Budgetizer Installation Guide

In this page

1. Getting started

• Budgetizer is an expense tracking tool that allows you to view the cost of issues in real time.

• Budgetizer calculates the cost of issues based on Jira worklogs.

• Budgetizer allows you to create your portfolio and add optional program level to follow-up planned vs spent budget and organize your epics, features and stories.

• Questions? Ask us any time

2. Enabling Browser third-party cookies

In order to use Budgetizer, third-party cookies must be enabled. Please check your browser configuration.

For Microsoft Edge

• Open Microsoft Edge, select Menu (3 dots icon on top right corner of the browser) > Settings > Site permissions > Cookies and site data.

• Turn off "Block third-party cookies"

Open

For Chrome

• Open Chrome, select Menu (3 dots icon on top right corner of the browser) > Settings > Privacy and security > Cookies and other site data.

• Turn on “Allow all cookies” OR "Block third-party cookies in Incognito"

Open

For Safari

In the Safari app  on your Mac, choose Safari > Preferences, click Privacy, then do any of the following:

• Turn off “Prevent cross-site tracking.”

• Turn off “Block all cookies”

3. Authorizations and permissions required to use the plugin

By default, each user in the site-admins group is an application administrator and can access Budgetizer and browse portfolios.

This default group configuration can be updated in the "Permissions" tab.

4. Installation and basic configuration

4.1 Install Budgetizer

• Log in to your Jira instance as an admin

• Click on the admin drop-down menu and choose Add-ons. The Find new apps or Find new add-ons screen loads

• Locate Budgetizer

• Click Free trial to download and install your app

• You're all set! Click Close in the Installed and ready to go dialog

4.2 Open Budgetizer

Depending on your navigation configuration, Budgetizer can be found in the top bar menu.

4.3 Configure default currency

The default currency is USD. In the Default Currency field, choose your own currency.

5. Portfolios overview

5.1 Portfolio’s structure overview

Choose between simple portfolio or portfolio with programs.

5.2 Portfolios tab

5.2.1 Search bar

• Use the search bar to find the Portfolio in which the keyword is mentioned.

• Please note that to find the portfolio you must enter at least 3 characters.

5.2.2 Item by pages

• Select the number of items per page you want to display on a screen from: 10 - 20 - 50 items.

• Use the navigation pagination below the table to browse the results page.

5.2.3 Create Portfolio

• Click Create portfolio and enter all the required information : Name, Budget Planned, Members and Currency

• Then, click Save changes

5.2.4 Export Portfolio

By clicking the Export Portfolios button, you can download the list of all issues in your portfolio and view the following information:

issue key - issue type - priority - status - fix versions - epic name - parent key - project - summary - original estime - remaining estimate - time spent - cost .

5.2.5 Table values

• Label mentions the name of the portfolios you have created

• Planned mentions the planned budget that you added when creating the portfolio

• Spent indicates the amount of the budget already spent

• Used ( % ) mentions the ratio of the amount of the budget already spent

• Time Spent mentions the time already spent on the portfolio

• The logo OPEN allows you to open the portfolio and display a new browser that we will detail below in this documentation

• The logo EDIT allows you to edit portfolio information and, optionally, add a new member to the portfolio

• The logo DELETE allows you to delete a portfolio

5.3 Charts tab - Budget allocation

Charts are enabled at portfolio and program level.

6. Portfolio configuration

6.1 Settings tab

Select the portfolio type you want to create among filter - Projects - Program.

• Filter : Use the search bar to find the filter

• Projects : Use the search bar to find the project

• Program : Select Program to create new program and classify your portfolios

6.2 Open a portfolio

6.2.1 Content tab

6.2.1.1 Search bar

• Use the search bar to find Issue by summary in which the keyword is mentioned.

• Please note that to find the Issue you must enter at least 3 characters.

6.2.1.2 Issue types selection

Select all of the Issue types or select only one to display from: Task - Sub-task - Story - Bug - Epic,...

6.2.1.3 Item by pages

• Select the number of items per page you want to display on a screen from: 10 - 20 - 50 items.

• Use the navigation pagination below the table to browse the results page.

6.2.1.4 Export content

By clicking the Export content button, you can download the list of all issues in your portfolio and view the following information:

issue key - issue type - priority - status - fix versions - epic name - parent key - project - summary - original estime - remaining estimate - time spent - cost .

Yo can click Filter worklogs by date to active the filter.

6.2.1.5 Table values

• Estimate (R) mentions the estimated time remaining to complete a task

• Time Spent mentions the time already spent on the issue

• Issue Cost mentions the cost currently spent on an Issue

• Aggregated Cost mentions the aggregated issue cost

  • For epics, aggregated stories cost + expenses linked to the epic

  • For stories, aggregated subtasks cost + expenses linked to the stories

  • For others issues types, expenses linked to the issue

• Planned mentions the planned budget for that Issue

• Used mentions the percentage of budget already spent for that issue

• The logo OPEN allows you to open an Issue in a new browser

• The logo EDIT allows you to edit the issue planned budget

• The logo SHOW WORKLOGS allows you to view all the worklogs logs by team member for the Issue

6.2.2 Cost overview tab

Check the total hours spent and the total budget spent on the portfolio.

6.2.3 Hourly rates tab

If you already have worklogs in your backlog, the system will display the list of team members who have already added an entry, otherwise only the default hourly rate will be displayed.

Enter the default hourly rate and click on the ‘Save’ button.

You can also set hourly rate for each team member by clicking on “Set rates”.
Then, you can set the current rate for the team member, as well as setting a rate to apply for worklogs until a target date.

6.2.4 Expenses tab

6.2.4.1 Add expense

Add an expense to your portfolio. Select the date, the expense category among the list , provide a description, the amount and link this expense to an issue (optional)

6.2.4.2 Export expenses

By clicking the Export expenses button, you can download the list of all expenses in your portfolio and classify them according to your need.

Yo can click Filter worklogs by date to active the filter.

6.2.4.3 Edit an expense

Click the logo EDIT to update an expense at any time.

6.2.4.4 Delete an expense

Click the logo DELETE to delete an expense at any time.

6.3 Edit a portfolio

Click the logo EDIT to update the portfolio information like budget or team members.

6.4 Delete a portfolio

Click the logo DELETE to delete completely the portfolio.

6.5 Back to Portfolio list

At any time, come back to the list of portfolios by clicking the button : back to portfolio list.

7. Program configuration

The program level allows you to follow-up planned vs spent budget and organize your epics, features and stories.

7.1 Programs tab

7.1.1 Create a program

After clicking on Create program, fill in the information required in the pop-up window :

• Add Name,

• Add Budget Planned

• Add Members (These users must also bu added to portfolio members to view this program)

• Save changes

7.1.2 Search bar

• Use the search bar to find Program by name in which the keyword is mentioned.

• Please note that to find the Program you must enter at least 3 characters.

7.1.3 Item by pages

• Select the number of items per page you want to display on a screen from: 10 - 20 - 50 items.

• Use the navigation pagination below the table to browse the results page.

7.1.4 Export programs

By clicking the Export programs button, you can download the list of all programs in your portfolio and sort them as needed.

7.2 Charts tab - Budget allocation

Charts are enabled at portfolio and value stream level.

7.3 Open a program

Select a Portfolio type among Filter or Projects.

To configure portfolios in programs, check Chapter 5 : Portfolio Configuration.

7.4 Edit a program

Click the logo EDIT to update the program information like budget or team members.

7.5 Delete a program

Click the logo DELETE to delete completely the program.

7.6 Back to Program list

At any time, come back to the list of programs by clicking the button : back to program list.

8. Security

Budgetizer is part of the Atlassian Bug Bounty program aiming to continuously improve the security of the app by leveraging crowdsourced vulnerability discovery methods available through bug bounty.

8.1 General security information

8.1.1 In-app budget properties management

All app properties related to budgeting and costs are only stored in the customer’s instance. Please note that app properties used for budgeting are hidden for users not in the app admin group / view group, but depending on their global permissions, they may have access to these properties through API.

9. Need help?

Please raise an issue in our Help Center in case of questions or to report a bug, we are here to support you.