This article is for Budgets for Data Center.
Global Configuration
Tempo Budgets's Global Configuration allows you to specify configuration settings that will provide the default configuration for new Folios you create. To access Tempo Budgets's Global Configuration, go to the Manage Portfolios page and click the Global Settings at the top right of the page. You can also reach the Global Configuration through the add-on's configuration: go to Administration > Add-ons and then click Tempo Budgets > Global Settings in the navigation bar on the left.
You must be a Budgets Super Administrator to modify the Global Configuration. Cost Rates Managers also have access to Global Settings but can only modify Global Cost Rates.
Note
Global Configuration settings that can be overridden at the Folio level are used as default values at Folio creation time. Thus their modification won't affect existing Folios.
Default Accounting configuration for new Folios. These settings will be selected by default in the "Create New Folio" dialog but can be overridden if need be.
Cost Rates | Determines whether to use centralized User cost rates to calculate actual costs incurred by the Folio's staff members or to use Cost Rates local to the Folio, that will be specified by a Project manager administering the Folio. Select the Use global user rates option to use the centralized rates. |
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Currency | Currency to be used for all amounts of the Folio. |
Reserve | Management reserve is for unforeseen risks. It is a percentage of the total budget. |
Contingency | Contingency is for known risks. It is a percentage of every expense's payment. |
Tolerance | Tolerance percentage for the folio's performance indices. |
Start of Fiscal Year | The start date of the Fiscal Year for this Folio. If you select a different starting date for the Fiscal Year, you can report based on this period by selecting "Fiscal Year" under the "Display results of" field in some of the available reports. |
Capitalized Issues | Labels or Accounts marking issues on which worked hours should incur capitalized rather than operational costs. |
Define one or more overtime rules that may be applied to Folios's staff members. The wage multiplier will be applied to the member's wage for hours worked beyond the defined regular hours per day or per week.
Rule's Name | Name of the overtime rule |
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Reg. Hours | Number of hours considered as regular hours in the time period specified under Frequency. All exceeding hours in the period will be considered as overtime. |
Frequency | Time period for which this rule applies. Per day or Per week. |
Wage Multiplier | Multiplier to apply to the wage for overtime hours when calculating costs or revenues. |
Since the overtime rules are used globally, we strongly suggest that the name of a rule reflects its own definition.
e.g. For a rule with 40 regular hours per week and 1.5 as a wage multiplier the name could be 40h per week - x1.5
When deleting an overtime rule that is associated with one or more staff members, all manually entered overtime hours will be transferred to the regular hours.
Default Working Days and Hours configuration for new Folios. These settings will be selected by default in the "Create New Folio" dialog but can be overridden if need be.
Worked hours | If the Use JIRA Worklogs option is selected, then the actual costs related to staff members will be automatically calculated based on hours logged on the Folio's issues. If not selected, Tempo Budgets evaluates the number of worked hours of a staff member based on his or her Availability percentage. |
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Workload Scheme | Defines the weekly work schedule: the normal number of work hours per weekday. Workload schemes are defined by JIRA administrators under the Tempo / Workload Schemes section of JIRA's Add-ons page. Click the Workload Scheme's name to view or modify it. |
Holiday Scheme | Defines the default non-working days for the Folios. Holiday Schemes are defined by JIRA administrators under the Tempo / Holiday Schemes section of JIRA's Add-ons page. Click the Holiday Scheme's name to view or modify it. |
The Export Formats tab lets you specify formats for dates and numbers when you export costs, revenues and staff members in CSV.
This configuration can be overridden at the Folio level.
Date Format | Formats for date Must follow the standard Java guidelines |
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Grouping Separator | Grouping separator for numbers |
Decimal Separator | Decimal separator for numbers |