Questions for Janani/Noah

[kwheelan]

Questions on detail sheet

Addressed in comment below

Confirmation about app

• Replaced string with columns for approp and cc for OT
• Moved contract end date and amount remaining to CPA# tooltip

Additional features?

• Allow table row deletions?
• Add comment column for all tables?

[kwheelan]

Revenue Feedback

• remove FY24 rev estimates -- only need most recent (called latest forecast)
• Change Department Request Total --> Departmental Estimated Total
• Change Department Request Notes --> Departmental Estimate Notes

[kwheelan]

Questions for Noah 7/24/24

Detail sheet

• Personnel: what happens between S and U? General increase?
  • Yes, will add a column for average projected sal/wag FY26
• OT: collapse to one row or not worth it?
  • No, adjust on my end (Edit OT to match detail sheet format #42)
• Revenue: delete col T
• Revenue: rename cols V and W
  • Edit on my end too (Revenue edits #58)

Questions

• What format for excel output?
  • Fix if time (Improve Excel sheet formatting to make it more readable #32)
• Where to find target?
  - Fix target to apply to only general fund #55
  - Read target from detail sheet  #56

[kwheelan]

Confirm that total and target refer to total expenditure and not total expenditure net of fund revenues

--> confirmed

[katrina-cityofdetroit]

What does CPA stand for? Contracting and Procurement Agreement?

[katrina-cityofdetroit]

Confirm:

• Change new inits questions to match Qs from chat #71
• Add delete/ restore buttons #72
  • Instead, retain FTE to 0 but also add instruction to mention in comment

[katrina-cityofdetroit]

• edit column on download -- show which rows were edited (edit column on download -- show which rows were edited #89 )
• Make sure initiatives are downloaded and can be re-uploaded (Make sure initiatives are downloaded and can be re-uploaded #87 )
• Disable download block if over budget
• Allow download of excel throughout
• Disable most revenue edits
• create job title dropdown for new position (create job title lookup for job code #88 )
• automatically add job code (Add job code to personnel page #95 )
• intranet.detroit.mi -- find location for page (intranet.detroit.mi -- find location for page #90 )
• instructions on welcome page (Mention that numbers are pre-loaded from previous budget #74)
• confirm video format with Donnie for instructions (Instructions and video #62 )

[katrina-cityofdetroit]

Noah 9/9/2024:
(Deliverables moved to #83 )

• We need to include the job codes along with the job titles. There's no way you would've known this, but job titles are not unique and are often shared among different job codes, because of reasons. For example, there are two different job codes with the title "General Auto Mechanic," one code for DPW employees and one code for DDoT employees. They are covered by different unions and therefore have different pay ranges. So, we need to include the job code in there so that we can identify the proper pay range and/or benefits package.
• When entering a new job or new non-personnel item, I wasn't able to enter new Appropriations or Cost Centers. Every new fiscal year inevitably brings a few new approp or cc codes, so they'll need to be able to enter new ones that aren't part of the initial upload.
• I wasn't able to add new jobs because there was nothing in the Service drop-down menu. I know Services are still a work-in-progress, though.
• Also when entering a new job, they shouldn't be entering 'Expected fringe rate.' That's something we (Office of Budget) assign based on the Job Code (it's part of the Gold Book personnel data).
• At the end of the process, it wouldn't let me download the new Excel file; it kept telling me I was above baseline target, even though I brought it below

[katrina-cityofdetroit]

Newest feedback documented on #83