Phil 2.7.11

7:30 – 5:00 VISIBILITY

  • Meeting with Trish, Christie, and someone new who I can’t remember right now.
    • Bugs – several, all hopefully having to deal with DB configuration. I gave Dong the screenshots
      • Also, add two more lines under mailing address in funding request
      • Funding request warning dialog has “financial” misspelled as “fianancial”.
      • Add “RTAs” to funding type under “detailed Information” tab
      • Selecting names seems to offer up only 20 or so names. What is the selection criteria? The same list appears for all selection buttons
      • Add check so that no start date be saved that is after an end date
      • The “Add Funding” dialog needs a sortable list for contract number – it’s a very long list. It’s also too narrow – there are some very long contract numbers. Panel is too small as well.
    • Next highest priority is the “email generator” This will produce messages to copy and paste into messages to the Financial and technical POCs
      • Create an email like the one in Funding Request for each POC that has the current financial data that they have to fill in, and the associated forms if they are not on goal
      • Have a list of all projects that the user can move through to create all emails in and easy way
      • List should have a dropdown that lets the user select the year and reporting period. Selecting a time period (FY/Quarter?) will bring up the list of POCs and the status
      • Users should be able to indicate the state of the contact:
        • Nothing done
        • Email sent out
        • Response back
        • Response entered – incomplete (if a goal has not been met and there is no justification, this should be flagged automatically. There may be an additional button if this is the case that asks the POCs for justifications
        • Response entered – complete
    • Status panel notes:
      • PPM calculated outlay should be a “checksum” of numbers. The true PM Actual Outlay needs to be entered by hand
      • Available balance is the percentage of the “last remaining to distribute” divided by the total budget
      • Goals are calculated as the total budget times the “out year” in the appropriation
  • Worked on migrating DbObject classes out of the sandbox and into the utils jars/swcs