Bxp R10SER3 - Project Manager

1 Overview

This document forms part of the bxp Release 10 Service Enhancement Release 3 suite of changes found here Bxp_Release_10_SER_3_prerelease_notes

1.1 Project Manager

1.1.1 Gantt Chart interface

FusionCharts supplies a Gantt chart as part of their reporting suite. http://www.fusioncharts.com/dev/gauge-and-widgets-guide/gantt-chart/introduction.html

bxp will use the Gantt chart tool to render the Gantt with the data being stored in a form.

A link field will be provided to link the Form to the Project.

The bxp form will need a Project Header block, as discussed in the Form Management section. https://www.bxpsoftware.com/wixi/index.php/Form_Project_Header

1.1.2 Project API

This engine will allow tasks, milestones and other data to be add, edit, delete and listed for any given project.

1.1.3 Exception Costs and API

A log engine will be provide that exceptional costs for a project can be logged. The fields will be

• intExceptionCost_Id
• intExceptionCost_ProjectId
• strExceptionCost_Type
• intExceptionCost_FromCampaignId
• intExceptionCost_FromCDAId
• intExceptionCost_FromCCLId
• strExceptionCost_Title
• strExceptionCost_Details
• strExceptionCost_FileLink
• strExceptionCost_FutureCost_YesNo
• fltExceptionCost_Cost_AmountExVAT
• fltExceptionCost_Cost_AmountIncVAT
• strExceptionCost_Cost_VATCode
• fltExceptionCost_Billable_AmountExVAT
• fltExceptionCost_Billable_AmountIncVAT
• strExceptionCost_Billable_VATCode
• dteExceptionCost_DateTime
• intExceptionCost_LoggedBy
• strExceptionCost_Approved_YesNo
• dteExceptionCost_Approved_DateTime
• intExceptionCost_Approved_LoggedBy
• strExceptionCost_Paid_YesNo
• dteExceptionCost_Paid_DateTime
• intExceptionCost_Paid_LoggedBy
• strExceptionCost_Paid_Reference
• strExceptionCost_Billed_YesNo
• dteExceptionCost_Billed_DateTime
• intExceptionCost_Billed_LoggedBy
• strExceptionCost_Billed_Reference

Exception costs allow a form to log a survey complete, or a mystery shop complete directly to a project. This logging means one of purchases or logs can be directly associated with a project for billing purposes.

This engine will also include an API to allow add, edit, delete and list capabilities. This will be delivered through AJAX.

1.1.4 Project profile

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.

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.

1.1.5 Project Management console

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.

1.1.6 User by project profile

This will facilitate a by user profile report which allows expenses and owed charges by project to be reported on by user.