Bastion Helix for Jira
03 Budgets & cost tracking · built · in testing

Know what a project costs before finance asks.

Cost comes from the hours already logged in Jira, priced at the rate that applied on the day. Earned value tells you whether that spend bought the progress it should have — and health weighs cost and schedule together.

Try it live
Planned value, earned value and actual cost lines draw across a budget chart
3levels of rate: person, project, site
CPI · SPIearned value, built in
10%of budget spent before a forecast shows
0cost figures stored — always recomputed
Live demo

The real module, running right here.

Working software on sample data — the same interface that renders inside Jira. It plays a short tour when it comes into view; click anywhere in it to take over.

jira · Bastion Helix Budgets
Sample data
Loading the budgets…

Three sample budgets on made-up hours. Change a rate or drag the story points, and cost, earned value, forecast and health move the way they do in the app. Installed in Jira, cost comes from your real worklogs.

What it does

Built for the job, not the brochure.

01

Budgets with shape

A budget per project with start and end dates, lines for what the money is for, and its own currency.

02

Cost from worklogs

Each worklog is priced at the rate that applied on the day the work happened — the person’s own rate first, then the project’s, then the site default.

03

Earned value, honestly

Planned value, earned value and actual cost, with CPI, SPI, a forecast at completion and the performance you’d need to finish on budget.

04

Health that isn’t fooled

A project that has spent little but is far behind is not “on track”. Health checks cost and schedule separately and says which one is slipping.

05

Revenue and margin

Billable rates turn billable hours into revenue, so margin sits next to cost on the same page.

06

Rates stay private

Only Jira admins set rates. Budget owners see rates and per-person cost; managers see spend and health, not salaries.

How it works

Three steps from install to answer.

1

Set rates once

A default for the site, overrides per project and per person, each with the date it starts.

2

Create the budget

Dates, lines and a currency, plus the issues it covers. Percent complete comes from you, story points or resolved issues.

3

Watch it move

As hours are logged, cost, earned value, forecast and health update — and correcting a rate reprices the work it covers.

Where the data lives

Inside Atlassian, with Jira’s rules.

Cost is never stored. It is worked out from worklogs and rates each time, so a corrected rate reprices the work it covers, and nothing about pay leaves Atlassian’s boundary. What “never leaves your instance” means →

  • Percent complete comes from a figure the owner sets, then resolved story points, then resolved issues — never elapsed time
  • No forecast is shown until 10% of the budget is spent, so three logged hours can’t predict the whole project
  • Per-person cost appears only for budget owners allowed to see those people’s hours
  • Rates can be set only by Jira administrators
Questions

Straight answers.

How is project cost worked out?

From the hours logged in Jira. Each worklog is priced at the hourly rate that applied on the day the work happened — the person’s own rate first, then the project’s, then the site-wide default. Cost is never stored, so correcting a rate reprices the work it covers.

Why doesn’t my new budget show a forecast yet?

A forecast at completion divides the budget by the cost performance index, and early on that index is noise: a handful of hours against a large budget can suggest the whole project will cost almost nothing. The app waits until 10% of the budget is spent.

Where does percent complete come from?

A figure the budget owner sets, if there is one. Otherwise resolved story points out of the total, and if the issues have no points, resolved issues out of the total. Elapsed time is deliberately not used, because it makes a late project look on schedule.

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Recorded from the live demo on this site: the module’s real code running on sample data. Nothing is edited apart from the title cards.