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What is the best way to track CapEx vs OpEx spending in Jira Align?

We are still funding projects and are looking at ways to add Capabilities in time tracking so we can have our team members log their time in time tracking.  Is the data in time tracking related to Investment vs Actual reports in Jira Align where you track your teams work by hours and not points?

2 answers

1 vote
Miron Ivano _Timescale_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
Jul 13, 2022

Hi,

One way a customer of ours solves this is to create jira custom select fields called Capex with a Yes/No value. Then this is selected for every ticket. They also add a WBSO filed for tax credits reference and R&D custom select filed with values for each ticket

At the end since they needed to send a custom EXCEL report to their finance department containing  only the JIRA Data they needed  plus the location-city of the person that is logging hours they chose our app - Timescale to do that.

1 vote
Mark Cruth
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Aug 10, 2021

Hi @Derwin Roland !

To double check, are you using the Time Tracking module of Jira Align, or something else (e.g. Tempo Time)? In terms of Jira Align Time Tracking, unfortunately time entered does not roll up to impact spend totals on the Investment vs Spent report (previously called Investment vs Actuals). The values calculated on the report are based on accepted story points against an costing rate (either blended rate or cost center rate). Check out this help page for more details: 

https://help.jiraalign.com/hc/en-us/articles/115004314088-10X-Investment-Vs-Actuals

Hope this helps!

Mark

Thanks Mark!  After speaking with my local Atlassian architect, he told me the same things how time tracking is its own module and not integrated with the investment vs actuals at this time.  

Mark Cruth
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Aug 10, 2021

Oh good! Apologies that we didn't get back to you sooner on Community. I'm glad you were able to get an answer :-)

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