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Positions are the salary expenses you plan the folio will incur at one point or another.  Example of positions could be J2EE Developer 1, System Architect, Test Automation Specialist, etc. They are operational expenditures.  Positions are grouped by title (e.g. Developer, Architect, Q&A). You can collapse (or expand) a group of positions by clicking the triangle icon ( ) next to a position title.

Adding a position

To budget a position, either click the Add Position button or hit the "p" (for position) 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.

 

 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

 

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

Name

The name of the position as it will be displayed on the left side of the budget. 
Examples: J2EE Developer 1, Database Administrator

Title

The title that will be used to group positions together. 
While typing in this field, titles entered previously for other positions 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 amount per hour the position will cost

RepeatNumber of positions to create.
e.g. if repeat is 6 FOLIO will create six positions. All created positions will have the same exact values (title, wage ,...) 

Effort

The amount of time the position is planned to be active during the folio. 
The effort can be entered in one of two ways:

    • By specifying an amount of time starting at some date.
    • By specifying a percentage of normal business hours oran amount of timebetween two dates.  
      • Budgeted effort will be the percentage of normal hours per day specified in Folio Configuration

OR

      • The speficied 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 budget screen, no matter how the value was entered.

Description

An optional, free form description of the position.

 

 

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.

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.

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.

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

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.

 

 

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