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.