Assigning Team Roles to Team Members
Financial Manager uses the list of roles defined for your organization in Tempo Teams Roles to calculate project costs or revenue. Each role has an assigned cost or billing rate. When you assign a team member to a role, the rate applied to the role is used when that team member works on a project. If you change the team member’s role, modify the role’s cost or billing rate, modify an applied global rate, or delete a role assigned to a team member, you can impact your project’s costs or revenue.
Impacts of Team Role Changes on Project Costs or Revenues
If your project is monetary-based, roles can have a cost or billing rate applied to them.
When a team member who has worked on a project changes roles, the assigned role rate can be different. The new role rate will be used for both historical project data and any future work.
If a role that has been assigned to team members is deleted, the team members are assigned to the default role. If the default role has a different rate, the new default role rate will be used for both historical project data and any future work.
Before You Begin
To access the Team Roles page in Tempo Settings, you need the Jira Administrator permissions or the Tempo Team Administrator permission.
Team roles must be defined in Tempo Settings before you can assign the roles to your team members.
You can add, edit, and delete team roles, as well as specify the default role for your organization from the Tempo Settings > Team Roles page.
Assign a Role to Your Project Team Members
Open a Financial Manager project.
Click Configuration in the upper right.
Select Members & Roles in the left panel.
Select a role from the drop-down list for the individual team member.
The last role used for any user in a project is considered a preferred role. When the same user is added to another project, the 'preferred role' is automatically selected.
If you do not assign a role, the default role for your organization is applied – the default Tempo role is member.
To change the role of the team member, select a role from the list in the Role column.
The role is changed for this team member.
You are prompted to apply the global rates that are assigned to this role or to opt-out and continue using the existing rates.
If you want to apply the global rate and any global effective rate, click on Apply Global Rates. This replaces any previously defined rates for this team member.
If you do not want to apply the global rate, close the notification. This gives you the option of changing the role of the team members and keeping the rates that were previously defined without applying the Global Rates for the selected role.
Deleted roles
If a role is deleted but is still assigned to the team member, the team member reverts to the default role and its rate. An icon next to the team member’s name notifies you that the role was deleted. The assigned default role is greyed out temporarily until you select the appropriate role for the team member.
