The Planned Costs page lets you to enter all expenses and team Human resources that you expect the folio will require during its lifespan.

Expenses are added to one of three main categories: Operational expenditures (OPEX), Capital expenditures (CAPEX) or Financial expenditures (FINEX). Expenses can be planned as single expense or as a recurrent expense.  Human resources are the staff members you need to complete the work planned, such as developers, testers, team leads, etc. and are added as operational expenditures.  Information entered here will be used to provide project health metrics on the Overview page and shown as a reference on the Costs Forecast chart.

Planned costs can be baselined for future reference and comparing various scenarios.

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Expenses

The Planned Costs page shows the calculated cost for each expense and expense group (type). You can collapse or expand a group of expenses by clicking the triangle icon ( ) next to the expense type.

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

Planning an expense

To add an expense, either click the Plan an Expense button ($) or hit the "a" (for add) shortcut key.  This displays the Plan an Expense dialog.  Refer to Editing an Expense to learn how to fill out the editing dialog. Select the Plan another check box at the bottom of the dialog in order to create many expenses, one after the other. 

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Copying an expense to actual costs

Select an existing expense to copy to actual costs by clicking on it and then either clicking on the drop-down menu in the top-right part of the expense details view (on the right side of the screen) and selecting the Copy to actual option, or hitting the "V" shortcut key.  This will copy the selected expense to actual costs, including its attached files. 

You can copy multiple expenses to actual costs in one go by selecting them in the budget (press and hold down the Control key while you click the expenses to be copied).  You can then copy the selected expenses in the same way you copy a single expense.  The confirmation message will inform you of the number of expenses that have been copied.

Human Resources

Human resources are the salary expenses you plan for the folio to incur at one point or another. The planned costs page shows the calculated cost for each Human resource and Human resource group (title). The cost displayed on group title rows is simply the sum of the costs of the Human resources in that group. You can collapse or expand a group of Human resources by clicking the triangle icon ( ) next to a Human resource title.

See the Human resources page for more information on Human resources and how their cost is calculated.

Planning a Human resource

To plan a Human resource, either click the Plan Human Resource button or hit the "o"  shortcut key to display the Plan a Human Resource dialog.  Check the Plan another box at the bottom of the dialog to create additional Human resources, one after the other.

Planning human resources from estimates

Tempo Budgets can automatically plan human resources based on the estimated effort of issues within the folio's scope and time frame.

• Derives planned human resources to match the sum of original estimates of the folio's scope.

• Completes budgeted human resources if your currently planned human resources are not sufficient to match the estimated effort

Planning human resources from staff members

Tempo Budgets can automatically plan human resources based on staff members' cost rates and availability, assigned issues, or planned items. It will populate the planned costs with human resources matching the current structure of the folio's staff. All derived Human resources will inherit the availability and cost rates of the source staff member. See all options in Plan from Staff Members.

Editing a human resource

Select an existing human resource to be modified by clicking on it and then either clicking on the ... menu in the top-right part of the details panel (on the right side of the screen) and selecting the Edit option, or hitting the e (for edit) shortcut key.  This brings up the editing dialog.  Refer to the Adding a Human resource section for a detailed description of the editing dialog.

Deleting a human resource

Select an existing human resource to delete by clicking on it and then either clicking on the ... menu in the top-right part of the details panel (on the right side of the screen) and selecting the Delete option, or hitting the d (for delete) shortcut key.  This brings up a dialog to confirm the deletion.  Click the Delete button to confirm the deletion, or Cancel to cancel.  Deletion is permanent, so make sure you really want to delete a Human resource before proceeding.

You can delete multiple Human resources (and even a mix of expenses and Human resources) in one go. Refer to Multiple Selection to learn how to perform bulk deletion.

Expenses and Human resources Timeline

The Timeline view is displayed when the right part of the toggle button located in the top-left corner of the Expenditure Browser is pressed . It shows each expense payment and planned Human resources over the Folio's time frame as an interactive timeline chart. Each element displayed for an expense (shown in blue) on the timeline reflects a payment for that expense. Human resources (shown in green) are show as periods, covering the planned availability period for each planned Human resource.

All operations described above can be executed directly from the timeline, including editing, deletion, search, multi-selection, etc.

Hovering over one of the timeline elements shows the date or time period corresponding to that element and its summary information, such as its name and planned cost.

Import / Export

Tempo Budgets Allows you to import or export your data in CSV (comma separated values) format.

Importing Planned Costs

To import data from an existing CSV file, click the ... button, and select Import data or hit the "i"  shortcut key to open the import dialog. See Importing Data from CSV and Planned Costs/Revenues Import to learn more about importing Planned Costs.

Exporting Planned Costs

To export data to an external CSV file click on the ... button, and select Export data or hit the "x" shortcut key to instantly export data. The exported CSV file includes both planned Human resources and expenses. See Planned Costs or Revenues CSV Export Detail to learn more about export data.

Approving planned costs

Planned costs can be approved using a baselining mechanism. Refer to the Baselines page for more information on managing baselines.

Scope Inspector

The scope inspector allows you to view the breakdown of the folio's scope by issue type (user stories, bugs, etc.) and see whether the planned Human resources have a capacity that matches the effort required for that scope. It will help you answer questions such as:

• Are the planned salaries sufficient to implement the planned features of our application?

• How much required effort has been estimated for the planned scope? How much to fix the known bugs?

• What's the maximum effort a person can possibly provide given the current folio's time frame?

Clicking the Scope button brings up that information in the details panel on the right.