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 

   

   icon.
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.