The Planned Costs page allows you to enter all expenses and all team positions 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 single occurrence or recurrent ones.  Positions are the team members you will need to accomplish the work, such as developers, testers, team leads, etc. and are added to the 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.

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Expenses Expenses

Expenses

Expenses are the all the expenses you plan the Folio will incur at one point or another. The Planned Costs page shows the calculated cost  for each expense and expense groups (by type). You can collapse (or expand) a group of expenses by clicking the triangle icon ( ) next to an expense type.

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

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AddExpense AddExpense

Planning an expense

To add an expense, either click the Plan Expense button or hit the "a" (for add) shortcut key.  This brings the expense edition dialog.  Refer to the Editing an Expense 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. 

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CopyExpenseToActual CopyExpenseToActual

Copying an expense to actual

Select an existing expense to copy to actual by clicking on it and then either click on the drop-down menu on the top-right part of the expense details view (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 expense to actual, including its attached files. 

You can copy multiple expenses to actual at once by selecting them in the budget (by pressing and holding the Control key while clicking the expenses to copy).  You can then copy the selected expenses the same way you copy a single expense.  The confirmation message will inform you of how many expenses have been copied.

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Positions Positions

Positions

Positions 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. You can collapse (or expand) a group of positions by clicking the triangle icon ( ) next to a position title.

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

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AddPosition AddPosition

Planning a position

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

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FromEstimates FromEstimates

Planning positions from estimates

You can ask FOLIO to automatically plan positions based on the estimated effort of issues in scope within the folio's time frame.

• Derive planned positions to match the sum of original estimates of the Folio's scope.
• Completes budgeted positions if your currently planned positions are not sufficient to match the estimated effort.

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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 ... menu on the top-right part of the details panel (on righthand side of the screen) and select the Edit option or hit the e (for edit) shortcut key.  This brings up the edition dialog.  Refer to Adding a position section for a detailed description of the edition dialog.

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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 ... menu on the top-right part of the details panel (on righthand side of the screen) and select the Delete option or hit 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 link to abort.  Deletion is permanent, thus make sure you really want to delete a position before proceeding.

You can delete multiple positions (and even a mix of expenses and positions) at once. Refer to the Multiple Selection to learn how to perform a batch deletion.

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Timeline Timeline

Expenses and Positions Timeline

The Timeline View is displayed when the right part of the toggle button located at the top left of the Expenditure Browser is pressed . It shows each expense payment as well as planned positions over the Folio's timeframe as an interactive timeline chart. Each element displayed for an expense (shown in blue) on the timeline reflects a payment for that expense. Positions (shown in green) are show as periods, covering the planned allocation period for each planned position.

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

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

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IMPORT IMPORT

Import / Export

FOLIO 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 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 Costs.

Exporting Planned Costs

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 planned positions and expenses. See Planned Costs or Revenues CSV Export Detail to learn more about export data.

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SCOPE SCOPE

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 if the planned positions 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.

Details
Scope Inspector	Shows or hides Scope Inspector.
X	Hides the Scope Inspector.
	Inline Help. Clicking on the icon opens up an inline dialog containing definitions of elements displayed in section.
Saved filter	Clicking on Saved Filter link displays all JIRA issues included in your Folio's scope
Capacity per Person	A single person's capacity in terms of regular working hours given the Folio's time frame and the Working Schedule configuration.
Planned positions	Total number of positions currently planned
Planned Effort	Total number of working hours currently planned
Assigned Issues	Number of assigned issues among all issues in this Folio's scope.
Unassigned Issues	Number of issues that are not assigned among all issue in this Folio's scope.
Currently Planned
Planned Positions	Number of planned positions in this Folio.
Planned Effort	Number of work hours planned in this Folio.
Breakdown By Issue Type
Issue Type	Type of issues (User Story, Task, Bug, etc.)
Count	Total number of issues by type
Earned Value Field	Sum of the Earned Value Field for all issues of given type. Will not be display if Earned Value Field is set to Original Estimate.
Original Estimate	Sum of Original Estimate for all issues of given type.

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VIDEO VIDEO