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To plan expenses for a folio in Tempo for Server

To plan expenses in Tempo Budgets for Server, you need to be a Folio Owner or Folio Administrator:

  1. Click
     or select Tempo > Budgets.
  2. In the Manage Portfolios view, select a folio,
  3. Select the Costs tab, then click Planned at the top-left to view planned costs.
  4. Click the Plan an expense 
  5. Fill in the Plan an Expense dialog box:
    1. Name - enter a name for this expense.
    2. Category - select either Operational Expenditures or Capital Expenditures.
    3. Type - click in the field to select from a list of pre-defined expense types.
    4. Amount - enter an amount.
    5. Currency - select a currency.
    6. Recurring - select Once, or select a frequency and start date for a recurring expense.
    7. Amortized - select this option to spread the expense in equal amounts over a specified period.
    8. Account - select an account for the expense.
    9. Labels - select labels to add to the human resource.
    10. Description - enter a brief description for this expense.
  6. Click Plan to create the expense.
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