1.2.1. On the Budget Management for Jira Page click the Create a new Budget button
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1.2.2. Please complete the required fields.
1.2.3. To create a new budget, make sure you provide all the necessary information.
1.2.4. Don't forget to press the "Create" button to proceed.
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Kindly note that the Plan type field is automatically populated upon plan creation, as it reflects the value chosen during the budget creation process. In the case of a budget encompassing both income and expenses, users should explicitly select one of them. |
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1.3. Constraints
When it comes to creating budgets, there are a few important considerations.
1.3.1. First and foremost, each budget name must be one-of-a-kind; no two budgets can share the same name.
1.3.2. Similarly, the budget key or identifier must also be unique, ensuring there are no duplicates.
1.3.3. Moreover, there's a specific limit for the value you can enter in the Budget's Key field - it should fall within the range of 2 to 10 characters.
1.3.4. Lastly, it's essential to note that the Budget Key should only include alphanumeric characters, excluding any special characters or symbols.
Field Name | Field type | Required | Notes | ||
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Budget key | Text | Yes | Limit: (Max 10, Min, 2) Contains only alphanumeric characters (A-Z, a-z, 0-9) | ||
Budget Name | Text | Yes |
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Budget description | Text |
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Budget currency | Select List | Yes |
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Budget scope | Issue filter / JQL / Project |
| The "Scope" field lets users choose how they define the budget scope, offering three options: "Issue Filter," "JQL," or "Project." Only one option can be selected at a time, and users can update this choice in the budget settings to meet their specific needs. | ||
Start date | Date |
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End date | Date |
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Amount | Numbered Text |
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Labels | Multi Select |
| Budget Type | Checkbox field Expense | If you choose both checkboxes for budget type, you have the flexibility to design plans as either Expenses or Income. Yet, if you designate the budget type as "Expense," all plans will be automatically categorized as such. |
1.4. Issues that may arise
When you're attempting to Create a budget, there are a couple of potential issues that might come up.
1.4.1. First, if the name you've chosen for your budget is already being used by someone else, you won't be able to create it.
1.4.2. Similarly, if the identifier or key you've selected for your budget is already in use, you'll encounter the same problem.
1.4.3. Additionally, when trying to create a budget, you might face challenges due to certain limitations associated with the budget key. These limitations include a maximum of 10 characters and a minimum of 2 characters for the key.