Project Plan with Progress Stage 1
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Explanation
- This is a rough plan for OpenPetra 1.0 (Stage 1).
- Priority 1 means very important, Priority 2 is still important but less, etc
- Estimated Effort to Completion: the effort still left. so the progress percentage and the effort still left must be edited at the same time. involves testing.
Stage 1
| Contact Management system | |||||
| CM1 | create new partner with address | 1 | 90% | a couple of bugs. more detailed partner edit functions are in separate points | |
| CM2 | find existing partners | 1 | 60% | Some functionality of Petra 2.3 still missing | |
| CM3 | manage partner subscriptions | 1 | 0% | part of partner edit | |
| CM4 | resolve issue with families and households | Stage 2 | 0% | Would be a chance to make OpenPetra easier to understand. quite drastic changes | |
| CM5 | manage family relationships | 2 | 0% | part of partner edit | |
| CM6 | manage other relationships | 2 | 0% | eg. Treasurer of | |
| CM7 | manage special types | 1 | 70% | cannot delete special types yet. | |
| CM8 | run reports on partners | 1 | 40% | get a list of addresses etc. see special types report, etc | |
| CM9 | create and maintain extracts | Stage 2 | 0% | groups of partners. should be implemented better than in Petra 2.x | |
| Finance System | |||||
| GL General Ledger | |||||
| GL1 | create new ledger, delete an empty ledger | 1 | 90% | useful for users that want to start with the demo database. there is a bug with permissions | |
| GL2 | maintain GLBatches, Journals, Transactions | 1 | 80% | ||
| GL3 | Export and Import of GLBatches | 1 | 90% | still needs testing | |
| GL4 | Analysis Attributes | 2 | 90% | still needs testing | |
| GL5 | Maintain Account and Cost Centre Hierarchy | 1 | 90% | still needs testing | |
| GL6 | Transactions to Foreign Currency Accounts | 2 | 0% | ||
| GL7 | Post Transactions | 1 | 80% | missing the posting register report | |
| GL8 | Reverse or Adjust Transactions | 1 | 0% | ||
| GL9 | Reduce number of tables | 1 | 0% | investigate a_previous_year_transaction etc | |
| Period and Year end processing | |||||
| YE1 | run a period end | 2 | 0% | create some GL transactions and post them, close a month | |
| YE2 | run a year end | 2 | 0% | create some GL transactions and post them, close a the full year | |
| Gift Processing | |||||
| GR1 | maintain gift batches and gift transactions | 1 | 30% | ||
| GR2 | post gift batches | 1 | 80% | ||
| GR3 | import gifts from bank statements | 1 | 70% | ||
| GR4 | export and import gifts from Excel/CSV | 1 | 30% | ||
| GR5 | print gift receipts | 1 | 80% | ||
| Accounts Payable | |||||
| AP1 | manage suppliers | 3 | 90% | ||
| AP2 | create AP documents | 3 | 80% | creating invoices and credit notes | |
| AP3 | approval of invoices | 4 | 0% | a process for an office so that the manager has to approve an invoice before it can be posted | |
| AP4 | posting of an invoice | 3 | 60% | still missing analysis attributes | |
| AP5 | payment of an invoice | 3 | 40% | still missing partial payments, payments of several invoices at once, payments to several suppliers in one batch | |
| International Clearing House | |||||
| ICH1 | Exchange money between countries | Stage 2 | we won't implement this in stage 1 | ||
| Budget | |||||
| BG1 | Create a budget for a costcentre | Stage 2 | we won't implement this in stage 1 | ||
| Invoicing | |||||
| AR1 | create invoices | Stage 2 | for conference fees, hospitality, books etc; we won't implement this in stage 1 | ||
| Finance Reporting | |||||
| FR1 | Account Detail Report | 1 | 90% | ||
| FR2 | Income & Expense Statement | 1 | 90% | ||
| FR3 | Balance Sheet | 1 | 90% | ||