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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
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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. |
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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.
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If you’re not sure where to find your Jira Project Keys, refer to this part of the documentation. |
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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.
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If you’re not sure where to find your Tempo Account key, refer to this part of the documentation. |
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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. |
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A great example of using the Totalling Group field is to set it as a basic summary filter in Power BI reports if you want to monitor some Tempo Accounts as a single unit. We developed a comprehensive Power BI report specifically for the needs of our integration. You can get it for free if you choose the corresponding subscription. |
Worklogs Merging
Optionally, on each project's card, you can specify whether worklogs should be merged according to pre-defined rules when they are posted.
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No. - Unique resource ID in Business Central. In this case, it should be filled in with the resource name as mentioned in the corresponding section of the documentation.
Jira Resource Name - Corresponds to the resource name in Jira.
Jira Account ID - Unique resource ID in Jira.
Base Unit of Measure - This value should always be set to Hour as our integration only works with hourly rates.
Gen. Product Posting Group - This value can be set to any posting group according to your system needs, e.g. Resource.
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If you create a resource in Business Central with a unique name exists in both Business Central and Jira (resource number in Business Central and name in Jira), the system will automatically add the Jira Resource Name and Jira Account ID when manually creating the resource (diacritics must be preserved)that already exists in Jira under the same name, the system recognizes it and automatically adds the Jira resource name and Jira Account ID even when manually creating the resource, but the diacritics must be preserved. Just fill in the Resource No. and then click in the line for the Jira Resource Name, the rest of the information above will be filled in for you. |
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If there are multiple resources with the same name, the system will not be able to automatically assign the Jira Resource Name and Jira Account ID. If a resource exists in Business Central but does not have a Jira Account ID entered, the system will not recognize it and will create a new resource with a numeric suffix. Similarly, resources with the same Jira Resource Name will be created. |
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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
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Each new job queue is set to On Hold. You can start the job queue directly from its entry cardby setting its status to Ready. |
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If you want to be notified in case your job queue stops running for any reason, we recommend that you install the Job Queue Notifications extension. For more details, see our Marketplace offer. |
User Permissions Settings
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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. |
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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.
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For more information on general Tempo Integration settings or Project Card settings, see the corresponding sections of the documentation.
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The checks that the system performs before posting can be specified in the Integration Tempo Settings. |
Worklogs status check
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The worklog is not in the Approved status, which means that the approval process in Tempo has not been completed. |
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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 |
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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. |
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Viewing data for posted worklogs
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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.
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If the project task number or project number is blank in this window, the user will download the worklogs for all projects and tasks that are in the system. If the user would need to manually download worklogs for multiple projects at once, for example, because of a phased download of historical data, it is possible to enter multiple values separated by a vertical bar | in the project number filter. This is a standard Business Central filter. |
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The user should manually download only worklogs for those projects they manage themselves. |
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