Browsing an Account

This page explains how to browse a single account. To open the summary page for an account, click on the account name link in the Accounts Navigator.

The summary page for Tango CAPEX account (click to enlarge)

Header Area

There are two left menus displayed in the header area. The first menu has three options; To open the Teams Navigator, to go back to the Accounts Navigator and to open JIRA Agile Boards browser (given JIRA Agile is installed).

Select a browser to open (click to enlarge)

The second menu shows all the accounts that the current user has access to. By selecting a new account the account summary page is updated accordingly.

 The access rules to accounts are explained on the Accounts Navigator page, item #1.

Select a new account (click to enlarge)

On the right side of the header area you can navigate back and forth between the Timesheet for the account and the account revenue.

 Time Tracking and Revenue are displayed only if Tempo Timesheets is installed.

The Overview and Configuration tabs for the account is displayed to the left on the header.

 The Configuration tab is only available for users with the Tempo Account Administrators permission.

Account Summary

The Summary page displays an overview of the account attributes.

• The Customer name, which is a link back to the Accounts Navigator page for all accounts with this customer.
• The Category name, which is similarly a link to the Accounts Navigator page for all accounts with this category.
• The Key for the account.
• Monthly Budget is listed if it has been set by configuring the account or added through import. The budget is then displayed in the Account Timesheet and its views (report and list).
• The Status of the account.
• The projects linked to the account and the number of issues that have the account set for each project. The project name is a link to the JIRA project page and the number of issues is a link to issue search query for the account.
• The People Involved section displays the Lead and customer Contact (if configured). Given these people are JIRA users, each name is a link to their respective user profile.