Setting up Cost Tracker

Some features are not yet available to all customers. To participate in Tempo's Early Access Program and gain access to this feature, visit our TempoLab page.

This section is intended for Jira administrators who are adding Cost Tracker to a Jira instance.

Because Cost Tracker allows users to view time logged by individual team members, set or edit rates, and view potentially privileged financial information, only a Jira administrator can grant access to it.

To set up Cost Tracker, you must:

1. Install Cost Tracker.

2. Grant access to Cost Tracker using Jira groups.

Before You Begin

• You must be a Jira administrator for your Jira instance.

• You must have Timesheets by Tempo installed on your Jira instance.

• Ensure that the individuals added to the group granted access to Cost Tracker meet your organization’s requirements to view financial data and have the correct authorization based on your organization’s privacy policies.

Install Cost Tracker

1. Log in to the Jira instance with Timesheets installed.

2. In the Jira toolbar, click the Apps dropdown and choose Find new apps.

3. Search for Financial Manager by Tempo and click on the app tile.

4. Click Try it free to install Cost Tracker.

Grant Tempo Cost Tracker Access to a Group

1. In the Jira toolbar, click the settings icon and navigate to System > Global permissions.

2. At the bottom of the page, under Grant Permission, select Tempo Cost Tracker Access.

   

3. Select the group you wish to grant access, then click Add.

Members of the group now have full access to Cost Tracker.

Setup Complete

This completes the steps that a Jira administrator must take to set up Cost Tracker. Any time a new user needs access to Cost Tracker, a Jira administrator must add them to a group with the Tempo Cost Tracker Access permission.

Optional Setup Steps

Depending on how your organization wants to use Cost Tracker, you can optionally:

1. Grant the Tempo Rate Administrator permission to a Jira group responsible for controlling global cost or billing rates.

2. Set up Tempo Teams or Accounts, though these frequently are already set up from your Timesheets install.

Grant Tempo Rate Administrator Access to a Group

If your organization wants to manage cost and billing rates from a central location, grant the Tempo Rate Administrator permission to a Jira group. By default, this permission is added to the Jira Administrator group.

1. In the Jira toolbar, click the settings icon and navigate to System > Global permissions.

2. At the bottom of the page, under Grant Permission, select Tempo Rate Administrator.

3. Select the group you wish to grant access, then click Add.

Setup Tempo Teams or Accounts

Tempo Teams are used to ensure that the projects' costs or revenue are accurate. Tempo Team Administrators create a team, add the appropriate roles, and add members to the team. When you’ve installed Cost Tracker, you can assign cost rates or billing rates to those team members, which is used to track how much money the project is using or can bill.

Learn more in the Timesheets documentation.

Accounts are required to track CAPEX/OPEX accounts. If you want to track billable hours, a Tempo Account Administrator can create accounts that you can then associate with a billing rate TEMPOLAB.

Learn more about Tempo accounts in the Timesheets documentation.

Next Steps

Almost all other administrative actions for Cost Tracker can be completed by individuals with the Tempo Cost Tracker Access permission. Global cost and billing rates can be managed by individuals with the Tempo Rate Administrator permission.

You can create your first Cost Tracker project or learn about rates applied to your teams.