This document discusses using eazyBI for project planning and budgeting. It provides examples and demos of importing data like dimensions, measures, and hours spent from an ERP tool. It also covers mapping additional data from JIRA like worklogs, estimates, and simple cost rates. The document demonstrates calculating costs at the user level and with advanced rates that vary by period and project. Finally, it proposes next steps like building a portfolio hierarchy and importing Tempo budgets using SQL.

1. for Planning and Budgeting
Janis Plume
Budapest, 2017

2. About
Jānis Plūme,
BI Consultant
Previous: Quality management,Project management

3. Project planning and
reporting

5. Let us take some export
from an ERP tool!
• Dimensions
• Dimension hierarchies
• Measures
• Hours spent
• Costs

6. Data mapping and import
• Demo

7. Report examples

8. Worklogs in JIRA
• Hours spent, original and
remaining estimates
• How to get the financial
data (rates, budgets, etc.)?

9. Additional data import in
the issues cube
• Simple Cost Rates (User
property in JIRA)

10. Simple cost rates
• SQL for additional data
import, accessing the user
properties
• Data mapping

11. Rates in eazyBI
• What has changed in the cube?
• How to calculate costs
• With user dimension
• Generic measure
• DEMO

12. Cost calculation
• At the User level
• Generic cost calculation from
property

13. Advanced cost calculation
• Different cost rates for different periods
and projects
• Additional data import from source file
• Advanced calculation for rate period

14. Additional measures for
cost calculation
• Generate the rates for time members from rates history
• Calculate the cost for period

15. What next?
• JIRA Portfolio
• Building the Portfolio
hierarchy in the Issues
cube by eazyBI
advanced settings

16. Tempo budgets
• Cost cube and
import using the
SQL - prototype

17. Questions?