Difference between revisions of "Bxp R10SER2 - Project Manager"

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= Overview =
 
= Overview =
  
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This document forms part of the bxp Release 10 Service Enhancement Release 1 suite of changes found here [[Bxp_Release_10_SER_1_prerelease_notes]]
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This document forms part of the bxp Release 10 Service Enhancement Release 2 suite of changes found here [[Bxp_Release_10_SER_2_prerelease_notes]]
  
  
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=== Gantt Chart interface ===
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=== Layout changes ===
  
  
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FusionCharts supplies a Gantt chart as part of their reporting suite.
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Project details have been updated from
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http://www.fusioncharts.com/dev/gauge-and-widgets-guide/gantt-chart/introduction.html
 
  
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{| class="wikitable"
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! Was
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! Becomes
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| [[File:project_admin_was.png|400px]]
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| [[File:project_admin_becomes.png|400px]]
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|-
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|}
  
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bxp will use the Gantt chart tool to render the Gantt with the data being stored in a form.
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# Grouping added to make location easier.
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# Summary now used for report generation
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# New field Icon added to Summary details to allow for pictorial display of Projects in selection screens
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A link field will be provided to link the Form to the Project.
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# Communication takes settings related to notifications in and out for the project.
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# Assignment and Historic maintained for backward module compatibilities with the Task management module
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The bxp form will need a Project Header block, as discussed in the Form Management section.
 
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https://www.bxpsoftware.com/wixi/index.php/Form_Project_Header
 
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=== Project API ===
 
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This engine will allow tasks, milestones and other data to be add, edit, delete and listed for any given project.
 
  
  
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* By Work Type (allows different rates by different activities)
 
* By Work Type (allows different rates by different activities)
 
* By Staff (allows the rates to be different by resource used)
 
* By Staff (allows the rates to be different by resource used)
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=== Exception Costs and API ===
 
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A log engine will be provide that exceptional costs for a project can be logged.  The fields will be
 
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* intExceptionCost_Id
 
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* intExceptionCost_ProjectId
 
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* strExceptionCost_Type
 
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* intExceptionCost_FromCampaignId
 
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* intExceptionCost_FromCDAId
 
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* intExceptionCost_FromCCLId
 
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* strExceptionCost_Title
 
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* strExceptionCost_Details
 
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* strExceptionCost_FileLink
 
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* strExceptionCost_FutureCost_YesNo
 
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* fltExceptionCost_Cost_AmountExVAT
 
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* fltExceptionCost_Cost_AmountIncVAT
 
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* strExceptionCost_Cost_VATCode
 
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* fltExceptionCost_Billable_AmountExVAT
 
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* fltExceptionCost_Billable_AmountIncVAT
 
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* strExceptionCost_Billable_VATCode
 
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* dteExceptionCost_DateTime
 
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* intExceptionCost_LoggedBy
 
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* strExceptionCost_Approved_YesNo
 
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* dteExceptionCost_Approved_DateTime
 
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* intExceptionCost_Approved_LoggedBy
 
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* strExceptionCost_Paid_YesNo
 
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* dteExceptionCost_Paid_DateTime
 
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* intExceptionCost_Paid_LoggedBy
 
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* strExceptionCost_Paid_Reference
 
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* strExceptionCost_Billed_YesNo
 
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* dteExceptionCost_Billed_DateTime
 
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* intExceptionCost_Billed_LoggedBy
 
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* strExceptionCost_Billed_Reference
 
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Exception costs allow a form to log a survey complete, or a mystery shop complete directly to a project.
 
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This logging means one of purchases or logs can be directly associated with a project for billing purposes.
 
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This engine will also include an API to allow add, edit, delete and list capabilities.  This will be delivered through AJAX.
 
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=== Project profile ===
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[[Category:Topic:bxp Release 10 SER 2]]
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This report is a text and listing based report to output the contents of a task and details for the project and provide summative amounts rather than detailed breakdowns.
 
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This report will begin as an onscreen and with client feedback be transition into an RTF / PDF output format.  Client feedback required after initial build.
 
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=== Project Management console ===
 
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Given the extensive module options and selection choices a project console will be developed to put all the project management tools in a single interface for easy user management of the options and navigating the modules.
 
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=== User by project profile ===
 
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This will facilitate a by user profile report which allows expenses and owed charges by project to be reported on by user.
 
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[[Category:Topic:bxp Release 10 SER 1]]
 

Latest revision as of 15:01, 26 April 2018

1 Overview

This document forms part of the bxp Release 10 Service Enhancement Release 2 suite of changes found here Bxp_Release_10_SER_2_prerelease_notes


1.1 Project Manager 050.png

1.1.1 Layout changes

Project details have been updated from

Was Becomes
project admin was.png project admin becomes.png
  1. Grouping added to make location easier.
  2. Summary now used for report generation
  3. New field Icon added to Summary details to allow for pictorial display of Projects in selection screens
  4. Communication takes settings related to notifications in and out for the project.
  5. Assignment and Historic maintained for backward module compatibilities with the Task management module


1.1.2 Costing

The time tracker engine is being expanded to support the application of costs against the various units logged.


The solution will allow three primary data additions to be done per time tracker entry.

  • Unit cost
  • Sales price
  • Margin


The billable flag will also be used for tracking sales price. The engine will also accommodate confirmation / approval, to sense check numbers before reporting.


The costing will allow group to specific unit cost application. Costs for

  • By Time Unit (1 hour, 30 mins, etc)
  • By Project (Different rates per unit by project are possible)
  • By Day (By day allows weekend and bank holiday rates to be applied)
  • By Work Type (allows different rates by different activities)
  • By Staff (allows the rates to be different by resource used)


1.1.3 Project Costs report

The project costs report will have 4 sections and delivered by time period


There will be options on the two preceding options selection pages.

  • Page 1: Time period and project
  • Page 2: Section selection and include costing reporting information


The report itself will be in 6 sections

  • Section 1: Project overview
  • Section 2: Tasks by period
  • Section 3: Time Tracker report
  • Section 4: Expenses report (mileage and subsistence report)
  • Section 5: PO report (for large preapproved purchases)
  • Section 6: Exception costs report


The report will have security to those with project access only. The report generation will be logged in the System Audit log for security reasons.

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