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In this tutorial, you will track CAPEX and OPEX on worklogs. You will do this by creating accounts and linking them to Jira projects, issues, and worklogs. Then you will view all logged CAPEX and OPEX hours in a custom report.

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In this tutorial:

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Prerequisites:

  • A Jira project management project is needed for this tutorial. 
  • The project must have at least 2 project tasks with original and remaining estimates.
  • Make sure the Account field is available on the Issue page.
  • Make sure you know exactly which issues are Opex and Capex related. For example, Task - 1: Development = CAPEX, Task - 2: Training = OPEX.

Step 1: Creating Tempo Account categories

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Step 2: Creating a CAPEX account and linking it to your Jira project

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Now you can set up accounts and link them to your Jira projects and issues. Create a CAPEX account and name it App Development. Assign Taylor as the Account Lead and associate the Development category with the account. Because you already categorized Development as Capitalized, the account will automatically be specified as a Capitalized account.

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Step 3: Creating an OPEX account and linking it to your Jira project

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Similarly, create an OPEX account and name it Support Training. Again, Taylor is the Team Lead and the category is Training. This account will be specified as an Operational account type.

Again you need to link the the account to the same project as in Step 2. 

Step 4: Linking a CAPEX account to issues

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