A command line tool to generate reports used to manage the budget for a product development organization. Currently, two types of reports are available: budget and ratios.

A budget report tells a manager how much money the organization is spending each quarter on each product priority.

Spend for a quarter is calculated by summing the quarterly costs of everyone on a team assigned to a product priority. If someone is working on multiple teams, their cost is divided evenly between these teams. If someone is not assigned to a team in a particular quarter, their team for the quarter is assumed to be "None" to ensure that their cost is still accounted for in the budget.

The cost of a teammate is (salary + perPersonCost) * salaryCostFactor. In words, we take the person's salary (after splitting it based on the number of teams they are assigned to) add some constant to account for per-person costs (such as software licenses and team events) and then we scale this amount to account for costs that grow with base salary such as a 401K plan.

You can manually change the constants used in the cost calculation by updating the values directly in CostCalculator.hs. In the future, we may make these values configurable via the command line or separate file.

The report is printed to stdout in CSV format. The report has the following structure:

Dollar values are shown in Millions.

A ratio report helps a manager understand whether the roles in the organization are balanced, and can inform hiring needs for the future. For this report, we assume several standard roles on each team:

• Product Manager
• User Experience Designer
• Software Engineer
• Quality Assurance Engineer

The number of software engineers in an organization typically drives hiring for the other non-SE roles, so we report the ratio of software engineers to each of these roles. A manager can compare this against target values for each role to better understand hiring needs for the future.

The report is printed to stdout in CSV format. The report has the following structure:

If the input files do not contain any software engineer teammates, the ratio values will be -1.0 to indicate that the values could not be computed.

This program is written in Haskell and requires the ghc compiler as well as the stack build tool.

Clone this repo with:

git clone https://github.com/jyoder/budgeting.git

In the top-level repo directory, compile the program with:

stack build

Once compiled, you can execute the program with:

stack exec budgeting-exe <budget|ratios> <priorities-file> <salaries-file> <teammates-file>

The first command line argument specifies which kind of report to generate and can be either budget or ratios. The second argument is the priorities-file. This file contains a list of teams and which priorities they are assigned to each quarter of the year. The third argument is the salaries-file. This contains salary information for each person in the organization. The fourth argument is the teammates-file. This contains the list of people in the organization and which teams they are assigned to each quarter. More details on the format of these files can be found in the following sections.

All input files use the CSV format. This section describes the required structure of each input file and how fields in these files are related to one another.

This file contains a list of teams and which priorities they are assigned to each quarter of the year. It has the following structure:

Every team that appears in the teammates file must have an entry in the priorities file or data validations will fail. The None team is a special team that teammates will have by default if no team is specified. As such, the priorities file should always contain an entry for None to ensure that all costs are accounted for.

This file contains salary information for each person in the organization. It has the following structure:

Salary numbers for each quarter are specifiec as yearly salaries (they are converted to quarterly salaries internally).

The Bhc column contains the Budgeted Headcount ID for each person. This is a unique value used to identify a person. Each BHC that shows up in the salaries file must have a corresponding teammate in the teammates file. Data validations will fail if any BHCs are duplicated or do not show up in the teammates file. The Name column is only used for reference and is ignored by validations.

This file contains the list of people in the organization and which teams they are assigned to each quarter. It has the following structure:

The Bhc column contains the Budgeted Headcount ID for each person. This is a unique value used to identify a person. Each BHC that shows up in the teammates file must have a corresponding entry in the salaries file.

In the teams columns, it is possible to specify that a person is on multiple teams. In this case, teams should be enclosed in quotes and separated by commas. Each team in the teams columns must have a corresponding entry in the priorities file, otherwise data validations will fail.

In the example above, no teams were specified for Amy Amerson in Q4. By default, she will be assigned to a special team called None to ensure her cost is always accounted for. In this case, the None team must appear in the priorities file, otherwise data validations will fail. It is also possible to assign people to the special None team as shown in the case of Bob Bobberson in Q4.

The role column is used by the ratio report. Any value is allowed in this column, but the following values are treated specially for the purposes of the ratio report:

• Product Manager
• User Experience Designer
• Software Engineer
• Quality Assurance Engineer

Input files undergo a bit of preprocessing prior to validation. One purpose of the preprocessing stage is to remove any teammates from the file who are not part of the product development organization. Current departments that are treated specially and removed from the input include:

• Web Operations
• Security

It is not necessary for people with these roles to have a Bhc or to have a corresponding entry in the salaries file.