Professional Services Automation
Breadcrumbs

Checkpoint: Finish your install

You’ve completed the setup steps to enable monitoring and forecasting for your organization.

To recap, you have:

  • Installed Tempo apps

  • Set up Jira to work with Tempo

    • Set Timesheets by Tempo as your Time Tracking Provider

    • Set up Jira user groups

    • Granted Jira Global and Project permissions to users and groups

    • Added custom Tempo fields to Jira

  • Set up Tempo

    • Set up Tempo Teams and optionally linked them to Jira projects

    • Enabled approvals for plans and timesheets

    • Configured options for the Log Time form

    • Set up Tempo Accounts and linked accounts to Jira projects

    • Created workload and holiday schemes to more accurately project team capacity

Next steps

Now that you’ve got your basic setup done, let’s start planning time.