Sigma Tree: Understanding Budget Fields

Sigma Tree: Understanding Budget Fields

Sigma Tree provides several fields designed to support project budget management:

  • Σ Original Estimate (subtree) - roll-up field that aggregates the original estimate for the particular work item and all of its child items.

  • Σ Remaining Estimate (subtree) - roll-up field that aggregates the remaining estimate for the particular work item and all of its child items.

  • Σ Time Spent (subtree) - roll-up field that aggregates the time spent on the particular work item and its child items.

  • Σ Progress (subtree) - calculated implementation progress based on the values of Σ Time Spent (subtree) and Σ Remaining Estimate (subtree).

  • Budget Forecast (subtree) - projected budget usage based on Σ Time Spent (subtree) and Σ Remaining Estimate (subtree).

  • Budget Status (subtree) - current budget state derived from Σ Original Estimate (subtree), Σ Time Spent (subtree), and Σ Remaining Estimate (subtree).

You can also create your own roll-up fields by combining Sigma Tree relationships (Groups) with automation or scripting tools such as ScriptRunner.

image-20251126-193756.png

 

Feel free to reach our team, if you need support or have suggestions!