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Summary of Outbound Funds work at Virtual Sprint (2/2021)

Outbound Funds

Continuation of work on the Outbound Funds Module

Project Team

Help us give you the thanks you deserve! Please ensure that all contributing members of the team are included!

  • Team Leader(s): Shari Carlson, Nick LIndberg
  • GitHub Scribe(s):
  • List of all Contributors:
  • Junette Tan
  • David Chater
  • Corey Snow
  • Myke Andrews
  • Lara Kimberly
  • Libby Ziemelis
  • Caroline Renard
  • Nicole Smith
  • Tammy Silverthorne
  • Cheri Lovell
  • Maida Rider
    • <.li>Cid

Sprint Potential Topics

  1. non-NPSP fund extension (continued from last sprint)
  2. reporting workbook (continued from last sprint)
  3. data dictionary work and storytelling for the whys for certain fields
  4. exploring rollups for lookup relationships
  5. (and other ideas people bring with them to the sprint)

Sprint Summary

Day 1

  1. Introductions
  2. Brainstroming ideas to discuss - Jamboard
  3. Discussed Rollups - notes found on Issue 12

Day 2

  1. Reporting Workbook
  2. Data Dictionary
  3. Upgrade Guide
    4. Confirmed upgrade guide steps work. Will transfer to Salesforce to review and update
  4. Topics to Discuss:
    • Rollups
    • Directly relate inbound GAU allocation to outbound GAU disbursment and/or funding request - not just the GAU category, but the specific inbound funds
    • Customize fields displayed on Create Disbursement popup
    • OFM to PMM connection
    • List email that can pull in Funding Request Fields
    • Multi-currency
    • Discuss/Add topics not dicussed as Issues to be addressed at future sprints

Project Resources

https://github.com/SFDO-Community/OutboundFunds

Project Team Accomplishments

Reviewed the following items on the issues list from (click on links to view discussion notes)

Future Contributions (AKA what were you unable to finish at the Sprint)

We will continue to work on the issues and enhancements in our GitHub. Please reach out if you want to learn more or contribute.

See Outbound Funds repo for additional info: https://github.com/SFDO-Community/OutboundFunds/wiki