Timesheets, Planner, Financial Manager Release Notes
2024-07-24
Fixed: Creating or modifying a report with
Fix Version
orComponent
as the group by option resulted in an error.
2024-07-18
Added Project Approval Status column to Labor Costs CSV export
2024-07-12
Fixed: Editing or importing a sub-task to a project impacted the resolution of the parent's account.
2024-07-10
Added Team Commitment Graph
We added a Team Commitment graph to each user’s Team Membership page. To view the graph on a user’s Team Membership page, navigate to the Team Overview page and select the arrow icon next to the user’s name. The graph helps to visualize a user’s commitment to all the teams they are a member of. If you edit a user’s commitment, the graph adjusts to visualize your changes in real time. Hover along the graph to view team commitment information during specific dates.
Legacy Capacity Report Renamed to Team Member Capacity Report
We have renamed the Legacy Capacity report to Team Member Capacity report. We have also moved it to the Reports Overview page and added a tile for it. We recommend that you start creating reports from this page.
Team Member Capacity Report Can Include Team Commitment
We have added a checkbox called Include Team Commitment to the Team tab. Select the checkbox to include team commitment information. This feature is useful if you want to include a user’s commitment across other teams in the calculations of their capacity.
2024-07-05
Reporting - Upcoming raw data export changes
In mid-August, the following changes will occur in the Logged Time Report raw data export that will impact people who use column order, index number, or column name to fetch data. These changes help address reporting accuracy, especially when rounding from seconds to hours.
Hours
will be renamed toLogged Hours
.Billed Hours
will be renamed toBillable Hours
.A new column,
Logged Seconds
, will be added adjacent to theLogged Hours
/Hours
column.A new column,
Billable Seconds
, will be added adjacent to theBillable Hours
/Billed Hours
column.
If you download your raw report data to Excel, the following changes also occur in the Logged Time Report’s Users tab.
Worked
will be renamed toLogged Hours
.Billed
will be renamed toBillable Hours
.Planned
will be renamed toPlanned Hours
.Required
will be renamed toRequired Hours
.A new column,
Logged Seconds
, will be added adjacent to theWorked
/Logged Hours
column.A new column,
Billable Seconds
, will be added adjacent to theBilled
/Billable Hours
column.A new column,
Planned Seconds
, will be added adjacent to thePlanned
/Planned Hours
column.A new column,
Required Seconds
, will be added adjacent to theRequired
/Required Hours
column.
2024-07-03
Reporting
The
Tempo Worklog ID
column is now included in the Logged Time Report raw data exports at the end.
2024-06-26
Fixed: Recurring (child) allocations in a repeating plan series were included if they landed only on non-working days.
2024-06-20
Capacity Planner - Redesigned Team Configuration Overview Page
The user interface of the Team Configuration Overview page has been redesigned and streamlined. Before the redesign, the page only showed you a user’s current membership on the individual team and the information was cluttered. The redesign now allows you to view and manage a user’s memberships across multiple teams in a cleaner layout, as shown below:
On the new page, you can perform the following actions:
Current Members drop-down: Use to display Current Members or All Members of the team.
Note: All Members include those who no longer have active membership.Add Member button: Add a team member.
Three dot (...) button: Add a Generic Resource or Import members from Jira Groups.
Pencil icon: Edit a team member’s details. Details include Role, Commitment, Joining/Leaving Dates, and Skills.
Trash icon: Remove a team member. You can choose to end their membership today or remove the membership completely.
Arrow icon: Select this icon to view all the Team Memberships of a user.
Team Memberships Page
When you select the arrow icon next to a member on the Overview page, the Team Memberships page displays. From here, you can view and manage all of a user’s memberships. You can sort the list according to Team, Availability, Role, Joining, Leaving, and Status columns. You can also use the pencil icon here to edit the member’s details and the trash icon to remove the member from a specific team. Details include Role, Commitment, Joining/Leaving Dates, and Skills. To return to the Team Configuration Overview page, select the back arrow next to the user’s name.
Key Benefits of Release
The redesign of the Team Configuration Overview page and the addition of the Team Memberships page enable resource managers to effectively monitor, report, and allocate the capacity of shared resources. By centralizing the view of team memberships, managers will achieve more accurate planning, improved resource allocation, and enhanced efficiency in managing shared resources across the organization.
Other Improvements
Fixed: The Capacity Report would not load if there was no team id found in the user's preferences.
2024-06-18
Financial Manager (Cost Tracker) - New Viewer (Read-Only) and Editor Roles + Improvements to Project Sharing
![Screenshot 2024-06-18 at 3.21.47 PM.png](../../__attachments/3410952374/Screenshot%202024-06-18%20at%203.21.47%20PM.png?inst-v=4f633ce0-1102-4b14-82de-92bf3477a27e)
We’ve added an option to simplify project sharing. In just one click, any Financial Manager project can now be shared with all users with Financial Manager access in read-only mode.
Financial Manager projects can now be accessed in a read-only mode by assigning the new Viewer role. The Editor role continues to provide traditional access.
You can also share projects with multiple people at once.
2024-06-14
Fixed: The Issue background in the User Agenda Dashboard displayed the incorrect color.
2024-06-07
Fixed: Updated the "Learn more..." link for Financial Manager (Cost Tracker) in Tempo Apps.
2024-06-06
Fixed: The Structure tile in Tempo Reports didn’t accurately reflect that Structure was installed already.