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Difference between revisions of "IS480 Team wiki: 2014T1 Chocolicious Proj Management"

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Line 11: Line 11:
 
| [[IS480 Team wiki: 2014T1 Chocolicious#Stakeholders|<span style="color:#c49044">3. Stakeholders</span>]] || <span style="color:#c49044">3. Schedule</span> || [[IS480 Team wiki: 2014T1 Chocolicious Documentation#Use Cases|<span style="color:#c49044">3. Use Cases</span>]]
 
| [[IS480 Team wiki: 2014T1 Chocolicious#Stakeholders|<span style="color:#c49044">3. Stakeholders</span>]] || <span style="color:#c49044">3. Schedule</span> || [[IS480 Team wiki: 2014T1 Chocolicious Documentation#Use Cases|<span style="color:#c49044">3. Use Cases</span>]]
 
|-
 
|-
| [[IS480 Team wiki: 2014T1 Chocolicious#Learning Outcomes|<span style="color:#c49044">4. Learning Outcomes</span>]] || <span style="color:#c49044">4. Risks & Constraints</span> || [[IS480 Team wiki: 2014T1 Chocolicious Documentation#System Diagram|<span style="color:#c49044">4. System Diagram</span>]]
+
| [[IS480 Team wiki: 2014T1 Chocolicious#Learning Outcomes|<span style="color:#c49044">4. Learning Outcomes</span>]] || <span style="color:#c49044">4. Risks & Constraints</span> || [[IS480 Team wiki: 2014T1 Chocolicious Documentation#System Diagram|<span style="color:#c49044">4. Diagrams</span>]]
 
|-
 
|-
 
|  || <span style="color:#c49044">5. Metrics</span> ||  
 
|  || <span style="color:#c49044">5. Metrics</span> ||  
Line 18: Line 18:
 
|}
 
|}
 
==Our Team==
 
==Our Team==
 +
[[File:ChocoOurTeam.jpg|1000px]]
  
 
==Time Line==
 
==Time Line==
  
 
<!--[[File:ScheduleChoco.png|1000px]]-->
 
<!--[[File:ScheduleChoco.png|1000px]]-->
[[File:ChocoMVPTimeline.jpg|1000px]]
+
[[File:ChocoMVPTimeline.jpg|1100px]]
 
<br/>
 
<br/>
 
<p>
 
<p>
The time line shows the IS480 milestones and the iterations for the whole project. Lining the schedule, are the functions that will be released with each MVP deployment. The functions in the later iterations will be added to the functions already available from previous iterations.
+
The time line shows the IS480 milestones and the iterations for the whole project. Lining the schedule, are the functions that will be released with each deployment. The functions in the later iterations will be added to the functions already available from previous iterations.
 +
<br/><br/>
 +
<b>C.R.U.D.</b> refers to Create, Read, Update, Delete.  
 
</p>
 
</p>
  
 
==Schedule==
 
==Schedule==
 +
 
<!-- Scrollable table -->
 
<!-- Scrollable table -->
 
<div style="width: 100%; height:30em; overflow:auto; border: 2px solid #088">
 
<div style="width: 100%; height:30em; overflow:auto; border: 2px solid #088">
Line 85: Line 89:
 
<li>Grant user roles</li>
 
<li>Grant user roles</li>
 
<li>Create claims</li>
 
<li>Create claims</li>
<li>Save function for unsubmitted claims</li>
+
<li>Edit/ update claims </li>
<li>Edit/ update claims</li>
+
<li>Delete claims </li>
 
<li>View claims</li>
 
<li>View claims</li>
 +
<li>Save function for unsubmitted claims</li>
 
</ul>
 
</ul>
 
 
Line 111: Line 116:
 
<ul>
 
<ul>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Code for submission/editing of claims to relevant parties</li>
+
<li>Code for club application</li>
<li>Code for viewing/editting of all accounts for SMUSA Fin sec</li>
+
<li>Code for acceptance and rejection of club application</li>
<li>Code for viewing/editting of accounts for users of different level</li>
+
<li>Code for removal of club application</li>
 +
<li>Code for editing of claims to relevant parties</li>
 +
<li>Code for submission of claims to relevant parties</li>
 +
<li>Code for viewing/ editting of all accounts for SMUSA Fin sec</li>
 +
<li>Code for viewing/ editting of accounts for users of different</li>
 
</ul>
 
</ul>
 
 
Line 129: Line 138:
 
</ul>
 
</ul>
 
 
<b>Proposal Feedback (Actions)</b>
+
<ul>
 
<li>Update wiki page & project progress</li>
 
<li>Arrange for supervisor meeting for project discussion - 13-Jul-14</li>
 
<ul>
 
<li>Iteration 4 tasks on-hold for now.</li>
 
</ul>
 
<li><b>Deploy Minimum Viable Product (MVP)</b></li>
 
<li>Incorporate the Lean Startup (where applicable) to schedule</li>
 
</ul>
 
<br/>
 
 
 
<center>
 
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
| <b>C</b>reate, <b>R</b>ead, <b>U</b>pdate, <b>D</b>elete <b>(C.R.U.D.)</b><br/>
+
| <font color="red"><b>C</b>reate, <b>R</b>ead, <b>U</b>pdate, <b>D</b>elete <b>(C.R.U.D.)</b></font><br/>
Login<br/>
+
<font color="red">Login</font><br/>
Grant user roles<br/>
+
<font color="red">Grant user roles</font><br/><br/>
Club Membership application<br/>
+
<font color="red">Club Application</font><br/>
Acceptance & reject membership requests<br/>
+
<font color="red">Create application </font><br/>
Remove member<br/>
+
<font color="red">Acceptance & Reject</font><br/>
| C.R.U.D.<br/>
+
<font color="red">Remove</font><br/>
Submission<br/>
+
Editting of submitted claims<br/>
+
| <font color="red">C.R.U.D.</font><br/>
| R.U.
+
<font color="red">View claims</font><br/>
 +
<font color="red">Save unsubmitted claims</font><br/>
 +
<font color="red">Editing of claims</font><br/>
 +
<font color="red">Claims submission</font><br/>
 +
 +
| <font color="red">R.U. </font><br/>
 +
<font color="red">View accounts</font><br/>
 +
 +
 +
|
 
|
 
|
 
|}
 
|}
</center>
+
 
|
 
|
 
|<center>27 Jun 2014</center>
 
|<center>27 Jun 2014</center>
Line 174: Line 180:
 
<ul>
 
<ul>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Approval of claims</li>
+
<li>Code for approval of claims</li>
<li>Rejection of claims</li>
+
<li>Code for rejection of claims</li>
<li>Resubmission of rejected claims</li>
+
<li>Code for resubmission of rejected claims</li>
<li>Report generation for claims</li>
+
<li>Code for reject claims due to error</li>
<li>Filtering of reports for relevant user type</li>
+
<li>Code for change of claims status</li>
<li>Reject claims due to error</li>
+
<li>Code for propose budget (save function for individual account)</li>
<li>Change of claims status</li>
+
<li>Code for edit/update of budget</li>
 +
<li>Code for removal of budget </li>
 +
<li>Code for submit budget </li>
 +
<li>Code to view budget </li>
 
</ul>
 
</ul>
 
 
Line 195: Line 204:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting   || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
<b>
+
Editing of claims<br/>
Acceptance & rejection<br/>
+
Claims submission<br/>
Resubmission<br/>
+
<font color="red">Approval & Rejection</font>
Status edit<br/>
+
<font color="red">Resubmission </font>
</b>
+
<font color="red">Status changed</font>
 
| R.U.
 
| R.U.
 +
View accounts<br/>
 +
| <font color="red">C.R.U.D. </font><br/>
 +
<font color="red">View budget</font><br/>
 +
<font color="red">Save & Submit</font><br/>
 +
 +
 
|
 
|
 
|}
 
|}
</center>
+
 
|
 
|
 
|<center>11 Jul 2014</center>
 
|<center>11 Jul 2014</center>
Line 234: Line 251:
 
<ul>
 
<ul>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Submit budget</li>
 
<li>Propose budget (save function for individual account)</li>
 
 
<li>Code for SMUSA CBD & SMUSA fin sec to edit submitted budget</li>
 
<li>Code for SMUSA CBD & SMUSA fin sec to edit submitted budget</li>
 +
<li>Code for SMUSA fin sec to allocate funds (from SAC account to every clubs' expenditure account)</li>
 +
<li>Code for viewing of SAC account</li>
 
</ul>
 
</ul>
+
<b> Injection and Deposits shifted to Iteration 6, to focus on functions planned for Acceptance instead in Iteration 5. </b><br/>
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy a Minimum Viable Product (MVP)</li>
 
<li>Integration testing</li>
 
<li>Integration testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
Line 252: Line 270:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 +
| C.R.U.D.<br/>
 +
View claims<br/>
 +
Save unsubmitted claims<br/>
 +
Editing of claims<br/>
 +
Claims submission<br/>
 +
Approval & Rejection
 +
Resubmission
 +
Status changed
 +
| R.U.<br/>
 +
View accounts<br/>
 +
<!--<font color="red"> Revenue deposit </font><br/>-->
 +
<font color="red"> SAC - Fund allocation </font><br/>
 +
<!--<font color="red"> SAC - Injecting funds </font><br/>-->
 +
<font color="red"> SAC - View accounts</font><br/>
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Submission<br/>
 
Submission<br/>
Editting of submitted claims<br/>
+
View budget<br/>
Acceptance & rejection<br/>
+
Save & Submit<br/>
Resubmission<br/>
+
<font color="red">Edit submitted budget</font><br/>
Status edit<br/><br/>
+
<b>
+
Reports:
+
|
<ul>
 
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
</b>
 
| R.U.
 
| <b>
 
C.R.U.D.<br/>
 
Submission<br/>
 
Edit submitted budget<br/>
 
</b>
 
 
|}
 
|}
</center>
+
 
<center>
 
<center>
 
{| style="width:100%"   
 
{| style="width:100%"   
Line 305: Line 328:
 
<b>Coding Tasks</b><br>
 
<b>Coding Tasks</b><br>
 
<ul>
 
<ul>
 +
<li>Code for deposit revenue into expenditure account (CBD fin sec & SMUSA sec)</li>
 +
<li>Code for inject funds from SAC reserve</li>
 +
<li>Code for SMUSA fin sec to change reserve limit</li>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Code for SMUSA fin sec to allocate funds (from SAC account to every clubs' expenditure account)</li>
+
<li>Code for pull back funds from SAC reserve</li>
<li>Code for deposit revenue into expenditure account (CBD fin sec & SMUSA sec)</li>
+
<li>Code for viewing of  reserve account</li>
 +
<li>Code for SMUSA fin sec to approve reserve withdrawal</li>
 +
<li>Code for request reserve withdrawal (CBD & Club fin sec)</li>
 
</ul>
 
</ul>
 
+
<b>Modifiable Pull back Formula removed (function was not required, it was initially included due to misunderstanding of requirements on our part.)</b><br/>
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy MVP</li>
 +
<li>Integration Testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
 
</ul>
 
</ul>
Line 322: Line 352:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
<b>
+
View accounts<br/>
Funds allocation<br/>
+
<font color="red"> Change reserve limit </font><br/>
Revenue deposit<br/>
+
<font color="red"> View reserve accounts </font><br/>
</b>
+
<font color="red"> Request reserve withdrawal </font><br/>
 +
<font color="red"> Approve reserve withdrawal </font><br/>
 +
<font color="red">SAC - Injecting funds </font><br/>
 +
<font color="red">SAC - Revenue deposit </font><br/>
 +
<font color="red"> SAC - Pullback funds </font><br/>
 +
SAC - View accounts<br/>
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
|
 
|}
 
|}
</center>
+
|
+
|<center>Initial Rollout<br><b>25 Aug 2014</b></center>
 
|<center>15 Aug 2014</center>
 
|<center>15 Aug 2014</center>
 
|<center>28 Aug 2014</center>
 
|<center>28 Aug 2014</center>
Line 370: Line 407:
 
<ul>
 
<ul>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Fund transfer between CBD & Club fin sec</li>
+
<li>Code for fund transfer between CBD & Club fin sec</li>
<li>Report generation for fund transactions</li>
+
<li>Code for report generation for fund transactions</li>
 +
<li>Code for report generation of transaction of pullback and allocation</li>
 
</ul>
 
</ul>
 
 
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
<li>Integration testing</li>
 
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy MVP</li>
 +
<li>Integration Testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
 
</ul>
 
</ul>
Line 387: Line 426:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
Funds allocation<br/>
+
View accounts<br/>
Revenue deposit<br/>
+
Change reserve limit<br/>
Funds transfer<br/>
+
Edit pullback formula<br/>
<b>
+
View reserve accounts<br/>
Funds transaction<br/><br/>
+
Request reserve withdrawal<br/>
Reports:
+
Approve reserve withdrawal<br/>
<ul>
+
<font color="red">Fund transfer </font><br/>
<li>Funds transaction report</li>
+
SAC - Fund allocation <br/>
</ul>
+
SAC - Injecting funds <br/>
</b>
+
SAC - Revenue deposit <br/>
 +
SAC - View accounts<br/>
 +
SAC - Pullback funds<br/><br/>
 +
<font color="red"><b>Reports</b></font><br/>
 +
<font color="red">Fund transactions </font><br/>
 +
<font color="red">Transaction of pullback and allocation </font><br/>
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
 +
|
 
|}
 
|}
</center>
+
|
+
|<center>UAT 1<br><b>05 Sep 2014</b></center>
 
|<center>29 Aug 2014</center>
 
|<center>29 Aug 2014</center>
 
|<center>11 Sep 2014</center>
 
|<center>11 Sep 2014</center>
Line 441: Line 488:
 
<ul>
 
<ul>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Inject funds from SAC reserve</li>
+
<li>Code for club level report</li>
<li>Pull back funds from SAC reserve</li>
+
<li>Code for CBD level report</li>
<li>Viewing of expenditure & SAC account</li>
+
<li>Code for SMUSA level report</li>
<li>Report generation of transaction of pullback and allocation</li>
+
<li>Code for report generation of transaction history</li>
 +
<li>Code for analytics dashboard</li>
 +
<li>Code for e-receipt generation</li>
 +
<li>Code for Vendor Recommendation </li>
 
</ul>
 
</ul>
+
<b>E-Payment shifted to later after Midterm</b><br/>
 +
<b>Analytic Dashboard has been dropped to focus on Vendor Recommendation and E-Payment.</b><br/>
 +
<b>SAP Integration has been dropped due to external reasons.<br/>The team has however decided to persist with the objective of SAP Integration by coming up with another function: Auto Approval to accomplish the same objective as this will greatly value add to the Accounting Information System. Upon discussion with our supervisor, we have been approved to go ahead. We recognise that there may be some risk involved with the task, but we are determined to resolve that together with our client. </b><br/>
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
<li>Integration testing</li>
 
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy MVP</li>
 +
<li>Integration Testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
 
</ul>
 
</ul>
Line 460: Line 513:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
Funds allocation<br/>
+
View accounts<br/>
Revenue deposit<br/>
+
Change reserve limit<br/>
Funds transfer<br/>
+
Edit pullback formula<br/>
Funds transaction<br/><br/>
+
View reserve accounts<br/>
<b>Reports:</b>
+
Request reserve withdrawal<br/>
<ul>
+
Approve reserve withdrawal<br/>
<li>Funds transaction report</li>
+
Fund transfer <br/>
</ul>
+
SAC - Fund allocation <br/>
<br/>
+
SAC - Injecting funds <br/>
<b>SAC accounts
+
SAC - Revenue deposit <br/>
Funds injection<br/>
+
SAC - View accounts<br/>
Pullback<br/><br/>
+
SAC - Pullback funds<br/><br/>
Reports:
+
<ul>
+
<b>Reports</b><br/>
<li>Funds transaction report</li>
+
Fund transactions <br/>
<li>Pullback reports</li>
+
Transaction of pullback and allocation <br/>
<li>Allocation reports(partial)</li>
+
<font color="red">Club level</font><br/>
</ul>
+
<font color="red">CBD level</font><br/>
</b>
+
<font color="red">SMUSA level</font><br/>
 +
<font color="red">Transaction history</font><br/>
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
 +
|<font color="red">E-receipt</font>
 
|}
 
|}
</center>
+
|
+
|<center>UAT 2<br><b>19 Sep 2014</b></center>
 
|<center>12 Sep 2014</center>
 
|<center>12 Sep 2014</center>
 
|<center>25 Sep 2014</center>
 
|<center>25 Sep 2014</center>
Line 526: Line 583:
 
<ul>
 
<ul>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Code for SMUSA fin sec to change reserve limit</li>
+
<li>Code for club level report</li>
<li>Editalble pull back formula for SMUSA fin sec</li>
+
<li>Code for CBD level report</li>
<li>Viewing of  reserve account</li>
+
<li>Code for SMUSA level report</li>
<li>Report generation of transaction of pullback and allocation</li>
+
<li>Code for report generation of transaction history</li>
 +
<li>Code for Vendor Recommendation</li>
 +
<li>Code for e-Receipt Mailing</li>
 +
<li>Code for vendor recommendation</li>
 
</ul>
 
</ul>
 
 
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
<li>Integration testing</li>
 
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy MVP</li>
 +
<li>Integration Testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
 
</ul>
 
</ul>
Line 545: Line 606:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
Funds allocation<br/>
+
View accounts<br/>
Revenue deposit<br/>
+
Change reserve limit<br/>
Funds transfer<br/>
+
Edit pullback formula<br/>
Funds transaction<br/><br/>
+
View reserve accounts<br/>
<b>
+
Request reserve withdrawal<br/>
Changing Reserve accounts' limit<br/>
+
Approve reserve withdrawal<br/>
Modify Pullback formula<br/>
+
Fund transfer<br/>
</b>
+
SAC - Fund allocation <br/>
<b>Reports:</b>
+
SAC - Injecting funds <br/>
<ul>
+
SAC - Revenue deposit <br/>
<li>Funds transaction report</li>
+
SAC - View accounts<br/>
<li><b>Pullback reports</b></li>
+
SAC - Pullback funds<br/><br/>
<li><b>Allocation reports</b></li>
+
</ul>
+
<b>Reports</b><br/>
<br/>
+
Fund transactions <br/>
<b>SAC accounts</b>
+
Transaction of pullback and allocation <br/>
Funds injection<br/>
+
<font color="red">Club level</font><br/>
Pullback<br/><br/>
+
<font color="red">CBD level</font><br/>
<b>Reports:</b>
+
<font color="red">SMUSA level</font><br/>
<ul>
+
<font color="red">Transaction history</font><br/>
<li>Funds transaction report</li>
 
<li>Pullback reports</li>
 
<li>Allocation reports</li>
 
</ul>
 
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
 +
|E-receipt<br/>
 +
<font color="red">Vendor recommendation</font><br/>
 
|}
 
|}
</center>
+
 
<center>
 
<center>
 
{| style="width:100%"   
 
{| style="width:100%"   
Line 617: Line 678:
 
 
 
<b>Coding Tasks</b><br>
 
<b>Coding Tasks</b><br>
 +
Our client has requested for e-Payments to be removed.<br/>
 
<ul>
 
<ul>
 
<li>Refine UI and develop UI for relevant functions</li>
 
<li>Refine UI and develop UI for relevant functions</li>
<li>Code for SMUSA fin sec to approve reserve withdrawal</li>
+
<li>Code for Batch Reconciliation</>
<li>Code for request reserve withdrawal (CBD & Club fin sec)</li>
+
<li>Code for AGM Calculator</li>
<li>Report generation of transaction history</li>
+
<li>Code for Claims Tracker</li>
 
</ul>
 
</ul>
 
 
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
<li>Integration testing</li>
 
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy MVP</li>
 +
<li>Integration Testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
 
</ul>
 
</ul>
Line 637: Line 700:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy MVP
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
Funds allocation<br/>
+
View accounts<br/>
Revenue deposit<br/>
+
Change reserve limit<br/>
Funds transfer<br/>
+
Edit pullback formula<br/>
Funds transaction<br/><br/>
+
View reserve accounts<br/>
Changing Reserve accounts' limit<br/>
+
Request reserve withdrawal<br/>
Modify Pullback formula<br/>
+
Approve reserve withdrawal<br/>
<b>
+
Fund transfer <br/>
Request reserve withdrawal<br/>
+
SAC - Fund allocation <br/>
Approve & Reject reserve withdrawal request<br/>
+
SAC - Injecting funds <br/>
</b>
+
SAC - Revenue deposit <br/>
<b>Reports:</b>
+
SAC - View accounts<br/>
<ul>
+
SAC - Pullback funds<br/><br/>
<li>Funds transaction report</li>
+
<li>Pullback reports</li>
+
<b>Reports</b><br/>
<li>Allocation reports</li>
+
Fund transactions <br/>
<li><b>Transaction history report</b></li>
+
Transaction of pullback and allocation <br/>
</ul>
+
Club level<br/>
<br/>
+
CBD level<br/>
<b>SAC accounts</b>
+
SMUSA level<br/>
Funds injection<br/>
+
Transaction history<br/>
Pullback<br/><br/>
 
<b>Reports:</b>
 
<ul>
 
<li>Funds transaction report</li>
 
<li>Pullback reports</li>
 
<li>Allocation reports</li>
 
</ul>
 
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
 +
|E-receipt<br/>
 +
<font color="red">Vendor recommendation</font><br/>
 +
<font color="red">Batch Reconciliation</font><br/>
 +
<font color="red">Claims Tracker</font><br/>
 +
<font color="red">AGM Calculator</font>
 
|}
 
|}
</center>
+
 
|
 
|
 
|<center>11 Oct 2014</center>
 
|<center>11 Oct 2014</center>
Line 713: Line 776:
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
<li>Testing</li>
 
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy fully functioning system</li>
 +
<li>Integration Testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
 
</ul>
 
</ul>
Line 724: Line 788:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy Fully Functioning System
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
Funds allocation<br/>
+
View accounts<br/>
Revenue deposit<br/>
+
Change reserve limit<br/>
Funds transfer<br/>
+
Edit pullback formula<br/>
Funds transaction<br/><br/>
+
View reserve accounts<br/>
Changing Reserve accounts' limit<br/>
 
Modify Pullback formula<br/>
 
 
Request reserve withdrawal<br/>
 
Request reserve withdrawal<br/>
Approve & Reject reserve withdrawal request<br/>
+
Approve reserve withdrawal<br/>
<b>Reports:</b>
+
Fund transfer <br/>
<ul>
+
SAC - Fund allocation <br/>
<li>Funds transaction report</li>
+
SAC - Injecting funds <br/>
<li>Pullback reports</li>
+
SAC - Revenue deposit <br/>
<li>Allocation reports</li>
+
SAC - View accounts<br/>
<li>Transaction history report</li>
+
SAC - Pullback funds<br/>
</ul>
 
 
<br/>
 
<br/>
<b>SAC accounts</b>
+
Funds injection<br/>
+
<b>Reports</b><br/>
Pullback<br/><br/>
+
Fund transactions <br/>
<b>Reports:</b>
+
Transaction of pullback and allocation <br/>
<ul>
+
Club level<br/>
<li>Funds transaction report</li>
+
CBD level<br/>
<li>Pullback reports</li>
+
SMUSA level<br/>
<li>Allocation reports</li>
+
Transaction history<br/>
</ul>
 
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
 +
|E-receipt<br/>
 +
Vendor recommendation<br/>
 +
Batch Reconciliation<br/>
 +
Claims Tracker<br/>
 +
AGM Calculator
 
|}
 
|}
</center>
+
|
+
|<center>UAT<br><b>27 Oct 2014</b></center>
 
|<center>24 Oct 2014</center>
 
|<center>24 Oct 2014</center>
 
|<center>6 Nov 2014</center>
 
|<center>6 Nov 2014</center>
Line 800: Line 867:
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
<li>Testing</li>
 
 
<li>Develop test cases for revelant functions</li>
 
<li>Develop test cases for revelant functions</li>
 +
<li>Deploy fully functioning system</li>
 +
<li>Integration Testing</li>
 
<li>Debugging</li>
 
<li>Debugging</li>
 
</ul>
 
</ul>
<center>
+
{| style="width:100%" 
 
! bgcolor="#FF6600"|Poster Day
 
|}
 
</center>
 
 
 
 
<b>Documentation</b><br>
 
<b>Documentation</b><br>
Line 816: Line 880:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy Fully Functioning System
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
Funds allocation<br/>
+
View accounts<br/>
Revenue deposit<br/>
+
Change reserve limit<br/>
Funds transfer<br/>
+
Edit pullback formula<br/>
Funds transaction<br/><br/>
+
View reserve accounts<br/>
Changing Reserve accounts' limit<br/>
 
Modify Pullback formula<br/>
 
 
Request reserve withdrawal<br/>
 
Request reserve withdrawal<br/>
Approve & Reject reserve withdrawal request<br/>
+
Approve reserve withdrawal<br/>
<b>Reports:</b>
+
Fund transfer <br/>
<ul>
+
SAC - Fund allocation <br/>
<li>Funds transaction report</li>
+
SAC - Injecting funds <br/>
<li>Pullback reports</li>
+
SAC - Revenue deposit <br/>
<li>Allocation reports</li>
+
SAC - View accounts<br/>
<li>Transaction history report</li>
+
SAC - Pullback funds<br/>
</ul>
 
 
<br/>
 
<br/>
<b>SAC accounts</b>
+
Funds injection<br/>
+
<b>Reports</b><br/>
Pullback<br/><br/>
+
Fund transactions <br/>
<b>Reports:</b>
+
Transaction of pullback and allocation <br/>
<ul>
+
Club level<br/>
<li>Funds transaction report</li>
+
CBD level<br/>
<li>Pullback reports</li>
+
SMUSA level<br/>
<li>Allocation reports</li>
+
Transaction history<br/>
</ul>
 
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
 +
|E-receipt<br/>
 +
Vendor recommendation<br/>
 +
Batch Reconciliation<br/>
 +
Claims Tracker<br/>
 +
AGM Calculator
 
|}
 
|}
</center>
+
| <center>Poster Day<br><b>10 Nov 2014</b></center>
+
|  
 
|<center>7 Nov 2014</center>
 
|<center>7 Nov 2014</center>
 
|<center>20 Nov 2014</center>
 
|<center>20 Nov 2014</center>
Line 887: Line 954:
 
<b>Testing</b><br>
 
<b>Testing</b><br>
 
<ul>
 
<ul>
 +
 
<li>Final round of testing</li>
 
<li>Final round of testing</li>
 
</ul>
 
</ul>
Line 902: Line 970:
 
</ul>
 
</ul>
 
<br/>
 
<br/>
<center>
+
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
! scope="row" colspan="4" | Deploy Fully Functioning System
+
! scope="row" colspan="7" | Deployment
 
|-
 
|-
! Users || Claims || Accounts || Budgeting  
+
! Users || Claims || Accounts || Budgeting || Additional features
 
|- valign="top"
 
|- valign="top"
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
 
Login<br/>
 
Login<br/>
Grant user roles<br/>
+
Grant user roles<br/><br/>
Club Membership application<br/>
+
<b>Club Application</b><br/>
Acceptance & reject membership requests<br/>
+
Create application <br/>
Remove member<br/>
+
Acceptance & Reject<br/>
 +
Remove<br/>
 +
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View claims<br/>
Editting of submitted claims<br/>
+
Save unsubmitted claims<br/>
Acceptance & rejection<br/>
+
Editing of claims<br/>
Resubmission<br/>
+
Claims submission<br/>
Status edit<br/><br/>
+
Approval & Rejection
<b>Reports:</b>
+
Resubmission
<ul>
+
Status changed
<li>Filter by User</li>
 
<li>Claims reports generation</li>
 
</ul>
 
 
| R.U.<br/>
 
| R.U.<br/>
Funds allocation<br/>
+
View accounts<br/>
Revenue deposit<br/>
+
Change reserve limit<br/>
Funds transfer<br/>
+
Edit pullback formula<br/>
Funds transaction<br/><br/>
+
View reserve accounts<br/>
Changing Reserve accounts' limit<br/>
 
Modify Pullback formula<br/>
 
 
Request reserve withdrawal<br/>
 
Request reserve withdrawal<br/>
Approve & Reject reserve withdrawal request<br/>
+
Approve reserve withdrawal<br/>
<b>Reports:</b>
+
Fund transfer <br/>
<ul>
+
SAC - Fund allocation <br/>
<li>Funds transaction report</li>
+
SAC - Injecting funds <br/>
<li>Pullback reports</li>
+
SAC - Revenue deposit <br/>
<li>Allocation reports</li>
+
SAC - View accounts<br/>
<li>Transaction history report</li>
+
SAC - Pullback funds<br/>
</ul>
 
 
<br/>
 
<br/>
<b>SAC accounts</b>
+
Funds injection<br/>
+
<b>Reports</b><br/>
Pullback<br/><br/>
+
Fund transactions <br/>
<b>Reports:</b>
+
Transaction of pullback and allocation <br/>
<ul>
+
Club level<br/>
<li>Funds transaction report</li>
+
CBD level<br/>
<li>Pullback reports</li>
+
SMUSA level<br/>
<li>Allocation reports</li>
+
Transaction history<br/>
</ul>
 
 
| C.R.U.D.<br/>
 
| C.R.U.D.<br/>
Submission<br/>
+
View budget<br/>
 +
Save & Submit<br/>
 
Edit submitted budget<br/>
 
Edit submitted budget<br/>
 +
 +
 +
|E-receipt<br/>
 +
Vendor recommendation<br/>
 +
Batch Reconciliation<br/>
 +
Claims Tracker<br/>
 +
AGM Calculator
 
|}
 
|}
</center>
+
| <center>Final Presentation<br><b>24 Nov - 2 Dec 2014</b><br>Poster Day<br><b>3 Dec 2014</b></center>
+
| <center>Final Rollout<br><b>1 Dec 2014</b></center><br/><center>Final Presentation<br><b>25 Nov 2014</b><br>Poster Day<br><b>3 Dec 2014</b></center>
 
|<center>21 Nov 2014</center>
 
|<center>21 Nov 2014</center>
 
|<center>3 Dec 2014</center>
 
|<center>3 Dec 2014</center>
|}
+
            |} </div>
</div>
 
  
 
==Risks & Constraints==
 
==Risks & Constraints==
Line 1,039: Line 1,109:
 
|Team to get non-IT users for testing to ensure that feedback is more applicable to the generic public to ensure user-friendliness.  
 
|Team to get non-IT users for testing to ensure that feedback is more applicable to the generic public to ensure user-friendliness.  
 
<br/ >Testers to be briefed and encouraged to test the application without reservations.
 
<br/ >Testers to be briefed and encouraged to test the application without reservations.
 
 
 
 
 
 
 
 
|}
 
|}
 
 
 
 
 
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
|-
 
|-
Line 1,106: Line 1,164:
 
<br />Team to consistently back up all data.
 
<br />Team to consistently back up all data.
 
|}
 
|}
 
 
 
 
 
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 
|-
 
|-
Line 1,165: Line 1,218:
 
|Team to discuss with supervisor before proceeding. <br />
 
|Team to discuss with supervisor before proceeding. <br />
 
|}
 
|}
 +
{| class="wikitable mw-collapsible mw-collapsed" style="width:100%"
 +
|-
 +
! scope="row" colspan="6" | External Risk
 +
|-
 +
!style="width:30%"|Possible Risk || Reason & Implications
 +
!Probability<br>(1-3) || Effects<br>(1-3) || Priority<br>(P x E) || Strategy
 +
 +
|-
 +
|<b>Application will not be used after completion </b><br>
 +
|<b>Implications/Reason</b>
 +
Users are resistant to change
 +
<br />
 +
|Medium(2)
 +
|High(3)
 +
|6
 +
|<b>User Champion</b><br/>
 +
We have discussed with SMUSA and agreed that the current SMUSA finance secretary - Ellora, is the user champion of the system.<br/>
 +
Current SMUSA Exco will educate the new exco about their processes using the system, old methods will not be transferred to the new exco.
 +
Incoming batch of finance secretaries will be the UAT testers of the program.
 +
<br/><br/>
 +
<b>Deployment Strategy</b><br/>
 +
SMUSA secretaries will use the early deployed system in parallel with their current processes.
 +
We will be using UATs for new finsec to familiarize themselves with system.
 +
<ul>
 +
<li>Instead of deploying late, we will be deploying early (iteration 5).</li>
 +
<li>We have discussed with SMUSA, they agreed for smusa finsecs to use the system in parallel. In this way, we will get early feedback from real users. </li>
 +
<li>We have also arranged for training to be done during the Leader Symposium, a Leadership workshop for new student leaders of the student organizations.</li>
 +
</ul>
 +
|-
 +
|<b>No maintenance of system after completion of project</b><br>
 +
|<b>Implications/Reason</b>
 +
No appointed person to maintain system.
 +
<br />
 +
|Medium(2)
 +
|Medium(2)
 +
|4
 +
|We have discussed with our client, and come to this arrangement with our client:
 +
<ul>
 +
<li>Contract for 1 team member to maintain system for 1 year</li>
 +
<li>On the job training for people to maintain the system for subsequent years</li>
 +
</ul>
 +
|}
 +
==Client Relationship==
 +
Aside from the regular client meetings, The team decided to take another step in helping to value add to our client's project and plans. One of the main aim of this project is for its implementation to come to fruition as this is already the third time this project was proposed to SMU IS480. Our team hopes to help pave the way for implementation by:
 +
<ol>
 +
<li>Helping users cope, adapt and learn the new system to help ease the learning. Having been equipped with better knowledge through guidance, we hope the users will be more keen on using the system.</li>
 +
<li>Ensuring there is maintenance for at least a year, and hence, a form of continuity in the project. In preparation for handing over, the set-up guides and technical documents would come in handy.</li>
 +
</ol> 
 +
To ensure users have a smooth learning, the team has arranged for trainings with SMUSA as well. On 7th November, Team Chocolicious organized a training session to help new CBd Finance Secretaries familiarize with the system in preparation for budgeting. There will also be another training for all student leaders in the coming SMU Leadership Symposium.
 +
 +
To aid students in learning at their own pace, the team has also come up with online video tutorials embedded in the system. Since the system went live on 7th November till today, the team has been providing steady support for users in case of any doubts or help. To ensure maintenance for at least a year after FYP, SMUSA will be paying one of the team members to help maintain the system, fix bugs, make minor business rule changes and ensuring system availability. OSL and SMUSA will co-own the system after the FYP. To prepare for handover, the team has come up with Technical Documents for set up, architecture and application guide.
 +
 +
While the system has successfully gone live, our team hopes that in taking the steps mentioned, we can give value to the implementation of the project and to our client's plans for the future.
  
 
==Metrics==
 
==Metrics==
 
===Schedule Metrics===
 
===Schedule Metrics===
 +
<center>
 
<p>
 
<p>
 
The formula for calculating schedule metrics is as follows: <b>Estimated time / Actual Time * 100</b>
 
The formula for calculating schedule metrics is as follows: <b>Estimated time / Actual Time * 100</b>
Line 1,208: Line 1,315:
 
|}
 
|}
 
<br/>
 
<br/>
{| class="wikitable" style="width:95%"
+
[[File:ChocoScheduleMetric.png|600px]]
! rowspan="2" style="background: black; color: white" | Iteration
+
{| class="wikitable mw-collapsible mw-collapsed" style="width:60%"
! scope="row" colspan="2" style="background: #980000; color: white" | Planned
+
|-
! rowspan="2" style="background: #980000; color: white" | Duration
+
! scope="row" colspan="5" |Schedule Log
! scope="row" colspan="2" style="background: #336600; color: white" | Actual
+
|-
! rowspan="2" style="background: #336600; color: white" | Duration
+
!Iteration||Planned Duration||Actual Duration||Metric Score||Action
! rowspan="2" style="background: black; color: white" | Score
+
|-
! rowspan="2" style="background: #0066CC; color: white" width="50%"| Remarks
+
| 1 || 20 || 20 || 1.00 || Proceed as planned
|-
+
|-
! style="background: #980000; color: white" | Start Date || style="background: #980000; color: white" | End Date
+
| 2 || 13 || 14 || 0.93 || Proceed as planned
! style="background: #336600; color: white" | Start Date || style="background: #336600; color: white" | End Date
+
|-
|-
+
| 3 || 13 || 12 || 1.08 || Proceed as planned
| 1 || 23-May-14 || 12-Jun-14 || 20 || 23-May-14 || 12-Jun-14 || 20 || 1 ||
+
|-
|-
+
| 4 || 21 || 22 || 0.95 || Proceed as planned
| 2 || 13-Jun-14 || 26-Jun-14 || 13 || 13-May-14 || 26-Jun-14 || 13 || 1 ||
+
|-
|-
+
| 5 || 13 || 13 || 1.00 || Proceed as planned
| 3 || 27-Jun-14 || 10-Jul-14 || 13 || 27-Jun-14 || 10-Jul-14 || 13 || 1 || Changed Proj framework, integrate with Lean Startup's Minimum Viable Product
+
|-
|-
+
| 6 || 13 || 15 || 0.87 || Workload was increased in Iteration 6 to prepare for UAT 1 (which was confirmed recently) in Iteration 7. However we underestimated the complexity of coding tasks which resulted in a drop in the metric score. Upon evaluation PM is to redistribute tasks in Iterations 7 and 8 so as to avoid a similar drop in metrics score without compromising UAT 2. PM is to arrange more time for similar tasks in future iterations.
| 4 || 11-Jul-14 || 31-Jul-14 || 20 || 11-Jul-14 || ||    ||  || On hold for now, scheduled supervisor meeting (13-Jul-14) to discuss project progress and developing tools.
+
|-
|-
+
| 7 || 13 || 13 || 1.00 || Proceed as planned
| 5 || 1-Aug-14 || 14-Aug-14 || 13 || ||          ||    ||  ||  
+
|-
|-
+
| 8 || 13 || 13 || 1.00 || Proceed as planned
| 6 || 15-Aug-14 || 28-Aug-14 || 13 || ||           ||    ||  ||  
+
|-
|-
+
| 9 || 14 || 12 || 1.17 || Proceed as planned
| 7 || 29-Aug-14 || 11-Sep-14 || 13 || ||          ||    ||  ||  
+
|-  
|-
+
|10 || 12 || 12 || 1.00 || Proceed as planned
| 8 || 12-Sep-14 || 25-Sep-14 || 13 || ||          ||    ||  ||  
+
|-  
|-
+
|11 || 13 || 13 || 1.00 || Proceed as planned
| 9 || 26-Sep-14 || 10-Oct-14 || 14 || ||          ||    ||  ||  
+
|-  
|-
+
|12 || 13 || 13 || 1.00 || Proceed as planned
| 10 || 11-Oct-14 || 23-Oct-14 || 12 || ||          ||    ||  ||  
+
|-  
|-
+
|13 || 12 || 12 || 1.00 || End of FYP
| 11 || 24-Oct-14 ||  6-Nov-14 || 13 || ||          ||    ||  ||  
 
|-
 
| 12 || 7-Nov-14 || 20-Nov-14 || 13 || ||          ||    ||  ||  
 
|-
 
| 13 || 21-Nov-14 ||  3-Dec-14 || 12 || ||          ||    ||  ||  
 
 
|}
 
|}
 +
</center>
  
 
===Bug Metrics===
 
===Bug Metrics===
 +
<center>
 
{|class="wikitable" width="65%"
 
{|class="wikitable" width="65%"
 
! Severity || Description
 
! Severity || Description
Line 1,277: Line 1,381:
 
| Stop current development and resolve the bug immediately. Project Manager reschedules the project.
 
| Stop current development and resolve the bug immediately. Project Manager reschedules the project.
 
|}
 
|}
 +
[[File:ChocoBugMetric.png|600px]]
 +
{| class="wikitable mw-collapsible mw-collapsed" style="width:60%"
 +
|-
 +
! scope="row" colspan="3" |Bug Log
 +
|-
 +
! Iteration || Remarks || Points
 +
|-
 +
| 3 || When record contains multiple clubs, only some will get deleted even though all are selected to be deleted || 5
 +
|-
 +
| 3 || Add and delete options work only from second try onwards || 1
 +
|-
 +
| 4 || Able to set amount to negative number || 1
 +
|-
 +
| 4 || Error when submitting too large an amount for claims || 1
 +
|-
 +
| 4 || Error when duplicate club id || 1
 +
|-
 +
| 4 || Able to add club with neither club id nor club name || 5
 +
|-
 +
| 4 || Able to submit claim without entering claim amount (amount will be nil) || 1
 +
|-
 +
| 4 || Error when adding non-existent clubfinsec || 1
 +
|-
 +
| 5 || Clicking on "confirm email" brings user to wrong page || 5
 +
|-
 +
| 5 || Entering large amounts for claims, deposits and budgets causes program to crash || 10
 +
|-
 +
| 6 || not selecting category when creating new budget event causes program to crash || 10
 +
|-
 +
| 6 || Remember me when logging in doesn't work || 1
 +
|-
 +
| 6 || Club deposit in SMUSA President - acknowledge then cancel causes "undefined" to come out || 1
 +
|-
 +
| 6 || Club claims in SMUSA President - acknowledge then cancel causes "undefined" to come out || 1
 +
|-
 +
| 7 || Updating expenditure account with large values causes program to crash || 10
 +
|-
 +
| 7 || Rejecting claim with long remarks causes program to crash || 10
 +
|-
 +
| 7 || Club and CBD Fin secs are able to add themselves as president || 5
 +
|-
 +
| 8 || Budget request sac can become negative (because they made income more than expenditure) || 5
 +
|-
 +
| 8 || Able to backdate budget to long long time ago (able to budget for 1923) || 1
 +
|-
 +
| 8 || When a user with no role assigned tries to edit profile, the redirection to home page will cause error500 page || 5
 +
|-
 +
| 10 || Auto Reconcile did not have validation for file input, wrong file upload will crash the application || 10
 +
|-
 +
| 11 || CBd Fin Sec unable to view CBd Budget Breakdown || 5
 +
|-
 +
| 11 || App crashes when attempting to sign in if user attempted to sign up with a wrong email || 10
 +
|-
 +
| 12 || Wrong error shown if when reserves withdrawal is same as balance || 1
 +
|-
 +
| 12 || Logic error when reviewing a budget of a club without reserve account || 5
 +
|}
 +
</center>

Latest revision as of 19:00, 22 December 2014

Chocoliciousmenu.jpg
Overview Project Management Documentation
1. Project Progress 1. Our Team 1. Documents
2. Project Description 2. Time Line 2. Database
3. Stakeholders 3. Schedule 3. Use Cases
4. Learning Outcomes 4. Risks & Constraints 4. Diagrams
5. Metrics

Our Team

ChocoOurTeam.jpg

Time Line

ChocoMVPTimeline.jpg

The time line shows the IS480 milestones and the iterations for the whole project. Lining the schedule, are the functions that will be released with each deployment. The functions in the later iterations will be added to the functions already available from previous iterations.

C.R.U.D. refers to Create, Read, Update, Delete.

Schedule

Planned
Iter Tasks Milestone Start End
1 Preparation
  • Documentation & Requirement Gathering
  • Research on Technologies
  • Setup necessary software
  • Develop project proposal

Project Management

  • Team roles & management
  • Project Schedule
  • Risk Assessment
  • Learning Outcome

Technical Requirements

  • Develop Use Case Diagram
  • Draft database entity
23 May 2014
12 Jun 2014
2 Management & Documentation
  • Finalise project proposal
  • Prepare project writeup on wiki
  • Refine UCD
  • Develop diagrams
Proposal deadline

Coding Tasks

  • Develop mock UI & framework
  • Build up database
  • Login & authentication
  • Grant user roles
  • Create claims
  • Edit/ update claims
  • Delete claims
  • View claims
  • Save function for unsubmitted claims

Testing

  • Develop test cases for revelant functions
  • Integration testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress
Proposal
18 Jun 2014
13 Jun 2014
26 Jun 2014
3 Coding Tasks
  • Refine UI and develop UI for relevant functions
  • Code for club application
  • Code for acceptance and rejection of club application
  • Code for removal of club application
  • Code for editing of claims to relevant parties
  • Code for submission of claims to relevant parties
  • Code for viewing/ editting of all accounts for SMUSA Fin sec
  • Code for viewing/ editting of accounts for users of different

Testing

  • Develop test cases for revelant functions
  • Integration testing
  • Debugging

Management & Documentation

  • Update wiki page & project progress
  • Update database & diagrams


Deployment
Users Claims Accounts Budgeting Additional features
Create, Read, Update, Delete (C.R.U.D.)

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission

R.U.

View accounts


27 Jun 2014
10 Jul 2014
4 Management
  • Revise documentations / wiki page
  • Revise diagrams & test cases

Coding Tasks

  • Refine UI and develop UI for relevant functions
  • Code for approval of claims
  • Code for rejection of claims
  • Code for resubmission of rejected claims
  • Code for reject claims due to error
  • Code for change of claims status
  • Code for propose budget (save function for individual account)
  • Code for edit/update of budget
  • Code for removal of budget
  • Code for submit budget
  • Code to view budget

Testing

  • Develop test cases for revelant functions
  • Integration testing
  • Debugging

Documentation

  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts

C.R.U.D.

View budget
Save & Submit


11 Jul 2014
31 Jul 2014
5 Management
  • Revise documentations / wiki page
  • Prepare for acceptance presentation
  • Revise diagrams & test cases

Coding Tasks

  • Refine UI and develop UI for relevant functions
  • Code for SMUSA CBD & SMUSA fin sec to edit submitted budget
  • Code for SMUSA fin sec to allocate funds (from SAC account to every clubs' expenditure account)
  • Code for viewing of SAC account

Injection and Deposits shifted to Iteration 6, to focus on functions planned for Acceptance instead in Iteration 5.
Testing

  • Develop test cases for revelant functions
  • Deploy a Minimum Viable Product (MVP)
  • Integration testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
SAC - Fund allocation
SAC - View accounts

C.R.U.D.

Submission
View budget
Save & Submit
Edit submitted budget


Acceptance Presentation
Acceptance Presentation
14 Aug 2014
1 Aug 2014
14 Aug 2014
6 Management
  • Revise documentations / wiki page
  • Prepare for acceptance presentation
  • Revise diagrams & test cases

Coding Tasks

  • Code for deposit revenue into expenditure account (CBD fin sec & SMUSA sec)
  • Code for inject funds from SAC reserve
  • Code for SMUSA fin sec to change reserve limit
  • Refine UI and develop UI for relevant functions
  • Code for pull back funds from SAC reserve
  • Code for viewing of reserve account
  • Code for SMUSA fin sec to approve reserve withdrawal
  • Code for request reserve withdrawal (CBD & Club fin sec)

Modifiable Pull back Formula removed (function was not required, it was initially included due to misunderstanding of requirements on our part.)
Testing

  • Develop test cases for revelant functions
  • Deploy MVP
  • Integration Testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
SAC - Injecting funds
SAC - Revenue deposit
SAC - Pullback funds
SAC - View accounts

C.R.U.D.

View budget
Save & Submit
Edit submitted budget

Initial Rollout
25 Aug 2014
15 Aug 2014
28 Aug 2014
7 Management
  • Revise documentations / wiki page
  • Revise diagrams & test cases

Coding Tasks

  • Refine UI and develop UI for relevant functions
  • Code for fund transfer between CBD & Club fin sec
  • Code for report generation for fund transactions
  • Code for report generation of transaction of pullback and allocation

Testing

  • Develop test cases for revelant functions
  • Deploy MVP
  • Integration Testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
Edit pullback formula
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
Fund transfer
SAC - Fund allocation
SAC - Injecting funds
SAC - Revenue deposit
SAC - View accounts
SAC - Pullback funds

Reports
Fund transactions
Transaction of pullback and allocation

C.R.U.D.

View budget
Save & Submit
Edit submitted budget


UAT 1
05 Sep 2014
29 Aug 2014
11 Sep 2014
8 Management
  • Revise documentations / wiki page
  • Revise diagrams & test cases

Coding Tasks

  • Refine UI and develop UI for relevant functions
  • Code for club level report
  • Code for CBD level report
  • Code for SMUSA level report
  • Code for report generation of transaction history
  • Code for analytics dashboard
  • Code for e-receipt generation
  • Code for Vendor Recommendation

E-Payment shifted to later after Midterm
Analytic Dashboard has been dropped to focus on Vendor Recommendation and E-Payment.
SAP Integration has been dropped due to external reasons.
The team has however decided to persist with the objective of SAP Integration by coming up with another function: Auto Approval to accomplish the same objective as this will greatly value add to the Accounting Information System. Upon discussion with our supervisor, we have been approved to go ahead. We recognise that there may be some risk involved with the task, but we are determined to resolve that together with our client.

Testing

  • Develop test cases for revelant functions
  • Deploy MVP
  • Integration Testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
Edit pullback formula
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
Fund transfer
SAC - Fund allocation
SAC - Injecting funds
SAC - Revenue deposit
SAC - View accounts
SAC - Pullback funds

Reports
Fund transactions
Transaction of pullback and allocation
Club level
CBD level
SMUSA level
Transaction history

C.R.U.D.

View budget
Save & Submit
Edit submitted budget


E-receipt
UAT 2
19 Sep 2014
12 Sep 2014
25 Sep 2014
9

Mid term preparation

Management

  • Revise documentations / wiki page
  • Revise diagrams & test cases

Coding Tasks

  • Refine UI and develop UI for relevant functions
  • Code for club level report
  • Code for CBD level report
  • Code for SMUSA level report
  • Code for report generation of transaction history
  • Code for Vendor Recommendation
  • Code for e-Receipt Mailing
  • Code for vendor recommendation

Testing

  • Develop test cases for revelant functions
  • Deploy MVP
  • Integration Testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
Edit pullback formula
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
Fund transfer
SAC - Fund allocation
SAC - Injecting funds
SAC - Revenue deposit
SAC - View accounts
SAC - Pullback funds

Reports
Fund transactions
Transaction of pullback and allocation
Club level
CBD level
SMUSA level
Transaction history

C.R.U.D.

View budget
Save & Submit
Edit submitted budget


E-receipt

Vendor recommendation

Mid Term Presentation
Mid Term Presentation
10 Oct 2014
26 Sep 2014
10 Oct 2014
10 Management
  • Revise documentations / wiki page
  • Revise diagrams & test cases

Coding Tasks
Our client has requested for e-Payments to be removed.

  • Refine UI and develop UI for relevant functions
  • Code for Batch Reconciliation</>
  • Code for AGM Calculator
  • Code for Claims Tracker

Testing

  • Develop test cases for revelant functions
  • Deploy MVP
  • Integration Testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
Edit pullback formula
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
Fund transfer
SAC - Fund allocation
SAC - Injecting funds
SAC - Revenue deposit
SAC - View accounts
SAC - Pullback funds

Reports
Fund transactions
Transaction of pullback and allocation
Club level
CBD level
SMUSA level
Transaction history

C.R.U.D.

View budget
Save & Submit
Edit submitted budget


E-receipt

Vendor recommendation
Batch Reconciliation
Claims Tracker
AGM Calculator

11 Oct 2014
23 Oct 2014
11 Management
  • Revise documentations / wiki page
  • Revise diagrams & test cases

Coding Tasks

  • Refine UI and develop UI for relevant functions
  • Code for concurrency control

Testing

  • Develop test cases for revelant functions
  • Deploy fully functioning system
  • Integration Testing
  • Debugging

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
Edit pullback formula
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
Fund transfer
SAC - Fund allocation
SAC - Injecting funds
SAC - Revenue deposit
SAC - View accounts
SAC - Pullback funds

Reports
Fund transactions
Transaction of pullback and allocation
Club level
CBD level
SMUSA level
Transaction history

C.R.U.D.

View budget
Save & Submit
Edit submitted budget


E-receipt

Vendor recommendation
Batch Reconciliation
Claims Tracker
AGM Calculator

UAT
27 Oct 2014
24 Oct 2014
6 Nov 2014
12

Prepare for Poster Day

Management

  • Revise documentations / wiki page
  • Revise diagrams & test cases

Coding Tasks

  • Refine UI and develop UI for relevant functions

Testing

  • Develop test cases for revelant functions
  • Deploy fully functioning system
  • Integration Testing
  • Debugging


Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
Edit pullback formula
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
Fund transfer
SAC - Fund allocation
SAC - Injecting funds
SAC - Revenue deposit
SAC - View accounts
SAC - Pullback funds

Reports
Fund transactions
Transaction of pullback and allocation
Club level
CBD level
SMUSA level
Transaction history

C.R.U.D.

View budget
Save & Submit
Edit submitted budget


E-receipt

Vendor recommendation
Batch Reconciliation
Claims Tracker
AGM Calculator

7 Nov 2014
20 Nov 2014
13

Prepare for Final Presentation
Prepare for Poster Day

Management

  • Revise documentations / wiki page

Testing

  • Final round of testing
Final Presentation
Poster Day

Documentation

  • Update revelant documents & progress
  • Update wiki page & project progress


Deployment
Users Claims Accounts Budgeting Additional features
C.R.U.D.

Login
Grant user roles

Club Application
Create application
Acceptance & Reject
Remove

C.R.U.D.

View claims
Save unsubmitted claims
Editing of claims
Claims submission
Approval & Rejection Resubmission Status changed

R.U.

View accounts
Change reserve limit
Edit pullback formula
View reserve accounts
Request reserve withdrawal
Approve reserve withdrawal
Fund transfer
SAC - Fund allocation
SAC - Injecting funds
SAC - Revenue deposit
SAC - View accounts
SAC - Pullback funds

Reports
Fund transactions
Transaction of pullback and allocation
Club level
CBD level
SMUSA level
Transaction history

C.R.U.D.

View budget
Save & Submit
Edit submitted budget


E-receipt

Vendor recommendation
Batch Reconciliation
Claims Tracker
AGM Calculator

Final Rollout
1 Dec 2014

Final Presentation
25 Nov 2014
Poster Day
3 Dec 2014
21 Nov 2014
3 Dec 2014

Risks & Constraints

Risk Table

Probability 1-low 2-medium 3-high
Effect 1-low 2-medium 3-high
Priority Higher number more important
Project Risk
Possible Risk Reason & Implications Probability
(1-3)
Effects
(1-3)
Priority
(P x E)
Strategy
Project may not be accepted
Implications/Reason

Project is being done for the third time

Medium(2) High(3) 6 Do our best to satisfy expectations of Course Coordinator.


Incompatibility with client’s server when application is deployed
Implications/Reason

Client has their own server/domain

Low (1) High(3) 3 Project Manager to search for plausible solutions.


Lead Developer to explore deploying on other servers in case compatibility issues cannot be resolved.


Underestimation of scope during development and testing
Implications/Reason

Over-confidence of development ability

Low (1) High(3) 3 Project Manager to allocate buffer time in schedule and monitor schedule metrics closely. Scheduling of tasks to be adjusted according to metrics.


Team to seek advice from supervisor as to whether certain functionalities should be dropped.


Insufficient users for testing
Implications/Reason

Lack of incentives for users to do testing for us

Medium(2) Medium(2) 4 Business Analyst to discuss with sponsors to provide users with incentives.


Inaccurate feedback given by testers
Implications/Reason

Wrong testing mind-set (i.e. purpose of test is to show that application works, not to find defects or testers’ lack of commitment to support the testing efforts)

Medium(2) Medium(2) 4 Team to get non-IT users for testing to ensure that feedback is more applicable to the generic public to ensure user-friendliness.


Testers to be briefed and encouraged to test the application without reservations.

Team Risk
Possible Risk Reason & Implications Probability
(1-3)
Effects
(1-3)
Priority
(P x E)
Strategy
Team is faced with technical difficulties
Implications/Reason

Inadequate skills

Medium(2) High(3) 6 Lead Developer to learn these new skills and teach team.


Systems analyst to research on other methods/technologies that could provide an easier solution.


Team member is faced with sudden illness
Implications/Reason

Virus attack

High(3) High(3) 9 Project Manager to reschedule tasks or reallocate tasks to another member.


Project Manager to include buffer days in project schedule to accommodate such situations.


Team member drops module at the eleventh hour
Implications/Reason

Inability to cope

Low(1) High(3) 3 Project Manager to reallocate tasks.


Team members to devote more time to FYP.


Malfunction of software/hardware during development phase
Implications/Reason

Software crash/hardware malfunction

Medium(2) High(3) 6 Project Manager to reschedule tasks.


Team to consistently back up all data.

Sponsor Risk
Possible Risk Reason & Implications Probability
(1-3)
Effects
(1-3)
Priority
(P x E)
Strategy
Constantly adding/changing of requirements
Implications/Reason

Sponsor unsure of all that they want from the very beginning

High(3) High(3) 9 Major changes are not permitted after agreement on requirements.


Project Manager to look at schedule for minor changes to see if project can still be completed on time if changes are accommodated.
Lead Developer and Systems Analyst to accommodate changes if changes are accepted.
Business Analyst to reject if changes are not accepted.


Project is not taken up by SMUSA after completion
Implications/Reason

Users are not comfortable with the system and opt instead to revert back to their old way of doing things

High (3) Low (1) 3 Team to organize training sessions for users.


Project Manager to assign team member to provide assistance if need be.


SMUSA does not know how to operate the system
Implications/Reason

SMUSA lacks technical knowledge

Medium(2) Low (1) 2 Business Analyst to discuss with SMUSA on whether to add user manuals.


Miscommunication between Business Analyst and SMUSA
Implications/Reason

Language interpretation issues

High(3) Low (1) 3 Team to discuss with supervisor before proceeding.
External Risk
Possible Risk Reason & Implications Probability
(1-3)
Effects
(1-3)
Priority
(P x E)
Strategy
Application will not be used after completion
Implications/Reason

Users are resistant to change

Medium(2) High(3) 6 User Champion

We have discussed with SMUSA and agreed that the current SMUSA finance secretary - Ellora, is the user champion of the system.
Current SMUSA Exco will educate the new exco about their processes using the system, old methods will not be transferred to the new exco. Incoming batch of finance secretaries will be the UAT testers of the program.

Deployment Strategy
SMUSA secretaries will use the early deployed system in parallel with their current processes. We will be using UATs for new finsec to familiarize themselves with system.

  • Instead of deploying late, we will be deploying early (iteration 5).
  • We have discussed with SMUSA, they agreed for smusa finsecs to use the system in parallel. In this way, we will get early feedback from real users.
  • We have also arranged for training to be done during the Leader Symposium, a Leadership workshop for new student leaders of the student organizations.
No maintenance of system after completion of project
Implications/Reason

No appointed person to maintain system.

Medium(2) Medium(2) 4 We have discussed with our client, and come to this arrangement with our client:
  • Contract for 1 team member to maintain system for 1 year
  • On the job training for people to maintain the system for subsequent years

Client Relationship

Aside from the regular client meetings, The team decided to take another step in helping to value add to our client's project and plans. One of the main aim of this project is for its implementation to come to fruition as this is already the third time this project was proposed to SMU IS480. Our team hopes to help pave the way for implementation by:

  1. Helping users cope, adapt and learn the new system to help ease the learning. Having been equipped with better knowledge through guidance, we hope the users will be more keen on using the system.
  2. Ensuring there is maintenance for at least a year, and hence, a form of continuity in the project. In preparation for handing over, the set-up guides and technical documents would come in handy.

To ensure users have a smooth learning, the team has arranged for trainings with SMUSA as well. On 7th November, Team Chocolicious organized a training session to help new CBd Finance Secretaries familiarize with the system in preparation for budgeting. There will also be another training for all student leaders in the coming SMU Leadership Symposium.

To aid students in learning at their own pace, the team has also come up with online video tutorials embedded in the system. Since the system went live on 7th November till today, the team has been providing steady support for users in case of any doubts or help. To ensure maintenance for at least a year after FYP, SMUSA will be paying one of the team members to help maintain the system, fix bugs, make minor business rule changes and ensuring system availability. OSL and SMUSA will co-own the system after the FYP. To prepare for handover, the team has come up with Technical Documents for set up, architecture and application guide.

While the system has successfully gone live, our team hopes that in taking the steps mentioned, we can give value to the implementation of the project and to our client's plans for the future.

Metrics

Schedule Metrics

The formula for calculating schedule metrics is as follows: Estimated time / Actual Time * 100

Score (S) tiers Actions to take
S <= 50% Team's progress is TOO SLOW!!!
  1. Reflect on progress and reassess schedule.
  2. Consider dropping functions.
50% < S <= 90% Team's progress is too slow. Tasks are possibly under-estimated.
  1. Consider the possibility of tasks being under-estimated.
  2. Use buffer days if available.
    • If there are no buffer days available, consider dropping functions.
90% < S <= 110% Estimations are fairly accurate.
110% < S <= 150% Team's progress is too fast
  1. Reflect on progress and reassess schedule.
  2. Add number of days gained as buffer days.
150% < S Team's progress is TOO FAST!!!
  • Mitigations are the same as the previous tier.


ChocoScheduleMetric.png

Schedule Log
Iteration Planned Duration Actual Duration Metric Score Action
1 20 20 1.00 Proceed as planned
2 13 14 0.93 Proceed as planned
3 13 12 1.08 Proceed as planned
4 21 22 0.95 Proceed as planned
5 13 13 1.00 Proceed as planned
6 13 15 0.87 Workload was increased in Iteration 6 to prepare for UAT 1 (which was confirmed recently) in Iteration 7. However we underestimated the complexity of coding tasks which resulted in a drop in the metric score. Upon evaluation PM is to redistribute tasks in Iterations 7 and 8 so as to avoid a similar drop in metrics score without compromising UAT 2. PM is to arrange more time for similar tasks in future iterations.
7 13 13 1.00 Proceed as planned
8 13 13 1.00 Proceed as planned
9 14 12 1.17 Proceed as planned
10 12 12 1.00 Proceed as planned
11 13 13 1.00 Proceed as planned
12 13 13 1.00 Proceed as planned
13 12 12 1.00 End of FYP

Bug Metrics

Severity Description
Low impact (1 point) Unimportant. Typo error or small user interface alignment issues.
High impact (5 points) The system runs. However, some non-critical functionalities are not working.
Critical impact (10 points) The system is down or is un-usable after a short period of time. We have to fix the bugs to continue.

Points Calculation: Total = 1 x num (low) + 5 x num (high) + 10 x num (critical)

Points in iteration (P) Action
P <= 5 Fix during buffer time only.
5 < P < 10 Use the planned debugging time.
10 <= P Stop current development and resolve the bug immediately. Project Manager reschedules the project.

ChocoBugMetric.png

Bug Log
Iteration Remarks Points
3 When record contains multiple clubs, only some will get deleted even though all are selected to be deleted 5
3 Add and delete options work only from second try onwards 1
4 Able to set amount to negative number 1
4 Error when submitting too large an amount for claims 1
4 Error when duplicate club id 1
4 Able to add club with neither club id nor club name 5
4 Able to submit claim without entering claim amount (amount will be nil) 1
4 Error when adding non-existent clubfinsec 1
5 Clicking on "confirm email" brings user to wrong page 5
5 Entering large amounts for claims, deposits and budgets causes program to crash 10
6 not selecting category when creating new budget event causes program to crash 10
6 Remember me when logging in doesn't work 1
6 Club deposit in SMUSA President - acknowledge then cancel causes "undefined" to come out 1
6 Club claims in SMUSA President - acknowledge then cancel causes "undefined" to come out 1
7 Updating expenditure account with large values causes program to crash 10
7 Rejecting claim with long remarks causes program to crash 10
7 Club and CBD Fin secs are able to add themselves as president 5
8 Budget request sac can become negative (because they made income more than expenditure) 5
8 Able to backdate budget to long long time ago (able to budget for 1923) 1
8 When a user with no role assigned tries to edit profile, the redirection to home page will cause error500 page 5
10 Auto Reconcile did not have validation for file input, wrong file upload will crash the application 10
11 CBd Fin Sec unable to view CBd Budget Breakdown 5
11 App crashes when attempting to sign in if user attempted to sign up with a wrong email 10
12 Wrong error shown if when reserves withdrawal is same as balance 1
12 Logic error when reviewing a budget of a club without reserve account 5