...
| Info |
|---|
If neither of the options for editing 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. |
Automatically Create Resources
...
| Tip |
|---|
Include Not Automatically LoadedThis toggle button can only be enabled if the Automatically Load for All 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 project are actually downloaded, even if you download them manually. |
...
For correct functionality, it is necessary to set up a project journal template and enter it in the corresponding field in the Tempo Integration Settings table.
...
| Info |
|---|
If you’re not sure where to find your Jira Project Keys, refer to this part of the documentation. |
...
After clicking in the grey box, a table will appear where you can add new Jira Project Keys either via the +New action or by typing in a new empty line.
...
| Info |
|---|
If you’re not sure where to find your Tempo Account key, refer to this part of the documentation. |
| 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. |
...
| Tip |
|---|
The Resource No. in this case corresponds to the resource name in Jira. Both, Base Unit of Measure and General Product Posting Group fields have to be set up in the Tempo Integration Settings, as mentioned in the corresponding section of the documentation. |
Price of the Resource
...
| Note |
|---|
In order to maintain data consistency between the two systems, the single source of truth rule must be followed. In practice, this means that once the worklogs are downloaded to the appropriate project log in Business Central, the information that comes from Tempo ( resource number, quantity of hours worked, etc.) should no longer change. The only value that can be safely changed is the line description field, or possibly the line discount or dimensions. If you need to make any changes to a given worklog, the best practice is to delete the line in Business Central, make the modification in Tempo, and then manually download the worklog back into Business Central. If you want to edit a worklog in the project journal before it is posted, just delete the corresponding line, make the change on the Tempo side and manually download the updated line using the Load Tempo Worklogs action. You can learn more about manual downloading here. If you need to edit a worklog that has already been posted, you need to reverse the corresponding entry in the project ledger entries, post the line with the opposite value created in the project journal, and then again make the change on the Tempo side and manually download the updated line using the Load Tempo Worklogs action. More information about reversing project entries can be found here. |
...
Line Type - determines whether the expense is billable or not. It can be set automatically on the Project Card in Project Tasks according to the user's needs, more details can be found in 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.
...
For more information on general Tempo Integration settings or Project Card settings, see the corresponding sections of the documentation.
...
| Info |
|---|
The checks that the system performs before posting can be specified in the Integration Tempo Settings. |
Worklogs status check
| Note |
|---|
The worklog is not in the Approved status, which means that the approval process in Tempo has not been completed. |
...
| Note |
|---|
This check keeps track of duplicate postings. It will alert you if it detects that a line with the same document and project number has already been posted in t |
...
| Info |
|---|
If the downloaded project journal line type is empty, the following message is displayed, indicating that after the project journal line is posted, no project planning lines will be created, instead the project and resource ledger entries will be posted directly. Specific use cases for each type of project journal line are described in this part of the documentation. |
...
Viewing data for posted worklogs
...
The download of worklogs also depends on the settings of the Tempo Integration Settings table, specifically the Job Queue section, where it is possible to limit e.g. the period for which worklogs should be downloaded and also whether all worklogs should be downloaded for all tasks of the project. For more information see see the Tempo Integration Settings section of this documentation.
...