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2. Enabling Browser third-party cookies

In order to use Budgetizer, third-party cookies must be enabled. Please check your browser configuration.

For Microsoft Edge

  • Open Microsoft Edge, select Menu (3 dots icon on top right corner of the browser) > Settings > Site permissions > Cookies and site data.

  • Turn off "Block third-party cookies"

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  • Filter : Use the search bar to find the filter

Info

The filter must be public to be visible to any logged-in user :

  • By default, when creating the filter has private access

  • Go to Filters - View all filters

  • Check if Access is not private, if so, modify it,

  • Click on the three dots button, on the right side of the page and select Edit

  • On Access, click My organisation, Add, then Save

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  • Estimate (R) mentions the estimated time remaining to complete a task

  • Time Spent mentions the time already spent on the issue

  • Issue Cost mentions the cost currently spent on an Issue

  • Aggregated Cost mentions the aggregated issue cost

    • For epics, aggregated stories cost + expenses linked to the epic

    • For stories, aggregated subtasks cost + expenses linked to the stories

    • For others issues types, expenses linked to the issue

  • Planned mentions the planned budget for that Issue

  • Used mentions the percentage of budget already spent for that issue

  • The logo OPEN allows you to open an Issue in a new browser

  • The logo EDIT allows you to edit the issue planned budget

  • The logo SHOW WORKLOGS allows you to view all the worklogs logs by team member for the Issue

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You can also set hourly rate for each team member by clicking on “Set rates”.
Then, you can set the current rate for the team member, as well as setting a rate to apply for worklogs until a target date.

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6.2.4 Expenses tab

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6.2.4.1 Add expense

Add an expense to your portfolio. Select the date, the expense category among the list , provide a description and , the amount. and link this expense to an issue (optional)

Info

Please note that these expenses will be added automatically to the total program expenses.

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