...
The basic idea behind this redesign is to decrease vertical scrolling and make the forecasting screen look better. By default, we will now show Forecasts and Commitments for People and Forecasts only for Expenses (because Expense Committments Commitments can not be edited, while People Commitments can be). Across the top of each forecasting block will be Show/Hide Forecasts, Show/Hide CommittmentsCommitments, and Show/Hide Actuals (as toggles where the titles change based on the state of the screen).
People Committment Commitment Rows, when changed, will have a darker color background and different icon. If the line is reverted, the "Edited" treatment is removed.
Add a Legend for the Forecast, Commitment and Actual icons.
Page Mockup:
Further details:
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 within it.
Functional Summary: On first entry, the left nav. is hidden, the name (chosen when creating) is applied and description is blank, 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. 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.
...