Project Plan with Progress Stage 1
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Contact Management system
| ID | Requirement | Priority | Estimated Effort | Current Progress | Comment |
|---|---|---|---|---|---|
| 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
| ID | Requirement | Priority | Estimated Effort | Current Progress | Comment |
|---|---|---|---|---|---|
| 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
| ID | Requirement | Priority | Estimated Effort | 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 | Estimated Effort | Current Progress | Comment |
|---|---|---|---|---|---|
| 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
Deferred to Stage 2