Redmine Budget is based on Eric Davis' work which was released by him to the community. Unfortunetly, project was abandoned. We really liked it and decided to completly rewrite (with keeping compatibility) and make it even better. If you are already using Eric's version (or forks which didn't make any changes to database) you can use this plugin as drop-in replecament.
This plugin also depends on Redmine Rate plugin which is bundled with Budget for your convenience.
Before processing it is recommended to backup your Redmine instance, both files and database (!)
Follow Redmine standard plugin installation steps:
Setup permissions for roles that should have access to Budget in.
It is possible to grant read na write access to project's budget.
In order to use Budget, you have to enable it for each project.
To utilize benfeits of of financical management and planning provided by Budget, go to project, and select Budget (make sure that Rate is also selected).
In order to utilize full potential of Budget, you have to fill up hourly rates for users that are going to work on projects with budget.
To do so, go to the project which has already enabled Budget module and visit.
Click Create in the Rate column to specify a hourly rate for a given user.
Hourly rates can be specified for different projects for each user. Project field is the context in which given rate will take effect. However, it is possible to not specify it which will create rate shared across projects (this option is default, as showed on figure above). Amount field is the amount of money in your currency for user's hourly rate.
Fill up forms and click Add. Repeat this step to other users you wish to specify rates.
Now, after all this drudgery, you can finally start using Budget.
Visitto create new deliverable.
As you can see in above figure, creating deliverables looks pretty similar to issues:
You will learn more about statuses after few more steps of this tutorial.
Deliverables are highly tied to Redmine core feature - issues.
Issues in projects with Budget enabled can be linked to deliverable direclty in issue's page.
Budget will pull out all meaningful information from issues like logged time, due dates into single place and automatically calculate costs, profits and other factors accordingly.
Redmine Budget provide powerful features that, when combined can be used to create custom processes and workfows for budgeting in your organization.
As you may know, statuses can directly affect deliverables, similary to issues.
To see existing statuses and create new ones go to. Click New status.
Statuses can affect deliverables based on two properties:
Default statuses are pretty basic so don't hesitate to play around with them and create your own workflows for your organization.
Configuring protected attributes and other features can be done in settings page. Go there by visiting, find Redmine Budget and click Configure.
If you would like to extend deliverables with your custom attributes, you can do so in.
Also, if you would like to allow non-administrators access and manage rates, checkout Redmine Rate settings.
As times goes by you will have more and more projects to deliver. The beautiful thing about Budget is that it progressively become more useful as it has more information to process.