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Projects:Project Scheduling Capabilities Enhancement/Functional Specification

Contents

Project Scheduling Capabilities Enhancement - Functional Specifications

Overview

Purpose

This project aims to improve scheduling capabilities within Openbravo ERP as a previous step for project evolution reporting and integration with project management tools.


Scope

The following elements will implement this new functionality:


Design Considerations

Assumptions

This project assumes that Project & Service Management module is working correctly. If this is not the case, see the Constraints section.


Dependencies

This project is the first step for Project Evolution Report project.


Constraints

A bug in Project & Service Management module could stop this project. The procedure in this case will be:

  1. Report the bug in Openbravo's issues tracker.
  2. Correct the bug in the development trunk, not in the project branch.
  3. Merge the trunk (that will include the bug fix) to the project branch.
  4. Continue with the project development.


Functional Requirements

User roles & profiles

Project Managers
A project manager needs to launch a new multiphase project. Since the projects he manages have all the same structure, i.e., the same structure of phases and tasks and the same duration (for instance, a training course) he needs an easy manner to create it.


Business process definition

Project Type:

  1. Create a new project type (Project & Service Management || Setup || Project Type).
  2. Set standard phases and tasks with their standard duration.

Multiphase Project:

  1. Create a new multiphase project (Project & Service Management || Transactions || Multiphase Project)
  2. Schedule it by setting the project type (Set Project Type button) with a starting date.


User stories

John, the course manager of a specialized training company, needs to schedule the 2 weeks course that will start the next week. For this purpose, he defines a new project type called Training course with its standard phases, tasks, products (if any) and duration. After that, he creates a new multiphase project and easily schedules it by setting its project type equals to Training course and selecting the starting date of the project.


Functional requirements based on business processes

To achieve the desired functionalities the following elements needs to be added.


Num Requirement Importance Status
1.1 C_Project table must include a non mandatory column StartDate. Must have Complete
1.2 Multiphase Project (Project & Service Management >> Transactions >> Multiphase Project) and Service Project (Project & Service Management >> Transactions >> Service Project) windows must include a non mandatory date field named Starting Date. Must have Complete
1.3 Modify:
  • Project Profitability (Project & Service Management || Analysis Tools || Project Profitability)
  • Service Project Report (Project & Service Management || Analysis Tools || Service Project Report)

In order to:

  • In Project Profitability report, add From Project Starting Date and To Project Starting Date filters.
  • In Service Project Report, display From Project Starting Date and To Project Starting Date labels instead of From Date and To Date ones, respectively.
  • Use StartDate column to filter, if any value has been set. Otherwise, filter by Created column as it is done at present.
Must have Complete


Num Requirement Importance Status
2.1 C_ProjectPhase table must include a non mandatory column DateContract. Must have Complete
2.2 Project Phase (Project & Service Management >> Transactions >> Multiphase Project >> Project Phase) must include a non mandatory date field Contract Date. Must have Complete
2.3 C_ProjectTask table must include a non mandatory column DateContract. Must have Complete
2.4 Project Task (Project & Service Management >> Transactions >> Multiphase Project >> Project Phase >> Project Task) must include a non mandatory date field Contract Date. Must have Complete


Num Requirement Importance Status
3.1 C_Phase table must include a non mandatory numeric (integer) column StandardDuration. Must have Complete
3.2 Standard Phase tab (Project & Service Management >> Setup >> Project Type >> Standard Phase) must include a non mandatory date field Standard Duration in Days. Must have Complete
3.3 C_Task table must include a non mandatory numeric (integer) column StandardDuration. Must have Complete
3.4 Standard Task tab (Project & Service Management >> Setup >> Project Type >> Standard Phase >> Standard Task) must include a non mandatory date field Standard Duration in Days. Must have Complete
3.5 Set Project Type process must:
  • Display a non mandatory date field Starting Date.
  • This field will display the project's starting date if any has already been set.
  • If Starting Date date field has been filled, set it in the header of the multiphase project.
  • If Starting Date date field has been filled and any Standard Duration has been set into Standard Phase and Standard Task tabs of the selected project type, schedule multiphase project's phases and tasks by calculating and filling StartDate and DateContract columns of C_ProjectPhase and C_ProjectTask tables.
Must have Complete

User Interface Mockups

Service Project window

Service-project.png

Multiphase Project window

Multiphase-project.png

Project Profitability report

Proj-prof.png

Service Project Report

Service-proj.png

Project Phase tab

Project-phase.png

Project Task tab

Project-task.png

Standard Phase tab

Standard-phase.png

Standard Task tab

Standard-task.png

Set Project Type

Set-project-type.png


Technical Requirements

Application Dictionary elements as well as all type of files involved in Model - View - Controller (MVC) stucture (*.html, *.xml, *.java and *.xsql files) will have to be modified.

Retrieved from "http://wiki.openbravo.com/wiki/Projects:Project_Scheduling_Capabilities_Enhancement/Functional_Specification"

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