Retainer budget management

[suzanne_moss]

I'm looking for a plug-in to work with Jira and JSM that will handle rolling monthly budgets. It must be able to capture all time logs across both applications and needs to be able to carry unused time forward, or deduct excess time consumed into the following month's budget. 

Any ideas?

Thanks in advance

Suz

[Michael Yaroshefsky - Visor for Jira]

Hey @suzanne_moss and welcome to Atlassian Community.

I feel based on your question that Time and Cost Tracker for Jira would probably be the best fit for you.

There are some others you should also look at, such as Tempo Timesheets, or Clockwork Pro. 

I'm not affiliated with any of these apps by the way!

You might also find this article useful:
https://community.atlassian.com/forums/App-Central-articles/Cost-Tracking-for-Jira-A-Step-by-step-Guide-in-2024/ba-p/2666270

Hope that's helpful.

[suzanne_moss]

Thanks Michael

[Natalia_Kovalchuk_SaaSJet_]

Hi!
I recommend you look at Time & Cost Tracker for Jira from my team.

This add-on offers extensive features that can be suitable for your needs:

• Tracking of time: It captures fine-grained time logs and makes it possible to consolidate the reporting.
• Budget management: You can set a monthly time budget and monitor planned vs. actual usage.
• Cost control: Supports establishing hourly and billing rates (with effective dates and linking direct expenses to issues or projects for more complete budget views).
• Reporting: Includes customizable cost and time reports and allows tracking costs by project, sprint.
• Access controls: Enables you to control data visibility and permissions to ensure that sensitive information is secure.