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.

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 (Unknown Attachment Unknown Attachment) 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.

Name	Name of the expense. Examples: Rent for 222 Main Street, IDE licenses, Printer toner, Web hosting fee
Category	Category of the expense. OPEX, CAPEX, FINEX. See Categories for more information about each option.
Type	Type of the expense. This gives you access to a list of pre-defined expense types you can use to classify your expenses and for filtering in reports. You can begin typing in this field to quickly find a match, or click the drop-down arrow to select from the list. You require Tempo Account Administrator permissions to add to or edit the list of Expense Categories (types). To access the Expense Categories, select Tempo > Settings.
Amount	Amount of the expense. Note that in the case of a recurrent expense, the amount of the payments for that expense will depend on whether it is amortized or not. In the case of an amortized expense, the amount entered here will be evenly split into the number of payments defined in the recurrence definition. Otherwise, the amount of each payment is the amount entered in this field.
Currency	The currency of the expense. Default: Currency set for the folio.
Recurring	By default, an expense occurs on a single date. To edit the date or to make the expense recurrent (and possibly amortized), click the Edit link to access a dialog that allows make changes. As you edit values in the dialog, Your recurrence summary updates dynamically in the text filed located immediately above. Refer to Recurrence for more details.
Amortized	When selected, the payments for the expense are split over a period of time. This option is available when the Repeat value in the Recurrence definition dialog is a value other than Once. When amortized, the expense is evenly split into payments that are scheduled on the dates defined in the Recurring field.
Account	You can select a Tempo Account to associate the expense with. (optional)
Labels	Jira Issue Labels to associate the expense with. Refer to Labels for more details.
Description	You can choose to enter a description of the expense.

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 (Unknown Attachment Unknown Attachment) 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.

Name	Name of the Human resource Examples: J2EE Developer 1, Database Administrator
Role	Role of the resource used to classify Human resources. The list of valid roles is configured by JIRA administrators at the add-on level under Tempo Teams > Team Roles. Examples: Developer, Q&A, Management, etc.
Cost rate	Hourly rate for this Human resource (wage).
Repeat	Number of Human resources to create. Example: if repeat is 6, Tempo Budgets will create six Human resources. All created Human resources will have the same values (title, wage, ...).
From	Date on which work on the project is planned to start for the Human resource or Human resources.
To	Date on which work on the project is planned to end for the Human resource or Human resources.
Planned Effort	Amount of time the Human resource is planned to be active during the folio. The effort can be entered in one of two ways: By specifying a percentage of normal business hours between the two specified dates. The planned effort will be calculated based on the normal hours per day configured in the Work Schedule. By specifying an amount of time between the two specified dates. The specified time will be evenly distributed over the time frame. The effort will be displayed as a number of hours in the Planned costs screen, no matter how the value was entered.
Account	Specifies the Tempo Account to associate the Human resource with. (optional)
Labels	Jira Issue Label to associate with the Human resource. Refer to Labels documentation for more details.
Description	You can choose enter a description of the human resource.