Content
General info
Show the “Budget planning“ information about the team’s budget goals in the tab. All budgets are hardcoded from the beginning. The "Budget Planning" tab provides consultants with access to their budget-related information. Consultants can view their budget allocations, spending, and forecasts for the upcoming periods.
User story
As a [Consultant],
I want to view my budget planning information on the User View Page,
So that I can manage my budget effectively.
Visual design
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Acceptance criteria |
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01 |
Given: open CRM user view page When: click on the tab “Budget planning” first time Then: see hardcoded budgets (300,000.00 CHF for a year) |
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02 |
Given: open CRM user view page When: click on the tab “Budget planning” with a lot of data Then: see preloader |
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03 |
Given: open CRM user view page When: click on the tab “Budget planning” AND have 17,300 CHF completed budget Then: see 17,300 / 18,000 and percentage 96% |
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04 |
Filter works the same as on the tab goals and plans: Story 1.7.3.2. CRM. User. Filter on User tab "Goals and plans" |
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05 |
Given: tab “Budget planning” When: click on the cell of the table to the current week Then: see edit mode for the cell |
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06 |
Given: tab “Budget planning” When: click on the cell of the table to the previous week Then: edit mode is not allowed for previous periods |
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