Project Plan with Progress Stage 1: Difference between revisions

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== Contact Management system ==
== Contact Management system ==
{|
{|
!ID
!width="50px"|ID
!Requirement
!width="250px"|Requirement
!Priority
!width="50px"|Priority
!Current Progress
!width="50px"|Estimated Effort
!Comment
!width="50px"|Current Progress
!width="350px"|Comment
|-
|-
|CM1
|CM1
|create new partner with address
|create new partner with address
|1
|
|
|90%
|90%
Line 15: Line 17:
|CM2
|CM2
|find existing partners
|find existing partners
|1
|
|
|60%
|60%
Line 21: Line 24:
|CM3
|CM3
|manage partner subscriptions
|manage partner subscriptions
|1
|
|
|0%
|0%
Line 27: Line 31:
|CM4
|CM4
|manage family relationships
|manage family relationships
|2
|
|
|0%
|0%
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=== GL General Ledger ===
=== GL General Ledger ===
{|
{|
!ID
!width="50px"|ID
!Requirement
!width="250px"|Requirement
!Priority
!width="50px"|Priority
!Current Progress
!width="50px"|Estimated Effort
!Comment
!width="50px"|Current Progress
!width="350px"|Comment
|-
|-
|GL1
|GL1
|create new ledger, delete an empty ledger
|create new ledger, delete an empty ledger
|1
|
|
|90%
|90%
Line 49: Line 56:
|GL2
|GL2
|maintain GLBatches, Journals, Transactions
|maintain GLBatches, Journals, Transactions
|1
|
|
|80%
|80%
Line 55: Line 63:
|GL3
|GL3
|Export and Import of GLBatches
|Export and Import of GLBatches
|1
|
|
|90%
|90%
Line 61: Line 70:
|GL4
|GL4
|Analysis Attributes
|Analysis Attributes
|2
|
|
|90%
|90%
Line 67: Line 77:
|GL5
|GL5
|Maintain Account and Cost Centre Hierarchy
|Maintain Account and Cost Centre Hierarchy
|1
|
|
|90%
|90%
Line 73: Line 84:
|GL6
|GL6
|Transactions to Foreign Currency Accounts
|Transactions to Foreign Currency Accounts
|2
|
|
|0%
|0%
Line 79: Line 91:
|GL7
|GL7
|Post Transactions
|Post Transactions
|1
|
|
|80%
|80%
Line 85: Line 98:
|GL8
|GL8
|Reverse or Adjust Transactions
|Reverse or Adjust Transactions
|1
|
|
|0%
|0%
Line 91: Line 105:
|GL9
|GL9
|Reduce number of tables
|Reduce number of tables
|1
|
|
|0%
|0%
Line 98: Line 113:
=== Period and Year end processing ===
=== Period and Year end processing ===
{|
{|
!ID
!width="50px"|ID
!Requirement
!width="250px"|Requirement
!Priority
!width="50px"|Priority
!Current Progress
!width="50px"|Estimated Effort
!Comment
!width="50px"|Current Progress
!width="350px"|Comment
|-
|-
|YE1
|YE1
|run a period end
|run a period end
|2
|2
|
|0%
|0%
|create some GL transactions and post them, close a month
|create some GL transactions and post them, close a month
Line 113: Line 130:
|run a year end
|run a year end
|2
|2
|
|0%
|0%
|create some GL transactions and post them, close a the full year
|create some GL transactions and post them, close a the full year
Line 119: Line 137:
=== Donations processing ===
=== Donations processing ===
{|
{|
!ID
!width="50px"|ID
!Requirement
!width="250px"|Requirement
!Priority
!width="50px"|Priority
!Current Progress
!width="50px"|Estimated Effort
!Comment
!width="50px"|Current Progress
!width="350px"|Comment
|-
|-
|GR1
|GR1
|maintain gift batches and gift transactions
|maintain gift batches and gift transactions
|1
|
|
|30%
|30%
Line 133: Line 153:
|GR2
|GR2
|post gift batches
|post gift batches
|1
|
|
|80%
|80%
Line 139: Line 160:
|GR3
|GR3
|import gifts from bank statements
|import gifts from bank statements
|1
|
|
|70%
|70%
Line 145: Line 167:
|GR4
|GR4
|export and import gifts from Excel/CSV
|export and import gifts from Excel/CSV
|1
|
|
|30%
|30%
Line 151: Line 174:
|GR5
|GR5
|print gift receipts
|print gift receipts
|1
|
|
|40%
|80%
|
|
|}
|}

Revision as of 09:32, 24 November 2010

Contact Management system

ID Requirement Priority Estimated Effort Current Progress Comment
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 manage family relationships 2 0% part of partner edit

Finance System

GL General Ledger

ID Requirement Priority Estimated Effort Current Progress Comment
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%
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

ID Requirement Priority Estimated Effort Current Progress Comment
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

Donations processing

ID Requirement Priority Estimated Effort Current Progress Comment
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

International Clearing House

Budget

Invoicing

Reporting

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