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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

  1. PI Alerts should be People Alerts
  2. Forecast tab for worksets not in scope for this release
  3. Tables and Charts tab for Worksets not in scope for this release
  4. Grant Rules tab not in scope for this release
  5. Comparison forecast charts should be pie charts to better see the differences
  6. How do you get from the forecast detail page back to the forecast tab?
  7. On reports page, you cannot delete reports, and you can view the following report output per report, PDF, XLS, CSV,  Preview
  8. 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? 
  9. 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?
  10. 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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  1. Are auths at workset, cost object, or both levels? If they are at workset, how do you share a forecast?
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