Project Plan with Progress Stage 1: Difference between revisions

From OpenPetra Wiki
Jump to navigation Jump to search
No edit summary
Line 1: Line 1:
== Contact Management system ==
{| class="prettytable"
{|
| <center>'''ID'''</center>
!width="50px"|ID
| <center>'''Requirement'''</center>
!width="250px"|Requirement
| <center>'''Priority'''</center>
!width="50px"|Priority
| <center>'''Estimated Effort'''</center>
!width="50px"|Estimated Effort
| <center>'''Current Progress'''</center>
!width="50px"|Current Progress
| <center>'''Comment'''</center>
!width="350px"|Comment
 
|-
| colspan="6" | '''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
| manage family relationships
| 2
|
| 0%
| part of partner edit
 
|-
| colspan="6" | '''Finance System'''
 
|-
| colspan="6" | ''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%
|
 
|-
|-
|CM1
| GL3
|create new partner with address
| Export and Import of GLBatches
|1
| 1
|
|
|90%
| 90%
|a couple of bugs. more detailed partner edit functions are in separate points
| still needs testing
 
|-
| GL4
| Analysis Attributes
| 2
|
| 90%
| still needs testing
 
|-
| GL5
| Maintain Account and Cost Centre Hierarchy
| 1
|  
| 90%
| still needs testing
 
|-
|-
|CM2
| GL6
|find existing partners
| Transactions to Foreign Currency Accounts
|1
| 2
|
|  
|60%
| 0%
|Some functionality of Petra 2.3 still missing
|  
 
|-
|-
|CM3
| GL7
|manage partner subscriptions
| Post Transactions
|1
| 1
|
|  
|0%
| 80%
|part of partner edit
|  
 
|-
|-
|CM4
| GL8
|manage family relationships
| Reverse or Adjust Transactions
|2
| 1
|
|  
|0%
| 0%
|part of partner edit
|  
|}


== Finance System ==
=== GL General Ledger ===
{|
!width="50px"|ID
!width="250px"|Requirement
!width="50px"|Priority
!width="50px"|Estimated Effort
!width="50px"|Current Progress
!width="350px"|Comment
|-
|-
|GL1
| GL9
|create new ledger, delete an empty ledger
| Reduce number of tables
|1
| 1
|
|  
|90%
| 0%
|useful for users that want to start with the demo database. there is a bug with permissions
| investigate a_previous_year_transaction etc
 
|-
|-
|GL2
| colspan="6" | ''Period and Year end processing''
|maintain GLBatches, Journals, Transactions
 
|1
|
|80%
|
|-
|-
|GL3
| YE1
|Export and Import of GLBatches
| run a period end
|1
| 2
|
|  
|90%
| 0%
|still needs testing
| create some GL transactions and post them, close a month
 
|-
|-
|GL4
| YE2
|Analysis Attributes
| run a year end
|2
| 2
|
|  
|90%
| 0%
|still needs testing
| create some GL transactions and post them, close a the full year
 
|-
|-
|GL5
| colspan="6" | ''Gift Processing''
|Maintain Account and Cost Centre Hierarchy
 
|1
|
|90%
|still needs testing
|-
|-
|GL6
| GR1
|Transactions to Foreign Currency Accounts
| maintain gift batches and gift transactions
|2
| 1
|
|  
|0%
| 30%
|
|  
 
|-
|-
|GL7
| GR2
|Post Transactions
| post gift batches
|1
| 1
|
|  
|80%
| 80%
|
|  
 
|-
|-
|GL8
| GR3
|Reverse or Adjust Transactions
| import gifts from bank statements
|1
| 1
|
|  
|0%
| 70%
|
|  
 
|-
|-
|GL9
| GR4
|Reduce number of tables
| export and import gifts from Excel/CSV
|1
| 1
|
|  
|0%
| 30%
|investigate a_previous_year_transaction etc
|  
|}


=== Period and Year end processing ===
{|
!width="50px"|ID
!width="250px"|Requirement
!width="50px"|Priority
!width="50px"|Estimated Effort
!width="50px"|Current Progress
!width="350px"|Comment
|-
|-
|YE1
| GR5
|run a period end
| print gift receipts
|2
| 1
|
|  
|0%
| 80%
|create some GL transactions and post them, close a month
|  
 
|-
|-
|YE2
| colspan="6" | ''Accounts Payable''
|run a year end
|2
|
|0%
|create some GL transactions and post them, close a the full year
|}


=== Donations processing ===
{|
!width="50px"|ID
!width="250px"|Requirement
!width="50px"|Priority
!width="50px"|Estimated Effort
!width="50px"|Current Progress
!width="350px"|Comment
|-
|-
|GR1
| colspan="6" | ''International Clearing House''
|maintain gift batches and gift transactions
 
|1
|
|30%
|
|-
|-
|GR2
| ICH1
|post gift batches
| Exchange money between countries
|1
| Stage 2
|
|
|80%
|
|
| we won't implement this in stage 1
|-
|-
|GR3
| colspan="6" | ''Budget''
|import gifts from bank statements
 
|1
|
|70%
|
|-
|-
|GR4
| colspan="6" | ''Invoicing''
|export and import gifts from Excel/CSV
 
|1
|
|30%
|
|-
|-
|GR5
| colspan="6" | ''Reporting''
|print gift receipts
 
|1
|
|80%
|
|}
|}
=== Accounts Payable ===
=== International Clearing House ===
Deferred to Stage 2
=== Budget ===
=== Invoicing ===
=== Reporting ===

Revision as of 10:14, 24 November 2010

ID
Requirement
Priority
Estimated Effort
Current Progress
Comment
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 manage family relationships 2 0% part of partner edit
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%
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
International Clearing House
ICH1 Exchange money between countries Stage 2 we won't implement this in stage 1
Budget
Invoicing
Reporting
Retrieved from ‘https://wiki.openpetra.org/index.php?title=Project_Plan_with_Progress_Stage_1&oldid=1046’