Project Plan with Progress Stage 1: Difference between revisions
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=== Period and Year end processing === | === Period and Year end processing === | ||
{| | |||
!ID | |||
!Requirement | |||
!Priority | |||
!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 === | === Donations processing === | ||
{| | {| |
Revision as of 09:19, 24 November 2010
Contact Management system
ID | Requirement | Priority | Current Progress | Comment |
---|---|---|---|---|
CM1 | create new partner with address | 90% | a couple of bugs. more detailed partner edit functions are in separate points | |
CM2 | find existing partners | 60% | Some functionality of Petra 2.3 still missing | |
CM3 | manage partner subscriptions | 0% | part of partner edit | |
CM4 | manage family relationships | 0% | part of partner edit |
Finance System
GL General Ledger
ID | Requirement | Priority | Current Progress | Comment |
---|---|---|---|---|
GL1 | create new ledger, delete an empty ledger | 90% | useful for users that want to start with the demo database. there is a bug with permissions | |
GL2 | maintain GLBatches, Journals, Transactions | 80% | ||
GL3 | Export and Import of GLBatches | 90% | still needs testing | |
GL4 | Analysis Attributes | 90% | still needs testing | |
GL5 | Maintain Account and Cost Centre Hierarchy | 90% | still needs testing | |
GL6 | Transactions to Foreign Currency Accounts | 0% | ||
GL7 | Post Transactions | 80% | ||
GL8 | Reverse or Adjust Transactions | 0% | ||
GL9 | Reduce number of tables | 0% | investigate a_previous_year_transaction etc |
Period and Year end processing
ID | Requirement | Priority | 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 | Current Progress | Comment |
---|---|---|---|---|
GR1 | maintain gift batches and gift transactions | 30% | ||
GR2 | post gift batches | 80% | ||
GR3 | import gifts from bank statements | 70% | ||
GR4 | export and import gifts from Excel/CSV | 30% | ||
GR5 | print gift receipts | 40% |