To plan human resource costs from estimates in Tempo for Server
To plan human resource costs in Tempo Budgets for Server based upon estimates you need to be a Folio Owner or Folio Administrator:
- From the Tempo menu, click the folio name. You can also click more... to open a list of all folios.
- Click the Costs tab, and then click Planned at the top-left.
- Click Plan from Estimates.
- Under Select effort to plan for, select either the entire scope of the folio, or narrow it down using a filter or JQL function.
- Under Plan Staff:
- Name - select a name for the positions created.
- Role - select a role for the positions created.
- Cost Rate - select a planned Cost Rate for the positions. This rate is individually set, it doesn't necessarily conform to the global user rates.
- Effective Date - select a date for the work to start, or choose the Folio's start date.
- Click Plan. Tempo Budgets for Server will set human resources based on the folio's scope.