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Proposal Cost Estimate Template

Dave Hostetter
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March 14, 2022

Hello! Has anyone used Jira to generate cost estimates for proposals? 

Essentially, I am looking for a way to create a database of parts and costs (e.g., P1000 PLC = $250, etc.) that users can select from, and labor rates, and use this to build out a cost estimate for a job. 

Thank you for your help!

Dave

1 answer

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Ste Wright
Community Champion
March 27, 2022

Hi @Dave Hostetter 

I've seen teams do financial calculations in Jira?

It might be possible to do this using a combination of...

  • Automation - to auto-calculate the costs. I'd then either store the parts/costs in custom fields, with the automaton storing the pricing for the calculations, or use...
  • Asset Management - to manage the different components and parts, where there is a good range of customisable objects and attributes

If I was going to try this, this is where I'd start :)

Ste

Dave Hostetter
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
March 28, 2022

Thank you!

Like Ste Wright likes this

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