This section is intended for Jira administrators who are adding Cost Tracker Financial Manager to a Jira instance.
Because Cost Tracker allows Financial Manager allows users to view time logged by individual team members, set or edit cost rates, and view potentially privileged financial information, only a Jira administrator can grant access to it.
To set up Cost TrackerFinancial Manager, you must:
Install Cost TrackerFinancial Manager.
Grant access to Cost Tracker Financial Manager using Jira groups.
Before You Begin
You must be a Jira administrator for your Jira instance.
You must have Timesheets by Tempo installed on your Jira instance.
Ensure that the individuals added to the group granted access to Cost Tracker Financial Manager meet your organization’s requirements to view financial data and have the correct authorization based on your organization’s privacy policies.
Install
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Financial Manager
Log in to the Jira instance with Timesheets installed.
In the Jira toolbar, click the Apps dropdown and choose Find new apps.
Search for Cost Tracker Financial Manager by Tempo and click on the app tile.
Click Try it free to install Cost TrackerFinancial Manager.
Grant Tempo
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Project Managerto a Group
In the Jira toolbar, click the settings icon and navigate to System > Global permissions.
At the bottom of the page, under Grant Permission, select Tempo Cost Tracker AccessProject Manager.
Select the group you wish to grant access, then click Add.
Members of the group now have full access to Cost TrackerFinancial Manager.
Setup Complete
This completes the steps that a Jira administrator must take to set up Cost TrackerFinancial Manager. Any time a new user needs access to Cost TrackerFinancial Manager, a Jira administrator must add them to a group with the Tempo Cost Tracker Access permission.
Next Steps
All other administrative actions can be completed by individuals with the Tempo Cost Tracker Access permission.
Cost Tracker users can create a new project, or modify global settings for other Cost Tracker usersTempo Project Manager permission.
Optional Setup Steps
Depending on how your organization wants to use Financial Manager, you can optionally:
Grant the Tempo Rate Administrator permission to a Jira group responsible for controlling global cost or billing rates.
Set up Tempo Teams or Accounts, though these frequently are already set up from your Timesheets install.
Grant Tempo Rate Administrator Access to a Group
If your organization wants to manage cost and billing rates from a central location, grant the Tempo Rate Administrator permission to a Jira group. By default, this permission is added to the Jira Administrator group.
In the Jira toolbar, click the settings icon and navigate to System > Global permissions.
At the bottom of the page, under Grant Permission, select Tempo Rate Administrator.
Select the group you wish to grant access, then click Add.
Setup Tempo Teams or Accounts
Tempo Teams are used to ensure that the projects' costs or revenue are accurate. Tempo Team Administrators create a team, add the appropriate roles, and add members to the team. When you’ve installed Financial Manager, you can assign cost rates or billing rates to those team members, which is used to track how much money the project is using or can bill.
Learn more in the Timesheets documentation.
Accounts are required to track CAPEX/OPEX accounts. If you want to track billable hours, a Tempo Account Administrator can create accounts that you can then associate with a billing rate.
Learn more about Tempo accounts in the Timesheets documentation.
Next Steps
Almost all other administrative actions for Financial Manager can be completed by individuals with the Tempo Project Manager permission. Global cost and billing rates can be managed by individuals with the Tempo Rate Administrator permission.
You can create your first Financial Manager project or learn about rates applied to your teams.