Versions Compared

Old Version 5

changes.mady.by.user Marc-André Thibodeau

Saved on

compared with

New Version 6

changes.mady.by.user Marc-André Thibodeau

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Div
stylewidth:100%
idkt-documentation-section
aligncenter
HTML Table
cellpadding10px
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 Planned costs (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.

Table Row (tr)

Table Cell (td)
width70%
valigntop

The Planned Revenues page allows you to enter all Consulting and Non-consulting revenues you expect the Folio will generate during its lifespan.  Non-consulting revenues are added to one of two main categories: Operating or Non-operating. Non-consulting revenues can be single occurrence or recurrent ones.  Consulting revenues are the team positions you plan will do work that will be billed and generate revenue, such as Developer #1, Technical Coach #1 , etc. Consulting revenues are categorized as Operating.  Information entered here will be used to provide project health metrics on the Overview page and shown as a reference on the Revenues Forecast chart.

Anchor
NonConsulting
NonConsulting
Non-consulting revenues

The Planned Revenues page shows the planned calculated income for each non-consulting revenue and non-consulting revenue groups (by type). You can collapse (or expand) a group of revenues by clicking the triangle icon ( ) next to the type name.

See the Non-Consulting Revenues page for more information and learn how their income is calculated.

Anchor
AddNonConsulting
AddNonConsulting
Planning a non-consulting revenue

To add a non-consulting revenue, either click the Plan Revenue button or hit the a (for add) shortcut key.  This brings up the edition dialog.  Refer to the Editing an Non-Consulting Revenue section to learn how to fill the edition dialog. Check the Plan another box at the bottom of the dialog in order to create many expenses in sequence. 

Include Page
Revenue Operations
Revenue Operations

Anchor
CopyExpenseToActual
CopyExpenseToActual
Copying a non-consulting revenue to actual

Select an existing non-consulting revenue to copy to actual by clicking on it and then either click on the ... menu on the top-right part of the details panel (on righthand side of the screen) and select the Copy to actual option or hit the t (for to Actual) shortcut key.  This will copy the selected revenue to actual, including its attached files. 

You can copy multiple non-consulting revenues to actual at once by selecting them and then copy the selected revenues the same way you copy a single one.  The confirmation message informs you of how many revenues have been copied.

Anchor
Consulting
Consulting

PositionsPositions are the salary expenses you plan the Folio will incur at one point or another. The planned costs page shows the calculated cost for each position and position groups (by title). The cost displayed on group title rows is simply the sum of the costs of the positions in that group.

Consulting Revenues

Planned Consulting revenues are the revenues from billed worked hours that the Folio is planned to generate. They are operating revenues. Consulting revenues are grouped by title (e.g. Developer, Architect, Q&A). You can collapse (or expand) a group of positions revenues by clicking the triangle icon (Image Removed Image RemovedImage Added Image Added) next to a position the title's name.

See the Positions page Consulting Revenue for more information on positions and how their cost is calculated.

Anchor
AddPosition
AddPosition
Planning a

position

consulting revenue

To plan a positionconsulting revenue, either click the Add Position Plan Consulting Revenue button or hit the "o" (for position) shortcut key.  This brings a position up an edition dialog.  Check the "Plan another" box at the bottom of the dialog in order to create many positions revenues in sequence.

 

 Show Shows the available time remaining in the folio. This note is update while
you change the effort type, helping you to adjust the planned effort plan.

You can enter number of hours allocated for a specified period
or an allocation percentage.
The name of the position as it will be displayed on the left side of the left pannel


Anchor
BudgetAddingPositionConsultingRevenueEditFieldsBudgetAddingPosition
The following table describes the various fields of the position edition dialog

Name

ConsultingRevenueEditFields

Name

Name of the position

Examples: J2EE Developer 1, Database Administrator

Title

The title Title that will be used to group positions together. 
classify consulting revenues. While typing in this field, titles entered previously for other positions consulting revenues that match what you typed will be suggested to you for completion to help you avoid typos and duplications.

Examples: Developer, Q&A, Management, etc.

Wage

The planned Planned amount per hour the position consulting revenue will costgenerate.

Repeat

Number of

positions

consulting revenues to create.

e.g.

Example: if repeat is 6 FOLIO will create six

positions

revenues. All created

positions

revenues will have the same exact values (title, wage, ...)

 

.

Effort

The amount Amount of time the position consulting revenue is planned to be active during the folioFolio's timeframe. 
The effort can be entered in one of two ways:

    • By specifying an amount of time starting at some date.
    • Time will be
    • dispatch base
    • dispatched based on normal working hours per day as specified in
    • Folio Configuration
    • By specifying a percentage of normal business hours or an amount of time between two dates.
    •   Budgeted
    • In the first case, the planned effort will be calculated based on the
    • percentage of
    • normal hours per day
    • specified in Folio Configuration

OR

    The
    • configured in the Working Schedule. In the second case, the specified time will be evenly dispatch between start date and end date
    • . Select the way that best suits your available estimation data.

The effort will be displayed as a number of hours in the Planned costs revenues screen, no matter how the value was entered.

Labels

JIRA Issue Label

with which you want the position to be associated to (see Labels page  for more info)
Custom Fields

If you add Custom fields in the Folio configuration screen those custom fields will be displayed in the dialog box.

Image Removed

Note that you can enter any value up to 255 characters. Also that those values will displayed in the details column under the "Extra Information" section.

to associate the consulting revenue with 

Refer to Labels for more details.

Description

An optional, free form description of the positionconsulting revenue.

Anchor
EditPosition
EditPosition
Editing a

position

consulting revenue

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.

Anchor

DeletePositionDeletePosition
Anchor
IMPORT
IMPORT
Import / Export

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

Importing Planned

Costs

Revenues

To import data from an existing CSV file, click on the ... button and select Import data. Alternatively, you can type the keyboard shortcut i to open the import dialog. See Importing Data from CSV and Planned Costs Revenues Import to learn more about importing Planned CostsRevenues.

Exporting Planned

Costs

Revenues

To export data to an external CSV file click on the ... button and select Export data. Alternatively, you can type the keyboard shortcut x to instantly export data. Exported CSV file includes both all planned positions and expensesrevenues. See Planned Costs Revenues CSV Export Detail to learn more about export exported data.

Table Cell (td)
width30%
valigntop
Panel

On this page:

Panel

Related pages:

...