Page Comparison

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AddPosition AddPosition

Adding a position

To budget a position, either click the Add Position button or hit the "po" (for positionosition) shortcut key.  This brings a position edition dialog.  Check the "create another" box at the bottom of the dialog in order to create many positions in sequence.

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Show the available time remaining in the portfolio. This note is update while you change the effort helping you to adjust the effort plan.	You can enter number of hours allocated for a specified period or an allocation percentage

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EditPosition EditPosition

Editing a position

Select an existing position to modify by clicking on it and then either click on the drop-down menu on the top-right part of the position details view (on righthand side of the screen) and select the Edit option or hit the "e" (for edit) shortcut key.  This will bring up the position edition dialog.  For a detailed description of the position edition dialog, refer to Adding a position  section.

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DeletePosition DeletePosition

Deleting a position

Select an existing position to delete by clicking on it and then either click on the drop-down menu on the top-right part of the position details view (on righthand side of the screen) and select the Delete option or hit the "d" (for delete) shortcut key.  This will bring up a dialog to confirm position deletion.  Click the Delete button to confirm the deletion, or Cancel link to abort deletion.  Deletion is permanent, thus make sure you really want to delete a position before proceeding.

You can delete multiple positions or even a mix of positions and expenses at once by selecting multiple lines in the budget (by pressing and holding the Control key while clicking the positions and expenses to delete).  You can then delete the selected expenditures the same way you delete a single position.  Note that in this case, the deletion confirmation will inform you of how many items are about to be deleted.

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PositionCosts PositionCosts

Position costs

The budget page shows the calculated planned cost for each position and position groups (by title).  The cost of a position is calculated by multiplying its planned effort in hours by its wage. 

Cost = Effort x Wage

Note that if the effort was entered as a date range and a percentage of business hours (second option in position edition dialog), then the effort in hours is calculated as follows :à

Effort = Number of working days in date range x 
Number of hours per day  x 
Percentage of availability

The number of working days is calculated based on the number of business days per week configured in JIRA's time tracking settings, minus the non-working days configured for the folio (refer to Folio Configuration).

The cost displayed on group title rows is simply the sum of the costs of the positions in that group.

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PositionDetails PositionDetails

Position details

When selecting a position on the budget page, more information on that position is displayed in the details panel on the right.  This panel shows the position detailed information:

• Name
• Title
• Wage
• Detailed effort
• Calculated total cost
• Reporter (the user who added the position)
• Description
• Attached files

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AttachFilePosition AttachFilePosition

Attaching files to position

You can attach files to a position in order to keep related documents handy (pay slips, resumes, etc.). To attach files to a position, select it and then click button Attach Files in position details panel on the right.  This will bring up a dialog where you can pick a file (or multiple files simultaneously, if your browser allows it) and enter an optional comment.

On this page:

• Position
  • Adding
  • Editing
  • Deleting
  • Costs
  • Details
  • Attaching Files

Related pages:

• Folio Budget