Redmine Budget / Money plugin serves to monitor incomes / expenses / wage expenses and final profit / hour rate of the projects. See plugin detail here:http://www.easyredmine.com/online-store/redmine-plugins-made-easy/project-budgets-money
To display Project Money click "Money" on project menu:
If the project has sub-projects, their Incomes / Expenses / Wage Expenses and Result are displayed under overview.
Incomes / expenses / wage expenses detail
Clicking on overall Incomes / Wage Expenses / Other Expenses you get detail list of items.
Incomes - detail list
Expenses - detail list
These are calculated from time entries. Time entry is multiplied by the appropriate hour rate. Clicking on wage expense you get particular time entry detail.
New Income / Expense entry
In order to enter new Income / Expense (both planned or real) click on the buttons in the right column. After clicking on these you get a form to enter new Income / Expense. Further you choose whether real or planed – real option is default.
When entering new Income / Expense you state name / description / date / ammount / VAT yes-no and you can upload attachment - scanned invoice or whatever.
Option for Planed / Real Expense / Income is at the upper part of the form.
To enter the settings click on "Money settings" in the right column of money view. At the first tab you define priorities of the hour rates to calculate wage expenses. Rates are according to Activity / Role / User.
And Rates are Internal and External - this is mainly for the purpose of Budget sheet, where you can thus see what is your internal wage cost and what is billable ammount.
In other tabs you define hour rates for particular metrics (Activity, Role, User)
You can use the same rates in subprojects or set them separatelly.
Other Money per project settings
The last tab enables you to configure you projects money / budget. You can set here:
- Use or no
- Display VAT or no
- Define VAT rate
- Sum subprojects money into parent project or no
- Turn on / off planned money
- Turn on / off detail lists of incomes / expenses
Global money settings
You can however set your money globally. This afterwards applies for all the projects unless it is overridden by project setting.
For Global Money Setting go to Administration -> Money.
Global setting consists of:
- Rate priorities
- Rate setting for particular metric (Activity, Role, User)
- Other settings