A central document for organizing, tracking, and reflecting on the progress of the Resort Room Rate Calculator. This serves as a single source of truth for all stakeholders and contributors.
Overview
Purpose
The Developer will build a web-based Room Rate Calculator, which allows users to select necessary information, apply calculations, and generate an Excel file from a predefined template..
Scope
- Includes:
- Seasonal Pricing Configuration: Admins can set different pricing tiers for specific dates and adjust them as needed.
- Discount Management: The app will include an interface to apply fixed or percentage-based discounts and evaluate the impact on the invoice in real time.
- Rate Tracking and History: A built-in tracker for monitoring when and why rates were adjusted, aiding financial analysis and seasonal planning.
- Automated Invoice Generation: After calculating rates and discounts, the app will generate a professional invoice that can be printed or emailed directly to guests.
- User Access Controls: Role-based access for different staff levels (e.g., Admin, Sales), allowing only authorized personnel to adjust rates or apply discounts.
- Reporting Dashboard: A simple dashboard to view historical data, seasonal revenue, and discount usage over time.
- Excludes:
- Opera on Premise PMS integration
- Mailing functionality to guests and stakeholders
- Notification system
Key Deliverables
- List the primary outputs (e.g., functional software, documentation, analytics reports).
Objectives and Success Criteria
Objectives
- Seamless Rate Adjustments: Set and adjust seasonal pricing efficiently.
- Automated Discounts: Easily apply fixed or percentage-based discounts.
- Rate Tracking: Track rate changes for financial insights and trend analysis.
- Improve Operational Efficiency: Reduce time spent on invoicing, freeing up staff for other important customer-facing tasks.
Success Metrics
- Ability to easily make room rate calculations
- Managers are easily able to dynamically change calculation variables such as seasonal dates, meal plans, room details etc
Roadmap
Milestones
-
- Phase 1: Requirement Gathering
- finalize the business logic for calculations
- create data models for calculations
- Phase 2: Core Development
- Develop the data input form.
- Implement the calculation engine.
- Integrate the dashboard and Excel export functionality.
- Phase 3: Testing & Debugging
- Conduct internal testing for functionality and performance.
- Fix any identified bugs and optimize the system.
- Phase 4: Deployment & Handover
- Deploy the final version to the production environment.
- Provide documentation and basic training if required.
- Final review and sign-off by the client.
Timeline
gantt title Resort Room Rate Calculator dateFormat YYYY-MM-DD axisFormat %d-%m excludes friday section Requirement Gathering identify business logic :a1, 2025-04-01, 1d finalise scope :a2,after a1, 1d section Core Development develop models :a3, after a2, 5d develop data input forms :a4, after a3, 2d develop dashboard functions :a4, after a3, 2d section Testing & Debugging internal testing :a5, after a4, 2d fix bugs :a6, after a5, 4d section Deployment & Handover deploy live server :a7, after a6, 3d provide docs and training :a8, after a7, 2d review and sign off :after a8, 2d
Tasks and Responsibilities
Key Tasks
- Currently waiting on payment
Team Roles
- single developer
Current Status
Progress Overview
- Currently waiting on payment
Challenges
- Finalising business logic: Gathering data about the business process has been difficult. Client is not available due to huge timezone differences and work constraints.
Next Steps
- Prepare for development cycle
Communication Plan
- Meeting Cadence: twice per milestone phase. confirm scope and functions.
- Key Contacts:
REDACTED
Retrospective
- Lessons Learned: Reflect on successes and areas for improvement.
- Outcomes: Summarize final results and how they compare to initial goals.
- Future Opportunities: Highlight ideas or next steps stemming from this project.
Appendices
- Project Files: Include links to relevant files, repositories, and mockups.
- Change Log: Record major updates or decisions affecting the project scope or timeline.