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The publish dialog has three modes: PI, Department and Common. PI and Department each have two submodes: Overwrite Existing Forecast and Create New Forecast. Publishing to Common ALWAYS is an overwrite of the existing single forecast. Publishing is a one time copy of the forecast information on a single cost object. The source cost object and the destination cost object MUST be the same to copy a forecast. What differs is whether the forecast ALREADY EXISTS on the destination cost object, in which case the user will be overwriting it, or if it does not exist, the user is ADDING it to the existing forecasts on that cost object.
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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.
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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