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Automated CalculationsData from Multiple Pages & Sources

Build a resource forecast across projects and divisions in Confluence

Context and Challenge

A project manager at a logistics company needed to plan resources across multiple divisions and projects. Different divisions prepared their own resource forecasts, which then had to be consolidated to understand the overall resource demand. The forecasts could be matched using a unique identifier, but bringing them together manually was cumbersome.

Part of the project data was already available in Jira, but Jira did not contain all the information required for resource planning, including the manually entered estimates used in the forecasts. The manager therefore needed to combine the divisional forecasts with Jira data and apply additional calculations to turn them into a usable resource plan.

Result

The manager now has a reusable resource-planning workflow in Confluence instead of rebuilding a consolidated forecast manually.

The workflow brings the required data together and calculates person-days and FTE by task and project across the year, leaving the manager with a prepared dataset they can work with directly in Confluence.

From there, they can filter the data and create the views and charts they need to analyze workload and resource demand for different planning questions.

How it is built

  1. Table Transformer uses SQL to combine the forecast data with the relevant Jira data and create additional calculated columns for the resource-planning model. These calculations produce the person-day and FTE values that are not available directly in the source data.
  2. Table Filter lets the manager explore and narrow down the resulting dataset, while Chart from Table turns it into visual resource-planning views.

THE APP MACROS USED

  • Table Transformer
  • Table Filter
  • Chart from Table

CONFLUENCE NATIVE MACROS USED

  • Jira Work Items
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