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How we work (org handbook)
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      • Product Management during the Project Initiation Phase
      • DRAFT COPY
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      • The Close-Out Report
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      • Blog article
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        • Business Portal
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  • How we work
    • Preferred tools
      • Tool sponsorships
    • Budgets & Finance
      • Taxes
        • VAT
        • PAYE and UIF
        • Workmen's compensation
        • Annual PAYE reconciliation
      • The Types of Budgets Used By OpenUp
      • When to Start Planning a Budget
      • Planning a Budget
      • How to Create a Budget
      • How to Spend a Budget
      • How to Adjust a Budget
      • Expense claims
      • Invoicing OpenUp
      • Capturing and approving invoices for payment
      • Allocating AWS costs to a project
      • Allocating Upwork transactions to projects
      • Software, Services and Hosting
      • Downloading Webflow invoices
    • Tool Development
      • Coding Roles
      • Tools For Coding
      • DESIGN
      • The Design Process: Step-By-Step
      • Tools Used In The Design Process
      • Quality Metrics: Design
      • Webflow export rules
      • CONTENT, WRITING, AND MEDIA
      • Creating Substance: The Role of Content in Tool Development
      • Creating Content: Step-By-Step
      • What Goes In Social Media
      • TRAINING & EVENTS
      • Event Planning
      • When, Where, and How to Hold a Training Session
      • Tools Used By Training and Events
      • User testing
      • Making government accessible
    • Outsourcing & Contracting
      • Why do we contract external workers?
      • Platforms We Use To Find Contractors
      • Contracting people for work
      • UpWork Contracting
    • Monitoring & Evaluation
    • Communications & Branding
      • Resizing images
      • Creating an email newsletter
      • Posting a blog
      • Sharing a blog post
      • Marketing Q &A
      • Official communications
      • Tracking app and campaign web traffic sources
    • Human Resources
      • Recruitment
      • Recruitment template: Project lead developer
      • DRAFT Recruitment template: Product owner
      • One-on-ones (1:1s)
    • Organisational Decision Records
      • ODR1: Organisational Decision Records
      • ODR2: Building dynamic web frontends using Webflow
    • Personal Information
    • Password management
  • Tech
    • Development guidelines
    • Preferred tech stack
    • Webflow project guide
      • How to build pages in Webflow so that content can be added using Javascript
    • Setting up a new server
    • Hosting on dokku
    • CDN in front of S3
    • Setting up a new Domain
    • CKAN
  • Product management
    • Our product design process
  • Codebridge
    • Codebridge - the space
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On this page
  • The Types of Budgets Used By OpenUp
  • When to Start Planning a Budget
  • Planning a Budget
  • How to Create A Budget
  • How to adjust a budget
  • Month-in
  • Expense claims
  • Invoicing clients
  • Allocate AWS costs to a project
  • Allocate Upwork transactions to projects
  • Links to templates

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  1. How we work

Budgets & Finance

This can become a Google Doc, with a smaller section in the Pro-Project chapter of this handbook.

The Types of Budgets Used By OpenUp

Our Common Budgets

  1. Core Operating Budget

  2. Revenue Project Budget

  3. Overall Budget for Internal Projects

When to Start Planning a Budget

  1. External Projects

  2. Internal Projects

  • Project-specific grants

  • Core grants

Planning a Budget

How to Create A Budget

How to adjust a budget

    • What is OpenUp’s policy on adjusting budgets?

    • When and how often do adjustments usually happen? What are the typical circumstances involved?

      • Internal Budget

        • Operating Costs

        • Expenses

      • External Budget

    • How do you prioritize where to allocate limited funds, for equally important things/tasks?

Month-in

Expense claims

Invoicing clients

  • the difference between invoicing clients and invoicing projects. Is their a difference?

Allocate AWS costs to a project

Allocate Upwork transactions to projects

Links to templates

PreviousTool sponsorshipsNextTaxes

Last updated 4 years ago

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An

Budget template
invoice
Project Budget template
Humentum link folder
Link to OpenUp assessment and action plan