How to include iterations and work items in a budget
How to exclude iterations and work items in a budget
How to include time tracks in a budget
Intro
You can include or exclude items from a budget or assign a budget to objects such as releases, iterations/sprints, product backlog items, bugs, impediments, work items and single time records.
Adding a new budget
1. On the Time menu bar, click "Budgets".
2. In the left panel, click the "New Budget" button.
The system displays the Budget dialog box.
3. In the "Budget Name" field, enter the name of the budget.
4. In the "Planned Hours" field, enter the number of hours planned for the budget.
(Optional) In the "Comment" field, enter any additional information you'd like added to the budget.
5. Click the "Save" button.
Including Iterations or work items in a Budget
Once a budget has been created on the "Budgets" page, you can directly add objects like iterations and work items to the budget of your choice in the "Included" section of the page.
The items in the "Included" list indicates that for all these items, the tracked time is calculated in that budget. So, when you select the budget, the "Tracked" field will display the total time tracked for all included items
1. In the left pane, click the budget to which you want to include specific iterations or work items.
The budget details display in the right pane.
In the middle-right "Included" section of the page, click the "Add" button for "Iterations" or "Work Items" that you want to include in the budget.
Include Iteration in Budget dialog:
In the "Include Iteration in Budget" dialog box, click the Select Project drop-down list and select a project.
Click the Select Iteration drop-down list and select the iteration that you want to add.
Include Work Item in the Budget dialog:
In the "Include Work Item in Budget" dialog box, enter the work item ID or title in the "Search for Work Items" text field/search box.
In the resulting list, select the work item that you want to add and click Ok.
Excluding Items from a Budget
You can also specifically set iterations and work items to be excluded from certain budgets.
The items in the "Excluded" list indicate that for all these items the tracked time is not calculated in that budget. So, when you select the budget, the "Tracked" field will not include the tracked time for all excluded items. Usually, you can use the excluded items list to remove certain items from the budget. For example, you can include a parent iteration or a PBI in the budget but exclude certain child iterations or child work items from the budget.
1. In the left pane of the "Budgets" page, click the budget to which you want to exclude specific iterations or work items.
In the far-right "Excluded" section of the page, click the "Add" button for "Iterations" or "Work Items" that you want to exclude from this budget.
Exclude Iteration from Budget dialog:
In the "Exclude Iteration From Budget" dialog box, click the "Select Project" drop-down list and select a project.
Click the "Select Iteration" drop-down list and select the iteration that you want to exclude from the budget.
Click the "Select Another Budget" drop-down list and select another budget to which the iteration will be assigned.
Exclude a Work Item from Budget dialog:
1. In the "Exclude Work Item From Budget" dialog box, enter the work item ID or title in the "Search for Work Items" dropdown.
2. In the resulting list, select the work item that you want to exclude from the budget.
3. Click the "Select Another Budget" drop-down list and select the budget to which you want to exclude the selected work item and click Ok.
Note: From the Iterations page, you can also assign iterations or work items to a budget.
Adding individual time records to a budget
You can assign budgets to one or many time records to override the inherited budget on the "Times Explorer" page.
1. On the "Times Explorer" page, check/select every single time record that you want to assign to a specific budget.
2. Click on the "Assign Budget" link.
3. On the resulting popup dialog, select the budget to which you want to assign these time tracks and then click the "Assign to selected" button.
Now when you go to the "Budgets" page, these tracks of time will display under the "Included" - "Time Tracks" section.
Note: Similarly, you can also exclude time tracks that have been automatically assigned via an iteration or work item, by moving those specific tracks of time on the "Times Explorer" page to a different budget. These tracks of time will display in the "Excluded" - "Time Tracks" section of the Budget page.
Editing a budget
1. From the list of budgets on the left panel of the "Budgets" page, select the budget that you want to edit.
2. On the toolbar on the right panel of the page, click the "Edit" button.
The system displays the Budget Create/Edit dialog box.
5. Change the values in the required fields.
6. Click the "Save" button.
Opening and closing a budget
On the "Budgets" page, beside each budget in the list, the (
) icon indicates that the budget is open. The (
) icon indicates that the budget is closed.
1. If you do not see any closed budgets, click the "Show closed" (
) icon on the toolbar.
Note: After clicking the "Show Closed" icon, closed budgets will display in the existing list of open budgets.
2. On the toolbar:
- Click the "Open" button to open a closed budget.
- Click the "Close" button to close an open budget.
The icon and the color of the budget name change according to the action that you perform.
Deleting a budget
Note: You cannot delete a budget that contains tracked time records. If this is the case, the "Delete" button will be grayed out.
1. From the list of budgets on the left panel of the "Budgets" page, select the budget that you want to delete.
2. On the toolbar on the right panel of the page, click the Delete button.
A confirmation dialog box displays:
3. Select the "Delete" button again.
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