Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Project costs and revenue are calculated based on the initial rates of the team members' roles. Any changes made to the logged time or assigned plans are directly recalculated in Cost Tracker Financial Manager projects.

When team members have planned time assigned to them, the role that was recently used for the resource will be matched with the defined global rate for the role.

...

  1. Select a project.

  2. Click the Scope tab and select a task in the Scope table.

  3. In Jira, add planned time for the team member working on the project.

    integ_task_plan.png

    You can also log time for this issue. If logged time is in the future, then a plan is added.

  4. In Planner, view the updated plans for the resources working on the project that you want to forecast. Add plans to team members working on the same project, or other projects.

    integ_planner_team.png
  5. Back in Cost TrackerFinancial Manager, refresh the browser to update the latest changes made to the task and scroll down to see the calculations for Projected Labor, Projected Revenue, Remaining Cost, Remaining Time and Remaining Revenue.

    integ_planner_add.png

...

Export the Scope to a .CSV format for logged time up to today, and for planned time into the future, all within the project timeframe.

  • If a fixed timeframe is selected for the project, then the exported data will only cover the plans up to the selected timeframe. Any plans that extend beyond the selected timeframe will not be exported.

  • Tempo Project Viewers can’t download the planned labor costs.

To export the planned labor costs:

...