Project Plan with Progress Stage 1: Difference between revisions
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| CM4 | | 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 | | manage family relationships | ||
| 2 | | 2 | ||
| Line 41: | Line 48: | ||
| 0% | | 0% | ||
| part of partner edit | | 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 | |||
| | |||
| 0% | |||
| get a list of addresses etc | |||
|- | |||
| CM9 | |||
| create and maintain extracts | |||
| Stage 2 | |||
| | |||
| 0% | |||
| groups of partners. should be implemented better than in Petra 2.x | |||
|- | |- | ||
Revision as of 10:21, 24 November 2010
| 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 | 0% | get a list of addresses 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 | |||||
| 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% | ||