7pace Timetracker's Budgets Page

Create unlimited budgets, assign them to iterations, work items, or individual workloads, and export the tracked time data to Excel.

On this page:

https://youtu.be/b5CnMLyE8ms

Introduction

Budgets Add Value

From an economic perspective, the reporting or billing of efforts spent in development does not always follow sprints, releases, or product backlog items. Your team members create a large number of worklogs every minute of every day, and it can be challenging to manage these worklogs. Additionally, you may want to bill only specific hours to a client or report those internally.

The Budgets page allows you to simply and easily create unlimited budgets, so you can then assign the tracked time you want to those budgets. You can include or exclude items from a budget or assign a budget to an object, such as:

Releases
Iterations/sprints
Items like PBIs, bugs, impediments
Work Items
Single Worklogs

When you assign a budget to any of the above objects, the child objects also inherit that budget. If you assign a different budget to one of the child objects, the parent inheritance is then broken, and the new assignment of this item is inherited by its children. Therefore, if you assign a budget to a release, all work that is tracked to items in that release will be counted in that budget, automatically and instantly. If you want to set an exception for a child item, for example, a product backlog item in a sprint, just assign a different budget to that child item (like "Do Not Bill").

You can also assign a specific work item to a budget directly from the work item form in the 7pace Timetracker tab (for more information, click here).

The Budgets page components

No.	Description

No.	Description
1	Click here to create a new budget.
2	The list of created budgets.The icon indicates that the budget is open and can be assigned to iterations and items. The icon indicates that the budget is closed and is no longer actively assignable.
3	Click this button to populate and display budgets in the list that once existed but are now closed.
4	Click Export to export tracked time details for selected projects.
5	The name of the budget with a Comment added underneath as additional information.
6	The toolbar with options to edit, delete, and close a selected budget.
7	The list of objects included in the selected budget. Objects can be iterations, work items, or worklogs. You can assign individual time tracks to any budget from the Times Explorer page only, and these tracks are listed in this section of the Budget page. To do this, select the checkbox(es) of one or more time tracks on Times Explorer, and then, click the Assign Budgets button. A popup dialog box is displayed, allowing you to assign the specific tracks of time to the budget of your choice. You can then see these tracks of time displayed under Time Tracks on the Budgets page. The Included section displays the worklogs to which the budget is assigned.
8	The Add button allows you to add objects in the Included list of a budget.
9	The list of objects excluded from the selected budget. Objects can be iterations, work items, worklogs, etc. You can assign individual worklogs to any budget from the Times Explorer page only and these worklogs are listed in this section of the Budget page. To do this, select the checkbox(es) of one or more time worklogs on Times Explorer, and then, click the Assign Budgets button. A popup dialog box is displayed, allowing you to assign the specific worklogs to the budget of your choice. You can then see these worklogs displayed under Time Tracks on the Budgets page. The Excluded section displays the worklogs of the work items that are included in the budget but that worklog has a different budget assigned.
10	The date and time when the selected budget was created.
11	The total hours planned for the selected budget.
12	The total hours tracked for work items included in the selected budget.
13	The Exclude button allows you to add objects to the Excluded list of a budget, thus removing them from the budget and adding them to another.

Adding a new budget

1. On the 7pace Timetracker menu bar, click Budgets.

2. In the left panel, click the New Budget button.

The Budget dialog box is displayed.

3. In the Budget Name field, enter the name of the budget.

4. In the Planned Hours field, enter the number of hours planned for the budget.

5. (Optional) In the Comment field, enter any additional information you want to add to the budget.

6. Click the Save button.

Including iterations or work items in a budget

Once a budget has been created, you can directly add objects like iterations or work items to the budget in the Included section of the page. The items in the Included list indicate that for all these items, any tracked time is logged to and included in that budget. The Tracked field at the top of the page then displays the total time tracked for all included items in that budget, be it an entire iteration, just specific work items, or even a single worklog.

1. In the far left pane, click the budget name to which you want to include specific iterations or work items.

The budget details are displayed in the right pane.

2. In the middle-right Included section of the page, click the Add button for Iterations or Work Items that you want to include in the budget.

INCLUDE ITERATION IN BUDGET dialog

In the INCLUDE ITERATION IN BUDGET dialog box, click the Select Project drop-down list and select a project.