The Actual Costs page allows you to record all actual expenses the Folio incurs during its execution.  It allows you to visualize the expenses as well as the team members that are currently or have been active since the Folio started and their calculated cost to date.  Refer to Folio Staff chapter to learn how to add team members and unassigned team positions to a Folio.

Expenses are added to one of three main Categories: Operational expenditures (OPEX), Capital expenditures (CAPEX) or Financial expenditures (FINEX). Actual expenses can be single occurrence or recurrent ones.  The Salaries group lists the team members that are currently active.

Information entered here will be used to provide project health metrics on the Overview page and used to calculate the forecast chart displayed in the Forecast page.

Team members

They are human resources that are associated to JIRA users identified in the Folio Staff.  They represent the salary expenses you already spent during the Folio execution.  Team members are grouped by role (e.g. Developer, Architect, Q&A). You can collapse (or expand) a group of team members by clicking the triangle icon  () next to a team member role.

Adding a team member

Refer to Adding a Team Member  section to learn how to add team members to a Folio.

Editing a team member

Select a team member to edit by clicking on it and then either click on the ... menu on the top-right part of the human resource details view (on righthand side of the screen) and select the Edit option or hit the e (for edit) shortcut key.  This brings up the team member edition dialog.

Refer to Editing a Team Member section to learn how to edit team members of a Folio.

Deleting a team member

Refer to Deleting a Team Member section to learn how to delete team members from a Folio.

Team member costs

The Actual page shows the calculated actual cost for each team member and team member groups (by title) to date.  The actual cost of a team member is calculated based on her worked hours and her (possibly varying) cost rate. 

Cost = sum for p in periods(Worked hours(p) x Cost rate(p))

Worked hours of a team member are deduced from her availability information and optionally, from the explicit worked hours entered for that member (this data is entered in the Folio Staff page). The worked hours table displayed in the team member details panel in the Team page gives the detail of how the total worked hours are calculated.  In that table, each row corresponds to a period of time for which a number of hours has been either automatically computed or entered manually.  For each of these periods, we multiply the number of hours by the cost rate for that period.  The sum of each of these terms gives us the actual cost of the member at the current date.  The detail of each calculated term is shown in the Costs to date section in the details panel for team members.

Refer to the Availability, Cost rates and Worked Hours sections in Team chapter for more in-depth information about how this information is calculated and used for forecasting.

Capitalizing a resource effort

By default, in Tempo Budgets all resources efforts are considered as "Operational" expenditures.
Only the effort done on issues that were labeled as capitalized will be considered as a capitalized expenditure.

Team member details

Expenses

Expenses are the all the expenses incurred during the Folio's execution. The Actual Costs page shows the calculated cost for each expense and expense groups (by type). You can collapse (or expand) a group of expenses by clicking the triangle icon ( ) next to an expense type.

See the Expenses page for more information on expenses and how their cost is calculated.