Time sheet management functional improvements

8/13/2019 Time sheet management functional improvements

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Projects:Time Sheet Review/FunctionalSpecification

Contents

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1 Time Sheet Review - Functional Specifications o 1.1 Overview

1.1.1 Purpose 1.1.2 Scope

o 1.2 Current functionality 1.2.1 Time sheet recording 1.2.2 Time sheet approval 1.2.3 Time sheet billing 1.2.4 Time sheet reporting

o 1.3 Areas of improvement o 1.4 Functional Requirements
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1.4.1 User roles & profiles 1.4.2 Business Process Definition

1.4.2.1 Time Sheet Recording 1.4.2.2 Time Sheet Approval 1.4.2.3 Time Sheet Billing 1.4.2.4 Time Sheet Reporting

1.4.3 User Stories 1.4.3.1 Time Sheet Recording 1.4.3.2 Time Sheet Approval 1.4.3.3 Time Sheet Billing 1.4.3.4 Time Sheet Reporting

1.4.4 Functional requirements based on business processes 1.4.4.1 Time Sheet Recording 1.4.4.2 Time Sheet Approval 1.4.4.3 Time Sheet Billing 1.4.4.4 Time Sheet Reporting

1.4.5 User Interface Mockups 1.4.5.1 Time Sheet Recording

1.4.5.2 Time sheet approval 1.4.5.3 Time Sheet Billing 1.4.5.4 Time sheet reporting

o 1.5 Technical Requirements o 1.6 Open Discussion Items o 1.7 Closed Discussion Items

1.7.1 GRO 1.7.1.1 Time reporting 1.7.1.2 Expense reporting

Time Sheet Review - Functional Specifications

Overview

PurposeRecording and reporting of time sheets is not optimized in Openbravo ERP. This project aims to address thisfunctional issue.

ScopeThis project will

1. review the current functionality ,2. define and prioritize the areas of improvement ,3. and develop enhancements

for the business processes of

1. time sheet recording ,2. time sheet approval ,3. time sheet billing ,4. and time sheet reporting .
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Current functionality

Time sheet recording

1. User story

1.

Today, John has being devoting 8 hours to theconsultancy project he is participating on. Hismanager has told him to record every single hourthat he spends on this project since this will allowhim to calculate the profitability of the project.John enters a time sheet line, selects the concept(product), records a quantity of 8 and selects theproject.

2. John has also being told that for this project andthe consultancy hours concept, the customer hasto be re-billed so he sets this time sheet line asreinvoiceable.

2. Business process

1. John records a new expense sheet or opens anexisting and not processed one (Project & ServiceManagement || Transactions || Expense Sheet ||Header).

2. He creates a new line (Project & ServiceManagement || Transactions || Expense Sheet ||Header >> Lines) and:

1. ticks Time Sheet check-box,2. ticks Reinvoicing check-box,3. selects Consultancy product ( UOM is set

to Hours automatically),4. sets 8 as Quantity ,5. leaves Invoice Price blank (the customer

will be re-invoiced based on his price list),6. sets today as the Expense Date ,7. adds some Comments ,8. selects the Project ( Business Partner is

automatically selected).

Time sheet approval

1. User story 1. Tim, John's manager, reviews each of John's time

sheet lines.2. If they are correct, he approves the time sheet

header.3. If not, he makes the necessary changes and then

approves the time sheet header.2. Business process

1. Tim filters John's time (expense) sheets (Project &Service Management || Transactions || ExpenseSheet || Header).

2. For each of them, he has to review the hoursspent, the project, the re-invoicing check-box and


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the business partner (Project & ServiceManagement || Transactions || Expense Sheet ||Header >> Lines).

3. When every data is OK, he comes back to theheader and clicks on Process Expenses button.

Time sheet billing

1. User story 1. Sarah, the accountant, is in charge of billing the

re-invoiceable time sheet lines to project'scustomers.

2. This implies:1. Having a look at the processed time sheet

lines to be re-invoiced to the customer.2. Launch the process to create the sales

orders for this customer with thecorresponding time sheet lines.

2.

Business process 1. Sarah filters processed time sheet lines associatedto a certain customer (Project & ServiceManagement || Transactions || InvoiceableExpenses).

2. She can review the time sheet lines (Project &Service Management || Transactions || InvoiceableExpenses || Customer >> Lines) and, if somethingis wrong and she has permissions, un-process thetime sheet, correct the time sheet lines andprocess the time sheet again (Project & ServiceManagement || Transactions || Expense Sheet ||Header >> Lines).

3. When everything is correct, she creates the salesorder(s) from the time sheet lines selecting theprevious customer (Project & Service Management|| Transactions || Create Sales Orders fromExpenses).

4. She finally reviews the sale order(s) created (SalesManagement || Transactions || Sales Order ||Header) that will lead to invoices which, oncecompleted, will be reflected in the projectprofitability report.

Time sheet reporting

1. User story 1. Project Profitability

1. Tim wants to report the profitability of theproject where John has being involved on.

2. The profitability (real gross margin -RGM-)will be given by the remainder of:

1. The amount that the customerhas being invoiced for the


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services that he has received(real revenue -RR-).

2. Minus the cost of the project interms of human resources, thatis, the hours that each employeedevoted to provide those services

times the amount that eachemployee is paid for each hour oflabour (real cost -RC-).

3. RGM=RR-RC or RGM%=(RR-RC)*100/RR4. If RGM is negative (RGM0), the projectwas profitable: the company earnedmoney with it.

6. If RGM is zero (RGM=0), the project wasbalanced between revenues and cost butthe company did not earned money.

2. Time Report 1. Tim wants to see how many hours his

employees have being devoting to theproject so far. This will tell him, knowingthe status of the project and the averagehours devoted at this stage, if this projectis on track or if it is overpassing theaverage cost in man hours.

2. He displays a time report, filtering by theproject, and he gets the data that he waslooking for.

2. Business process 1. Project Profitability

1. Tim goes to the Project ProfitabilityReport (Project & Service Management ||Analysis Tools || Project Profitability).

2. He selects the corresponding project andclicks on HTML Format button.

1. Services Real Revenue showshim the amount that has alreadybeing invoiced to the customer forthe services that he has received.

2. Services Real Cost shows himthe cost in man hours burned sofar devoted to provide services to

the customer of the project.3. Services Real Margin % showsthe % of profit in terms ofservices provided for this project.

4. Real Gross Margin shows himthe profit of the project includingthe collateral expenses (taxis,hotels, servers, etc...).

5. Real Gross Margin % showshim the profit of the project in %


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including the collateral expenses(taxis, hotels, servers, etc...).

2. Time Report 1. Tim goes to the Expense Report (Project &

Service Management || Analysis Tools ||Expense Report).

2. He filters by the project and clickson HTML Format button.

3. The report shows him:1. The total hours (with their cost)

devoted in providing services tothe customer of the project.

2. The employee hours (with theircost) devoted in providingservices to the customer of theproject.

Areas of improvement

Areas of improvement of time sheet recording, approval, billing and reporting are listed and prioritizedat Time Sheet Review - Areas of improvement spreadsheet . They are sorted descendantly by Requirementscore column: higher functional impact with lower difficulty.

Any feedback is welcome at the project forum .

Functional Requirements

User roles & profilesThe following three roles are involved in this process :Employee

Responsible for creating time sheet everyday with proper

project description. Needs to submit the form for approvalfor monthly/weekly/daily basis.

ManagerResponsible for reviewing the time sheet, he/she has theauthority to approve/disapprove the time sheet. If the timesheet line can be reinvoiceable , should send/process thedocument to finance team.

Finance ManagerResponsible to make sales order from time sheet lines if alldetails are properly entered.

Business Process Definition

This can be classified based on four mandatory process involved in time sheet.

Time Sheet Recording

Every employee is responsible for entering time sheet.Employee is working against some task. The main purposeof this process is to track all employee's work againstproject/task. So in this process he is asking to enter hisdetails, project details and task details. In task details he
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needs to enter hours spent for task, date and some otherdetails for creating sales order (if needed).These records permit to estimate, based on the salarycategory cost of employees, the cost of these tasks.Employees can submit their time sheet formonthly/weekly/daily basis. Once time sheet has been

entered, employees can also have the rights to modify ittill it gets approved/submitted. Once an employee hassubmitted his time sheet, the manager will be alerted toapprove/disapprove.

Time Sheet Approval

The manager's responsibility is to approve/disapprove timesheets, once it got submitted by team. He can modify it forfurther proce ss. Employees work will be re -invoiced insome projects to the customer of the project.So he should analyse and modify the time sheets accordingto the needs or what are all the tasks which need to be re-invoiced. These changes will be notified to the employee

and finance team, once it got approved.

Time Sheet Billing

After approval process, finance team has to verify alldetails in time sheet. If time sheet has to be re-invoiced(client paying to company for employees work), they haveto create sales order against time sheet. They can also edittime sheet.If they find any pending time sheet, they can send areminder to employee (time sheet entry) or manager (forapproval process) before running the re-invoicing process.

Time Sheet Reporting

Reports are used to view all employees time sheet details,project details against time sheet and sales order detailsagainst time sheet. Pending time sheets can also beviewed.Projects (projects and time sheets are internally linkedtogether) and profitability report gives the comparisonbetween projects and revenue, also provides the detailedgraphical view for top level management.

User Stories


Story - 1John is working in enhancements of banking domainsoftwares for different clients. His manager is asking himto enter his work in time sheet, to track his activities fordifferent clients. Depending upon the task priorities, he isworking currently. So at the end of the day he is creatingtime sheet with proper date, hours spent for each task,project and describing his exact work as description. Thenhe is submitting the time sheet for his manager's approval.


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Story - 2Jessy is working in service kind of project that belongs toher company. She is creating time sheet with properdetails for every day. At the end the week, she issubmitting her time sheet for manager's approval.

Time Sheet Approval

Story - 1Tim who is manager for all employees (for example),receives e-mail for approving the time sheet. He isreviewing the all details that was submitted by John, andnow he is ready to approve. Before that the tasks whichare doing by John, is for other clients. So his work can bere-invoceable in the way of sales orders. Now Tim isapproving his time sheet and the finance team will bealerted by e-mail for further process.

Story - 2Tim is reviewing Jessy's time sheet and approving her time

sheet for one week. Since she is working on local projects,her work can't be re-invoiceable.

Time Sheet Billing

Kevin who is in-charge of finance team, reviewing John'stime sheet for further process. He is very much satisfied inJohn's time sheet details like hours spent, work forparticular task. So he is creating sales orders against thetime sheet.


Tim wants to know about all pending time sheets forweek/month. He opens the report and identifying the

pending time sheet for approval and pending fromemployee's side processing. He is sending reminder to allemployees who are all not submitted their time sheet yet.Tim wants to know about profits for all projects under hiscontrol. From the report he gets the details of project,revenue and comparison details. He came to know that hisprojects are running in good profit. So he sends thesedetails to his top level management in a graphical format.

Functional requirements based on business processesThe following are the basic requirements for time sheet and ordered by its process and priorities.


Requirement 1: Delivery Organization 1

Num Requirement Importance Status

1.1

Add a new field called 'Delivery Organization' to Service Project tab,Multiphase Project tab, Project Phase tab and Project Task tab. This deliveryorganization will be the one that provides the service.

* This field will be mandatory. For existing projects, phases and

Must have
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250


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fields.

Managers can able to allocate employees in all levels in Project.

3.2Create mechanisms in Expense Sheet window in order that employees canonly assign hours and expenses to the projects, project phases or projecttasks they are working on.

Must have

3.3

Create a report that lists:* All the employees which are allocated to a certain project.* All the projects that a certain employee is working on.* Ability to filter by dates, employees, project, project phase,project task, project status, project category, project type.

Have Next

3.4

Create a process window to quickly assign more than one employee to acertain project or project phase or project task.

Feature request 0004504: Associate human resources toprojects https://issues.openbravo.com/view.php?id=4504

Have Next

Requirement 4: Which products should you be able to choose on a time sheet


4.1

A new tab called "Expense and Time Products" should be added as a son of"Multiphase Project" and "Service Project" tabs with a drop-down fieldshowing all the products with product type = Service or Expense Type (forexpense lines).

This tab also should include the client,organization and project fields asread only.

Must have

4.2

In the time sheet line:* If the project selector is left blank, all products with product type= Service should display (all products with product type = ExpenseType for expense sheet lines).* If the project selector has a value but there are no products inthe "Expense and Time Products" tab, all products with producttype = Services should display (all products with product type =Expense Type for expense sheet lines) in order to maintain thecurrent functionality.* If the project selector has a value and there are products in the"Expense and Time Products" tab, all products with product type =

Services and recorded in this tab should display (all products withproduct type = Expense Type for expense sheet lines).

Must have

Requirement 5: Which products specified in a time sheet could be reinvoiceable


5.1 A new tab called "Expense and Time Products" should be added as a son of Must have
https://issues.openbravo.com/view.php?id=4504https://issues.openbravo.com/view.php?id=4504https://issues.openbravo.com/view.php?id=4504http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC004&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC004&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC004&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC004&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=4504


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"Multiphase Project" and "Service Project" tabs with a drop-down fieldshowing all the products with product type = Services or Expense Type (forexpense lines) and a check box called Reinvoicing. This tab also shouldinclude the client,organization and project fields as read only.

5.2

In the time sheet line:

If the project selector is left blank, no action is taken in theReinvocing check-box (one can change it manually).

If the project selector has a value but there are no lines in the"Expense and Time Products" tab, no action is taken in theReinvocing check-box (one can change it manually).

If the project selector has a value and the product is not in the"Expense and Time Products" tab, no action is taken in theReinvocing check-box (one can change it manually).

If the project selector has a value and the product is in the"Expense and Time Products" tab, the the Reinvocing check-box ischanged to the value in the "Expense and Time Products" tab (BUT

one can always change it manually).

Must have

Requirement 6: Restrictions on hours recorded


6.1

A new tab in Organization window(In Master Data Setup) has to be added,to set max. hours to be entered in Time Sheet. A tab to setup the maximumhours per time slot for each organization. The fields would be:

* Maximum Hours: mandatory numeric field for recording the

maximum number of hours.* Per: mandatory drop-down list displaying the following time UOM(Day, Week, Month, Year).* Organization affected: non-mandatory drop-down list to selectthe organization we want this restriction to be applied. If left blank,we assume that it affects all the organizations.* Apply to Children: check-box field that indicates if we want thisrestriction to apply to all the children organizations selected or onlyto the selected one. This field only displays if any organization isselected in the drop-down.

Must have

6.2

When recording data in this tab, there should be a check for a validconversion between hours and the selected time UOM, otherwise display anerror message. When inserting or updating a new time sheet line, it has tobe checked if the maximum hours per time UOM has been surpassed ornot:

* If a conversion between hours and the UOM recorded is missing,display an error message.* If the maximum hours are not surpassed, save the record.* If the maximum hours are surpassed, do not save the record anddisplay an error message.

Must have
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250


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Requirement 7: Which products should you be able to choose on a time sheet defined in project type


7.1

A new tab called 'Expense & Time Sheet' has to be created in Project

Type,this should have the following fields,* Product - a drop-down list box as mandatory.* Client,Organization,Project are as read only fields.

The process 'Set Project Type' while creating new multiphase project, theproducts in Project Type has to be defaulted in 'Multiphase Project'(asProject Phase/Project Task).So there is no need to set products, manually inProject levels.This is extension of Req:4.

Must have

Requirement 8: Rapid data entry 2: Calendar matrix like


8.1

Time sheet entry in a calendar matrix way will be a manual window with thefollowing structure (first number is the line and second number the positionin the line). Defaults -

1.1) Organization: mandatory drop-down list with the organizationand sub-organizations that the user has access to.1.2) Project: non-mandatory drop-down list with the projects.

Must have

8.2

Defaults -2.1) Project Phase: non-mandatory drop-down list displaying thephases of the project selected.2.2) Project Task: non-mandatory drop-down list displaying thetasks of the phase selected.

Must have

8.3

Defaults -3.1) Concept - Non-mandatory drop-down list showing all theproducts with Product Type = Service and UOM = Hours (no othertime UOM will be allowed)

Must have

8.4

Time Sheet Lines -4.1) Time Sheet: mandatory drop-down list displaying al l the non-processed expense sheets of the current user (if there are not, theuser will have to create a new expense sheet header in the regularExpense Sheet window)4.2) Week: mandatory drop-down list showing first and last day ofeach week. Values are:

21/09/2009 - 27/09/2009 28/09/2009 - 04/10/2009 etc, respecting the date format defined in Openbravo.properties

Must have

8.5 Other Fields in Lines : Must have
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250


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5.1) Project5.2) Project Phase5.3) Project Task5.4) Concept5.5) Monday5.6) Tuesday5.7) Wednesday5.8) Thursday5.9) Friday5.10) Saturday5.11) Sunday5.12) Total Hours per Time Sheet Line

8.6

Line Field Details:6.1) Project: drop-down list showing the same data as 1.2. If 1.2has a value, this value is set in this drop-down list.6.2) Project Phase: drop-down list showing the same data as 2.1. If2.1 has a value, this value is set in this drop-down list.

6.3) Project Task: drop-down list showing the same data as 2.2. If2.2 has a value, this value is set in this drop-down list.6.4) Concept: mandatory drop-down list showing the same data as3.1. If 3.1 has a value, this value is set in this drop-down list.6.5) Number field for inserting the hours devoted on Monday6.6) Number field for inserting the hours devoted on Tuesday6.7) Number field for inserting the hours devoted on Wednesday6.8) Number field for inserting the hours devoted on Thursday6.9) Number field for inserting the hours devoted on Friday6.10) Number field for inserting the hours devoted on Saturday6.11) Number field for inserting the hours devoted on Sunday6.12) Read-only number field displaying the sum of hours of thetime sheet line

Must have

8.7

Other Details :7.1) Add New Line: button to add a new time sheet line (will add anew row like 6)7.2) Total Hours per Day7.3) Read-only number field displaying the sum of hours forMonday7.4) Read-only number field displaying the sum of hours forTuesday7.5) Read-only number field displaying the sum of hours forWednesday7.6) Read-only number field displaying the sum of hours for

Thursday7.7) Read-only number field displaying the sum of hours for Friday7.8) Read-only number field displaying the sum of hours forSaturday7.9) Read-only number field displaying the sum of hours forSunday

Must have

8.8 Process : Must have


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8.1) OK: button to insert the data of the matrix into the expensesheet lines table.8.2) Cancel

Requirement 9: Rapid data entry 1: Simplified time sheet window


9.1

Simplified time sheet window -

Header tabRead-only tab that will display all the non-processed expense sheetof the logged user. User will not be allowed to create new expenseheaders but only access its lines. For creating and processingexpense headers he will have to access the regular expense sheetwindow.

Lines tab

Editable tab (can insert/update/delete records) showing only timesheet lines of the header expense sheet. Distribution of fields wouldbe like:0.1) Client (read-only)0.2) Organization (read-only)1.1) Reinvoicing1.2) Business Partner2.2) Project (first focus field)3.1) Project Phase: only displaying if Project has value3.2) Project Task: only displaying if Project Phase has value4.1) Concept: drop-down displaying products with Product Type =Service4.2) UOM (read-only)5.1) Time5.2) Date (today by default)6.1) Description7.1) Comments

Have Next

Requirement 10: Rapid data entry 3: Google calendar like


10.1

A new Time sheet entry, Google calendar widget that should display acalendar in a day, week or month view. When clicking on a time range (in

Day or Week view) or in a day (in Month view) a pop-up window will displayasking for the following information:1.1) Time Sheet: mandatory drop-down list displaying al l the non-processed expense sheets of the current user (if there are not, ainfo message will be displayed and the user will have to create anew expense sheet header in the regular Expense Sheet window).2.1) Organization: mandatory drop-down list with the organizationand sub-organizations that the user has access to.2.2) Project: non-mandatory drop-down list with the projects.

Have Next
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC007&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC007&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC007&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC009&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC009&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC009&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC009&colid1=20&filterstr1=Time%20sheet%20recording&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC007&sortcolid=-1&sortasc=true&rowsperpage=250


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3.1) Project Phase: non-mandatory drop-down list displaying thephases of the project selected.3.2) Project Task: non-mandatory drop-down list displaying thetasks of the phase selected.4.1) Concept: mandatory drop-down list showing all the productswith Product Type = Service and UOM = Hours (no other time UOMwill be allowed).5.1) Date: mandatory read-only date field auto-completed.5.2) Hours: mandatory read-only number field auto-completed(Ending Time - Starting Time)6.1) Starting Time: mandatory time field (read-only in Day andWeek views).6.2) Ending Time: mandatory time field (read-only in Day andWeek views).7.1) Description: non-mandatory text field.

10.2Process Details

8.1) OK: button that saves the record in time sheet lines table.

8.2) Cancel

Have Next

10.3

This would be build in a manual window. Two new columns should be addedto S_TIMEEXPENSE_LINE table in order to save Starting Time and EndingTime fields values.

Nice to have: different projects would have different colors. If a time sheetline is processed, the color of the time range will become darker.

See mock-up exampleat http://spreadsheets.google.com/ccc?key=0AohY6-U9-FFVdFlrRWpSS2FTUkRCU1ZfMWdTaXg4eXc

Google calendar API http://code.google.com/apis/calendar/

Have Next

Requirement 11: Copy Lines from Expense Sheet


11.1

Process, "Copy from expense Sheet Lines" should have a pop-up with thefollowing structure: Filters,

* Time Sheet: non-mandatory drop-down list showing all the timesheets of this employee ordered descendant by report date (onlyexpense sheet which have some time sheet line).* Project: non-mandatory drop-down list showing all the distinctprojects which appear in any of the time sheet lines of theemployee.

Have Next

11.2

A grid which values will change automatically based on the filters with thefollowing columns,

* Editable check-box for selecting/un-selecting all the records* Time: mandatory editable field only if the corresponding check-box is selected. Shows the quantity of the product.* Concept/Product: non-editable field.

Have Next
http://spreadsheets.google.com/ccc?key=0AohY6-U9-FFVdFlrRWpSS2FTUkRCU1ZfMWdTaXg4eXchttp://spreadsheets.google.com/ccc?key=0AohY6-U9-FFVdFlrRWpSS2FTUkRCU1ZfMWdTaXg4eXchttp://spreadsheets.google.com/ccc?key=0AohY6-U9-FFVdFlrRWpSS2FTUkRCU1ZfMWdTaXg4eXchttp://spreadsheets.google.com/ccc?key=0AohY6-U9-FFVdFlrRWpSS2FTUkRCU1ZfMWdTaXg4eXchttp://code.google.com/apis/calendar/http://code.google.com/apis/calendar/http://code.google.com/apis/calendar/http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC013&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC013&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC013&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC013&sortcolid=-1&sortasc=true&rowsperpage=250http://code.google.com/apis/calendar/http://spreadsheets.google.com/ccc?key=0AohY6-U9-FFVdFlrRWpSS2FTUkRCU1ZfMWdTaXg4eXchttp://spreadsheets.google.com/ccc?key=0AohY6-U9-FFVdFlrRWpSS2FTUkRCU1ZfMWdTaXg4eXc


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* If filters are blank, display all products present in any of theprevious time sheet lines of this employee. If products arerepeated, just display the information (quantity and UOM) for theone of the last time (expense) sheet (product type = service).* If Time Sheet filter is selected, display its lines as they are(product type = service).* If Project filter is selected, display all products present in any ofthe previous time sheet lines of this employee for this project. Ifproducts are repeated, just display the one of the last time sheet(product type = service).* UOM: non-editable field that shows the UOM of the product.* Project: non-mandatory selectable drop-down list only if thecorresponding check-box is selected. Shows all the projects whichdelivery organization match expense sheet header organization.

Feature request 0004521: Create Lines fromExpenses https://issues.openbravo.com/view.php?id=4521

Requirement 12: Rapid data entry 0: Re-order current field


12.1

A first review for a rapid data entry will consist in a change in thedistribution of fields. This is the proposal (first number indicates the lineand second number the position in the line):

1.1) Client1.2) Organization2.1) Time Sheet2.2) Line No.3.1) Active

Have Next

12.2

In Project4.1) Business Partner4.2) Project (first focus field)5.1) Project Phase5.2) Project Task

Have Next

12.3

In Details6.1) Time Sheet6.2) Reinvoicing7.1) Product7.2) UOM8.1) Quantity8.2) Expense Date9.1) Invoice Price9.2) Currency10.1) Expense Amount10.2) Converted Amount11.1) Description11.2) Comments

Have Next
https://issues.openbravo.com/view.php?id=4521https://issues.openbravo.com/view.php?id=4521https://issues.openbravo.com/view.php?id=4521http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC006&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC006&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC006&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC006&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=4521


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Requirement 13: Rapid data entry 5: Import from Excel


13.1

A Data Loader is required for Time sheet process(Import data from Excel

Sheet to Openbrvo) to optimize time.* Data can be imported rapidly when integrating with otherapplications.* It will minimize the productivity by not doing entering datamanually.

Have Next

13.2

Reference -

On-going Two projects1) Add entity Time Sheet to the Initial Data Loadproject: http://forge.openbravo.com/projects/xidl 2) Import Excelspecific: http://forge.openbravo.com/projects/excelimport

Have Next

Requirement 14: Copy from Expense Sheet


14.1

A button called Copy from Expense Sheet should be added to ExpenseSheet header. This button will only display the following artifacts:

* Expense Sheet: mandatory drop-down list with all the previousemployee time sheets ordered descendantly by report date.* OK: button to launch the copy process.* Cancel: button to cancel the copy process.

The copy process would copy exactly the same information of the time(expense) sheet selected into the lines of the new time (expense) sheet.

Have Next

Requirement 15: Rapid data entry 4: Integration with 3rd party time sheet reporting tool


15.1

Create a generic module in order to easily integrate time sheet process (atleast time sheet hours recording) with different 3rd party tools.

* A simple UI or a third party tool is required to simplify time sheetprocess without accessing openbravo ERP, but it should beintegrated with Openbravo indirectly.

* The third party tool should be more flexible,easy to manipulate.* Integration inaction http://www.youtube.com/watch?v=sgeX5c26lRY . * Feature request 0005082: Use of external tools for TimeTracking https://issues.openbravo.com/view.php?id=5082

Have Next

Requirement 16: New Tabs
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC011&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC011&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC011&sortcolid=-1&sortasc=true&rowsperpage=250http://forge.openbravo.com/projects/xidlhttp://forge.openbravo.com/projects/xidlhttp://forge.openbravo.com/projects/xidlhttp://forge.openbravo.com/projects/excelimporthttp://forge.openbravo.com/projects/excelimporthttp://forge.openbravo.com/projects/excelimporthttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC012&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC012&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC012&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC010&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC010&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC010&sortcolid=-1&sortasc=true&rowsperpage=250http://www.youtube.com/watch?v=sgeX5c26lRYhttp://www.youtube.com/watch?v=sgeX5c26lRYhttp://www.youtube.com/watch?v=sgeX5c26lRYhttps://issues.openbravo.com/view.php?id=5082https://issues.openbravo.com/view.php?id=5082https://issues.openbravo.com/view.php?id=5082https://issues.openbravo.com/view.php?id=5082http://www.youtube.com/watch?v=sgeX5c26lRYhttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC010&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC012&sortcolid=-1&sortasc=true&rowsperpage=250http://forge.openbravo.com/projects/excelimporthttp://forge.openbravo.com/projects/xidlhttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC011&sortcolid=-1&sortasc=true&rowsperpage=250


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16.1

Add two tabs under Lines Tab:'Project Details - Time Sheet' - displays all time sheet detailsrelevant to corresponding project selected in the time sheet line.So

Employee can easily come to know the total hours spent for theparticular task. All are read only fields in grid format.Order Details - displays sales order/Purchase Order details which iscreated against time sheet.All are read only fields.

Have Next

Time Sheet Approval

Requirement 1: Expenses approval system


1.1

An approval system for expenses would be useful in order that theresponsible of a project supervises expenses that employees participating in

it register in expense sheets.

1) Third status for process/unprocess:* Implement a third state of the Expense Sheet line, apart fromprocessed and unprocessed: Approved.* The logical path for an expense line would be: Unprocessed >Processed > Approved.* Processed column in S_TimeExpenseLine should be modified.* This could interfere with current usages of this field.

Nice to have

1.2

2) Approved check-box:* Create a new column in S_TimeExpenseLine called Approved withpossible values Yes/No. This value should not be allowed to change

if there are already order or invoice l ines associated to this expensesheet lines.* In Expense Sheet line show Approved check-box which will beread-only.* Create an Approval window where the responsible could see allthe processed expense lines done in the projects he is responsiblefor.* In this window only processed time sheet lines will display.Expense sheet lines which have order or invoice lines associatedwill neither display.* By default, the filter should only display non-approved expensesheet lines. If he filters, he can also see approved ones (in order todisapprove them).* By default, the older expense sheet lines will display first.

Filter for this window:* Employee* Product* Project* Project Phase* Project Task* Expense Date

Nice to have
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP002&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP002&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP002&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP002&sortcolid=-1&sortasc=true&rowsperpage=250


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* Approved

This way, he would easily track and approve/disapprove the expense linesof its projects using a 'Approve/Disapprove expense line' button or changingthe Approved check-box value (this check-box would be the only non-read-only field). This is the better approach.

1.3

In both cases:* A check-box 'Process only approved expenses' should be includedin 'Create AP Expenses Invoices' and 'Create Sales Orders fromExpenses' processes.* A column named 'Approved' with possible values 'Yes/No' shouldbe added to the Expense Report.

Feature request 0004524: Expenses approvalsystem https://issues.openbravo.com/view.php?id=4524

Nice to have

Requirement 2: Process/Unprocess Expense Sheet lines individually


2.1

Expense sheet lines inside the same expense sheet header can beassociated to order/invoice lines in different order/invoice headers. This is agreat feature but the current mechanism to Process/Unprocess expenseshas some problems. Process/Unprocess should only reflect a change from adraft/confirmed status for expense sheets.

Nowadays, there is a button in Expense Sheet header to Process/Unprocessall the expense sheet lines. I f one made a mistake in a processed expensesheet line and want to fix it, one has to unprocess all the lines in the sameexpense sheet header. This is something that it is not always possible since

some lines could have been already associated to an order/invoice line.* Button in Expense Sheet header would be used forProcess/Unprocess all the unprocessed/processed expense sheetlines, if they have no related items ( i.e., order or invoice linesassociated).* In each expense sheet line, a button to process/unprocess eachline, if it has no related items, should be created. If any of theexpense sheet lines is unprocessed, the header button has to beset Process in order to process again the uprocessed lines.

Feature request 0004526: Process/Unprocess Expense Sheet linesindividually https://issues.openbravo.com/view.php?id=4526

Have Next

Time Sheet Billing



1.1Modify the processes that create documents (orders, invoices) from projectsin order that the documents are created with the delivery organizationvalue.

Must have
https://issues.openbravo.com/view.php?id=4524https://issues.openbravo.com/view.php?id=4524https://issues.openbravo.com/view.php?id=4524http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP001&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=4526https://issues.openbravo.com/view.php?id=4526https://issues.openbravo.com/view.php?id=4526http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL001&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=4526http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSAPP001&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=4524


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"Create Sales Order from Project Phase" in "Project Phase" tab: Orderscreated from phases and tasks have to respect phases and tasks deliveryorganization. If a task is delivered by organization A and another one byorganization B, when clicking on "Create Sales Order from Project Phase"button two different orders have to be created.

1.2

Modify the processes that create documents (orders, invoices) from projectsin order that the documents are created with the delivery organizationvalue.

"Create Sales Order from Project" in "Service Project" tab: Orders createdfrom service projects have to be created with the delivery organization.

Must have

1.3


"Create Sales Orders from Expenses": if the project selector is left blank inthe expense sheet line, the organization for the order created is the

expense sheet line one. Otherwise, the organization for the order created isthe delivery organization of the project selected.

Must have

1.4


"Create AP Expense Invoices": if the project selector is left blank in theexpense sheet line, the organization for the invoice created is the expensesheet line one. Otherwise, the organization for the invoice created is thedelivery organization of the project selected.

Must have

Requirement 2: Project filter in billing processes

Num

RequirementImportance

Status

2.1

While creating reimbursable expenses for employees (purchase invoices) orreinvoicing expenses for customers (sales orders), it would be useful that theseprocesses differentiate projects since one employee or customer can beparticipating in more than one project.

* A project filter should be included in 'Create AP Expenses Invoices'and 'Create Sales Orders from Expenses' processes.* This is useful for getting project profitability.* SERC has developed this capability and it needs to be reviewed andintegrated into pi.

References* Feature request 0000402: Project filter in 'Create AP ExpensesInvoices' and 'Create Sales Orders from Expenses'processes https://issues.openbravo.com/view.php?id=402 *Documentation http://wiki.openbravo.com/wiki/Projects/Project_Filter_Project_Processes * Code https://dev.openbravo.com/websvn/openbravo/branches/serc-

Must have
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=402https://issues.openbravo.com/view.php?id=402https://issues.openbravo.com/view.php?id=402http://wiki.openbravo.com/wiki/Projects/Project_Filter_Project_Processeshttp://wiki.openbravo.com/wiki/Projects/Project_Filter_Project_Processeshttp://wiki.openbravo.com/wiki/Projects/Project_Filter_Project_Processeshttp://wiki.openbravo.com/wiki/Projects/Project_Filter_Project_Processeshttps://dev.openbravo.com/websvn/openbravo/branches/serc-project-filter/https://dev.openbravo.com/websvn/openbravo/branches/serc-project-filter/https://dev.openbravo.com/websvn/openbravo/branches/serc-project-filter/http://wiki.openbravo.com/wiki/Projects/Project_Filter_Project_Processeshttp://wiki.openbravo.com/wiki/Projects/Project_Filter_Project_Processeshttps://issues.openbravo.com/view.php?id=402http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250


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project-filter/

Requirement 3: Grouping products when Create Sales Order from Expenses


3.1

Add a check-box called 'Group products in a single line' in 'Create SalesOrders from Expenses' in order to group products in time sheet.

* This is non-mandatory check box, but we can avail this feature ifwe want.* This is used to group expence sheet lines in product wise, forremoving/avoiding product duplicates(In Invoice).

Feature request 0010774: Grouping products when Create Sales Order fromExpenses https://issues.openbravo.com/view.php?id=10774

Have Next




1.1

Modify the existing project reports - A new field called 'DeliveryOrganization' has been introduced in project settings. This change shouldreflect in all expense reports.So the organization selected in each of thesereports will filter by project delivery organization value, not by projectorganization value.The existing reports are,

1) Project Progress report.2) Project Profitability report.3) Service Project report.4) Expense report.

Must have

Requirement 2:


2.1

1) Pending Time Sheet Report - A new report should be added to viewpending time sheets.

* To Employees - Report should show pending time sheet entries.* To Managers - Report should show pending time sheets forapproval.

These will be generated and send to the employees/Managers in a

weekly/Monthly basis.

2) Alert E-Mails - This E-mail wil l be triggered automatically when goingsome process.

* Manager should get the alert once employee got submitted histime sheet.* Finance team should be alerted once manager approved the timesheet(If reinvoice is applicable)

Have Next
https://dev.openbravo.com/websvn/openbravo/branches/serc-project-filter/https://dev.openbravo.com/websvn/openbravo/branches/serc-project-filter/http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL003&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL003&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL003&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=10774https://issues.openbravo.com/view.php?id=10774https://issues.openbravo.com/view.php?id=10774http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREP001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREP001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREP001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREP001&sortcolid=-1&sortasc=true&rowsperpage=250https://issues.openbravo.com/view.php?id=10774http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL003&sortcolid=-1&sortasc=true&rowsperpage=250https://dev.openbravo.com/websvn/openbravo/branches/serc-project-filter/


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User Interface Mockups


Requirement 1 : Delivery Organization 1

'Delivery Organization' is a new field to identify the target organization for expense sheets.This should be

implemented in Service Project,Multiphase Project,Project Phase and Project Task. Field can be beimplemented as its in the following mock-ups.

Service Project :
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250http://wiki.openbravo.com/wiki/File:DO_Service_Project.pnghttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC001&sortcolid=-1&sortasc=true&rowsperpage=250


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Multiphase Project :

Project Phase :
http://wiki.openbravo.com/wiki/File:MultiphaseProjectDO.png


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Project Task :
http://wiki.openbravo.com/wiki/File:DO_Project_Phase.png


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Project Phase :
http://wiki.openbravo.com/wiki/File:Req3_I.png


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Project Task :
http://wiki.openbravo.com/wiki/File:Req3_II.png


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Requirement 4 : Which products should you be able to choose on a time sheet

A new tab has been introduced in projects(Multiphase Projects/Services) window with multi select productfield, to select product(Type = Service/Expense) in expense sheet.This field should allow the products whichhas the 'Project Type' of Service/Expense.

Multiphase Project :
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250http://wiki.openbravo.com/wiki/File:Req3_III.pnghttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC003&sortcolid=-1&sortasc=true&rowsperpage=250


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Service Project :

Requirement 6 : Restrictions on hours recorded

A new tab under Organization(In Master Data Setup) has to be added, to set max. hours to be entered inTime Sheet.
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250http://wiki.openbravo.com/wiki/File:Req5_II.pnghttp://wiki.openbravo.com/wiki/File:Req5_I.pnghttp://wiki.openbravo.com/wiki/File:Req5_II.pnghttp://wiki.openbravo.com/wiki/File:Req5_I.pnghttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC005&sortcolid=-1&sortasc=true&rowsperpage=250


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Requirement 7 : Which products should you be able to choose on a time sheet defined in project type A new tab in Project Type has to be created, this will workout in the process of 'Set Project Type' on creating newmultiphase project.The products in Project Type has to bedefaulted in 'Multiphase Project'(as Project Phase/ProjectTask)
http://wiki.openbravo.com/wiki/File:Req6_II.pnghttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250http://wiki.openbravo.com/wiki/File:Req6_II.pnghttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC015&sortcolid=-1&sortasc=true&rowsperpage=250


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Requirement 8: Rapid data entry 2: Calendar matrix like

Time sheet entry in a calendar matrix way will be a manual window with the following structure,if values areselected in header level.
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250http://wiki.openbravo.com/wiki/File:Req7_I.pnghttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSREC008&sortcolid=-1&sortasc=true&rowsperpage=250


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Time sheet entry in a calendar matrix way will be a manual window with the following structure,if values arenot selected in header level.
http://wiki.openbravo.com/wiki/File:Req8_IV.png


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Time sheet approval

Muck-ups are given for requirements that have Importance like 'Must Have'.

Time Sheet Billing

Requirement 2 : Project filter in billing processes

Add Project in filters like in the below mock-up:
http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250http://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250http://wiki.openbravo.com/wiki/File:Req8_II.pnghttp://spreadsheets.google.com/lv?key=tnyLQ9Q97kQYrb23VrQMGwA&type=view&gid=0&f=false&colid0=35&filterstr0=TSBIL002&sortcolid=-1&sortasc=true&rowsperpage=250


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Time sheet reporting

Muck-ups are given for requirements that have Importance like 'Must Have'.

Technical Requirements

Open Discussion Items

Closed Discussion Items

GRO

RRO: thank you very much for your contribution Galder. Please find my answers below.

Time reporting

This project forums on the forge do not work.

RRO: Can you participatenow? http://forge.openbravo.com/plugins/espforum/browse.php?group_id=381&forumid=886644

Time sheet reporting should be faster and easier on one hand, and more validations in the other one. Imean:

Faster and easier: Creating a header and lines per day is too laborious. Taking into account time sheets areregistered every week or every month (usually), having a kind of a spreadsheet would be much easier.
http://forge.openbravo.com/plugins/espforum/browse.php?group_id=381&forumid=886644http://forge.openbravo.com/plugins/espforum/browse.php?group_id=381&forumid=886644http://forge.openbravo.com/plugins/espforum/browse.php?group_id=381&forumid=886644http://forge.openbravo.com/plugins/espforum/browse.php?group_id=381&forumid=886644http://wiki.openbravo.com/wiki/File:Rep2_I.pnghttp://forge.openbravo.com/plugins/espforum/browse.php?group_id=381&forumid=886644http://forge.openbravo.com/plugins/espforum/browse.php?group_id=381&forumid=886644


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Time sheet management functional improvements

Documents

Transcript of Time sheet management functional improvements