[Design Issue] Add MDBT data to MMIS Proposed Budget

[akuas]

This ticket breaks up the work in #4222, separating the Executive Summary work from the Proposed Budget. Need to change the Combined Activity Costs and Summary Budget tables to include various match rates for MMIS

This task is done when…

• [x] redesign Combined Activity Costs
• [x] redesign Summary Budget Table
• [x] designs are created, taking into consideration validation, multiple FFY, multiple entries, long entries, weird entries, and/or the export view if applicable
• [x] 508 visual, content, and UX considerations and/or recommendations are reviewed
• [x] designs are shared
• [x] closing notes are written
• [ ] designs are approved by product
• [ ] if there is a long discussion, a summary of changes for dev will be added to the last comment before transfer
• [ ] a list of changes to be made if this is improving an existing feature

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[akuas]

Notes on Proposed Budget from a couple of weeks ago

1. CMS want to see the wrap up of different funding sources (DDI, M&O, and Other Payers)
2. Differs from HITECG because in HITECH the assumption was all costs were DDI
3. The 1st and 3rd table needs to change and will likely result in more tables for the Summary Budget Table section
4. CMS wants to trace the funding at every match rate and the design should be flexible enough to allow for more payers in E&E
5. For the summary budget table, we would want a summary by DDI/M&O not FFY
6. We are more concerned with Medicaid costs

[akuas]

@jeromeleecms Can you please take a look at the Combined Activity Costs table and let me know if this is what you were imagining? Also, please disregard the rest. Im creating a current and future enhancement version of this page, so for the future enhancement there wouldn't be an APD Budget Highlights, also not done with the Summary Budget Table yet. https://www.figma.com/file/hJpKHKU6fz5J0Z7fisSwa2/eAPD-MMIS-2022?node-id=2828%3A17377&t=vMVEkMPoYR03RJ1K-1

[jeromeleecms]

Added some comments, let me know if you want to review/talk through any of them.

[akuas]

@jeromeleecms Thanks for the comments. Can you please review this screen below instead. It would be the current design and the previous would be a future enhancement that Im still playing around with. While working on this I realized there are some things I need to change with the table redesign, namely alignment. While reading table design guidelines online, I learned that numbers should be right-aligned and text data should be left aligned. However, I don't love how that looks for the medicaid total computable because it spacing out the rows quite a bit, but I will address that in the table design ticket. As for the summary budget table, I understand organizing by funding source. But I was playing around with how the experience is in staging and find it hard to imagine a situation where one ffy would differ from the next because in the activities, we don't ask users to specify again what ffy do these costs (state personnel etc) pertain to. So, Im thinking the only difference would be by funding source and activity, not ffy. I know we talked about this before, but it is still a bit confusing. https://www.figma.com/file/hJpKHKU6fz5J0Z7fisSwa2/eAPD-MMIS-2022?node-id=3105%3A18647&t=YMDpC4lVnh9FpuqF-1

[akuas]

@stephanieboydcms Can you please review the help text as well. I need to figure out a way to present the information in the Summary budget table not in a personal voice. Also please let me know if you feel that some of the help text is not needed. https://www.figma.com/file/hJpKHKU6fz5J0Z7fisSwa2/eAPD-MMIS-2022?node-id=3105%3A18647&t=YMDpC4lVnh9FpuqF-1

[akuas]

Closing Notes as of January 11th 2023

1. Combined Activity Costs

a. Add alternating rows b. Rename MMIS table header to MMIS + Match Rate (i.e. MMIS DDI at 90% FFP) c. Table would be broken up in sections by match rate, starting off with MMIS DDI at 90% FFP d. Subtotal will be by match rate and will be a a lighter yellow color (#FDF9EB) e. The total computable is a sum of all subtotals f. Key state personnel is added with a previous ticket

2. Summary Budget Table

a. Tables are organized by match rate b. I reorganized the table headers to put the federal share 1st to be more consistent with how it appears elsewhere in the UI. c. Key state personnel is added to the table d. The subtotal is the total of 1 FFY. If there is only 1 FFY for a match rate, the match rate total will be equal to the subtotal. e. The match rate subtotal is the the sum of the subtotals for the specified match rate f. Match rates are organized by the subheader then reinforced by the 1st table header g. The Medicaid Total Computable by Match Rate was formerly the total table h. Activities total shows an alert that would stay there all the time. Im using the information alert because it is informational but it does highlight information visually on this page. i. The activities total row is moved to the top so that users can easily scan the total and look at the details after (FFY totals).

3. Export View

a. The table would look like the builder view b. Key state personnel is added to the tables c. Proposed Budget Export View

[akuas]

@jeromeleecms @SGilliamA1M @stephanieboydcms @thetif This ticket is ready for review.

[stephanieboydcms]

Very minor edit suggestions on wordage. Great job Akua!

[jeromeleecms]

Looks good @akuas. @SGilliamA1M any final comments before transitioning this to @thetif?

[SGilliamA1M]

@akuas the Proposed Budget changes look great! @jeromeleecms - this is good to transition to @thetif

[thetif]

Answered after stand up for the Combined Activity Costs does that table also contain the M&O costs? yes

for Combined Activity Costs and Summary Budget Table should they be listed in this order: DDI 90/10 DDI 75/25 DDI 50/50 M&O 75/25 M&O 50/50 that's the right order

for the Activities Total Table, are those rows also alternating gray/white? no

[thetif]

created dev ticket #4450

[jeromeleecms]

@mirano-darren Did you look at this one yet? The ticket is not #4450, it's #4500. I see a testing table, but it's not completed.

[jeromeleecms]

Made some minor updates to the Dev ticket + Darren added the test cases. Closing the the Design ticket!