Use Funding Increments

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Funding increments are a business-centric view of work across projects and timeboxes. You can associate and track financial information with a collection of work. Funding increments are scoped at the workspace level. Custom fields are allowed.

Note: Viewing and editing of funding increments is permission-based. If you need access to funding increments, contact your workspace or subscription administrator.

Funding Increments versus Milestones

Milestones: Funding Increments:
Are target dates for events that are important to the business, such as a trade show Track a collection of work that rolls up to a shared funding amount, such as financial data
Can be project specific Can be created at the workspace level
Can be associated to any work item Can only be associated to the lowest-level portfolio item
Learn more about milestones Show all the work associated with an investment

Create and Manage Funding Increments

To create a new funding increment:

  1. From the Portfolio menu, select the Funding Increments page.
  2. On the Funding Increments summary page, click Add New.
  3. Enter a name and select Create With Details.
  4. Complete the following required fields:
    • Name: Must be a unique value.
    • Start Date
    • End Date
    • Amount: Must be a numeric value with a maximum of 13 digits. The value is currently only in US Dollars.

To associate work with a funding increment:

  1. From the Funding Increment Quick Detail page, click the portfolio items icon to open the portfolio items page.
  2. Click Add New.
  3. Use the chooser and filter functions to find and select one or more portfolio items.
  4. Click Done.

Note: Only the lowest-level portfolio item can be associated with a funding increment.

Track the status of a funding increment

There are three ways to track the percent done for a funding increment:

  • Story Plan Estimate: The aggregate of the Percent Done by Story Plan Estimate on each associated feature.
  • Workdays: The number of workdays that have elapsed beginning from the Start Date to the End Date of the funding increment.
  • Child Artifacts Scheduled: The number of features associated to the funding increment that have the Release field set with a value other than Unscheduled.


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