To plan expenses for a folio in Tempo for Server

To plan expenses in Tempo Budgets for Server, you need to be a Folio Owner or  Folio Administrator :

1. Click  or select Tempo > Budgets.

2. In the Manage Portfolios view, select a folio,

3. Select the Costs tab, then click Planned at the top-left to view planned costs.

4. Click the Plan an expense  icon.

5. Fill in the Plan an Expense dialog box:

   1. Name - enter a name for this expense.

   2. Category - select either Operational Expenditures or Capital Expenditures.

   3. Type - click in the field to select from a list of pre-defined expense types.

   4. Amount - enter an amount.

   5. Currency - select a currency.

   6. Recurring - select Once, or select a frequency and start date for a recurring expense.

   7. Amortized - select this option to spread the expense in equal amounts over a specified period.

   8. Account - select an account for the expense.

   9. Labels - select labels to add to the human resource.

   10. Description - enter a brief description for this expense.

6. Click Plan to create the expense.