(fx) Remaining operations budget

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Use case

Budget tracking often requires quick visibility into what has already been consumed and what is still available. A calculated “Remaining budget” column helps teams identify requests that are close to exhausting their budget, spot overspending early, and review financial status directly in Jira.

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Configuration

Explanation of this use case

Each work item represents an operation request. The team uses the following Jira fields:

  • Approved budget – A number field to track the approved budget for given operation

  • Spent budget – A number field that records the amount spent for given operation

Formula

Remaining budget = {Approved budget} - {Spent budget}

Once you are in the Filter results gadget, please click on “Add formula column“ and the make the configuration as follows,

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