86 lines
3.7 KiB
Markdown
86 lines
3.7 KiB
Markdown
## ADDED Requirements
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### Requirement: Generate cost summary report
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The system SHALL generate reports showing revenue forecasts based on allocations multiplied by hourly rates.
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#### Scenario: View monthly cost report
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- **WHEN** viewing cost report for February 2026
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- **THEN** the system displays all projects with their allocated hours
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- **AND** calculates revenue for each project based on team member hourly rates
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- **AND** shows total revenue forecast for the month
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#### Scenario: Cost breakdown by project
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- **WHEN** viewing cost report for a specific project
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- **THEN** the system displays allocation breakdown by team member
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- **AND** shows hours allocated and hourly rate for each team member
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- **AND** calculates total project cost as sum of (hours × rate) for all team members
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### Requirement: Filter cost report by project
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The system SHALL allow filtering cost reports by project, client, or type.
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#### Scenario: Filter by project type
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- **WHEN** filtering cost report to show only "Project" type (billable)
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- **THEN** the system displays revenue forecast for billable projects only
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- **AND** excludes "Support" type projects
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#### Scenario: Group by client
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- **WHEN** grouping cost report by client
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- **THEN** the system displays total revenue forecast per client
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- **AND** shows breakdown of projects per client
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### Requirement: Filter cost report by team
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The system SHALL allow filtering cost reports by team or team member.
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#### Scenario: Cost report for team member
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- **WHEN** filtering cost report to show allocations for "John Doe"
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- **THEN** the system displays all projects where John Doe is allocated
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- **AND** calculates John's contribution to revenue (his hours × his rate)
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#### Scenario: Cost report for role
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- **WHEN** filtering by "Backend Developer" role
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- **THEN** the system displays revenue generated by all Backend Developers
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- **AND** shows average hourly rate for the role
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### Requirement: Calculate total possible revenue
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The system SHALL calculate maximum possible revenue if all team capacity were utilized at 100%.
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#### Scenario: Possible revenue calculation
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- **WHEN** viewing cost summary
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- **THEN** the system calculates total team capacity (all team members' available hours)
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- **AND** multiplies by each team member's hourly rate
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- **AND** displays "Possible Revenue: $X if fully utilized"
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### Requirement: Calculate forecasted revenue
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The system SHALL calculate forecasted revenue based on current allocations.
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#### Scenario: Forecasted revenue based on allocations
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- **WHEN** team has 1000 hours total capacity
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- **AND** currently 850 hours are allocated across projects
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- **AND** the weighted average hourly rate is $140
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- **THEN** the system calculates forecasted revenue as $119,000 (850 × $140)
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### Requirement: Show revenue variance
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The system SHALL display variance between possible revenue and forecasted revenue.
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#### Scenario: Revenue gap analysis
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- **WHEN** possible revenue is $150,000
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- **AND** forecasted revenue is $119,000
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- **THEN** the system displays revenue gap of $31,000 (20.7% underutilization)
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### Requirement: Multi-period cost forecast
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The system SHALL generate cost forecasts across multiple months.
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#### Scenario: Quarter revenue forecast
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- **WHEN** viewing cost report for Q1 2026 (Jan-Mar)
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- **THEN** the system displays monthly revenue forecast for each month
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- **AND** calculates total Q1 revenue forecast
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- **AND** shows monthly variance from possible revenue
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### Requirement: Export cost data
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The system SHALL allow exporting cost report data (deferred to Phase 2 for PDF/CSV).
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#### Scenario: View cost data on screen (MVP)
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- **WHEN** viewing cost report
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- **THEN** the system displays all cost data on screen in tabular format
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- **AND** PDF/CSV export buttons are not available (Phase 2 feature)
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