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Does Jira support budgeting?

Heinz Erhard

We are looking for a project management tool that provides for accompanying our issues with planned and actual budget. And we want to get reports on how good we performed in regard to time and budget.

We also want to have an initial workflow for the controlling department to evaluate and acknowledge/reject launching to develop on an issue.

Moreover, we have branches around the globe and we might want to have separate tenants.

Is this all possible with Jira?

Accepted answers

Danny Zuccaro_bzdg9s

I believe what your looking to do is supported by Portfolio. Here is a link to an overview - Portfolio. Otherwise there are add ons that manage budgets - Tempo comes to mind.

All comments

Danny Zuccaro_bzdg9s

I believe what your looking to do is supported by Portfolio. Here is a link to an overview - Portfolio. Otherwise there are add ons that manage budgets - Tempo comes to mind.

Nic Brough -Adaptavist-

Portfolio handles resourcing and planning but not quite the money behind them.

Tempo Books is probably closer to a budgetary tool, as it lets you put monetary costs on resources.

Heinz Erhard

Thanks to both of you for your brilliant help! I'll have a look at Tempo Books then.

Tatiana Moreno

Hi, what tool are you using today for manage the budget? Thanks.

Dawson Smith

I would like to be able to tracking spending related to projects and annual renewals. Perhaps confluence is a better option if it was just myself needing to view the information but i would like to also track spending related to helpdesk requests in Service Desk so the requester can see their receipts for the purchase being made for them in their portal.

Scott Theus

I currently use an Excel sheet for budget tracking; I have EV formulas baked in. I'd love to find a way to track material and vendor costs along with resource time/costs in Jira.

Sabeen Dakhan

How are you tracking constant budget changes in your tracker?

Sebastien De Luca

Hello,

We just released Budgetizer, an expense tracker to visualize issues cost in real time.

The app enables portfolios and programs level to organize issues and set members hourly rates to track cost of epics, features and stories.

Here is the link to the app : https://marketplace.atlassian.com/apps/1221840/budgetizer?hosting=cloud&tab=overview

Feel free to contact us in case of any feature request as our priority is to improve the app and add more useful functionalities.

Best regards,

Sebastien De Luca
#productowner
https://ugubi.io

Joseph Stamatiades

MS project has cost management integrated into the product.

Jacob de Lichtenberg

I think Forecast has what you’re looking for. Connecting projects, you can freely pass data between Jira and Forecast to get the needed insights. The integration lets your team stay in the comfort of Jira, while you can move onto a more visual, structured solution with real-time visibility into project financials.

In Forecast, calculating a project budget goes hand in hand with having your team members working on the tasks. When the team starts registering time, you begin to see how the project is progressing based on two important metrics – the planned and actual cost.

Specifically, you can track how good you are performing in regard to time and budget to avoid cost overruns. Plus, the platform cuts both views - the financial performance of the individual project (in a Budget tab), or a portfolio overview of your financial data across multiple projects (Financial Portfolio Report).

Work completed in Jira is reflected directly in Forecast, and vice versa, allowing you to monitor how changes in scope, schedule, and roles affect your budget.

Hope this helps to solve your budget needs!

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