VizTool Priority List

Item Priority Request Customer info/review low estimate high estimate
1 Add an “Update” button to the left panel of the Update Requisition Data popup that pops up when a record is double clicked in Query Builder. Currently the information in the left panel is read only and any changes are not saved. 12 24
2 Lockdown the Planned Obligation, Planned Outlay and PM Actuals on a rolling basis. Planned Obligation and Planned Outlays should be locked down for the previous month so in May they would be locked down through April. PM Actuals should be locked down on a two month lag so in May they would be locked down through March. This lockdown applies to everyone except Admins in case we need to modify one of the fields. 24 48
3 The following fields should be viewable to all users: Reported FACTS Obligated %, Reported FACTS Obligated $, Outlay % (Reported in FACTS) and Outlay $ (Reported in FACTS). Currently NSA PM’s and Service Project Managers cannot see some of the FACTS fields. 12 24
4 Add a dropdown to Query Builder next to the search box that contains a list of all columns that can be searched as well as an All option that will search all fields. 24 48
5 Add a dropdown to Project Management next to the search box that contains a list of all columns that can be searched as well as an All option that will search all fields. 24 48
6 Add a dropdown to Requisition Assistant next to the search box that contains a list of all columns that can be searched as well as an All option that will search all fields. 24 48
7 Add a Comment Field to the Edit Committed Amount popup box below Committed Date. This field can be left empty when adding a committed amount. 12 24
8 Admins and NSA PM’s should be able to edit the Financial Mitigation Plans without having to enter PM Actuals. Currently when viewing FMP’s via the FMP tab in FA they are read only. TRUE 72 144
9 Add the last uploaded message from Reqonciler to FA either on the menu bar or next to the text that says Logged in as: Moon, Milton (Milton.Moon : Administrator) 12 24
10 Add a date field to the FMP after question # 2 that must be filled in to save the updates made. The field should be preceded by “Projected Obligation Date or if Obligated, Projected Date Outlays will meet the DoD Goal” or if possible would be dynamic and would say “Projected Obligation Date” if the requisition is below the Obligation Goal and “Projected Date Outlays will meet the DoD Goal” if the Obligation Goal is met and the Outlay Goal is not. TRUE 72 144
11 Modify the Overdue Obligation Query to include any requisition that has not been 100% obligated. Currently if any amount is obligated it does not show in the query. TRUE 18 36
12 Build the same queries that are currently by requisition by project (FY13 Financial Status, FY14 Financial Status, FY14 Outlay Plan and FY14 Current Month Planned vs. PM Actuals). TRUE 48 96
13 Add a Planned Obligation Baseline row and a Planned Outlay Baseline row to the Financial Data Entry/Update Requisition Data popup. This field will be viewable only by Admins and NSA PM’s and only Admins will be able to edit these fields. The Planned Obligation Baseline row should be directly below Planned Obligated $ and the Planned Outlay Baseline row should be directly below Planned Outlay $. TRUE 120 240
14 Contracts should not be visible in invoices entry that are not assigned or available to the requisitions 24 48
Total 498 996
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