Changeset - 6941532f737c
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http://wandborg.se/ Joar@web - 8 years ago 2013-11-18 17:17:56

Added evaluation template, moved pre-template evaluations to bottom.
1 file changed with 89 insertions and 9 deletions:
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ExistingProjects/OpenPetra.mdwn
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@@ -29,6 +29,95 @@ Links
 
- In BETA state, presently used by at least two organizations, one for accounting, one for contact management.
 
- [Decreasing Y-O-Y commits](http://www.ohloh.net/p/openpetraorg) <pre>2013-11-13 16:10:00     christiank      joar: I have checked for the source of increased commits in January 2011: It is a mixture of a huge bug-fixing spree and the result of a merge-into-trunk of a Sideline Branch, which then still needed more development</pre>
 

	
 
## Comments
 

	
 
    │15:48:14      christiank [\n]
 
    | In case you or bkuhn want to read up for yourself what OpenPetra will be  │
 
    | covering in its Finance Module when it is completed then you can have a   │
 
    | look at the Petra Finance User Guide                                      │
 
    | (http://www.openpetra.org/en/user-manuals). OpenPetra is based on Petra   │
 
    | in terms of functionality.      
 

	
 
## Evaluation
 

	
 
### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases
 
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME
 
- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME
 
- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME
 
- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
 
- [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME
 
- [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME
 

	
 
### Evaluation of [[Reporting|UseCases/GeneratingReports]] UseCases for Fund Accounting
 

	
 
Can each of these reports be generated, confined to a specific temporarily
 
restricted asset type?
 
   
 
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: FIXME
 
- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: FIXME
 
- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: FIXME
 
- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: FIXME
 
- [[Income Report|UseCases/GeneratingReports#income-report]]: FIXME
 
- [[Expense Report|UseCases/GeneratingReports#expense-report]]: FIXME
 

	
 
### Evaluation of [[Fund Accounting|UseCases/FundAccounting]] UseCases
 

	
 
- [[Fund-only View|UseCases/FundAccounting#fund-view]]
 
- [[Funds as part of whole org View|UseCases/FundAccounting#fundless-view]]
 
- [[Ignore Funds for operations|UseCases/FundAccounting#fundless-view]]
 

	
 
### [[UseCases/Collaborating]] evaluation
 
- [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: FIXME
 
- FIXME: Other uses cases need rewrite.
 

	
 
### Evaluation of [[Double-entry Accounting|UseCases/DoubleEntryAccounting]] UseCases
 

	
 
- Does the system implement pure double-entry accounting?
 

	
 
### Evaluation of [[TrackingDocumentation|UseCases/TrackingDocumentation]] UseCases
 

	
 
- Does the system [[link up to external documentation|UseCases/TrackingDocumentation#document-link-up]]?
 

	
 
- Does it have a [[the ability to explore transactions via documentation linkage|UseCases/TrackingDocumentation#document-link-explore]]?
 

	
 
### Evaluation of [[Handling multiple currencies|UseCases/MultiCurrency]] UseCases
 

	
 
- Does it support the concept of
 
  [[a single functional currency|UseCases/MultiCurrency]], while still
 
  permitting multi-currency entries?
 

	
 
### Evaluation of [[draft transaction|UseCases/DraftTransactions]] UseCases
 

	
 
- Does the system allow
 
  [[generally for draft transactions|UseCases/DraftTransactions#draft-general]]
 
  that can be later approved before officially being posted to the books? 
 

	
 
### Evaluation of WorkFlow UseCases
 
- Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ?
 
- Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ?
 
- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ?
 

	
 
### Evaluation of the [[Reading and Reporting API|UseCases/ReadingAPI]]
 

	
 
FIXME: This is assessment of what the API for manipulating the accounting
 
data does, so I think it's tough to do it as a list of questions.
 

	
 
### Evaluation of the [[Storage API|UseCases/StorageAPI]]
 

	
 
FIXME: This is assessment of what the API for storing the accounting data
 
does, so I think it's tough to do it as a list of questions.
 

	
 
### Evaluation of the [[Community Health|UseCases/CommunityHealth]]
 
- Is the [[license both determined as Free Software by FSF and OSI-approved|USeCases/CommunityHealth#license-approved]]?
 
- Is the [[license GPL-compatible||UseCases/CommunityHealth#gpl-compatible]]?
 
- Does the project
 
  [[require assignment of copyright or a CLA to get code upstreamed|UseCases/CommunityHealth#no-cla-for-profit]]?
 
- How many
 
  [[active developers/companies contribute to the project||USeCases/CommunityHealth#dev-count]]?
 
     * If there aren't many, how hard would it be to take over the project if needed?
 
- Is there good [[developer documentation|UseCases/CommunityHealth#dev-docs]]?
 
- How easy it to [[engage as a developer with the community|UseCases/CommunityHealth#dev-welcoming]]?
 

	
 

	
 
## [[UseCases/FundAccounting]] evaluation
 

	
...
 
@@ -59,12 +148,3 @@ Links
 
2013-11-13 16:36:25     christiank      A bookkeeper (read: bkuhn in your case) would need to have a close look at what functionatlity in the Finance Module of OpenPetra does what to find those potential differences.
 

	
 
</pre>
 

	
 
## Comments
 

	
 
    │15:48:14      christiank [\n]
 
    | In case you or bkuhn want to read up for yourself what OpenPetra will be  │
 
    | covering in its Finance Module when it is completed then you can have a   │
 
    | look at the Petra Finance User Guide                                      │
 
    | (http://www.openpetra.org/en/user-manuals). OpenPetra is based on Petra   │
 
    | in terms of functionality.      
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