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Budget Filings: Allocate all SW programs in one click

Feature RequestBudget Filings

As a PA

I want one allocate button for all programs so that the user can avoid allocating individually as well as preventing the miss of a program allocation that would cause the budget filing data to be inaccurate.

Identified and requested by PG&E

The button today is in the Programs module; new button likely makes sense to be in the budget filing module.

Select the module in CEDARS
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Posted by cedars team ·
Status: Completed5 comments

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Comments5

  • cedars team changed status to In Testing
    Team•

    Aug 6, 2025

    Pinned

    The statewide allocation work is ready to test on cedars-3

  • cedars team

    Team•

    Jul 18, 2025

    Here are the mockup designs (using placeholder data) of the Statewide allocate process.

    These pages include updated dashboard template designs:

    https://www.figma.com/proto/DZu7r0nGSjuwgkNEf9KtV1/MCAL-Budget-Filings?page-id=525%3A5274&node-id=560-6003&p=f&viewport=-2244%2C551%2C0.25&t=1q8UdgoWEwYqbOFT-1&scaling=min-zoom&content-scaling=fixed&starting-point-node-id=560%3A6003

    ℹ Click through with your mouse or use the arrow keys on your keyboard

    • ggreen

      •

      Jul 29, 2025

      I agree this is a good idea in production. In our last discussion about this, we indicated that all PAs would need to confirm their SW Lead program before an allocation for the entire state could be triggered.

      As a PA, I would like to have the option to allocate in the Staging environment without ‘all’ programs being confirmed so that I may observe that the allocated amounts align with the allocated amounts of my internal system. Basically, with the data we’ve received from other PA’s to date.

      Waiting til everyone is done leaves doubt that our internal system is outputting the correct numbers to build into our entire filing.

  • akulka

    •

    Oct 3, 2024

    Do this before the MCAL

  • [Deleted User]

    •

    Sep 17, 2024

    for reference, i had to push 64 individual allocate buttons for the TUAL filing for PG&E’s SW programs. This obviously leaves room for error to miss a click and the allocations not be properly done.