Contract types common calculation logic

Created by GM Support, Modified on Mon, 16 Sep, 2024 at 6:30 AM by GM Support

Currently, there are 6 types of Contracts:

  • Time & Material
  • Fixed Price
  • Monthly Pay
  • T & M Detailed
  • Daily Pay
  • Non-Billable

Each contract type has its logic of calculation. 

However, a common logic defines how a contract type should be assigned to a Project Task. 

In Jira, there is a hierarchy of tasks. The default one is Epic > Task > Subtask.  

There are two rules that Jira Connector uses to calculate billable lines:

  1. Jira Connector calculates lines only for Project Tasks with a nonempty Contract Type field.

  2. All subsequent tasks with Contract Type = None (empty) are calculated as part of the parent Project Task.

For example, let us look at the picture below:


Diagram Description automatically generated

Epic + Task1 + SubTask1 will be calculated as Time & Material Contract and there will be a Project Planning Line of type Billable created in Epic task. 

All usage posted for SubTask4 will generate billable planning lines in this task. 

Subtask2 will be calculated separately. 

Task2 and SubTask3 will be calculated as a whole and a billable line will be suggested to add to Task2. 

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