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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.
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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 or revenue) then edit it. In addition to adding new lines, users can edit existing speculations.
A forecast can be published (copied) to the following three places: the PI Workset/Scenario, the Department Workset/Scenario, or the Common/MIT ALL Scenario.
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/hide forecasts, | 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 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. | ||
Start Date | text input | need to find out rules | 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 rules | Need to find out the rules (currently validates via an input mask and initial values are set) | ||
% (Allocation) | text input | User enters number | Required field. Floating number rounded to nearest two decimals (percentage), hidden until appointment is chosen | ||
Pay Rate | text input | Number populates from system once People name and Appointment is selected | Floating number rounded to nearest two decimals, hidden until appointment is chose. Should be 0 for TBH. | ||
On Campus? | check box | User indicates if appointee is on campus. (pre-populates) | |||
Tuition | text input | Number populates from system once 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: | 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 | 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). | ||
Rolls Off? | check box | User checks box or not |
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Revenue amount | text input | User inputs total amount | Required field. Revenue amount appears negative since it is incoming. |
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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 |
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Save button | button | Saves forecast to back end. Gives user Saved feedback via Growl | Always appears. | ||
Share Button | button | Takes user to authorizations tab. | Disable button when forecast is "dirty", enable it when button is saved "clean" | ||
Publish Button | button | Opens dialog that asks user where do they want to publish to: PI, Department or MITALL | Disable button when forecast is "dirty", enable it when button is saved "clean". See spec at top of page. |
Wiki Markup
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- Get forecast name from Forecast Model, display it in Source Forecast/ Forecast Name field.
- Get forecast cost object name from raft.data.CostObject.COTITLE, display it in Source Forecast/ Forecast Cost Object field.
- Get forecast workset name from raft.data.Workset.title, display it in Source Forecast/ Forecast Workset field.
Wiki Markup
1. PI RadioButton Clicked
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- Set up the source forecast information the same as we do for Publish.
- Make the get call to list worksets for sharing CALL WILL BE LISTED HERE. Remove the Source Workset from the list.
- Display the resulting list to the user.
- User selects one of the worksets and clicks Share Forecast.
- Call the standard publishForecast call with appendCO = true and the destination workset set to the one the user chose.
Version 1 Docs (deprecated)
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 bottom.
Functional Summary: On first entry, the left nav is hidden, the name and description are blank, all GL blocks are open, and the people are shown in their data range view. If the user wants, they can close each block of existing commitments. 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.
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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 actuals and commitments | checkbox | User clicks on it to show and hide existing commitments | Defaults to checked, should be placed closer to grid it controls |
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 | Normal calendar widget behavior (opens auto on focus of field, can be overridden by user) | Required field. Normal Calendar widget behavior, hidden until appointment is chosen |
End Date | text input with calendar widget | Normal calendar widget behavior | 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 |
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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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Wiki Markup
Validation | Message |
|---|---|
cell A1 | Lorem ipsum dolor sit amet |
cell B1 | Consetetur sadipscing elitr |
cell C1 | Sed diam nonumy eirmod tempor inviduant ut labore |
cell D1 | Labore et dolore magna aliquyam erat, sed diam voluptua |
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