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Request to assign budgets to area paths

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    Trent Brouillette

    I was also looking to add this request.  Pretty much the same use case.  We figured out based on the tfs organization and timetracker organization the best way for us to handle some of our budgeting and invoicing processes is using Area Paths.  We're currently exporting to excel and manually handling budgets for all our individual projects.  But if the TimeTracker Budget page had a little more flexibility on managing the work items that belong to the budget we may be able to drop about 75-90% of our manual work needed on all our initial project budget setup and monthly invoicing.  

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    Sharla Ruland

    7Pace Team, I have the same request/need.  Iterations and sprints are tied together, however the work inside both span across multiple budgets.  I am spending hours updating tasks one by one to the proper budget because iterations are utilized by the sprint team for sprints...again that contain tasks and user stories that span multiple budgets.  Please provide the functionality to assign budgets at the Area Path level!  I would appreciate feedback on how/when this can be done in TimeTracker and if it can't be done, then understanding about why.  Thanks in advance!

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    Stephan Polley

    Same here. We use area path for the different applications and one team supports multiple of those. Different applications get billed differently and need different budgets.

     

    It would be great to assign multiple area paths to one budget. But of course one area path can only be added to one budget. 

    Sub area paths should inherit the budget from the parent - unless it has been added to another budget. That would break the inheritance. 

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    Magnus Schroder

    I think this would be very good for us. We have a number of different minor projects for the same customer, and all of them should be invoiced on separate budgets, although the work happens the same iteration and released in same release 

    Using areas seem to be the logical and most efficient way to do it!

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    Andrea Moro

    Hi Magnus

    thank you for your message! We'll need to look into this more in details as there are some concerns that this could have unintended consequences on the existing logic. In the meantime, did you know that now it is possible to assign budgets to root iterations (projects)? Is this something you could use as a work around?

    Regards,

    Andrea
    Product Owner - www.7pace.com

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    Scott Friedman

    Andrea, I have found that associating budgets to iterations not useful. If the whole company is on the same iteration schedule, then it is a lot of maintenance to create the same iteration schedule for every project (area path). It makes more sense just to have one iteration schedule that is used across projects, as Simon noted in the initial post three years ago. As noted by users above, it makes more sense to use Areas (which don't change with every iteration) and associate them with a billing method (and budget). For example, we are considering having the first sub-area as how the project will be billed (time and materials, fixed price, maintenance contract, no charge, etc.) and then have sub-areas under those be the projects. In this way, we know how to charge what body of work. Having budgets associated to those areas is way more useful than using iterations. How it was decided to associate iterations and individual work items to budgets is not something I understand.

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    Andrea Moro

    Hi Scott, 

    thank you for your feedback on this, it's very helpful. Recently this request seems to be coming up more and more regularly on our support channels as well, so we decided to add it to our backlog for further consideration. We'll keep you posted!

    Regards,

    Andrea
    Product Owner - www.7pace.com

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    Wahid Bitar

    This is a very crucial feature for companies that depend on a single project.
    Is there any news about it?
    It will be harmful to change the iterations hierarchy just to do a workaround for budgeting.
     

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    Andrea Moro

    Hi Wahid,

    I am afraid I don't have any updates that I can share with you yet. Recently our focus has been on performance improvements and we are now compiling a list of 'smaller' features that we can implement in the upcoming months - I am hoping we will be able to add this one too. I'll let you know once I have more information.

    Thank you for your patience.

    Regards,

    Andrea
    Product Owner - www.7pace.com

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