Plan to Deliver Workflow

The Plan to Deliver business flow governs how client commitments transform into verified deliverables in SmartERP 19. It links commercial sales contracts directly to project delivery governance, sprint execution, resource scheduling, and billing acceptance.

End-to-End Workflow Architecture#

+--------------------------------------------------------------------------+
|                       PLAN TO DELIVER WORKFLOW MAP                       |
+--------------------------------------------------------------------------+
| [Phase 1: Contract & Inception]                                          |
|  - Sales Order confirmed (sale.order)                                    |
|  - Auto-spawns Governed Project (Gate 0: Inception)                       |
+--------------------------------------------------------------------------+
                                    |
                                    v
| [Phase 2: Scope Baseline & Estimation Approval]                          |
|  - PM submits Project Charter and WBS                                    |
|  - 4-Tier Estimate Approval: Developer -> Lead -> Tech Lead -> PM        |
|  - Gate 1 Approval: Scope Freeze active                                 |
+--------------------------------------------------------------------------+
                                    |
                                    v
| [Phase 3: Capacity Scheduling & Agile Execution]                         |
|  - PM schedules team shifts on Planning timeline matrix                  |
|  - Agile Sprints execute (DoR verified, story points tracked)            |
|  - Daily Timesheets logged against tasks (account.analytic.line)        |
+--------------------------------------------------------------------------+
                                    |
                                    v
| [Phase 4: Milestone Signoff & Revenue Recognition]                       |
|  - Gate 3 Pre-Live acceptance checklist verified                         |
|  - Client signs Acceptance Certificate                                   |
|  - Customer Milestone Invoice generated (account.move)                   |
+--------------------------------------------------------------------------+

Detailed Operational Steps#

Step 1: Commercial Contract Handoff#

When a commercial contract is finalized, Sales confirms the Sales Order (sale.order). SmartERP 19 automatically creates a corresponding project record (project.project) linked to the delivery governance engine (smarterp.project.governance).

Step 2: Gate 0 to Gate 1 Scope Freeze#

1. The Project Manager drafts the Project Charter, defining scope boundaries, milestone deliverables, and budget lines.
2. Backlog items receive 4-tier engineering estimates (smarterp.task.estimate).
3. The PM submits the project for Gate 1 Approval.
4. Once the Project Sponsor approves Gate 1:
   • Scope Freeze is locked.
   • Any subsequent task addition or budget alteration requires a formal Class A–D Change Request (CR).

Step 3: Resource Capacity & Shift Publishing#

1. Navigate to Planning -> Schedule -> By Resource.
2. Tasks from the project backlog populate the To Plan side panel.
3. Drag tasks onto engineering team members. SmartERP calculates allocated hours, accounting for Ethiopian public holidays and approved leaves.
4. Click Publish to release the schedule.

Step 4: Sprint Execution & Blocker Escalation#

1. The Scrum Master activates the sprint in Projects -> Agile Sprints once the Definition of Ready (DoR) is met.
2. Team members move cards across the Kanban board and record timesheet hours.
3. If an engineer encounters an impediment, they flag the task with a Blocker tag. If unresolved within SLA limits (1 to 24 hours), automated escalation notifies the CTO.

Step 5: Milestone Delivery & Billing Gate#

1. When all tasks linked to a contract milestone reach Done, QA and the PM verify the acceptance criteria.
2. The project advances through Gate 3 (Pre-Live).
3. Upon client acceptance sign-off, Finance generates the milestone Customer Invoice (account.move).