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Viewing CAPEX/OPEX Worklogs and Costs

On the Scope tab, the Tasks table provides details about the project costs from which the CAPEX and OPEX amounts are derived.

To view the CAPEX/OPEX worklogs for the Cost Tracker project:

  1. On the Scope tab, click on a Jira Issue number in the Tasks table to open that Jira issue.

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  2. Click one of the worklogs to view its details.

    • Accounts associated to the worklogs might be different from the accounts associated to the issue for which the time is logged.

    • The worklog's account (from the Account work attribute) takes precedence over the account associated to the Jira Issue.

    • Learn more about the differences between account fields and account work attributes.

    If no accounts are associated to the worklog, then the account associated to the issue is used in the calculations.

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  3. To change the Account in the worklog, click to select from a list of available accounts.

Archived accounts are not available in the list of Accounts, but related logged time and expenses are calculated in Cost Tracker and are included in the exported CSV data.

  1. The change is immediately reflected in the Tasks table and in the Accounts Overview for CAPEX/OPEX/Uncategorized totals where applicable. Click the Overview tab to see the calculated totals.

    If there are no worklogs related to CAPEX or OPEX in a project (such as if accounts are only of the Internal type), then no data is shown.

Viewing Tempo Accounts Associated with Customers

Customers can be associated with multiple Tempo accounts where accounts could be of any type: billable, internal, CAPEX, or OPEX. The name of customer that is associated with a Tempo account is displayed in the tooltip over the account name, where applicable. Customer information associated to Tempo accounts is not shown in the Cost Tracker Overview or the Scope tab, but is included in the exported .CSV file and returned in API calls.

To see the costs and logged hours for all accounts per customer:

  • Use the exported CSV data to filter by customer name.

  • Use the API calls to retrieve data per customer name.

  • Hover over the accounts to see the associated customer Name in the tooltip.

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See how to summarize revenue and costs per customer and per account in Exporting Tempo account worklog and cost data, below.

Associating Expenses with Tempo Accounts

You can categorize expenses by associating expenses with Tempo accounts in Cost Tracker. Expenses that are associated with Capex or Opex accounts are added to the total amounts of costs appearing in the Overview page. See Adding Expenses for information about adding expenses.

To associate accounts to expenses:

  1. On the Expenses tab, click Add Expense.

  2. To edit an existing expense, click ... and Edit an expense.

  3. Enter the expense information and click in the Account dropdown to select an account.

    Start typing to see a list of available Tempo accounts, then keep typing to filter.

    The Archived accounts are not displayed.

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  4. Click Add Expense to add or Update to save the changes.

    The account information is added with the expense in the Expenses table.

  5. Click Overview to see that the expense amount is added to the widget where the account is categorized as CAPEX, OPEX, or other.

    - The amounts associated to accounts are a breakdown of actual costs; includes a combination of labor costs and expense costs. Expenses are added to the amounts grouped by the same account and account category.

    - The total number of hours for expenses is left blank in the Accounts side panel breakdown.

    1. The amounts associated to accounts are a breakdown of actual costs: includes a combination of labor costs and expense costs. Expenses are added to the amounts grouped by the same account and account category.

    2. The total number of hours for expenses is left blank in the Accounts side panel breakdown.

Exporting Tempo Account Worklog and Cost Data

In the Scope tab, a breakdown of worklogs and their associated account and customer information can be obtained in a .CSV file that exports the labor costs exported from the Scope drop-down. See Exporting the Project Scope Data

Export the labor related data based on logged time to .CSV format and use this data to filter projects by worklog, accounts and other attributes. You can compare the CSV file with the Overview page to retrieve all attributes related to projects, accounts, customers, costs and revenues, however there could be a difference as the goal of the export is to provide labor costs only not all actual costs as in the overview page.

To export worklog data:

  1. Click the Scope tab and select Export Labor Costs to CSV in the drop-down.

    The exported data is compiled and sent to your download folder.

  2. Open the file and filter the columns to run your reports or queries.

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    A breakdown for each worklog is presented in a separate line in the .CSV file.

  3. Scroll across the file to see the data related to the associated accounts and customers under the following column names:

    - Account Name

    - Account Key

    - Account Category

    - Account Category Type

    - Customer Name

    - Customer Key

  4. See Exporting the Project Scope Data for a description of the columns in the exported labor costs file.

Expenses are not included with the exported data but can be viewed in the Scope page or retrieved via API calls.

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