Linking projects to accounts

Required Tempo product: Tempo Timesheets for Cloud

Required permission: Tempo Account Administrator or Tempo Account Lead

In Tempo Timesheets for Cloud, you can use accounts to track hours associated with a specific project. Before you can track account hours, you must link the project to the account.

To link a project to an account, complete the following steps:

  1. On the main menu bar, select Tempo > Accounts. You can also click on the Accounts icon on the Tempo Sidebar to the left.
  2. Click on the account name.
  3. Click on Add Project.
  4. Select the project you want to to link to the account.

Note: Your JIRA Administrator needs to include the Account custom field in any issues whose worklogs you want to associate with an account. The instructions to do this are here.

 

Making accounts global

Instead of linking a specific project, you can also make an account global. By making an account global it is linked to all projects.

To make an account global, complete the following steps:

  1. On the main menu bar, select Tempo > Accounts. You can also click on the Accounts icon on the Tempo Sidebar to the left.
  2. Click on the account name.
  3. Click on the checkbox marked Make this account global. By making an account global it is linked to all projects.

Warning: Global accounts are linked to all JIRA projects. Since global accounts are known to negatively impact system performance, we recommend they be kept to a minimum.

 

For more information, please watch this video:

 

Note 1: If your version of Tempo Timesheets for Cloud does not include the Tempo Sidebar, see the Tempo Timesheets 7.20 cloud documentation instead.

Note 2: If your version of Tempo Planner for Cloud does not include the Tempo Sidebar, see the Tempo Planner 4.0 server documentation instead; all of the Tempo Planner 4.0 server documentation applies to your version, except information about a resource overview and importing and exporting of plans.

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