Extract from Tempo Accounts (plug-in) version: 3.x.x
A Tempo account can represent a customer project, a cost center, or a contract. You can link JIRA issues to accounts and categorize work by, for example, type of work, customer, or project. In the accounts navigator, you can view a list of all accounts that you have access to. You can search and filter accounts that are linked to JIRA projects. You must have permission to view the projects.
Accessing the accounts navigator
Click Tempo > ACCOUNTS more.
The accounts navigator (click to enlarge)
Creating an account
Tempo Account Administrators permission
In the accounts navigator, in the upper-right corner, click Create Account.
In the Create Account window, fill in the requested information, and click Create.
Above the list of accounts, the filter menu bar contains filter attributes, such as Lead, Category, and Type.
Filtering by searching
On the filter menu bar, in the search field, type text that you want to search for, and press Enter. Accounts that contain the text in one or more of the fields of the account are listed. The Status and Projects (Links) fields are not searched.
Filtering by selecting attribute values
Complete the following steps:
On the filter menu bar, click a filter attribute.
From the list that is displayed, select one or more values of the attribute.
Filter example - by Price Table
Listing accounts that have no category, no customer, or no linked project
To list accounts that have no category, complete the following steps:
On the filter menu bar, click Category.
On the list of menu options that is displayed, at the bottom, select No Category.
Similarly, you can list accounts that have no customer or no linked project.
Selecting predefined filters
On the left sidebar...
All active accounts that are linked to projects that you have permission to view
Click Open and Closed.
All accounts that you lead
Click Led by Me.
If you have Tempo Account Administrators permission, you can filter the list of accounts to display all archived accounts, global accounts, or accounts that are not associated with a project, customer, or account category, by clicking the corresponding options on the left sidebar.
By default, the account list is sorted alphabetically by account name. You can sort the list by type (T), key, lead, category, customer, contact, or status by clicking the corresponding column heading.
Reviewing a list of unaccounted hours
If Tempo Timesheets is installed and if hours are unaccounted for because, for example, an issue is not linked to an account, you can review the Unaccounted Hours page and account for all hours on that page.