Budget update incl. new budget field

[Laier, Petra]

Hi Team,

when recording time, the field Original estimate and Remaining time is available.

I need another field that does not show me the original estimate but the budget approved in the meantime (budget) as the sum of remaining time and time already spent.

Or if I increase the value in Budget, the new value of the remaining time is calculated.

Is there a field type that I can select for this field? Unfortunately I have not found a suitable one?

Has anyone ever solved such a scenario and if so, how?

Thanks for the support

Best regards

Petra Laier

[Olha Yevdokymova_SaaSJet · Accepted solution]

Hi Petra,

Jira's native functionality doesn't directly support the dynamic budget tracking and time recalculation you're looking for. The "Original Estimate" and "Remaining Estimate" fields primarily serve for time tracking, not financial budgeting.

However, the Time & Cost Tracker for Jira add-on can help you achieve this. It introduces the concept of Planned Budget which can be set within cost reports. You can then track the Remaining Budget in real-time as your team logs work. The add-on also allows you to track Planned Time and Remaining Time within time reports, offering a comprehensive view of your project's time and budget utilization.

Here's how to set it up:

1. Install the Time & Cost Tracker add-on.

2. Generate a Cost Report:

   • Apply filters to define the scope of your report (projects, date range, etc.).
   • In the report generation dialog, set the Planned Budget for your project.

3. Track Progress:

   • As your team logs work, the add-on will automatically calculate the Remaining Budget based on the actual worklog costs and your initial Planned Budget.
   • 
   • You can view this information in the 'Totals' section of your Cost Report.

4. Generate a Time Report:

   • Similarly, generate a Time Report and set the Planned Time.
   • The add-on will calculate the Remaining Time as your team logs their hours.

By utilizing the Planned Budget and Planned Time features in Time & Cost Tracker, you can effectively monitor your project's financial and time-related progress, ensuring you stay within budget and on schedule. The add-on's real-time calculations and clear visualizations provide the insights you need to make informed decisions and keep your projects on track.

Let me know if you have any other questions.

[Laier, Petra]

Hi Yevdokymova,

thanks, sounds also good. We'll check the app.

Best regards

Petra

[Laier, Petra]

Hi Yevdoymova,

is it possible to add customer fields in the log time entry window and show them in a report?

Is it possible to create individual customer reports over the Jira and custom fields?

We have to create a report with specific customer fields to import the date at the month end into our company official time reporting.

Best regards

Petra

[Olha Yevdokymova_SaaSJet]

Hi, @Laier, Petra 
Yes, you can incorporate custom Jira fields into your Time Reports, providing the tailored insights you need for your company's time reporting.

Here's how it works:

Generate a Time Report within Time & Cost Tracker

• Apply filters to select the relevant projects, issues, or users.
• Choose the desired date range for your report.
• Click on the "Columns" button within the Time Report interface.
• Select the custom fields you want to include in your report from the available options. 
  

Than you can export this report with all Jira fields you wanna include. 

[Joseph Chung Yin · Accepted solution]

@Laier, Petra 

Welcome to the community.  Based on my experience, it is not possible out of the box, you will need to have a third party add-on such as Scriptrunner for Jira to create custom scripted field -

https://marketplace.atlassian.com/apps/6820/scriptrunner-for-jira?hosting=cloud&tab=overview

https://docs.adaptavist.com/sr4jc/latest/features/scripted-fields

Hope this helps.

Best, Joseph Chung Yin

[John Funk · Accepted solution]

Hi Petra,

From what it sounds like, you are basically wanting to rename the Original Estimate field to Budget. Is that correct? 

[Laier, Petra]

Hi John, 

that's one of the points yes. This would solve also our task.

Is this possible? I didn't find a way to do so.

Best regards

Petra

[John Funk]

No that will not be possible to rename as it is a system field and is locked.

[Laier, Petra]

Hi Joseph, 

thanks for your feedback and the links.

We'll check our next steps.

Your feedback is very helpfull.

Best Regards

Petra