Tempo accounts and categories

Chris Verlaine

There is a one to many relation for customers to accounts, but only a one to one relation between accounts and categories? What is the use of this, I want to set up a structure like Customers has many accounts and account has many categories (f ex Build cost vs Run cost) I then want to be able to separate the build and run cost per account, but currently the only way to do this is create 2 separate accounts with same description and different category which then will not be summed up at account level as they are split. Any way to solve this,

Viðar Svansson2

Hi Chris,

The original idea was to classify accounts into types. That is how we have used them at TM Software. We have different categories like "Service Agreement", "Fixed Contract", "Training", etc. This allows us to report on different types of engaments.

You use case is quite different as you want to classify each worklog in the same account. This makes the account category relation unsuitable to you. Instead, you can add a dynamic worklog attribute with the possible values for each worklog.

We are thinking about how to solve this better and maybe we can extend the categories to be more flexible, or add a new "work type" classification on a worklog level.

Thanks for the feedback and I hope the dynamic worklog attribute feature solves your use case until we have a better solution.

Cheers,
Viðar
TEMPO