Tempo cost tracker Monthly data

Arthur K_b5d7oa

I'm trying to solve some issues with tempo cost tracker and I couldn't find how to do it. 


One of the projects has a set budget for month (let's say it's 10 000) and I'm trying to understand is there a way to track the cost monthly (and if it goes over or under)

the other question is more general, is it possible to see the budget on a monthly scale instead of "overall project"? i couldn't find it 

 

 

Thank you in advance!

Guruprasad Shenoy

Hi Arthur ,

Welcome to Atlassian Community !!

Directly from the Expenses page, you may add expenses to your project and see a breakdown of them by category. The Actual Expense Total is also displayed in the Overview, and on the Cost Tracker home page, you may check the total expenses for a project by hovering your cursor over its total Actual costs in the Project List.

One expense at a time may be added, as well as fixed repeating monthly costs for recurring costs like a monthly rental or a quarterly subscription. Recurring expenses are actualized on the day they are reported, just like one-time expenses are. The recurrent symbol precedes a recurring expense in the list.

 

Add project costs.
Add a one-time cost or ongoing monthly costs to your project.

Click the Expense tab at the top-right to add an expense.

Add Expense by clicking.

Give the expenditure a description and an amount.

By beginning to type in the field, choose a Category from the list. Simply type a new category name in this form to create one.

On your Jira site, categories are shared by all Cost Tracker users. To prevent duplications, make sure to check the list before creating a new category.

 

If you want to associate this expense with a Tempo account, select an account from the Account list. Start typing to see the available accounts.

Click the Date field to select a date for the expense from the calendar. The current date is shown by default.

 

To add a recurring expense:

Turn on the Recurring switch to display the recurrence options.

Enter the frequency for the monthly recurring expense in the Occurs Every field. For example, enter a value of 3 for a quarterly expense.The date you entered in the date field

above automatically sets the date each on which a recurring expense is actualized each month.

To select the corresponding day of the week instead, click the drop-down arrow.

Select an Ends date option. By default, the recurring expense will end one year after the original date set. You can click the date field to edit the date or select a date from the date-picker. You can also choose instead to specify the number of times the expense is posted.

Click Add Expense to add the new expense.