The TaskJuggler User Manual

Project Management beyond Gantt Chart Drawing


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Keyword balance

Purpose

During report generation, TaskJuggler can consider some accounts to be revenue accounts, while other can be considered cost accounts. By using the balance attribute, two top-level accounts can be designated for a profit-loss-analysis. This analysis includes all sub accounts of these two top-level accounts.

To clear a previously set balance, just use a -.

Syntax balance (<cost account> <ID> | -)
Arguments cost account
The top-level account that is used for all cost related charges.
Context accountreport, properties, resourcereport, taskreport, textreport, tracereport

project "AccountReport" 2011-11-09 +1y {
  currencyformat "(" ")" "," "." 0
}

account resourceCost "Resource Cost" {
  aggregate resources
  account teamA "Team A"
  account teamB "Team B"
}
account productCost "Product Cost" {
  aggregate tasks
}
account customerPayments "Customer Payments" {
  credits 2011-12-01 "First downpayment" 80000,
          2012-06-01 "Second downpayment" 200000
}

balance productCost customerPayments

resource teamA "Team A" {
  rate 420
  chargeset teamA
  resource "R1"
  resource "R2"
}
resource teamB "Team B" {
  rate 380
  chargeset teamB
  resource "R3"
  resource "R4"
}

task "Products" {
  chargeset productCost

  task p1 "Product 1" {
    effort 20m
    allocate teamA, teamB
  }
  task p2 "Product 2" {
    effort 18m
    allocate teamA
    priority 600
  }
  task p3 "Product 3" {
    effort 6m
    allocate teamB
    priority 600
  }
  task mf "Manufacturing" {
    depends !p1, !p2, !p3
    duration 2w
    charge 12000 onend
  }
  task "Final Payment" {
    depends !mf
    purge chargeset
    chargeset customerPayments
    charge 170000 onstart
  }
}

accountreport "TeamBudget" {
  formats html
  accountroot resourceCost
  balance -
  columns no, name, quarterly { celltext 1 "<-query attribute='turnover'->" }
}

accountreport "ProfiAndLoss" {
  formats html
  columns no, name, monthly
}


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Copyright (c) 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 by Chris Schlaeger <cs@taskjuggler.org>.TaskJuggler is a trademark of Chris Schlaeger.