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timecard-app

A timecard app for grant reporting

Project Description

This app is designed to track hours that staff work on a grant. The hours are reported by Grant Work Items (i.e., tasks) which are then multiplied by the hourly rate of the staff member to calculate a total amount of the salaries/wages/benefits used. This amount can then be used to report back to the grant funder.

Project Audience

Organizations who receive federal and state grants or any other grant that requires reporting of salaries/wages/benefits. Also, organizations that want to track hours worked on specific tasks within a grant.

Project Team

  • Team Leader: Kathy Partin
  • List of Contributors: Lisa Sitkins, Roger Mitchell, Adam Lincoln

Project Team Accomplishments

Created a mock-up of grant layout and timecard. Built the data architecture...Developed new objects and fields: Staff, Grant Work Items, Timecards; Logic (finding a rate for each person; Auto-name timecard record name; Tab views; Permission Sets, couple of reports. Added Grant Timecard App and Sites page. Building custom UI to be used by staff in the field.

Contributing

Exceptions, Aggregated Rollups, Spend-down with email notification when grant has been spent/used up, DLRS for Total Hours and Total $ on Grant Work Item object

Project Roadmap

Submit it for Open Source Commons.