Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Select Accounts in the Tempo sidebar.
  2. In the Accounts view, select the account you want to view. 
  3. Rest the mouse pointer on the Status field. When the pointer changes into a pointing hand, click and then select a status:
    1. Open accounts appear in reports and are displayed in the Account field in linked project issues.
    2. Closed accounts appear in reports but are not displayed in the Account field in linked project issues.
    3. Archived accounts will not appear in reports or be displayed in the Account field in linked project issues.

Account Statuses

The table below show all statuses for Tempo Accounts and the usage for each status.

StatusUsage
Status
subtletrue
colourGreen
titleOpen

Active Account

  • Displayed in issue view
  • Displayed in Account field in linked project issues
  • Searchable in Tempo Timesheets Account Search
  • All worklogs displayed in Tempo Timesheets reports
  • All worklogs included in the API export file
Status
subtletrue
colourRed
titleClosed

Active Account

  • Displayed in issue view if selected while in Open status
  • Not searchable in Tempo Timesheets Account Search
  • Not displayed in Account field in linked project issues
  • All worklogs displayed in Tempo Timesheets reports
  • Account displayed in Select All Accounts in Account Timesheet
  • All worklogs included in the API export file
Status
subtletrue
colourYellow
titleArchived

Not Active Account

  • Displayed in issue view if selected while in Open status
  • Not searchable in Tempo Timesheets Account Search
  • Not displayed in Account field in linked project issues
  • All worklogs displayed in Tempo User Timesheets and reports
  • Account not displayed in Select All Accounts in Account Timesheet
  • No worklogs displayed in Tempo Account Timesheets and reports
  • All worklogs included in the API export file

Changing Account Status in Importing Using CSV Template or XML from Service

The following table shows the Account status change if imported with CSV Template or import XML from Service. For more information about how to import accounts, see Importing and Exporting Accounts - Tempo Server.

Status Before ImportProject LinkIncluded in csv/xmlStatus After Import
Status
subtletrue
colourGreen
titleOpen
YesYes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourGreen
titleOpen
NoYes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourGreen
titleOpen
YesNo
Status
subtletrue
colourYellow
titleArchived
Status
subtletrue
colourGreen
titleOpen
NoNo
Status
subtletrue
colourYellow
titleArchived
Status
subtletrue
colourRed
titleClosed
YesYes
Status
subtletrue
colourRed
titleClosed
Status
subtletrue
colourRed
titleClosed
NoYes
Status
subtletrue
colourRed
titleClosed
Status
subtletrue
colourRed
titleClosed
YesNo
Status
subtletrue
colourYellow
titleArchived
Status
subtletrue
colourRed
titleClosed
NoNo
Status
subtletrue
colourYellow
titleArchived
Status
subtletrue
colourYellow
titleArchived
YesYes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourYellow
titleArchived
NoYes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourYellow
titleArchived
YesNo
Status
subtletrue
colourYellow
titleArchived
Status
subtletrue
colourYellow
titleArchived
NoNo
Status
subtletrue
colourYellow
titleArchived

Changing Account Status in Importing Using Custom CSV

The following table shows the Account status change if imported with Custom CSV.

Status Before Import
Project Link
Included in csv
Status After Import
Status
subtletrue
colourGreen
titleOpen

Yes

Yes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourGreen
titleOpen
NoYes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourGreen
titleOpen
YesNo
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourGreen
titleOpen
NoNo
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourRed
titleClosed
YesYes
Status
subtletrue
colourRed
titleClosed
Status
subtletrue
colourRed
titleClosed
NoYes
Status
subtletrue
colourRed
titleClosed
Status
subtletrue
colourRed
titleClosed
YesNo
Status
subtletrue
colourRed
titleClosed
Status
subtletrue
colourRed
titleClosed
NoNo
Status
subtletrue
colourRed
titleClosed
Status
subtletrue
colourYellow
titleArchived
YesYes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourYellow
titleArchived
NoYes
Status
subtletrue
colourGreen
titleOpen
Status
subtletrue
colourYellow
titleArchived
YesNo
Status
subtletrue
colourYellow
titleArchived
Status
subtletrue
colourYellow
titleArchived
NoNo

Status
subtletrue
colourYellow
titleArchived


Related Topics