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You may have a simple Jira workflow to represent new lead processestasks to be executed, but in case you have a stricter processprocesses, JExcel respects possible workflow steps, conditions and validators.
Custom fields used for the example:
Company (single-line text)
Lead name (originally the Summary field - with JExcel you have the option to rename Jira fields in a convenient and simple way, only in your JExcel workbooks)
KAM Developer (user picker)
Contract value Product (EURradio button) (number)Propbability for contracting ( % ) (
Developer hourly rate (number)
Expected revenue Developer total cost (this is a special JExcel calculated “column”, technically it is like you have created a scripted Jira custom field without script knowledge and without Jira admin permissions/knowledge. Columns like this exist only in your workbook so you can imagine the benefits of such “virtual fields”, e.g. fields visible only to you)
CRM lead workflow:Workflow used for issuetypes in sample project:
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How can JExcel support your work as a Project manager
Visualize different kinds of tasks and task data relevant to your project(s) in an excel-like view. Although JExcel is not a resource planning or PM tool, it helps your work by giving an easy to review interface.
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Visualize tasks and sub-tasks, flag rows with different colours e.g. by developer, product, project, issue type, estimation, etc.
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Review co-worker's or team member's tasks with ease, delegate issues directly from JExcel grid.
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Visualize estimation data by charts or summarize spent hours, it’s all coming down to your needs.
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Create calculated columns from numeric data without the need of creating new fields in Jira (which would involve Jira admin assistance and possible scripting).
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See average/sum/min/max values for numeric or financial columns.
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Create reports for managers about estimation, progress, cost, dates, etc.
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Create reports for specific time frame
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Manage upcoming dates like date of next action or next meeting
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Rename your Jira fields to better suit your needs (it will only be visible in your workbook, the original name of fields will be shown when viewing issues in Jira)
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Create new tasks directly from your workbook
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View task details directly from your workbook by opening JExcel sidebar (similar to issue detail view in agile boards)
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See if your colleagues have worked on a task and left you a comment or a new attachment has been uploaded
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