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!

[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. 

[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.

[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

[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.