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Dynamic Budget Approval Process

Nate Jenks
Contributor
February 15, 2022

I have a really odd issue that I need help with. I'm not sure if it's even possible. We are moving our projects off of Workfront into Jira. However, we have an approval process in Workfront that uses roles, departments, and purchase amounts for our budget approvals.  We have 6 different ranges of purchase amounts, 0-1000$, 1001-2500$, etc. We would use a property in a user field to give each person who is a budget approver in a department one of those amounts dependent on their role. So our budget approvers are also not always the manager or the individual asking for equipment. The fusion would use each of these properties to find out what list of users would need to approve a specific purchase. So if someone was asking for something that was  48,000, it would find the budget owner of that department for the 0-1000$ range, the $1000-$2500 range, and the $2500 - $50000 range and create a sort of ladder of approval where each person before had to approve before the next could. Once all the approvers approved it would be purchased.

 

I'm sorry that was long winded and probably not well written, but the question I have is if  there a way to create a project with automations/apps/workflows that would allow for that sort of approval process. I have been looking into this for a couple of months and tried quite a few different ways to do it, but have come to no solution. Like I said, this may be impossible, but I just thought I would check here before I gave up. 

2 answers

1 accepted

3 votes
Answer accepted
Fabian Lim
Community Champion
February 15, 2022

Hi @Nate Jenks


Welcome to the community!

We had a similar use case where we were approving capital projects through a jira software project. Initially we started using subtasks and linked tickets and automation for approvers and it became a mess.

Then, we found Herzum Approvals which keeps all the approvals at one level and you can have automation to ensure that all approvers approved before it goes to the next workflow transition. It's worth the money trust me.

I hope this helps.

Nate Jenks
Contributor
February 16, 2022

Thank you! 

I have actually tried using the trial version of Herzum, but it's only version 1.0.0 for the trial version and so I can't use all of the available resources I have seen in their how to videos. I have contacted their support email, but haven't heard back yet. 

Fabio Racobaldo _Herzum_
Community Champion
February 16, 2022

Hi @Nate Jenks ,

thanks for reaching us! Currently we are porting all DataCenter features to the cloud.

For any information, support and so on please contact us using the following portal https://chicago.herzum.com/jira/plugins/servlet/desk/portal/106

Fabio

Nate Jenks
Contributor
February 22, 2022

Hey Fabio,

I submitted a ticket over there, but still haven't heard back. What does that mean for the app that you are porting all of your features over? It that why I don't see everything in the app yet? 

Fabio Racobaldo _Herzum_
Community Champion
February 22, 2022

Yep! We started our development process for Cloud so we will release all the existing features on the DataCenter version in the next weeks.

1 vote
Mikael Sandberg
Community Champion
February 15, 2022

I have two solutions that comes in mind that might work for you. The first one would involve Insight in JSM, so you would have to be on the Premium plan. You could then set up the structure in Insight and then use Automation to get each approver. The second solution would use Automation and user entity property, similar to what is described in this article to get who should be added as approvers.

Mikael Sandberg
Community Champion
February 15, 2022 edited

If I would implement something like that I would lean towards using Insight, since it would be much more easier to maintain than using user properties.

Nate Jenks
Contributor
February 16, 2022

Thank you for the response! I will take a closer look at those options and see if it will work for us. 

Like • Mikael Sandberg likes this

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