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 business managers with access to budget-related information for their business unit. Business managers can view budget allocations, spending, and forecasts, and manage budget planning for their unit.
User story
As a [Business Manager],
I want to view and manage the budget planning for my business unit on the User View Page,
So that I can ensure effective budget management.
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 (0) |
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Given: open CRM user view page When: click on the tab “Budget planning” with a lot of data (if?) Then: see preloader |
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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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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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Given: tab “Budget planning” When: select undo changes Then: last changes is back to previous number |
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Given: tab “Budget planning” When: select Accept all Then: all requests from the team member are applied |
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Given: tab “Budget planning” When: select Decline all Then: all requests from the team member aren’t applied |
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Given: tab “Budget planning” When: click to any cell for edit Then: the number is changed |
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Given: tab “Budget planning” When: click on the cell with request (yellow background) Then: the number is changed |
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Given: tab “Budget planning” Then: section “Waiting for approval“ is not shown |
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Given: tab “Budget planning” When: scroll down to the section “Budget goals“ Then: see the budget goals divided into quarters |




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