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Monthly budget calculation using Automation.

Petr AST

Dear community!

Is it possible to make a value that will be applicable for all tasks?

For example, if you have a budget of 1000$ per month.
There is an request for the consumption of 50$.
Is it possible to get 950$ of the remaining budget after completing the request? And so that it is available for all other tasks?
I tried with smart values and properties, but nothing worked for me.

Thanks in advance!

Accepted answers

All comments

Kate Pawlak _Appsvio_

Hi,

Should it be visible on the customer portal? If yes, I know one solution from the Marketplace: Support Time Contract Management for JSM.

Regards,

Kate

Denis Jonker

Hi Petr,

this looks like a usecase for Epic Sum Up - Lean Project Management.

This Marketplace App provides budgets that can be summarized from subtasks, issues and up to Epics. Feel free to contact our Support through the Marketplace to discuss more details.

Regards,

Denis

Epic Sum Up Support Team

Petr AST

Hi @Denis Jonker

Thanks!

I understand that this can be implemented using apps, but I'm looking for an option without using third-party applications.

Petr AST

Hi @Kate Pawlak _Appsvio_

Thanks!

I understand that this can be implemented using apps, but I'm looking for an option without using third-party applications.

Supraja Alleni

Hi @Petr AST

You can create a Rule such that whenever a subtask completes, we get it’s budget field and subtract that from parent’s budget field. For this you can create a custom number field and use this field in the Rule.

I've created a Rule to help you get started, here are the steps I followed:

Created a custom number field: Amount
Created an Issue with the budget specified in "Amount field" with an amount of 1000
Created a sub-task under the parent task with an Amount: 50
Created an Automation Rule:
- Trigger: When Issue is transitioned to Done
- Condition: Issue Type equals Sub-Task
- Branch: For Parent
  - An Action to update the description(optional): Deduct the Amount mentioned in sub-task from the total amount in the parent task: Remaining budget:
    {{#=}}{{issue.amount}} - {{triggerIssue.amount}}{{/}}
  - Action under branch: Edit Amount field Deduct the Amount mentioned in sub-task from the total amount in the parent task:
    {{#=}}{{issue.amount}} - {{triggerIssue.amount}}{{/}}
Marked the sub-task as Done ==> Rule gets triggered and now the updated Amount is 950.

Note: In case you have multiple budgets to track, it is best to have them in a new project.

Regards,

Supraja

Petr AST

Hi @Supraja Alleni

Thanks for your detailed answer, appreciate it!

Correct, it will work, but is it possible to make it just like you described with sub-tasks, but for all issues in the project?

For example 1 budget for all issues. And changing it every times when some issues closed.

Is it possible to store this value somewhere?

Supraja Alleni

Hi @Petr AST ,

Yes you could configure the rule as shown below, by updating the amount field and description(optional) on a particular ticket when a ticket transitions to Done. You could have a condition as well to check if the Amount field is not empty before performing the action.

Screenshot 2023-03-29 at 7.33.18 PM.png Screenshot 2023-03-29 at 7.34.02 PM.png Screenshot 2023-03-29 at 7.35.31 PM.png Screenshot 2023-03-29 at 7.39.50 PM.png Screenshot 2023-03-29 at 7.40.14 PM.png

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