Project Plan with Progress Stage 1

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%	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
International Clearing House
ICH1	Exchange money between countries	Stage 2			we won't implement this in stage 1
Budget
Invoicing
Finance Reporting
FR1	Account Detail Report	1		90%
FR2	Income & Expense Statement	1		90%
FR3	Balance Sheet	1		90%