How to see tasks from an existing project in an account in Tempo?

Hello!

We already have an old project with tasks. The team member already added the time in the worklog in these tasks in the past.

We created new team, price, customer and account.

Then we added the customer and the price to the account.

So then we linked the team with the project and the account with the project.

We linked the tasks between the project and the team in the Tempo Planner.

But we don't see any information in the Account in the Time Tracking menu or in the Revenue menu, even when the team member add a new time in the worklog.

How can we linked old issues from the project to the account?

1 answer

1 accepted

Hi Anastasia.

In order for worklogs to roll up to the account report the you need to do the following:

1. Add the account field to the issue screens you are using for the project you mention.

2. Bulk edit all the issues and update the account field so the issue will be associated with the account.

When that is done, the account report should show all the worklogs and with the price rates set, you should also be able to view the Revenue report and Time and expenses report.

I hope this explains it well enough.

Regards,
Sandra

Hello! Thank you! This explaination helped us! And we used this web-site https://support.tempo.io/hc/en-us/articles/115002501828-Associating-accounts-to-issues with the manual.

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