PM use case

Business situation:

You wish to manage different types of issues, assignees, developers, estimation with possible financial data, see task <-> sub-task relations in a simple excel-like table.

Technical conditions:

You have one or more Jira projects which contain various issue types - epic, story, task, sub-task, bug, etc., several Jira custom fields containing relevant issue data. Custom field types can be single- or multi-line text, number, radio button, checklist, single or multiple choice, date picker, date-time picker, etc.

You may have a simple Jira workflow to represent tasks to be executed, but in case you have stricter processes, JExcel respects possible workflow steps, conditions and validators.

Custom fields used for the example:

  1. Developer (user picker)

  2. Product (radio button)

  3. Developer hourly rate (number)

  4. Developer total cost (number)

Workflow used for issuetypes in sample project:

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.

 

  • Visualize tasks and sub-tasks

 

  • Review co-worker's or team member's tasks with ease, delegate issues directly from JExcel grid.

 

  • See average/sum/min/max values for numeric or financial columns.

 

  • Create reports for managers about estimation, progress, cost, dates, etc.

 

  • Create reports for specific time frame

 

  • Manage upcoming dates like date of next action or next meeting

 

  • 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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