How to change the hourly rate correctly?

Question

Hello. I use the Tempo plugin on Jira Data Center.  This question is about Accounts.

My hourly rate for a consultant is 2000. I entered the hours worked the entire last month. In the report Revenue I see the hours worked multiplied by 2000. 10 * 2000 = 20000 From next month my rate will be 2500. I tried to change the hourly rate and the Revenue report was recalculated for last month. Now it is 10 * 2500 = 25000. How can I change the hourly rate correctly so that it is calculated only from next month?

Avdeev Andrey · Answer

Thanks for the advice. It turned out like this: you need to specify the account end date. The user disappears from the team but the hours remain on the chart Revenue. Then we re-add the user with the new role "Consultant B"

Lisa Forstberg_o85gu4 · Answer

Hi @Avdeev Andrey ,

You are not inputting a date when you change the rate for a role so I kinda suspect that  storing historical time rates is not supported (yet?).  I think you expect Tempo to store the date upon editing and lock the old rate to the historical reports.

I think the quickest way is to contact Tempo Support to confirm this.

When you manage a team you add members to the team and to a role on a specific start and end date though. I would be curious to test if you can create a new role ("Consultant B" for 2500) and swap the user from old role to this new one on a particular date. Will that be respected in the reports?

More on the revenue reporting in the documentation and specifically around multiple roles

Best of luck

Lisa