MyScrumBudget

Scrum project budget forecasting tool. Replaces a GPL-licensed Excel spreadsheet (MyScrumBudget_1.5.xlsx) with a modern, localStorage-first web app.

Author: William W. Davis

Quick Start

npm install
npm run dev       # Development server at http://localhost:3000
npm run test      # Run test suite
npm run build     # Production build

Features

• Project management — Create, edit, and delete projects with budget tracking
• Global team pool — Manage team members once, assign to any project
• Allocation grid — Spreadsheet-like grid with inline editing, multi-cell selection, drag-to-fill, and keyboard navigation
• Reforecast snapshots — Create named reforecasts, copy allocations from previous versions
• Productivity windows — Define reduced-capacity periods (holidays, onboarding) that adjust calculations without modifying allocations
• Forecast metrics — ETC, EAC, variance, budget ratio, weekly burn rate, NPV
• SVG charts — Monthly cost bar chart and cumulative cost line chart with tooltips
• Data portability — JSON export/import for backup and transfer
• Cloud storage — Optional Firebase cloud persistence with real-time sync, Google + Microsoft SSO, and project sharing (owner/editor/viewer roles)

Domain Glossary

Term	Definition
ETC (Estimate to Complete)	Sum of all forecasted future costs
EAC (Estimate at Completion)	Actual Cost + ETC — total expected project spend
Variance	EAC - Baseline Budget — positive means over budget
Budget Ratio	Baseline / EAC — greater than 1.0 means under budget
Burn Rate	ETC ÷ the weeks of planned work left — what a full working week of the plan costs, with holidays and productivity windows taken out
Planned to Date	What the plan expected to spend from the reforecast start through the Actuals Through date; the Actual Cost tile compares actual spend with it
NPV (Net Present Value)	Time-adjusted value of future cash flows
Allocation	Percentage (0-100%) of a team member's time dedicated to a project for a given month
Reforecast	A named snapshot of allocations and productivity windows for comparison
Productivity Window	A date range with a capacity factor (0-100%) applied at calculation time to the working days it covers
Pool Member	A team member in the global pool, reusable across projects
Project Assignment	A link from a pool member into a specific project's allocation grid

Intentional Divergences from the Spreadsheet

1. Annual discount rate converted to monthly — The original spreadsheet passes the discount rate directly to Excel's NPV function with monthly cash flows. We treat the stored rate as annual and convert to monthly internally (annual / 12) for standard financial semantics.

2. Budget Ratio, not CPI — This tool does not implement Earned Value Management (EVM). There is no earned value tracking. The "Budget Ratio" (Baseline / EAC) compares the original budget to the current forecast, not earned value to actual cost.

3. Productivity windows (web-only enhancement) — The original spreadsheet has no concept of productivity adjustments. This feature allows modeling reduced capacity periods without modifying stored allocation data. A window applies only to the working days it covers: weekends and holidays are already days off, so a window over them changes nothing, and entering time off as a holiday, a 0% window, or both gives the same result (v0.43.0).

4. Burn rate is the cost of a working week — The spreadsheet divides ETC by the weeks from the start date to EDATE(start, months with allocations), which treats every month the project touches as a full month. We divide ETC by the weeks of planned work it covers: working days after any Actuals Through cutoff, with holidays removed and each day weighted by its productivity factor, in months the plan staffs, ÷ 5. With flat allocations that is exactly the team's hourly cost × 40 — the figure to compare a week's actual spend with — and ETC ÷ burn rate is the weeks of work left, not calendar time. (Since v0.44.0; v0.43.0 used calendar weeks; earlier versions matched the spreadsheet.)

Architecture

See ARCHITECTURE.md for the complete technical specification, including domain model, calculation formulas, storage schema, and incremental build plan.

Tech Stack

• Next.js 16 (App Router)
• React 19
• TypeScript (strict mode)
• Tailwind CSS v4
• Vitest (test runner)
• Firebase (optional cloud storage, auth, Firestore)
• SVG charts (no heavy chart libraries)
• localStorage (default client-side persistence)

Legal

The /legal/ directory contains reference copies of TOS.pdf and PRIVACY.pdf. The canonical versions used by the app at runtime are https://spertsuite.com/TOS.pdf and https://spertsuite.com/PRIVACY.pdf.

License

GNU General Public License v3.0 — see LICENSE for details.