If you’re looking to handle your project budget plan in OpenProject, you’ll initially require to enable a particular module. Learn how the Budgets feature is set up and used.
Image: Jirapong/Adobe Stock Reviewing budget could spell disaster for a job. Knowing the most up-to-date budget plan info allows the job group to prepare appropriately by cutting features or work– before you have to notify upper management that you require more money. Such news might show inadequately on you. You don’t want that.
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If OpenProject is your project manager platform of choice, you can add the Spending plan module, which permits you to:
- Create a project spending plan.
- Add planned system costs.
- Include prepared labor costs.
- Appoint a work bundle to a spending plan.
- View information and upgrade a task’s budget plan.
Let’s get this module set up and see how it is utilized.
What you’ll require to allow the OpenProject Spending plan Module
The only things you’ll require for this are a running instance of OpenProject and a user with admin advantages. That’s it: Let’s get to work.
How to make it possible for the Budget module
The first thing to do is log in to your OpenProject instance. As soon as visited, choose a Work space from the Job drop-down in the upper left corner. Within the project, click Project Settings in the left sidebar (Figure A).
Figure A
The OpenProject sidebar is where you access a task’s settings. In the resulting page(Figure B), click Modules in the sidebar. Figure B The OpenProject task settings page.
On the Modules page (Figure C), click the check box for Budgets and after that click Save.
Figure C
Making it possible for the Budgets module for
OpenProject. How to utilize Budgets in OpenProject With Spending plans enabled, click out of Settings to return to your task, where you’ll see a new Budget plan entry in
the sidebar. Click Budgets. In the brand-new window (Figure D), click New Budget in the top right corner. Figure D
The OpenProject Budgets page is prepared for a new Budget plan. In the resulting window
(Figure E
), complete all the required info for the new Budget. Figure E Creating a new Budget plan for a task. One thing to keep in mind is that you’ll probably want to define numerous Cost Types for
your project. Cost types can be development, marketing, design, implementation, scaling, and so on. To define a Cost Type, click your profile icon in the leading right of the window and choose Administration and after that click Time & Expenses. In the resulting window, click +Expense Key in the upper right corner and after that fill out the info for the new Expense Type (Figure F).
Figure F
Producing a new Expense Enter OpenProject. As soon as you’ve submitted the required info, click Save and the new Cost Type will be readily available to add to your Spending plans.
As your project continues, you can revisit the Budget plan, click Update, and include or edit the costs to keep track of how the spending plan of the job is going.
After producing a new Spending plan, you can add the spending plan to a Work Package, where you log costs (Figure G) that will show in the Spending plan you have actually produced.
Figure G
Access to the Log System Costs is discovered in the Work Packages section. A little bit of a knowing curve Getting up to speed with OpenProject Budgets does have a little bit of a learning curve. It will take you a little time to comprehend the Spending plan workflow in OpenProject, but once you get it, it will become a must-have feature for your job management efforts.
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