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Updated by Klaus Zanders 9 months ago
As a project manager, program manager and portfolio manager
I want the budgets of my projects to be related to each other
So that I can have a better budget planning overview of where the money is distributed to
**Acceptance criteria**
* We allow to set a fixed amount on a budget without planning material and labor costs. This allows for an easier allocation of money. For example on the top-level budget we do not plan explicit labor, but instead we just assign a lump sum of money.
* ~~We We can define relations between a project's budget with other budgets from the project hierarchy.~~ hierarchy.
* ~~Top-down Top-down approach: The parent budget has money in it and money is taken out of that parent's budget and allocated into the child budget.~~ budget.
_~~This _This can be used when we know the budget for the entire project hierarchy in advance and want to distribute money to its sub-projects.~~_ sub-projects._
* ~~Bottom-up Bottom-up approach: The parent does not have any money allocated to itself. Instead the money that is "in" the parent budget is the calculated sum of the children's planned budgets.~~ budgets.
_~~This _This can be used when we know the budgets for each individual sub-project but do not know the overall budget.~~_ budget._
* ~~Those Those approaches can also be combined. (~~_~~TBD: (_TBD: Add a screenshot that visualizes this~~_~~)~~ this_)
* In the project lists there are additional columns:
* `Budget planned` `Budget`
* `Budget Spent` `Total budget` (including sub projects)
* `Budget Spent (Percentage)` `Costs`
* `Budget available` `Total costs` (including sub projects)
* `Percentage complete`
* `Total percentage complete` (including sub projects)
**Out of scope**
* New permissions
* Sub totals in the project lists
I want
So that I can have a
**Acceptance criteria**
* We allow to set a fixed amount on a budget without planning material and labor costs. This allows for an easier allocation of money. For example on the top-level budget we do not plan explicit labor, but instead we just assign a lump sum of money.
* ~~We
* ~~Top-down
_~~This
* ~~Bottom-up
_~~This
* ~~Those
* In the project lists there are additional columns:
* `Budget planned`
* `Budget Spent`
* `Budget Spent (Percentage)`
* `Budget available`
* `Percentage complete`
* `Total percentage complete` (including sub projects)
**Out of scope**
* New permissions
* Sub totals in the project lists