Custom formulas

Portfolio’s formulas are a powerful way to perform calculations and comparisons based on the data in Jira and Portfolio. If you have ever created formulas in Excel, some elements will look familiar to you.

Create a custom formula

Click on Add column
Select the field Formula (Portfolio field)
Once the Formula field appears in your Portfolio as a separate column, click on Configure.

Provide a Column name for your Formula
Enter the Formula in the formula editor. You will find the list of available functions under the link in the right corner of the editor.

Sample Formulas

Compare the original estimate to work logged and the remaining estimate

`(this.timespent + this.timeestimate) / this.timeoriginalestimate`

Calculate days past due date

if past due date, calculate how many days late

DATEDIF(this.duedate, TODAY(), "D") if due date in future shows how many days left (negative number)
DATEDIF(this.duedate, TODAY(), "D") > 0 ? DATEDIF(this.duedate, TODAY(), "D") : "-" - if due date in future shows “-“

Planned Profit

Planned Revenue - Planned Cost

IF(AND(!this.plannedCost, !this.plannedRevenue), CONCAT((this.plannedRevenue - this.plannedCost) / 100, "$"), "-")

Budget Spent

Planned Cost - Actual Cost
this.plannedCost - this.clockwork_cost

Actual Profit

this.clockwork_rate - this.clockwork_cost