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    by Infoware Studiosfor JIRA Server 6.4 - 6.4.14 and more versions
    Versions available for JIRA Server 6.0 - 6.3.15
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    Effectively manage and track quotes and project budgets

    Effectively manage and track quotes and project budgets

    View your project budget burndown

    Adding Quote / Budget line items

    Tracking quote approval

    Once people start working and their tasks, stories, bugs and other issues are linked to the quote and time is captured against the issues a quote burndown will be generated.

    Once all configuration is complete and you added your first quote issue to Jira, you can start adding quote line items that makes up the cost of the quote per job role, quote item and hourly rate.

    Track the quotes in flight for your project on Jira Agile:

    * Quotes Awaiting Approval

    * Quotes Sent to client and "Awaiting Client Feedback"

    * Work in Progress

    * Work Complete, ready to be invoiced

    * Quotes invoiced

    More details

    Many teams uses excel to do quotations for clients or to work out budgets for projects. The problem with this approach is that there is no link of the actual work completed in Jira (issues) back to the quote / project budget in an automated way / fashion.

    The quote plugin provides you with the following value:

    • Access to non-finance team members to do quotations in a central place.
    • Setup of a quote project that serves as a quote repository for your team and protect the sensitive financial information contained in it per quote project. You can have many quote projects.
    • It allows you to manage quote approvals via a workflow and notify people of approvals awaiting.
    • It keeps complete audit history on all values changed on quotations.
    • Setup clients, job roles and rates to use as quote items.
    • It stores your quotes in a database that allows for easy reporting.
    • Generate a productivity report for financials on actual time spend.
    • View how the budget is used as people work as budget burndown

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    Version 0.4.0 JIRA Server 6.4 - 6.4.14 Released 2016-10-25


    Budget tracking added


    Added a dashboard gadget to track how much of a quote / project budget is utilised at a certain point in time.


    1. Log into your JIRA instance as an admin.
    2. Click the admin dropdown and choose Atlassian Marketplace. The Manage add-ons screen loads.
    3. Click Find new add-ons from the left-hand side of the page.
    4. Locate Infoware Studios Quoteware Budget Plugin via search. The appropriate add-on version appears in the search results.
    5. Click Try free to begin a new trial or Buy now to purchase a license for Infoware Studios Quoteware Budget Plugin. You're prompted to log into MyAtlassian. Infoware Studios Quoteware Budget Plugin begins to download.
    6. Enter your information and click Generate license when redirected to MyAtlassian.
    7. Click Apply license. If you're using an older version of UPM, you can copy and paste the license into your JIRA instance.

    To find older Infoware Studios Quoteware Budget Plugin versions compatible with your instance, you can look through our version history page.

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