Below is a list of the features and user stories in the CPM Product Backlog. These are high-level requirements waiting for prioritization and more detailed user stories. This list will be updated perodically as new items are requested and approved by the project team:
| id | Name | User Story | Blocker |
|---|---|---|---|
| tbd | Next generation PI Budget reporting suite | Principal Investigators need critical budget information to make key decisions on staff and budget planning for contracts to plan contractual activities and purchases and ensure they support the Fiscal Year and contract Period Of Performance business requirements of the institution and its sponsors. | Missing specific user stores for reporting and possibly alternate scenario planning activities. Also requirements of thise report suite based on new scenarios introduced to support the new Indirect Rate Methodology are not clear. |
| tbd | PI and Administrative dashboards | Principal Investigators and Program / Organizaitonal Administratives need a reporting dashboard bthat provides high-level indicators as to the health of their programs, contracts, budgets and accounts. | Missing specufuc user stories for dashboard design - possibly broken out by type of user. |
| tbd | Proposal and Award Integration | Administrators (and PI's?) would like to be able to pull proposal (and/or awarded?) budgets into their planning models for what iffing | Requirements/User stories unclear (level of granularity, what to do if proposal was created basedon date range but divison plans based on hours? what scenario to pull these into? Working Plan? Expected Budget? either? how to appear with placeholder employees and accounts? what is business process for updating/finalizing Awarded (not Authorized) proposal budgets? where should that be recorded?) |
| tbd | Share sandboxes | Users would like the option to share their sandboxes with other users | Need to talk through security user stories. |
| tbd | Implement CAM security | IT would like a more streamlined approach for porting data/row security from TM1 to Cognos BI | time, technical challenges |
| tbd | Upgrade TM1 from 9.5.2 to 10.2 | To ensure UCAR is benefiting form the latest features and fix paks, a regular update plan is needed. IBM released TM1 version 10.2 in August 2012 and 10.2 in September 2012. | technical resource: to nalyze releases and impacts on UCAR customizations when they come out business resources: to participate in release analysis in the event that exosting customizations are compromised and require further development and testing activities to maintain |
| tbd | Upgrade Cognos BI from 10.1.1 to 10.2 | To ensure UCAR is benefiting form the latest features and fix paks, a regular update plan is needed. IBM released Cognos BI version 10.2 in July of 2013. | technical resource: to nalyze releases and impacts on UCAR customizations when they come out business resources: to participate in release analysis in the event that exosting customizations are compromised and require further development and testing activities to maintain |
| tbd | Convert FAB from Silverlight to HTML5? | Silverlight will not be supported starting in 2019 and there are some performance inhibitors on MACs/Safari. | Karl - is this one really in progress because Suzy has started on the R&D |
| tbd | Training - Report Authoriung | Administrators would like the option to write their own reports or make modifications to existing reports as needed. | report complexity: UCAR requirements have resulted in complex report primpts and customized date items making tweaking reports not as straight forward as it could be. time: knledgeable staff and trainees lack time for sufficient training |
Below is a list of priority 3-5 items in workspace that are currently open:
| ID | Summary | Status | Resolution | Priority | Severity | Module | Assigned To | Description | Blocks | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|
| 342 | Employee Drop Down List and Account Key Drop Down List Data Entry Grids | New | None | P3 | Normal | Miscellaneous UI | Reta Kubler | Particularly in the data entry grids, is it possible for the drop down lists to correspond with the Dimension Filter. Meaning if you are working with only COMET Account Keys, you see only COMET Keys to choose from. Or if you are working only with COMET Employees you see only COMET Employees to choose from. If you are working with LEVEL 0 Employees, you then see ALL employees. Not sure if this is possible, but would certainly make data entry much easier. | 06/25/2012 | |
| 422 | Snapshot of FYend emp dim and IFAS actuals needed for Normalized Position report | Open | Needs More Info | P3 | Normal | Data Warehouse Prep | Barb Schnell | NCAR B&P's Normalized position report requires that we have a snapshot of both the employee dimension (HR org structure and who is in which org) and employee positions as of the last of a FY. These, combined with the IFAS actuals as of the FY final close by employee would be required to feed into the normalized position report cube. This would be needed for NCAR B&P to use CPM to produce their report for FY12. Without it, they would have to use the old method. | Confirmation of requirements needed. | 09/17/2012 |
| 425 | Add current Employee appointment code (R1, T1, C, etc.) attribute to cd_Employee | New | None | P3 | Normal | Core Staff Planning | Joe Bitzko | The new report Unassigned Employees would be more usable if an employee attrbute could be added to the grid that captures whether the employee is a casual or a term | Technical Resource | 09/20/2012 |
| 451 | CSC add error | Resolved | User Ed | P3 | Normal | Miscellaneous UI | Stephanie Gillin | Barb sent me a list of people in my division who do not have a CSC division in the working plan Employee Assumptions but do in Incurred actuals. When I add them, I get the attached error. In this example, I added Goldhaber, Steve. | Training Resource | 10/29/2012 |
| 509 | Adding NOTES field to Reports | New | None | P3 | Normal | Miscellaneous UI | Karl Werner | Is it possible to add a notes field to UI reports? For instance folks could make notes on keys that have not planned expenses bu should not have or need to be closed... Also on the Budget Forecast Analysis report, could explain why Forecast differs so greatly from Working Plan or other questions that viewers of the report might ask. Particularly helpful for groups who work in the UI or even a "memory" for the one who adds the note | Need requirements clarification (which grids? what data intersections?) | 02/13/2013 |
| 516 | The UI with a Mac and on JOSS network - extremely slow | New | Can Not Reproduce | P3 | Normal | Miscellaneous UI | Reta Kubler | On Tuesday, 2-26-13 I was working with Cathy Clark and my laptop would have things opened that were taking her forever to open, even if I did it after she had started and was waiting for it to open. (I think this was the first time she'd been in the UI on her machine and we were setting up filters before allocating some staff members.) Anyway I wanted to get this logged in case it's immediately clear what the issue(s) might be. | May be a silverlight issue. If so. Migration to html 5 could fix this but Technical Resource constraint. | 03/01/2013 |
| 584 | Stacked column alias not coming through on Map Employees_Accounts Data Entry grid | New | None | P3 | Normal | Allocations (ABR and Adhoc) | Karl Werner | There is a dimension element in cd_Projects_Activities called ZZ Flag that has an Alias called NOT MAPPED. When I select to use that alias on ES test it does not come through in the FAB Grid. I changed the view but it would be easier for them to copy from one year to another if the year and scenario were on the column. | 08/05/2013 | |
| 586 | Need UI to edit/create cd_Strategic Plan items dimension elements, structure and attributes | New | None | P3 | Normal | Allocations (ABR and Adhoc) | Karl Werner | The Allocation Mapping feature requires that some power users be able to perform the following on cd_Strategic Plan Items: 1. Add new elements 2. Modify element alternative name/alias (other attributes TBD) 3. Change dimension structure Based on initial demo, this feature should also provide the ability for users to place these items in an alternate FY hierarchy to be the source of the auto-complete drop down list that would not contain all elements of the dimension but just those used for the current FY. It would be ideal if this drop down could be driven by year dimension selection - similar to #342 | 08/05/2013 | |
| 588 | Sandbox defaults | New | None | P3 | Normal | Sandboxing | Karl Werner | It would be wonderful if when we create a sandbox, the current sandbox would default to the new sandbox instead of staying in the current. For example - I create a sandbox while in "base." I create "test." I then have to manually change the sandbox from "base" to "test." I'd love it to default to "test" instead to eliminate confusion. Also, if I am in "test" when I go to the options menu and unclick "show sandbox functions," the sandbox should go back to "base" and not stay in the "test" sandbox. | 08/08/2013 | |
| 597 | Hourly data entry grid needs warning when hours are not spread evenly to all leaf elements | New | None | P3 | Normal | Employee Assignments | Karl Werner | A user can enter hours into the hourly data entry grid (e.g. 442 hours for Q4). If the employee's position end date lands somewhere in the middle of the consolidated node (in this case Q4) the user is not warned. In this case a user went bacl and changed the term date of the emplpyee pushing it out to the following FY but did not go back and re-enter the hours. This resulted in the employee appearing on the unallocated report for pp 18 -20. Can there be a warning some how to help this situation be visible to the user? | 08/22/2013 | |
| 96 | Apply reporting rules to Incurred Actual and Working Plan in cc_Normalized Position Report | New | None | P4 | Normal | Core Staff Planning | Caron Chambers | Caron would like to see projected normalized position break-outs based on what administrators have in their working plans which include planned reclassifications. | Testing Resource | 06/29/2011 |
| 179 | Departed employees who become visitors do not appear on data entry grids | Reopened | Needs More Info | P4 | Normal | Employee Assignments | Reta Kubler | If an employee's status is Inactive, their names do not appear on the data entry grid. Is there any way the employee name could appear and there could be a warning message that they are inactive? | Clarification of requirements | 01/19/2012 |
| 426 | User-defined account key attributes - add COA Name and column for COA Acct Mgr | New | Needs More Info | P4 | Normal | User-defined Acct Attributes | Reta Kubler | When assigning account key attributes, it would be helpful to be able to filter by Acct Mgr from COA | Confirmation of requirements | 09/20/2012 |
| 427 | Can we change cell and/or font colors? | Open | None | P4 | Normal | Miscellaneous UI | Karl Werner | It would be great if we could change the color of a particular cell and or the font color of a particular cell. This request applies to all grids, though employee account allocation % is the most critical. | 09/20/2012 | |
| 153 | Need to be able to add indicator showing an employee is UNDER-allocated - ADD FTE ATTRIBUTE | Reopened | Later/Deferred | P5 | Normal | Core Staff Planning | Reta Kubler | As of now I can add an indicator showing an employee is over-allocated but not underallocated. Need to be able to do both | 12/05/2011 | |
| 240 | FDID Keys listed in Non-Salary Planning Grid | Open | Needs More Info | P5 | Major | Create non-salary budget | Justin Young | The FDID keys should not be listed in the planning grids. They are not used by Divions/Programs and it's confusing to see them here. | Clarification of requirements | 04/18/2012 |
| 355 | Ability to temporarily add the Target Number on the Non-Sal Data Entry Screen | New | Needs More Info | P5 | Normal | Core Staff Planning | Reta Kubler | It would be really helpful to be able to temporarily enter a target number on the screen that could be subtracted from the Summary Total Program Exp Incl OH to see how far off you are or if there is a large data entry error. This is particularly important for the NSF upload or other. For instance if I was working on NSF new funds, I would filter on that and enter that target temporarily and subtraction would show how far off I am.... Almost like a temp pop up on that grid. Not sure this is possible, but was asked and it was what we did in our Excel Spreadsheets to see at a glance if there was an error of if I'd copied down "T" for transfer when it was really new funds... | Clarification of requirements | 06/28/2012 |
| 356 | Non-Salary Planning Spreading - Update spread on remaining months based on remaing total FY estimate | New | None | P5 | Normal | Create non-salary budget | Karl Werner | If using non salary planning spreading, once funds were spread across all months, ideally as actuals are incurred, the remaining unused funds could be spread to the remaining months. | Confirmation of requirements | 06/28/2012 |
| 363 | Employee Acct Allocation % - acct error | Resolved | User Ed | P5 | Normal | Miscellaneous UI | Stephanie Gillin | It would be great if we could have an error message when trying to add a key to which you do not have access. The error message would indicate something like "No access to this key." It would be great for employees as well - "No access to employee." Definitely a wish list item. | Testing Resource | 07/06/2012 |