Issue to be billed and not to be billed

[Lukas Olsson]

Hello,

I have a question. I need to know if the issue created in Jira is covered by existing quotation or if the work should be billed to the customer. We are using Jira plugin called Tempo and reporting i.e. 5h work in the issue but me as administrator must know if the work should be invoiced or not.

Any suggestions how to do this? It would have been great if a work marked as "to be billed" must be approved by administration before set to "Done".

Do you follow me?

Thanks!

[Scott Theus · Accepted solution]

Hi Lukas,

You can do this with a transition screen in your workflow and use either a label or a custom field for whether the issue is billable or not. 

Assuming a simplified workflow of "Open, In Process, and Done" you could add a new status like  "Admin Approval" and set up a screen between "In Process" and "Done" and between "In Process" and "Admin Approval" that prompts the user to indicate if it is billable or not. You could then add logic to the transitions to prevent the issue from being marked "Done" if it is also marked as billable.

I've included a couple of links below to help with workflow transitions: 

https://confluence.atlassian.com/jirasoftwarecloud/transitioning-an-issue-777002790.html

https://confluence.atlassian.com/adminjiracloud/advanced-workflow-configuration-776636620.html

Hope this helps, 

-Scott

[Lukas Olsson]

Wow that sounds fantastic. I will look into that. 

Do I need to do that settings for all boards/projects or I can make it apply for all future projects?

[Scott Theus]

Jira is very flexible..you can do this for one, some, or all projects by using the different schemes. (Workflow, Fields, Screens, Issue Types, etc. all have their own schemes that can be assigned to projects.)

Because it is so flexible I suggest that you set up a practice project to test changes in before assigning any custom schemes to a production project. Also, don't change any of the defaults; rather copy the default schemes and make your changes in the copies.