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Timesheets, Planner, Cost Tracker Release Notes

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.

    teamcommitmentgraph.png

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.

    teamcapacityreporttile.png

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.

    includeteamcommitment.png

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 to Logged Hours.

    • Billed Hours will be renamed to Billable Hours.

    • A new column, Logged Seconds, will be added adjacent to the Logged Hours/Hours column.

    • A new column, Billable Seconds, will be added adjacent to the Billable 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 to Logged Hours.

    • Billed will be renamed to Billable Hours.

    • Planned will be renamed to Planned Hours.

    • Required will be renamed to Required Hours.

    • A new column, Logged Seconds, will be added adjacent to the Worked/Logged Hours column.

    • A new column, Billable Seconds, will be added adjacent to the Billed/Billable Hours column.

    • A new column, Planned Seconds, will be added adjacent to the Planned/Planned Hours column.

    • A new column, Required Seconds, will be added adjacent to the Required/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:

    oldteamconfigpage.png

    newteamconfigpage_.png
  • 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

    teammembershipspage.png

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
  • 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.

    access.png
  • 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.

    view-editor.png
  • You can also share projects with multiple people at once.

    multi-select.png

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.

2024-05-31

Cost Tracker - Reporting Improvements

  • Updated the UI when you create a new report in Cost Tracker. The Report Type and Timeframe fields have been swapped.

    rn-ct-reports.png

2024-05-29

Cost Tracker - Billing Rate Tables

  • We've introduced a more flexible and granular way of applying billing rates by Tempo Account, to help you accurately track and report revenues per client, initiative, or any use of Tempo Accounts in your organization.

    accnt-apply-billing-rate.png

Cost Tracker - Global Rates

  • Global cost and billing rates are now located in Tempo Settings instead of the Cost Tracker Global Settings page.

    rn-global rates.png
  • Secure who can view or modify your global rates with the new Tempo Rates Administrator permission.

    rn-tempo-rate-admin.png

2024-05-28

Timesheets - Integrate with Bitbucket and GitLab

  • Help your developers save time by connecting Timesheets to Bitbucket or GitLab. Your developers can then create worklogs from the activities or calendar events instead of trying to remember how much time they spent doing a task.

    • Bitbucket - Actions developers perform with Bitbucket, such as repository pushes or pull requests, are included automatically in their Activities Feed after the integration app is installed. All Tempo user accounts are connected to their Bitbucket accounts.

      rn-bb.png
    • GitLab - Actions developers perform with GitLab, such as merge requests or pushes, are included automatically in their Activities Feed after the integration app is installed. You can connect their Tempo user accounts to their GitLab accounts, or your developers can do it themselves.

      rn-gl.png

Other Improvements - Reporting

  • Group by Initiative (if configured) or other parent issue levels beyond Epic in Logged and Planned Time Reports.

    • We support Jira Premium issue hierarchy levels and custom hierarchy naming in non-Jira Premium editions.

    • There are no changes for users with reports using Group by Epic, except that the query parameter has been updated from groupBy=epic to groupBy=ithl_1.

2024-05-22

  • Fixed: If you planned time in Jira issues before you scoped those issues to a Cost Tracker project, the planned time wasn’t imported.

2024-05-16

  • Fixed: Drag and drop in the Scope page didn’t work as expected.

2024-05-09

  • Fixed: The wrong account was displayed in the Tempo Account Custom Budget Burn-up Chart on a Jira Dashboard when the account had the same key as another account ID.

2024-05-07

  • Fixed: The worklog overlay was occasionally positioned incorrectly when opening it for the first time.

2024-05-06

  • Fixed: When you used the W shortcut key to log hours on an issue's project view, the Log Time window opened with a blank issue field.

2024-05-03

Timesheets - JetBrains IntelliJ Plugin

  • Authenticate your account more easily with the JetBrains Plugin, version 2.0.0. Instead of authenticating through tokens, you can quickly authenticate through your browser. This version requires IntelliJ version 2023.1 or later.

Other improvements

  • Fixed: In projects with a very high issue count, selecting the "Planned P" column in reports caused a 500 error.

2024-04-29

Planner - Flexible Planning

  • Plan anything with our Planner’s new Flex Plans. You don’t need a team, estimate, or assignee - just start planning. Add the details later as the plan becomes clearer.

    rn-create-flexplan.gif

  • Once you’re ready to assign the plan, you can drag and drop it to a team. This automatically assigns the plan and updates your capacity calculations.

    rn-create-team-flexplan.gif

Planner - Capacity Indicator improvements

  • When you open capacity indicators for a team, the capacity breakdown provides more digestible information.

    rn-capacity-improvement.png

Planner - Sync Team plans with Jira issues

  • Configure Planner to sync your team plans with Jira issues. By default, Team plans are synced with Epics (issue type hierarchy levels 1 and above). You need to have the Tempo Team field available in Jira to successfully sync issues.

    rn-sync-teams.png

Planner - Jira two-way sync improvement

  • Sync plans based on the Jira issue type hierarchy. Team plans are synced with hierarchy 1 or above issue types (Epics and other high-level tasks like Features or Initiatives). Individual plans are synced with hierarchy 0 or below issue types (Stories and small tasks like Bugs or Tasks).

Planner - UX improvements

2024-04-16

  • Fixed: You couldn’t re-import a Tempo account with an account key that used different upper or lower casing.

  • Fixed: In some circumstances, a user could not sync plans with Jira.

2023-04-15

  • You can view the number of worklogs added per item in the Logged Time report using the Worklog Count column in the Overview view.

    worklog-count.png

2024-04-10

  • Fixed: In some cases, the Account Work Attribute field didn’t display options.

Cost Tracker - Remove Tasks from Groups

  • Remove tasks from a group in the project's Scope tab.

    ct-remove-tasks.gif

2024-04-02

Cost Tracker - Search for Projects

2024-03-20

  • Fixed: Keyboard shortcuts that include the Enter key didn't work as expected when pressing Enter on the keyboard’s number pad.

2024-03-15

  • Fixed: IME keyboards didn't work correctly in Safari.

2024-03-11

  • Fixed: Long plans disappeared when scrolling horizontally.

2024-03-07

  • Fixed: Issue search didn’t interact correctly with IME selectors.

2024-03-06

Timesheets - Log activities in the Jira issue view

Timesheets - Integrate with GitHub, Google Calendar, and Microsoft Office 365 on the Organization level

  • Help your developers save time by connecting Timesheets to GitHub, Google Calendar, and Microsoft Office 365 Calendar on their behalf. Your developers can then create worklogs from the activities or calendar events instead of trying to remember how much time they spent doing a task.

    • GitHub - The time your developers spend on a pull request is entered automatically into the Activities Feed when their accounts are connected with GitHub.

      github-install.jpg
    • Calendars - Users can view all of their scheduled meetings and other events in My Work, log time by clicking on the calendar event cards, and view their calendar events in their Activity Feed without integrating with a calendar individually.

      cal-org-level.png


      Learn more about integrating Google Calendar or Office 365 Calendar for your organization.

  • Connect your users to apps integrated on the Organization level in Manage Staff.

    manage-staff-integrations.png

2024-03-05

Cost Tracker - Scope Cost Tracker projects to Jira projects or epics

  • Create a Cost Tracker project using just Jira projects or epics instead of setting up a JQL filter or structure. Learn more

    ct-select-project-scope.jpg

2024-03-04

  • Fixed: Office events were mapped to the wrong date when their UTC start time goes into the next day.

  • Fixed: An issue with logging time for days with existing worklogs in the Timesheet view.

2024-02-26

Reports improvements

  • The Team Lead ID field is now included in raw data exports for reports.

2024-02-22

Planner improvements

  • You are no longer limited to five skills for each team member.

Timesheets improvements

  • GitHub is displayed correctly in the Providers list if the connection is enabled or inactive.

    Screenshot 2024-02-22 at 10.30.50 AM.png

2024-02-21

Cost Tracker - Automatic Scope Sync

  • Automatically retrieve information about your project’s labor costs and budgets by setting your project scope to sync automatically. Set the Auto-sync Scope to update daily, Monday-Friday, or weekly on Sunday.

    ct-auto-sync.png

  • View the next scheduled scope sync in your Projects list. A small calendar icon in the Scope field indicates that the project automatically syncs its scope.

    ct-auto-sync-overview.png

Cost Tracker - Default Project Configuration

2024-02-08

Reports improvements

  • Group logged hours in Jira Service Management by fields like Organizations and Request Type, directly in Tempo Reports.

    rn-jsm-fields.jpg
  • Project and portfolio names in Reports now link to their respective projects and portfolios for easier, quicker navigation.

Other updates

  • Fixed: Links to Reports from Dashboard Items do not default to having the total logged column selected.

2024-02-07

  • Fixed: In some instances, the User timesheet or the Team timesheet did not load.

2024-02-06

Reports improvements

  • When adding work attributes with numerical values to Tempo reports, the values are summed directly in the report.

    reports-with-sum.jpg

2024-02-05

  • Fixed: The Worklog Distribution gadget did not show the correct data in some cases.

2024-02-02

  • Fixed: After converting an allocation to a worklog, the worklog title can be wrong.

2024-01-31

Cost Tracker - Budget Milestone Descriptions

  • Quickly grasp your budget and budget milestones by adding a description to your milestones in your project’s configuration.

    costracker-budgetmilestone.jpg

  • The descriptions are available when you hover over your budget milestones in your project overview.

    costtracker-overview-budgetmilestone-rn.jpg


Other updates

  • Fixed: Tracker dashboard items sometimes show incorrect data when creating multiple trackers.

2024-01-30

Timesheets and Planner - Full Dark mode support

  • Timesheets and Planner fully support the Dark Mode theme inside the Tempo app.

    dark-mode.png

2024-01-29

  • When sending emails, we are using @Retryable in order to retry failed call to jira

2024-01-26

  • Fixed: The Tempo Worklogs tab in the Jira Issue View failed to show anything if a worklog had a description that contained only whitespace.

2024-01-25

  • Easily regenerate an existing report to include all currently available data with the same filters using the Regenerate report button.

    ct-regen-report.jpg

2024-01-24

Cost Tracker - UX improvements

  • Budget Remaining appears over the chart in the Overview if revenue tracking is off or if no projected costs are available.

    ct-budget-remaining.jpg
  • Users can now get a printable view of the cost and revenue report.

    ct-print-report.jpg
  • Exported report CSV files include columns for Tempo Project ID and Tempo Project.

    ct-csv-project-columns.jpg
  • The Approvals page in Cost Tracker now displays a visual indicator when changes occur to worklogs after they are approved or rejected in a given period for a given user.

    ct-worklog-approval.jpg

2024-01-22

Cost Tracker - UX improvements

  • Exported report CSV files include columns that round effort and planned time in hours, in addition to seconds.

    ct-effort-columns.png
  • Added warning icons to better visualize when Cost Tracker projects in any portfolio summary are over budget.

    ct-budget-warning.jpg

2024-01-18

Cost Tracker - Create Cost Tracker projects from structures

In addition to Jira filters, you can now create Cost Tracker projects using a structure from Structure by Tempo.

When you create a project or change the project scope, you can choose between a Jira filter and a structure. If you choose a structure, the structure tasks are imported to the Cost Tracker project, and you can track your costs and revenue as normal.

To use a structure as the project scope, you must integrate Cost Tracker and Structure.

Other Updates

  • Fixed: Tracker dashboard widget had to be refreshed after any changes were made.

2024-01-17

Planner - Sync Plans with Jira issues

When plans are synced with Jira, the Tempo plan data is made available outside of Planner. Planned time data can be viewed directly from Jira, as well as from any app that utilizes Jira fields - if the fields selected above are available in the app, then plan data is available.

Learn more: Syncing with Jira

Planner _-_ Jira two-way sync.gif

2024-01-16

  • Fixed: Team members would not show up in the team members section when the team included accidental service desk users that should not have been fetched.

2024-01-12

  • Fixed: Office 365 calendar events that were displayed in the basic calendar mode were not being displayed at the correct times due to not taking users' time zones into account.

  • API enhancements for Cost Tracker

    • Exclude the expense property in the financial summary for a Time-based project.

    • Profits with a value of 0 is no longer returned in scientific notation.

    • Added an endpoint to set team member roles in a project.

2024-01-08

  • Group by custom fields, any work attribute type, labels, and additional Jira fields (Assignee, Priority, Reporter, Status, and Sprint) in Timesheets Reports.

    The following reports support the new Group by options:

    • Logged Time Report

    • Account Report

    • Project Report

    • User Report 

    • User Approval Report

    • Team Report

    Grouping by the following custom field types is supported:

    • Text Field

    • Select

    • Radio Buttons

    • Date Picker

    • User Picker

    • Group Picker

    • Float

2024-01-04

  • Fixed: Newly created worklogs from the Calendar/List view did not show up in the user Timesheet.


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