Budgets Add Value
From the economical perspective, the reporting or billing of efforts spent in development doesn't always follow sprints, releases or product backlog items. Your team members create a large number of worklogs every minute of every day, and it can be challenging to manage these worklogs. Additionally, you may want to bill only specific hours to a client or report those internally.
We've created the "Budgets" page to allow you to simply and easily create unlimited budgets, so you can then assign the tracked time you want to those budgets. You can include or exclude items from a budget or assign a budget to an object, such as:
- Items like PBIs, bugs, impediments
- Work Items
- Single Worklogs
When you assign a budget to any of the above objects, the child objects also inherit that budget. If you assign a different budget to one of the child objects, the parent inheritance is then broken, and the new assignment of this item is inherited to its children.
Therefore, if you assign a budget to a release, all work that is tracked to items in that release will be counted in that budget, automatically and instantly. If you want to set an exception for a child item, for example, a product backlog item in a sprint, just assign a different budget to that child item (like "Do Not Bill").
Getting to know the Budgets page
|1||Click here to create a new budget.|
The list of created budgets.
The () icon indicates that the budget is open and can be assigned to iterations and items. The () icon indicates that the budget is closed and is no longer actively assignable.
Click this button to populate and display budgets in the list that once existed but are now closed.
|4||Click "Export" to export tracked time details for selected projects.|
|5||The name of the budget with a "Comment" added underneath as additional information.|
|6||The toolbar with options to edit, delete, and close a selected budget.|
The list of objects included in the selected budget. Objects can be iterations, work items or worklogs.
Note: You can assign individual time tracks to any budget from the "Times Explorer" page only and these tracks will be listed in this section of the "Budget" page. You do this by selecting the checkbox(es) of one or more time tracks on "Times Explorer" and then clicking the "Assign Budgets" button. A popup dialog box will display, allowing you to assign the specific tracks of time to the budget of your choice. You will then see these tracks of time display under "Time Tracks" on the "Budgets" page.
The Included section displays the worklogs to which the budget is assigned.
|8||The "Add" button allows you to add objects in the "Included" list of a budget.|
The list of objects excluded from the selected budget. Objects can be iterations, work items, worklogs, etc.
Note: You can assign individual worklogs to any budget from the "Times Explorer" page only and these worklogs will be listed in this section of the "Budget" page. You do this by selecting the checkbox(es) of one or more worklogs on "Times Explorer" and then clicking the "Assign Budgets" button. A popup dialog box will display, allowing you to assign the specific worklogs to the budget of your choice. You will then see these worklogs display under "Time Tracks" on the "Budgets" page.
The Excluded section displays the worklogs of the work items that are included in the budget but that worklog has a different budget assigned.
|10||The date and time when the selected budget was created.|
|11||The total hours planned for the selected budget.|
|12||The total hours tracked for work items included in the selected budget.|
|13||The "Add" button allows you to add objects to the "Excluded" list of a budget, thus removing them from the budget and adding them to another.|