From 7ba845da34d06234db7ae1e7d975bd5e833116fe Mon Sep 17 00:00:00 2001 From: Sacha Chua Date: Sat, 27 Nov 2021 16:16:29 -0500 Subject: Update --- ...ng-with-org-mode--adolfo-villafiorita--main.vtt | 565 +++++++++++++++++++++ 1 file changed, 565 insertions(+) create mode 100644 2021/captions/emacsconf-2021-project--budgeting-project-monitoring-and-invoicing-with-org-mode--adolfo-villafiorita--main.vtt (limited to '2021/captions/emacsconf-2021-project--budgeting-project-monitoring-and-invoicing-with-org-mode--adolfo-villafiorita--main.vtt') diff --git a/2021/captions/emacsconf-2021-project--budgeting-project-monitoring-and-invoicing-with-org-mode--adolfo-villafiorita--main.vtt b/2021/captions/emacsconf-2021-project--budgeting-project-monitoring-and-invoicing-with-org-mode--adolfo-villafiorita--main.vtt new file mode 100644 index 00000000..16aa366c --- /dev/null +++ b/2021/captions/emacsconf-2021-project--budgeting-project-monitoring-and-invoicing-with-org-mode--adolfo-villafiorita--main.vtt @@ -0,0 +1,565 @@ +WEBVTT + +00:01.040 --> 00:00:02.800 +Hi, I am Adolfo Villafiorita. + +00:00:02.800 --> 00:00:04.799 +I am the co-founder of Shair.Tech, + +00:00:04.799 --> 00:00:07.200 +an innovative-- a socially-vocated + +00:00:07.200 --> 00:00:10.558 +innovative startup in Italy. + +00:00:10.559 --> 00:00:13.280 +Today I'm gonna talk about the way in which + +00:00:13.280 --> 00:00:17.680 +we use Org mode to budget our projects. + +00:00:17.680 --> 00:00:19.039 +First, I need to introduce the way + +00:00:19.039 --> 00:00:21.279 +in which we build our project budget. + +00:21.279 --> 00:00:22.480 +We start from the goals + +00:00:22.480 --> 00:00:24.720 +and the work to be performed, + +00:24.720 --> 00:00:29.840 +and we split it into different tasks + +00:29.840 --> 00:00:31.920 +which may be grouped in different ways, + +00:31.920 --> 00:00:33.440 +according to our needs. + +00:00:33.440 --> 00:00:36.800 +It could be user stories or functional groups + +00:00:36.800 --> 00:00:40.719 +or packages, and then for each task, + +00:00:40.719 --> 00:00:44.000 +we compute the effort. + +00:44.000 --> 00:00:45.440 +Then from the effort, + +00:00:45.440 --> 00:00:49.840 +we derive the project cost and price + +00:49.840 --> 00:00:52.239 +according to two different approaches. + +00:52.239 --> 00:00:53.280 +The first approach: + +00:00:53.280 --> 00:00:56.320 +we allocate the effort to each resource + +00:56.320 --> 00:00:59.680 +and we multiply the effort of the resource + +00:00:59.680 --> 00:01:01.359 +by the price of the results. + +00:01:01.359 --> 00:01:04.320 +We sum all the efforts together, + +00:01:04.320 --> 00:01:07.280 +and then we sum all the tasks together, + +00:01:07.280 --> 00:01:09.600 +the prices of all the tasks together. + +00:01:09.600 --> 00:01:11.200 +In the second approach, + +00:01:11.200 --> 00:01:16.400 +we use a generic effort estimation + +00:01:16.400 --> 00:01:20.799 +for each task, without allocating the effort + +00:01:20.799 --> 00:01:22.560 +to any specific person, + +00:01:22.560 --> 00:01:25.119 +and we multiply this effort + +00:01:25.119 --> 00:01:29.040 +by the average price of the resource. + +01:29.040 --> 00:01:34.720 +In both cases, the price is computed + +01:34.720 --> 00:01:40.079 +by summing cost to overheads and profit. + +00:01:40.079 --> 00:01:41.040 +We're a small company. + +00:01:41.040 --> 00:01:42.719 +We can choose our toolchain. + +00:01:42.720 --> 00:01:44.960 +So we decided to use Org mode + +00:01:44.960 --> 00:01:47.360 +for writing our proposals. + +01:47.360 --> 00:01:49.200 +We built a template. + +00:01:49.200 --> 00:01:54.159 +The template has got a fixed structure + +01:54.159 --> 00:01:56.880 +which allows us to do a lot of reuse, + +01:56.880 --> 00:01:59.600 +and some Emacs Lisp code + +00:01:59.600 --> 00:02:01.040 +and Org mode features + +00:02:01.040 --> 00:02:04.079 +to build the project tables. + +00:02:04.079 --> 00:02:07.600 +Let me show you, without further ado, + +00:02:07.600 --> 00:02:11.760 +the template which is shown here. + +02:11.760 --> 00:02:15.520 +Basically it is a fairly standard + +02:15.520 --> 00:02:17.750 +Org mode document. + +02:20.800 --> 00:02:23.760 +There are some sections here. + +02:23.760 --> 00:02:28.879 +Let me show you the structure here. + +02:28.879 --> 00:02:30.000 +There are some sections, + +00:02:30.000 --> 00:02:34.959 +some of which are not exported / + +00:02:34.959 --> 00:02:36.640 +shown to the client, + +02:36.640 --> 00:02:39.519 +because they are of no interest to them, + +02:39.519 --> 00:02:41.040 +such as, for instance, + +00:02:41.040 --> 00:02:43.280 +the plaintext of each + +00:02:43.280 --> 00:02:45.440 +ledger accounting entries + +02:45.440 --> 00:02:47.440 +we generate for the project + +02:47.440 --> 00:02:53.680 +or some info about the detailed budget data, + +00:02:53.680 --> 00:02:56.319 +while others are shared with the clients + +00:02:56.319 --> 00:02:58.399 +to form a project proposal. + +00:02:58.400 --> 00:03:00.400 +Now the structure is not really important + +00:03:00.400 --> 00:03:02.720 +in the sense that the only constraint + +00:03:02.720 --> 00:03:05.360 +and requirement we set + +00:03:05.360 --> 00:03:07.599 +is that there has to be a section + +03:07.599 --> 00:03:10.800 +with an ID named plan, + +03:10.800 --> 00:03:15.840 +which will contain the project plan. + +03:15.840 --> 00:03:21.040 +Here, for instance, we have a project plan + +00:03:21.040 --> 00:03:23.599 +made of a user story + +03:23.599 --> 00:03:25.360 +whose development is split into + +00:03:25.360 --> 00:03:27.360 +three different tasks. + +03:27.360 --> 00:03:30.080 +For each task, let me show you + +00:03:30.080 --> 00:03:33.200 +just the structure + +00:03:33.200 --> 00:03:37.279 +before the application of the template. + +03:37.280 --> 00:03:45.200 +For each task, you need to define the effort. + +00:03:45.200 --> 00:03:47.360 +Here, for instance, we have an effort, + +00:03:47.360 --> 00:03:50.480 +a generic effort not allocated to any person. + +03:50.480 --> 00:03:52.400 +We use Org mode duration, + +00:03:52.400 --> 00:03:54.799 +60 stands for 60 minutes, + +03:54.799 --> 00:03:57.680 +and here we have an effort profile. + +00:03:57.680 --> 00:04:02.000 +So in task 1.2, Adolfo will work 10 days + +00:04:02.000 --> 00:04:04.159 +and Michele 20 days. + +04:04.159 --> 00:04:06.000 +These are working days, + +00:04:06.000 --> 00:04:07.439 +so one working day + +00:04:07.439 --> 00:04:09.760 +corresponds to eight hours. + +04:09.760 --> 00:04:13.519 +This is standard. We might revise these + +04:13.519 --> 00:04:15.040 +to become more compliant + +00:04:15.040 --> 00:04:19.759 +with the definition given by Org mode. + +00:04:19.759 --> 00:04:23.040 +Notice that you can or cannot, + +00:04:23.040 --> 00:04:26.720 +you may or may not use TODO keywords here, + +00:04:26.720 --> 00:04:29.199 +if you want. We don't usually use them + +00:04:29.199 --> 00:04:31.360 +because the final document + +00:04:31.360 --> 00:04:34.720 +looks nice to the customer without TODO. + +00:04:34.720 --> 00:04:38.479 +We then add them when we move to + +00:04:38.479 --> 00:04:40.719 +a later stage. + +04:40.720 --> 00:04:43.040 +So once you define the plan + +00:04:43.040 --> 00:04:45.600 +with the effort allocation, + +04:45.600 --> 00:04:51.440 +you can go back to the Emacs Lisp part + +00:04:51.440 --> 00:04:55.680 +where you can set three different variables + +04:55.680 --> 00:04:59.680 +to define the hourly rates of your team. + +04:59.680 --> 00:05:02.880 +So for instance, here I am taking + +00:05:02.880 --> 00:05:06.160 +10 euros per hour + +00:05:06.160 --> 00:05:09.680 +(not real rate, actually), and Michele at 20. + +05:09.680 --> 00:05:11.360 +And then you can set the profit + +00:05:11.360 --> 00:05:14.560 +as a percentage on top of the hourly rate + +00:05:14.560 --> 00:05:16.160 +and profit as a percentage + +00:05:16.160 --> 00:05:19.360 +on top of hourly rates. + +05:19.360 --> 00:05:24.000 +The ballpark effort allocation here + +00:05:24.000 --> 00:05:28.880 +is used to compute the average tariff, + +05:28.880 --> 00:05:32.160 +our average hourly rate, + +05:32.160 --> 00:05:33.600 +as a weighted average. + +00:05:33.600 --> 00:05:36.320 +So here I'm saying that on average, + +00:05:36.320 --> 00:05:40.639 +I will work 30% of the effort of each task, + +00:05:40.639 --> 00:05:42.400 +while Michele will take care of + +00:05:42.400 --> 00:05:47.280 +the remaining 70%, and the hourly rate + +00:05:47.280 --> 00:05:48.720 +is computed by multiplying + +00:05:48.720 --> 00:05:57.120 +30% by 10 + 70% by 20. + +05:57.120 --> 00:06:00.880 +If I do a C-c C-c here, I execute + +00:06:00.880 --> 00:06:05.440 +the Emacs Lisp code + +00:06:05.440 --> 00:06:07.439 +in the source code block. + +00:06:07.440 --> 00:06:08.880 +As you can see, + +00:06:08.880 --> 00:06:15.759 +Emacs put back the properties + +06:15.759 --> 00:06:17.840 +that transform the effort + +00:06:17.840 --> 00:06:19.600 +into a total amount: + +00:06:19.600 --> 00:06:22.800 +namely, the effort is first transformed + +00:06:22.800 --> 00:06:24.479 +into working hours, + +06:24.479 --> 00:06:27.280 +the rates and costs are computed, + +06:27.280 --> 00:06:28.880 +overhead computed, + +00:06:28.880 --> 00:06:32.160 +and everything contributes + +00:06:32.160 --> 00:06:34.639 +to the total amount. + +06:34.639 --> 00:06:37.600 +Same thing here. + +00:06:37.600 --> 00:06:41.440 +The cost is slightly more complex + +00:06:41.440 --> 00:06:45.360 +because we use profiled effort, + +06:45.360 --> 00:06:47.199 +and so on and so forth. + +00:06:47.199 --> 00:06:49.680 +This information here + +00:06:49.680 --> 00:06:56.960 +can be then grouped up + +06:56.960 --> 00:06:59.759 +to form the project plan + +00:06:59.759 --> 00:07:01.599 +and project budget. + +00:07:01.599 --> 00:07:03.039 +As you can see, + +07:03.039 --> 00:07:06.880 +this is something we do not export + +07:06.880 --> 00:07:09.440 +in the project proposal to the client, + +07:09.440 --> 00:07:10.880 +because we prefer to do + +00:07:10.880 --> 00:07:13.199 +some rounding by hand + +07:13.199 --> 00:07:14.880 +in order to build a budget + +00:07:14.880 --> 00:07:20.880 +which is, let's say, more reasonable. + +07:20.880 --> 00:07:24.639 +This table here computes VAT + +00:07:24.639 --> 00:07:28.159 +on total amounts by C-c C-c once again. + +00:07:28.160 --> 00:07:31.120 +Then this table here, the payment structure + +00:07:31.120 --> 00:07:36.080 +is used to compute the amount to be paid + +00:07:36.080 --> 00:07:39.280 +according to the different payments + +00:07:39.280 --> 00:07:40.800 +we want to set in the project. + +00:07:40.800 --> 00:07:42.160 +Here, for instance, we are setting + +00:07:42.160 --> 00:07:45.919 +three payments with the following percentages, + +00:07:45.919 --> 00:07:49.199 +and the table, you set the dates and amounts, + +00:07:49.199 --> 00:07:53.440 +and the table keeps track of the rest + +00:07:53.440 --> 00:07:56.479 +by looking at the total amount + +07:56.479 --> 00:08:00.800 +it finds here in the budget table, + +00:08:00.800 --> 00:08:03.280 +so the payment structure and budget + +00:08:03.280 --> 00:08:07.280 +are then used by this piece of code here + +08:07.280 --> 00:08:12.000 +to build the entries + +00:08:12.000 --> 00:08:16.720 +used for our internal accounting, + +08:16.720 --> 00:08:21.038 +which is based on hledger. + +08:21.039 --> 00:08:23.759 +We did everything here by hand, + +08:23.759 --> 00:08:26.400 +but it is not necessary, of course, + +08:26.400 --> 00:08:31.280 +because if you export the document + +00:08:31.280 --> 00:08:34.880 +using C-c C-e and then, for instance, + +00:08:34.880 --> 00:08:39.760 +l for LaTeX and p for PDF, + +08:39.760 --> 00:08:43.279 +Org mode takes care of evaluating + +00:08:43.279 --> 00:08:46.480 +each piece of code in the document + +00:08:46.480 --> 00:08:50.720 +and generate the updated documents. + +00:08:50.720 --> 00:08:52.000 +Here, for instance, you can see + +00:08:52.000 --> 00:08:55.680 +that the PDF generated from the template + +00:08:55.680 --> 00:08:57.440 +which contains all the tables, budget, + +00:08:57.440 --> 00:08:59.920 +and payment schema, everything, + +00:08:59.920 --> 00:09:02.240 +which we use to make an offer + +00:09:02.240 --> 00:09:07.999 +to our clients. + +09:08.000 --> 00:09:10.000 +There are various advantages, + +00:09:10.000 --> 00:09:12.640 +the first, the main one being that + +00:09:12.640 --> 00:09:15.600 +we keep all the information in one place, + +09:15.600 --> 00:09:17.920 +and that we can version + +00:09:17.920 --> 00:09:20.399 +the different versions. + +00:09:20.399 --> 00:09:21.680 +You can use source control + +00:09:21.680 --> 00:09:24.640 +to version different iterations + +00:09:24.640 --> 00:09:26.080 +on the document. + +09:26.080 --> 00:09:28.000 +If you want, you can find the document here. + +00:09:28.000 --> 00:09:33.120 +Thank you for your attention, + +00:09:33.120 --> 00:09:34.120 +and I'm open to questions. + +00:09:34.120 --> 00:09:37.279 +[captions by sachac] -- cgit v1.2.3