Connect GAU/Fund to Funding Program

[farahcharania]

Should we connect the Fund/GAU and the Funding Program?

• Why? This would address the budget side of things by allowing us to connect what is available for a Funding Program to spend.
• In the past we have had this discussion and then decided that we don't need it.
  • historical notes on why we decided against it in the past: https://docs.google.com/document/d/1DOAKViWKydJ_ko2ewp9hUvcdxsKcj-AcM3SbEyDJplA/edit
  • these notes may have been talking about another use case because they discussed connecting Funding Program to GAU Allocation.
• Yes we do want to connect GAU/Fund to Funding Program.
• Create a Funding Program Budget or Funding Plan object that connects the GAU/Fund to Funding Program
  • one GAU/Fund can give Funding Program Budget or Funding Plan to multiple Funding Programs.
  • multiple GAU/Funds can give Funding Program Budget or Funding Plan to the same Funding Program
• If a Funding Program has Funding Plans, then the Total Program Amount should be programmatically calculated to rollup the Funding Plan amounts.
• most likely we will add it to both the NPSP extension and then Fund extension packages (object can live in the core, the lookup will be in each package)
• Another item to consider, is how do we connect the planned amounts to the actual available amount from the GAU. Not sure if this is needed or not.

[farahcharania]

Jamboard with some of the thinking: https://jamboard.google.com/d/1uxRI60RHHsm01IKQYhfic_6lIzbcleDKAwgboCPaTEo/viewer?f=0

[farahcharania]

The Sept 2020 Sprint team landed on the following:

• Yes we need this.
• Conceptually what it looks like: see description above as well as jamboard: https://jamboard.google.com/d/1uxRI60RHHsm01IKQYhfic_6lIzbcleDKAwgboCPaTEo/viewer?f=0
• Packaging will need to be split up between the core (budget/plan object) and the extension packages (the specific lookup fields)

[allisonletts]

Work being done in @Nickers3 repo Outbound Funds GAU