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How do we set up jira to keep track of our clients monthly support budget/contract?

We have recently started using jira (software, service desk, confluence and stride) and need help setting up and tracking our clients monthly budget. Clients pay us a set amount to support their online solutions and we report each month how much they time/budget has been used to manage their tickets. We also use tempo planner and timesheets but we need help.

Does anyone else have a similar setup? Any tips?

Thanks

1 comment

Kat Marketplace Partner Aug 20, 2018

We have a similar set-up and until recently we muddled through with a lot of manual steps to generate reports each month for each customer.

We had a ShipIt Day this month which has resulted in a nifty script that allows the report for some of our customers to be generated at a click (or few).

We will start using this from next month. With a few refinements we hope to be able to release this to the MarketPlace. It is good to know there is an interest!

Hi,

Many thanks for your response and yes this is something we'd definitely be interested in.

Thank you

Debbie

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