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