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(8.7.4) Remaining budget

Title

Remaining budget

Description

It is the remain result of the Budget minus the Incurred Cost 

Objective

Get to know what is the current remaining budget

Audience
  • Project Managers
  • Financial teams
What does a Jira Project Represent?A Jira Project of any type, where cost tracking is a valuable asset
Focus

Project tracking and monitorization

Configuration

1. Create a Projectrak Number field called "Budget". 

2. Create a Projectrak Script field called "Incurred Cost"

3. Create a Projectrak Script field called "Remaining budget.

4. Insert the following Groovy script and modify according to your instance into "Remaining budget" field

Pre-requisites:

  • Projectrak Numeric field called "Budget"
  • Projectrak Script field called "Incurred Cost"

Description: It returns the calculation of the Budget minus the Incurred Cost in the current project

Use in: It should be used as a Projectrak Script field

Variables in context: 

  • project [com.atlassian.jira.project.Project]: The current project

Groovy Script

remaining-budget.groovy
package deiser.profields.scripts

import com.atlassian.jira.component.ComponentAccessor
import com.deiser.jira.profields.api.field.FieldService
import com.deiser.jira.profields.api.field.number.NumberField
import com.deiser.jira.profields.api.field.script.ScriptField
import com.deiser.jira.profields.api.value.ValueService
import java.text.NumberFormat

// Configuration
def BUDGET_FIELD_ID = 20
def INCURRED_COST_FIELD_ID = 22

// Components
def fieldService = ComponentAccessor.getOSGiComponentInstanceOfType(FieldService.class)
def valueService = ComponentAccessor.getOSGiComponentInstanceOfType(ValueService.class)
def jiraAuthenticationContext = ComponentAccessor.jiraAuthenticationContext


// Get the fields
def budgetField = fieldService.get(BUDGET_FIELD_ID)
def incurredCostField = fieldService.get(INCURRED_COST_FIELD_ID)

// Get the field values in the current project
def budget = valueService.getValue(project, (NumberField) budgetField) ?: 0
def incurredCost = valueService.getValue(project, (ScriptField) incurredCostField)?:"0"
def incurredCostBigDecimal = new BigDecimal(incurredCost)

// Returns the difference between the budget and the incurred cost
def numberFormat = NumberFormat.getInstance(jiraAuthenticationContext.locale)
numberFormat.maximumFractionDigits = 0
numberFormat.minimumFractionDigits = 0
numberFormat.groupingUsed = false
return numberFormat.format((budget - incurredCostBigDecimal)<0?0:(budget - incurredCostBigDecimal))


5. Configure the project's layout including all of the fields created.

6. Associate the Layout to the project you need this information to be applied to.

7. The result show be something like this: (please, keep in mind that this is only an example and your results should vary from what it is shown in the screenshot).