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Comparing CAPEX and OPEX Accounts

In the Overview tab of a Cost Tracker project, the calculated costs are represented in a bar that shows the comparison between the CAPEX versus the OPEX amounts for the project. An overview of the accumulated expenses are split by category and a breakdown of the accounts that contributed to these results are shown.

To compare the CAPEX and OPEX accounts:

  1. Open a project in Cost Tracker.

  2. In the Overview tab, the Accounts side panel on the right displays a CAPEX vs. OPEX bar.

    If the project includes time logged to accounts that are of Capitalized (CAPEX) or Operational (OPEX) types, the calculated costs are displayed for each account type on the bar.

  3. Click either the CAPEX or OPEX link below the bar to drill down into the details of the related accounts for each account type.

  4. The total hours logged and calculated amounts are shown to correspond with the total amount for each account. Hover over the account name to reveal the Account key, Customer, and other information:

    • The list of accounts names is displayed. This corresponds to the time logged to the Jira issues with an associated account that is of Capitalized or Operational type.

    • The breakdown is sorted by amounts in descending order (1st sort order), then by account name alphabetically (2nd sort order).

    • The amounts are the sum of actual costs from labor and expenses that are associated to each account.

    • Total time spent is displayed for each account type and the breakdown of time spent is displayed for each account.

      Unlike costs, expenses do not have corresponding number of logged hours associated to them. If an account is associated with expenses only in a project without any additional costs with logged hours, then the account summary will not show any total hours against the sum of expenses.

  5. Click the the < arrow at the top of the panel to go back and select the other account type.


    Calculated costs are based on the logged hours for the assigned user under this account type, calculated by the rate and any other flexible rates that might have been applied. If rates are not defined then the default global rate is used.

  6. Uncategorized displays the total actual costs for the logged hours in a Cost Tracker project that are not associated to any accounts, or are associated to accounts that are neither CAPEX nor OPEX. Click on the information icon to learn how to setup CAPEX and OPEX accounts.

  7. If you change a worklog account and associate it to Capitalized or Operational type account, the changes are immediately reflected in the the total Uncategorized accounts and added to the account totals where applicable.

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