seeing planned time by account in tempo

does anyone know if its possible to use the "accounts" feature of tempo to analyze planned time by account? It appears that accounts only "see" logged time, not planned time. Or does anyone know how to do this? thx

5 answers

Hi Howard,

the Account Timesheet only shows work logged as it is not possible to plan time on an account.

You can set a budget (in hours) for an account and follow the burndown using the Account Custom Budget Burn-up Chart or the Account Monthly Budget Burn-up Chart.

Kind regards,

Susanne

Thanks for the answer susanne. In our case this is very important so we'll have to figure out some sort of workaround but I would suggest it as a feature for the future... To meet our particular needs all you'd need to do is export to the XLS the account and client associated with the project for each planned time row on that tab. Id imagine this would be very simple to do as its just a lookup of project name against the tables you are already maintianing that match projects to accounts.

Related question-- does the API allow retreival of the mapping of projects to accounts? I suppose we could also do this mapping ourselves in XLS if there were an export of this data that we could use in an XLS lookup formula.thx

Please take a look at the Account Manager documentation (https://tempoplugin.jira.com/wiki/display/TEMPO079/Account+Manager)

If you are using the Tempo Account as JIRA custom field, it will be included in the export. You will need to link your JIRA projects to an Account and can then set the Account for the Issues in the project. A project can be linked to several Accounts and an Account can be linked to several projects. So Issues within a Project can be linked to different Accounts.

I so wish this were true but alas it is not. It appears in the export for logged time And there is a column for it in the planned time export tab oddly but it is always blank The Same project will have acct info in the logged time tab but it will be blank in the planned time tab If you know a workaround tho I'd love to know it Thx

Can you confirm that you are planning on an Issue, not on a Component or Version.

we are planning at the project level

To see the Account for planned time in the export, you need to plan on issue level. Then the Account set in the Issue will be available. The Account does not show if you plan on Project level (or Component/ Version) as a Project can be connected to more than one Account, the Issue can only be connected to one.

To see the Account for planned time in the export, you need to plan on issue level. Then the Account set in the Issue will be available. The Account does not show if you plan on Project level (or Component/ Version) as a Project can be connected to more than one Account, the Issue can only be connected to one.

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