Highest priority are to prep for demo.
- Fix invoice entry to be direct, with room to add comments
- Fix the math for summing FY projects instead of summing by funding sources
- Fix percentage math as a percent of total $$, rather than doing the math on the percentage value itself
Notes from the meeting in order they were taken.
- Revamp project creation to match notes on whiteboard (more detail below)
- project description should have 5k bytes
- Portfolio Managers, Financial Managers, and supervisors should be able to read/write any project or just see their projects
- Create a “pending” user, with an access level of NONE, that is then approved to their operational level
- Data needs to refresh better.
- Enter multiple invoices in a table (to be defined in an email soon) as a direct entry
- Check math on summing of % (sum by $ value, then calculate new % against total $)
- Sum within FY $, not by budget center/type
- Change GUI to reflect “new” format
- % rows should be based on the percent of the total $ allocated
- add comments to “invoice” table
Project Creation should now be Create/Edit project.
- When a user clicks on Create/Edit projects, he should see a list of current projects. If he does not see his project there, he clicks on a “create new project”
- The user enters a project name in a field if creating.
- Project Table consists of budget center, appropriation, type, and FY collumns. The user may insert as many FY columns as desired, which sort in order.
- Budget center is a dropdown. If the budget center is not in the list, The user can select “Add new”, which brings up the budget center table (Title -“NRL’, Number-“A6497”, Service-“Army”). Creating a new row here then adds the budget center to the Project Table
- Appropriation is a text field (though my bet is that they want the same dropdown as a described for budget center table) – added as ComboBox
- Type can be PRIME, COFUND, or VFR
- FY Columns have the budget for that fiscal year. There may be zero or more columns. Columns are added by clicking an “add FY Column” button that has a (required) field for the FY. Columns are inserted into the table in order. Once added, the user can input the budget in a row.
- It would be nice if there was no “add row” button. A row is added once a user starts typing in a blank row? Regardless, rows will have to be validated for budget center, type, and appropriation before the project is created/updated
- Transition Table has Type, Start, Current, and End columns. The Start Column has the value at the beginning of the project, The Current Column has the current value (can be saved for trending but not required), and the End column contains the final value.
- Type can be Technology Readiness Level (Single), Transition Commitment Level (Single), or Transition Parner (Multiple).
- Technology Readiness Level has a 1 – 9 range, that apparantly maps to a worrd table.
- Transfer commitment Level has a 1 – 3 range
- Transition Partner is a string value. A partner may be copied across the entire row, or exist only in one column.
- There is a list of all th services that have a stake in this project – created CheckBoxes
- The is a priority value (0 – 999) for the project
viztales 
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