...
To ensure that the integration works properly, you must set up the job project journal templates, the resource setup and the corresponding number series.
...
Using the example in the screenshot above, the February worklogs can be downloaded until March 5th, but if the system downloads the worklogs after that date, only the March records will be downloaded to your Business Central.
Automatically Load For All
...
Project Tasks
If enabled, all worklogs for all tasks in the job project are automatically downloaded when the job queue is started.
| Info |
|---|
If the button is turned off in the settings, the user can specify whether or not to automatically download each job project task on the corresponding job project card. |
...
| Note |
|---|
On the other hand, if this field is enabled in the settings, the user will not see the option to select whether or not to automatically download the worklogs for a particular task on job project cards. |
...
...
Project Journal Creation Section
...
...
Project Journal Template
You can define exactly one template for the job project journal. See the job project journal template settings section for more information.
...
Project Journal Editable
When this button is enabled, it indicates that all users will be able to edit job project journal lines without restriction.
...
Project Journal Editable for Project Manager
When enabled, this button specifies that only users who are set as the project managers on the job project card can edit job project journal lines.
Another way how to restrict undesired changes in the whole integration setup is to allow editing of this table only to selected users via appropriate permissions.
| Info |
|---|
If neither of the options for editing job project lines is enabled, users will still be able to delete entire lines or update resource prices in the journals using the action Update Amounts available in the Home tab. |
...
To make the entries that are created by posting worklogs in job project journals more transparentclear, it is possible to reduce the number of project or resource entries or project planning lines by merging them.
You can use this field to specify a default rule for projects that have no rule defined on their job project card. You can choose from the following options:
Do not merge - When entering worklogs into the system, each line of the job project journal will correspond to to exactly one job project entry after it's posted.
Merge by resources - When this rule is applied, the posted job project journal lines are merged according to each resource loaded into the job project journal.
Merge to one G/L account - When this rule is applied, the posted job project journal lines are merged into a selected financial account.
...
| Tip |
|---|
Include Not Automatically LoadedThis toggle button can only be enabled if the Automatically Load for All Job Project Tasks button in the Job Queue section is not enabled (if it is, this toggle button is enabled automatically as well). This way you can be sure that the worklogs for all tasks in the given job project are actually downloaded, even if you download them manually. |
...
...
Project Journal Posting Checks Section
The last section of settings allows you to customize which parameters of your worklogs should be checked when posting them in the job project journal.
...
Check Worklog Status
Checks if the worklog status is set to approved when posting job project journal lines.
Check Unit Cost
Checks if the unit cost is other than 0 when posting job project journal lines.
Check Unit Price
Checks if the unit price is other than 0 when posting job project journal lines.
Check Different Doc. No.
Checks if the document number of all lines is the same when posting job project journal lines. The document number series is defined in the format YYYYMM.
...
Checks for duplicate postings by document and job project number in job project entries when posting job project journal lines.
...
Project Journal Template Settings
For correct functionality, it is necessary to set up a job project journal template and enter it in the corresponding field in the Tempo Integration Settings table.
...
It is not necessary to manually create the individual job project journal batches. The system will create them automatically the first time you download the worklogs or the first time you manually open the job project journal from the job project card. The name of the journal project batch is derived from the name of the project itself.
...
| Info |
|---|
The assigned number series should have the manual numbering option enabled, and we recommend filling the resource number (primary key) field on a given resource card with the name of the resource rather than a number. This value will then be displayed in the job project journal lines and any related entries/reports. |
If the resources in Business Central will be created only through the integration with Tempo, it is not necessary to set up a manual number series for your resources and assign this number series in the Resources Setup table.
...
Project Card Settings
On the card of each job project for which you want to download worklogs, you should always fill in the following fields in the job project header fieldsection.
Jira Project Keys
Corresponds to the Project Key field in Jira, it is possible to fill in any number of project keys.
...
And additionally, in the tasks of each job project it is necessary to fill in the following fields.
...
| Tip |
|---|
Note that this value must be filled in exactly according to the value in Tempo, therefore including the distinction between upper and lower case letters. Without following this rule, the system will not be able to download your worklogs correctly. When creating new accounts in Tempo, we recommend not to use @, & and # characters for Account Name and Account Key fields, which are supported by our side, but due to Jira's features it can take more time to search and download worklogs. |
...
Project Journal Line Type
The Job Project Journal Line Type determines whether the data created at posting will be only budget-related (cost side), billing-related (sales side) or if both sides of the process will be created at once.
...
We added this field to the Job Project Tasks to allow users to summarize cost and sales entries by different Tempo Accounts. In case they need to make additional analysis, lines with the same totalling group will be summarized in reports.
| Tip |
|---|
For newly created job project tasks, the field is automatically populated with the job project name. The user can then change the value according to their needs. |
...
Worklogs Merging
Optionally, on each jobproject's card, you can specify whether work logs worklogs should be merged according to pre-defined rules when they are posted.
...
Do not merge - When entering worklogs into the system, each line of the job project journal will correspond to to exactly one job project entry after it's posted.
Merge by resources - When this rule is applied, the posted job project journal lines are merged according to each resource loaded into the job project journal.
Merge to one G/L account -When this rule is applied, the posted job project journal lines are merged into a selected financial account.
| Info |
|---|
If no merging option is selected on the job project card, the system follows the default rule defined in Tempo Integration Settings. |
...
If a resource has different unit prices according to the projects it is allocated to, it is possible to set this unit price for individual projects using standard Business Central functionality available on job project cards.
On the given job project card, locate the Prices & Discounts tab and click on the Resource page.
...
Viewing Downloaded Worklogs
Automatically All downloaded worklogs are displayed to the user in the corresponding Job Project Journal. The Job Project Journal can be opened directly from the Job Project Card in Tasks using the Job Project drop-down menu and Open Job Project Journal action.
...
| Info |
|---|
Job Project journal lines are automatically filtered by the job project number from which the user opened the job project journal, and also by the month for which the worklogs were downloaded (Posting Date). To view all currently downloaded worklogs in the corresponding job project journal, simply remove the filter on the posting date. |
...
| Tip |
|---|
The posting date filter is linked to the date you set in the Job Queue section in the Tempo Integration settings as the Next Period Starts date. If the Business Central work date has already exceeded the start date of the next period, then the posting date filter in the job project journal displays only current month. If the work date has not yet exceeded the next period start date, the posting date filter in the job project journal is set to the previous month. Model situation:
Posting Date filter in the corresponding job project journal is set to 011023..311023. If the work date was for example 6/11/2023, the posting date filter would be se to 011123..061123. |
...
Project Journal
The job project journal contains detailed information about each downloaded worklog. One line of the job project journal corresponds to one downloaded worklog.
...
Line Type - determines whether the expense is billable or not. It can be set automatically on the Job Project Card in Job Project Tasks according to the user's needs, more details can be found in Job Project Card Settings section.
Posting Date - corresponds to the date the worklog was created in Tempo and, at the same time, to the date it will be posted and entered in Business Central.
Worklog Status - determines the current status of the worklog in Tempo.
...
Document No. - specifies the number series under which the worklogs will be entered into the job project entries in the system. The number series is defined in the format YYYYMM.
Type - specifies the type of account under which the worklog will be entered in the job project entries, e.g. resource.
No. - corresponds to the number of the specified account type, e.g. resource number.
Description - corresponds to the name of the number, e.g. the name of the resource.
Description 2 - corresponds to the worklog description in Tempo.
Unit of Measure Code
Quantity
Unit Cost - corresponds to the unit cost of the resource or item set on the relevant card.
Unit Cost (LCY) - corresponds to the unit cost of the resource or item converted into local currency.
Total Cost - this value is calculated from the field Unit Cost multiplied by Quantity.
Total Cost (LCY) - this value is calculated from the field Unit Cost (LCY) multiplied by Quantity.
Unit Price - corresponds to the unit price of the resource or item set on the relevant card.
Line Amount - this value is calculated from the field Unit Price multiplied by Quantity.
Line Discount Amount - specifies the amount of discount applied to the entry on the given line.
Line Discount % - corresponds to the ratio between the logged billable/non-billable time of the resource on the given task in Tempo.
...