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:

1. From the Tempo menu, click the folio name. You can also click more... to open a list of all folios.

2. Click the Costs tab, and then click Planned at the top-left.

3. Click Plan from Estimates.

4. Under Select effort to plan for, select either the entire scope of the folio, or narrow it down using a filter or JQL function. 

5. Under Plan Staff:

   1. Name - select a name for the positions created.

   2. Role - select a role for the positions created.

   3. 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.

   4. Effective Date - select a date for the work to start, or choose the Folio's start date.

6. Click Plan. Tempo Budgets for Server will set human resources based on the folio's scope.