Financial Calculations Quick Reference

See the table below for a quick view of the different financial values displayed for various work items and timeboxes in Jira Align. For a more detailed walkthrough, see Financial Values and Calculations.

Financial value Where to view How it's calculated

Epic Forecasted Spend

  • Portfolio Room
  • Status Reports
  • Forecast
  • Forecasted Spend panels

Sum of:

(Program PI forecast estimate) * (Program Spend per Point)

For each program / PI combination the epic is associated with. 

Capability Forecasted Spend

  • Portfolio Room
  • Forecast
  • Forecasted Spend panels

Sum of:

(Program PI forecast estimate) * (Program Spend per Point)

For each program / PI combination the capability is associated with.

Theme Estimated Spend

  • Investment vs Spend
  • Estimated Spend panels

Sum of:

(Feature’s estimate) * (Primary program’s Program Spend per Point)

For each child feature parented by the theme. 

Epic Estimated Spend

  • Portfolio Room
  • Status Reports
  • Estimated Spend panels

Sum of:

(Feature’s estimate) * (Primary program’s Program Spend per Point)

For each child feature parented by the epic. 

Capability Estimated Spend

  • Portfolio Room
  • Estimated Spend panels

Sum of:

(Feature’s estimate) * (Primary program’s Program Spend per Point)

For each child feature parented by the capability. 

Feature Estimated Spend 

Stand-alone Feature Estimated Spend

  • Portfolio Room
  • Status Reports
  • Estimated Spend panels

(Feature’s estimate) * (Primary program’s Program Spend per Point)

Program Increment Estimated Spend

  • Investment vs Spend
  • Roadmap

Sum of:

(Feature’s estimate) * (Primary program’s Program Spend per Point)

For each child feature or stand-alone feature planned for the program increment. 

Theme Accepted Spend

  • Investment vs Spend
  • Accepted Spend panels

Sum of:

(Story’s effort point estimate) * (Team Spend per Point from the sprint the story is planned for)

For each accepted child story parented by the theme.

Epic Accepted Spend

  • Portfolio Room
  • Status Reports
  • Accepted Spend panels

Sum of:

(Story’s effort point estimate) * (Team Spend per Point from the sprint the story is planned for)

For each accepted child story parented by the epic.

Capability Accepted Spend

  • Portfolio Room
  • Accepted Spend panels

Sum of:

(Story’s effort point estimate) * (Team Spend per Point from the sprint the story is planned for)

For each accepted child story parented by the capability.

Feature Accepted Spend

  • Portfolio Room
  • Status Reports
  • Accepted Spend panels

Sum of:

(Story’s effort point estimate) * (Team Spend per Point from the sprint the story is planned for)

For each accepted child story parented by the feature.

Program Increment Accepted Spend

  • Investment vs Spend
  • Roadmap

Sum of:

(Story’s effort point estimate) * (Team Spend per Point from the sprint the story is planned for)

For each accepted child story planned for the program increment.

Team Cost per Sprint

(Also known as Team Spend per Sprint)

  • Not currently displayed

Sum of:

(Team member’s allocation percentage) * (Burn hours set in team’s Details panel) * (PI Blended Rate or Cost Center Rate) * (Number of days in sprint)

For each team member. This value is stored on the last day of the sprint. 

Team Spend per Point

  • Calculation Breakdown cards found within Accepted Spend panels

(Team Cost per Sprint) / (Sum of effort points from stories accepted in the sprint) 

Team Spend per Point is a value unique to each sprint. 

Program Spend per Point

  • Calculation Breakdown cards found within Forecasted Spend and Estimated Spend panels

Sum of: 

(Sum of normalized Team Spend per Point values from each team in the program) / (Number of teams in the program)

From the previous five sprints, divided by 5. 

 

This value is a rolling average. *Normalized means that the Team Spend per Point values are averaged on a common scale in order to make them comparable between teams. This is common in mathematics when comparing multiple values of different sizes on different scales.

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