Page Comparison

The Actual page allows you to enter all actual expenses the portfolio incurs during its execution.  It allows you to visualize the expenses as well as the team members that are currently or have been active since the portfolio started and their calculated cost to date.  Refer to Portfolio Team chapter to learn how to add team members and unassigned team positions to a portfolio.

Expenses are added to one of three main categories: Operational expenditures (OPEX), Capital expenditures (CAPEX) or Financial expenditures (FINEX). The section on Categories explains each one in detail. Actual expenses can be single occurence or recurrent ones.  The Salaries group lists the team members that are currently active.

Information entered here will be used to provide project health metrics on the Overview page and used to calculate the forecast chart displayed in the Forecast page.

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ActualTeamMember ActualTeamMember

Team members

Team members can be considered as an actual, filled-in, positions.  They are positions that are associated to JIRA users, already identified in Portfolio Team page.  They represent the salary expenses you already spent during the portfolio execution.  Team members are grouped by title (e.g. Developer, Architect, Q&A). You can collapse (or expand) a group of team members by clicking the triangle icon  () next to a team member title.

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AddMember AddMember

Adding a team member

Refer to Adding a Team Member  section to learn how to add team members to a portfolio.

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EditMember EditMember

Editing a team member

Select a team member to edit 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 team member edition dialog.

Refer to Editing a Team Member section to learn how to edit team members to a portfolio.

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DeleteMember DeleteMember

Deleting a team member

Refer to Deleting a Team Member section to learn how to delete team members to a portfolio.

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MemberCosts MemberCosts

Team member costs

The Actual page shows the calculated actual cost for each team member and team member groups (by title) to date.  The actual cost of a team member is calculated based on her worked hours and her (possibly varying) wage. 

Cost = sum for p in periods(Worked hours(p) x Wage(p))

Worked hours of a team member are deduced from her wage information and optionally, from the explicit worked hours entered for that member (this data is entered in the Portfolio Team page). The worked hours table displayed in the team member details panel in the Team page gives the detail of how the total worked hours is calculated.  In that table, each row corresponds to a period of time for which a number of hours has been either automatically computed or entered manually.  For each of these periods, we multiply the number of hours by the wage for that period.  The sum of each of these terms gives us the actual cost of the member at the current date.  The detail of each calculated term is shown in the Costs to date section in the details panel for team members.

Refer to the Wages and Worked Hours sections in Team chapter for more in-depth information about how this information is calculated and used for forecasting.

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MemberDetails MemberDetails

Team member details

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ActualExpense ActualExpense

Expenses

Expenses correspond to amounts spent to attain the objectives of the portfolio.  They can belong to any of the three categories described in section Categories: OPEX, CAPEX or FINEX.  Expenses can be single occurrence, or they can be recurrent.  Recurrent expenses can also be amortized; in which case the amount associated with the payment will be evenly split on the payment period.  Actual expenses represent all money that was spent or will certainly be spent during the portfolio's time frame, such as rents, maintenance contracts, software license purchases, loan financing costs or mortgages. 

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ExpenseCosts ExpenseCosts

Expense costs

The Actual page shows the calculated cost to date for each expense and expense groups (by type).  The cost of an expense is calculated by multiplying its payment amount by the number of payments. 

Cost = Number of payments to date x Payment amount

The number of payments depends on the recurrence definition for that expense and the portfolio's time frame.  Only payments occurring (inclusively) between the portfolio's start date and today (see Portfolio Configuration) are computed. 

Note that expenses incurred on non-working days are taken into account (e.g. a rent payment won't be skipped if the incurrence date is a holiday).

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ExpenseDetails ExpenseDetails

Expense details