasts,
actuals and commitments

checkbox

User clicks on it to show or hide existing commitments

Defaults to forecast checked for people, expenses, revenue blocks, commitments also checked for people

People name field

text input

User can search for person (autocomplete)

After third keydown, set timeout for 300 miliseconds, if no further keydown, execute search call  (wait until the user pauses).

Appointment field

dropdown list (select)

Until you choose a person, the only thing in the Appointment field is "Search for a person". a dropdown that says "Choose person first." 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.

Disable all subsequent fields until an appointment or TBH is chosen. 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 

Need to find out the rules (currently validates via an input mask and initial values are set)

End Date

text input 

Need to find out the rules (currently validates via an input mask and initial values are set)

autofill, text input 

For People: If TBH, User puts in date. Dates populate if Appointment exists
For Expenses: User fills in date expense will start
For Revenue: User fills in date revenue will start

For People: Required field for TBH. Format is shown to the user upon entry
For Expenses: Required field
For Revenue: Required field

End Date

autofill, text input 

For People: If TBH, User puts in date. Dates populate if Appointment exists
For Expenses: User fills in date expense will end
For Revenue: User fills in date revenue will end

For People: Required field for TBH. Format is shown to the user upon entry
For Expenses: Required field
For Revenue: Required field

% (Allocation)

text input

User enters number **(happens on another page)

Required field. Floating number rounded to nearest two decimals (percentage), hidden until appointment is chosen

Pay Rate 

text input autofill

Number populates from system once People name and Appointment is selected

Floating number rounded to nearest two decimals, hidden until appointment is chosen chose. Should be 0 for TBH.

On Campus?

check box

User indicates if appointee is on campus. (pre-populates)

For non-students this field doesn't apply, so the field is not editable to the user.

Tuition

text input

Tuition

autofill

Number populates from system once People name Person name and Appointment is selected

Floating number locked to two decimals (money), hidden until appointment is chosen. For non-students and others, when the field is N/A, it is not editable.

All Expenses:
Expense category

dropdown list (select)

User choose an expense category from 5 options.

Required field within All Expenses. Alternatively, the category is pre-populated within the specific subset tabs.

Name field:
Expenses Expenses

text input

User enters name in field

Required field.

Name field: Revenue

text input

User enters name in field

Required field.

Item cost

text input

User inputs total cost amount

Required field. Floating number locked to two decimals (money).
Q: do we need to specify this and re-label as "total cost" to make to clear that it is not monthly?

Rolls Off?

check box

User checks box or not

Revenue amount

text input

User inputs total amount

Required field. Revenue amount appears negative since it is incoming.
Q: do we need to specify this and re-label as "total amount" to make to clear that it is not monthly?

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 forecast row of the same type below existing lines

Save button

button

Always appears.

Share 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