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Services required: getForecastData(commitments plus any createForecast, getForecastFavorites, Save changes, recalc balances, save as forecast, g
Estimate: Large-Huge
Container: Cost Object Charts Page
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Sarah Notes
- PI Alerts should be People Alerts
- Forecast tab for worksets not in scope for this release
- Tables and Charts tab for Worksets not in scope for this release
- Grant Rules tab not in scope for this release
- Comparison forecast charts should be pie charts to better see the differences
- How do you get from the forecast detail page back to the forecast tab?
- On reports page, you cannot delete reports, and you can view the following report output per report, PDF, XLS, CSV, Preview
- On people view, does the grid of cost object allocations go inside the appointment grid as a grid in grid view (each allocation pertaining to a different appointment) or is it a secondary grid?
- Can we do the flip to complex allocations at the people/form level on the forecast page so that we don't have to build individual row grids?
- Create a forecast, edit a forecast, save as a forecast behavior is still not perfect, has ramifications from both usability perspective and a front-end performance perspective.
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- Are auths at workset, cost object, or both levels? If they are at workset, how do you share a forecast?
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