Project Plan with Progress Stage 1
Jump to navigation
Jump to search
Explanation
- This is a rough plan for OpenPetra 1.0 (Stage 1).
- Priority 1 means very important, Priority 2 is still important but less, etc
- Estimated Effort: overall effort, not the effort still left.
Stage 1
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% |