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Tasks Description


Permission Matrix
Role/Tab
Demand Dashboard
Planning Dashboard
Budget Distribution
Budget Plan
1
Applicant
N
N
N
N
2
VP
N
Y
N
N
3
Dist Head
Y
Y
N
N
4
HRBP Team
Y
Y
N
Y
5
Workforce team
Y
Y
Y
N
6
Other
N
N
N
N
There are no rows in this table
⁠

List of Tabs:
Planning Dashboard - default landing << need change on get sectors, clarified below>>
Distribution
Budget Planning
Demand Dashboard
1st Call AP : Check AUTHORIZATION
{Check WF >> Get all dist account} or {Check VP, Dist Head, HRBP team will return the orgs .. unique orgs }
Response “Role” + List of sectors
List of roles managed from BE :
WF.
VP.
Dist head.
VP & Dist Head & HRBP Team AS HRBP team with all distinct ORGS.
If VP & Dist Head AS Dist Head with all distinct ORGS.
2nd Move to Demand Dashboard from Planning dashboard
FE: Call Get Demand dist account (SECOND API)

⁠
Planning Dashboard:
2ND Call
BE: API to Get DEMAND Dist account and applicants
REQUEST
_ Email & role (HRBP team “BP” or Dist Head or WF) & CYCLE YEAR
Login as other, (error messgae, show not authaurized pasge)
Login as BP, Dis Head, WF (from list as old Dashboard).. success with below response
Response
{Cycle general info & Meta LOV (Pending, Completed, Not Submitted}
{Insights Of returned DADs}
{List of Dist Accounts
Dist Org ID
Dist Org Name En/Ar
Dist Org DAD form ID
Dist Org DAD form Status
... amr to add any valuable data.
out: {List of Applicant Orgs
Applicant Org ID
Applicant Org Name EN/AR
Applicant Form ID
Insights

FE: Implement the Dashboard
Draw list of Dist Account Accordion
for each having the form id--> show button to redirect to form, and view the form status.
for each coming "Null" form id --> show text lable "Not Submitted".


3rd Filteration, FE: Filter based on - Dist Org DAD form Status
4th Serach; Keyword

5th;
BE: API to export the report of Demand
in: Request email, Cycle year
out: the designed report (check how to generate Excel with Waleed)
⁠
Old Dashboard

1- FE: Add Export button to select which report (4 reports)
2- FE: Call BE API with report ID & list of dist accounts (Sectors)
3- BE: Replace Sector list by Dist accounts list to serve all user types
4- FE: Rename the Workforce dashboard to be "Planning Dashboard"
5- FE: Enable planning dashboard for all users (Includes dist account "VP")
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