The tool organizes data based on Tempo Teams rather than Jira data. To ensure the application works correctly, you must set up your teams accurately.
For each billable project, you want to measure chargeability against; you need to have a Tempo Team assigned correctly. Each commercial project or customer needs to have a team created with the right percentage of their Full-Time Equivalent (FTE) assignment. Ensure that their joining and leaving dates are accurate.
The application utilizes data from Tempo Teams to calculate data properly, including historical and future changes and filters projects as active, hidden, or closed. By default, all users can see only the active projects listed, but you can apply other filter criteria if necessary.
Active projects - Projects are considered active when there is at least one user with time assigned to the project and no leaving date is set.
Hidden projects - this status is used to hide projects without a regular target chargeability set, such as maintenance or time-and-material projects. To display projects as hidden, the Tempo Team must have at least one active team member in the project with no leaving date set but with 0% expected time assigned.
Closed projects - a project is displayed as closed when there are no team members with an active assignment (all team members have past leaving dates).
To ensure the tool works correctly, keep the teams updated. If team members leave or join the team or change their time assignment to a project, update it in Tempo Teams with the correct dates.
In the Tempo Teams settings, you can set joining and leaving dates, which can be changed multiple times. Historical data for your settings is saved in Tempo, so avoid unnecessary changes as they may affect chargeability calculations.
The application also counts the hours of team members currently not assigned to any billable project, which are considered non-billable. To set this up correctly, create a special Tempo Team for team members not currently assigned 100% of their time to commercial projects with the right percentage allocated for internal work.
For employees intended to have billable work, assign them to teams, and their overall assignment percentage should match their employment percentage. For example, if an employee works 4 out of 5 days in a week, their assignment should be 80% across all teams. They can work 50% on one billable project and have 30% of time left for internal activities in the adequate internal team.