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General

Self assistance outside of operation hours

Cloud

Frequently Asked Questions - Tempo for Cloud
Troubleshooting - Tempo for Cloud

Data Center

Troubleshooting - Tempo for Data Center
Frequently Asked Questions - Tempo for Data Center

Tempo Products FAQs

Tempo Reports FAQs
Tempo Timesheets - FAQs

Tempo Planner - FAQs

Importing plans from a CSV file on Tempo Planner for Data Center

License, Billing and Price of Tempo Products

How do I extend my free trial on cloud?
Purchase of Tempo Products
Can I purchase Tempo for a subset of my Jira users?
How do I determine the license tier I need for Tempo
Synchronise license dates
Jira Service Management agents/users need a license to log time
Tempo Cloud License Expiry FAQ
How do I find my SEN and EN numbers for Tempo, Structure and Prime Timesheet?
How to apply a discount code for my license
How to apply Jira & Tempo licenses on Server/Data Center

Tempo Complementary Apps (3rd Party Integrations)

Automation for Jira Cloud

Handling time buckets
Log automated work on a Jira transition
Create a Tempo plan on user assignment
Set a Tempo team on Jira issue assignment
Set an automated Tempo Account from parent issue
Add worklog description and time spent as comment to the issue
Set Tempo Team from Parent

Automation for JIRA Data Center

Adding Issues of specific type to Tempo Internal issues on creation
Set Tempo Account from Epic
Set Tempo Team on Jira issue assignment

ScriptRunner

ScriptRunner & Tempo
Summing worklogs of an Account
Creating a worklog with work attributes using the REST API
Filtering by a worklog attribute

Event listeners

Tempo Planner event listener
Timesheet Approval Event listener

Tempo Team custom field
Dynamic work attribute based on the user selection
Searching for worklogs
Tempo Account information

Tempo, EazyBI and Nested Reporting for Initiatives, Epics, Stories etc.

API's

Best Practices for Tempo Cloud REST API
Where can I learn more about your APIs?
Username field missing from REST results and exported reports (Cloud)
"Invalid grant" error when using the Tempo Cloud REST API
Data Center API Error: "Missing value for the required work attribute 'xxx' "
Timesheet approval REST API on Cloud and Servlet API on Data Center
Managing Worklog Limits for Reporting (Data Center)
Timesheet approval "auto-approve" script on Data Center
Username changed but it does not update in Timesheet and in REST API's (Data Center)
Creating Tempo Plans from a Jira Sprint on Data Center
Generic Resource private API's on Data Center
Can I use the JIRA OAuth authentication for Tempo Data Center REST APIs
Changes to our REST API (Cloud)
Data Center API - Updating workload schemes using a spreadsheet and the command line with private endpoint
Creating worklogs for a period of time using the Tempo REST API - Data Center
Application is not connecting to api.tempo.io
Integrating Atlassian JIRA using Tempo Servlet API on Data Center
Creating Excel Reports Using High-Level Permissions API Export on Tempo for Data Center

Jira related issues

Why do I receive "Issue not found" error when trying to log time?
I can't install Tempo on Cloud. I get "Something went wrong" or "We ran into a little trouble".
Prevent logging time on completed/on-hold projects
How and why to enable USER PICKER on Cloud
Activity and History tabs in Jira Issue view
Import worklogs using the native JIRA csv import - JIRA Cloud
Changes made to the Jira SPI in Tempo Timesheets version 10.19.0, Tempo Planner 7.19.0 and Tempo Budgets 13.19.0
Jira SPI and REST API changes in Tempo 11
Issue Activity tabs and information displayed in them
Tempo limitation due to the Free Jira Cloud Plan
Jira Data Center is restarting/stuttering because of exceeding database/ multiple connections
Tempo disabled at restart after JIRA upgrade
Necessary Tempo app permissions on Cloud
Setting Issue Security Scheme on the Issue
How can I change Remaining Estimate from an Issue? (Data Center)
Why do I see JIRAUSERxxxx as worklog author
What to do/will happen if I need to rename my Atlassian URL?
Scrollbar not usable in Timesheets (due to Atlassian Announcement banner)
How to disable Jira's Log Work module on Data Center?
Bad performance noticed on issues with long history
How to create a support zip file for JIRA Server
Error when logging time in closed issues
Edit Remaining Estimate in new Jira issue view on Cloud
Jira Project Roles
How Lucene JIRA Cache Works
Prevent logging time on closed issues
Why can't I add the Tempo log time button to the issue's transition screen?
Issue Security Level - issue not found

My Work / Timesheets

Tempo Timesheet Approvals

Approval Period Changed Between Weekly and Monthly or changed the start day of the week
Time entry approval workflow
Can I approve my own timesheet?
Why do I get errors about closed periods/ timesheet when trying to log time?
Users are still able to log / edit work when their timesheets are already submitted
Supervisor/ Team lead cannot edit timesheet when Grace period is given to team member
Can I submit future Timesheets for approval?
The Approval Button is Missing in Teams Timesheets (Cloud)
Disable the Timesheet approval process
How to change the Reviewer in Tempo Timesheets
How can I access a timesheet submitted to a different approver?

Tempo Worklogs

Cannot see other users' worklogs on Cloud
Cannot see other users' worklogs on Data Center
Logged time on sub-tasks not always properly rolling up to parent Epic
Error message: "Error! The user does not have permission to log work on destination project."
No worklogs in Tempo after external issues import (Cloud)
Continuous logging work with a single check mark to "Log another"
Why is there a time difference between my Jira worklog and my Tempo worklog? (Data Center)
I have a free JIRA plan, how can I see worklogs for others?
How can I see which user has not logged any hours (0h) within a selected period
A user is seeing worklogs in Timesheets that he should not see. What permissions do we need to change?
Cannot see existing worklogs after importing
Why do the Jira worklogs appear with the author Tempo Timesheets instead of the user's name?
Is there any way to track the movement of a worklog id?
Create a worklog using keyboard shortcuts
I have the View All Worklogs permission but cannot see other users worklogs
Tempo and Jira worklog sync on Cloud

Closing Timesheets for editing
Different ways to log time with Tempo and Jira
Tempo Activity Feed - Understanding and Management
Scheduler vs Period Management
Chrome loading MyWork error: net::ERR_CERT_COMMON_NAME_INVALID
User is unable to load My Work page
Period selection in My Work, Timesheet view
How can a user edit billable hours?
Nothing happens when I click the Tempo, Tracker option in the header
How not to receive email notifications from Scheduler
Office 365 calendar integration connection fails
Weekly or Monthly Salary

New, inactive and deleted users

What happens to inactive / deleted users' timesheet data?
Timesheet approvals for inactive users
How Tempo handles Jira user changes
Why do I see inactive users in my report?
How to manage Team members that are inactive in JIRA

Post Migration Product Onboarding

Timesheets by Tempo on Cloud vs on Data Center

Timesheets UI Differences on Cloud vs Data Center
Log Time Form on Cloud vs Data Center
Tempo Trackers on Cloud vs Data Center
Billable Hours on Cloud vs Data Center
Tempo Mobile App Login on Cloud vs Data Center
Timesheets Gadgets on Cloud vs Data Center
Tempo Worklogs on Cloud vs Data Center
Jira Account ID on Cloud vs Data Center

Capacity Planner by Tempo on Cloud vs on Data Center
Tracking costs in Financial Manager by Tempo on Cloud vs Budgets by Tempo on Data Center
Tracking costs in Financial Manager by Tempo on Cloud vs Tempo Accounts in Timesheets on Data Center
Tempo Teams on Cloud vs on Data Center
Tempo Accounts and work attributes on Cloud vs on Data Center
Internal issues on Cloud vs on Data Center
Timesheet periods and the Scheduler on Cloud vs on Data Center

Team managed (former Next-Gen) project on Cloud

Grouping by Epic for Team managed (former Next-Gen) projects
Jira Team managed (former Next-Gen) projects
Adding Tempo Account and Tempo Team custom fields to Team-Managed (former Next-Gen) projects
Permissions needed to see other users' worklogs in Team managed (former Next-Gen) projects

Tempo Gadgets

Gadget error 404 spec-not-found
How to reset plugins cache in JIRA - Tempo Gadgets not loading
Why does the Burndown Chart displays a random hour for the time spent?
Gadgets not working on Confluence

Tempo Accounts Custom Field & Work Attributes

Calculate 'Work Attributes' custom field
Link Accounts to Jira issues
Cascading dynamic work attributes - Data Center
How do I use Accounts as work attribute and link it to the worklogs?
Default Rate Table could not be found
Account report does not show any data
Tempo Accounts - how to connect worklogs to an Account
Is it possible to merge multiple Tempo Accounts into one?
Selecting an Account in issue view is slow
Changing Account information impact on Issues/worklogs
Account field not available in the Agile board, issue detail tab on Data Center
Dynamic work attributes in Tempo Timesheets for Data Center
Make the Tempo Account field required on Cloud
Unable to access Account Price tables
Account column in a Tempo report List view shows as a link and not a drop-down menu.
Export Account to CSV format shows incorrectly

Tempo Install and Upgrade

Is Tempo Timesheets compatible with Jira Data Center?
How long does it take Tempo to be compatible when a new Jira version is released?
Is the system automatically updated with new versions?
How to install Tempo Server 10.18.x from 10.19.x and 10.20.x
Unable to install Tempo products in Cloud with an error saying: "Unfortunately, we're facing a technical issue with the partner."
Tempo plugin pages 404ing after plugin or Jira upgrade
Cannot see Tempo dropdown after upgrade

Upgrade guide for Tempo Timesheets

Proactive Actions before upgrading to Jira 8
Order of upgrade for Tempo products
Upgrading from Timesheets 9.0
Upgrading from Timesheets 8.10
Upgrading from Timesheets 8.6
Upgrading from Timesheets 8.2
Upgrading from Timesheets 8.0
Tempo for Server Product Compatibility (EOL)

Uninstall and re-install Tempo products on Data Center

Tempo Reports

Import/Export & Export Reports

Import plans using the Tempo REST API on Data Center
PDF Export - special characters in multiple languages not shown correctly
Error when trying to export Tempo Report to PDF
Epic Link field is missing in RawData exports on Cloud
Removal of Export to PDF and Download Account Report PDFs
PDF export Error
Import worklogs using the native Jira csv import - JIRA Data Center
Username does not appear in the export anymore, why is that?
When using Logged Time report export to CSV, Japanese, Chinese, or Korean content is not well displayed ("???" instead)
Import worklogs using the Tempo REST API on Data Center
Error messages about importing plans
Exporting plans to a CSV file
To include Jira Custom Fields in the export of Tempo reports
Pivoting Tempo Reports Using Excel

Faster Editing of Worklogs
Billable Accounts vs Billable Hours in Tempo Reports
Unable to download Tempo Timesheet Report
Archiving in Jira Data Center and Cloud Premium/Enterprise and how it affects Tempo Reports (Timesheets, Planner)
Why can't I see any results in a report when filtered by issue?
I am unable to see project report not created by me
Errors about report-template for one or some users
Worklog reports for Epics
Tempo report is not filtered correctly according to the JQL filter selected.
How can I share a Tempo report on Data Center?
Planned time report - Seeing plans of suspended/deleted users

Tempo Teams

How can I see if my team members have plans from other teams?
Tempo Teams and Team Roles in the Tempo Reports
Changing Team Role for a User
Commitment of team members
When adding a team permission role, I got an error message: "Permission role with that name already exists".
Link issues to teams
Cannot add user to Tempo Team

Migration related questions

Tempo is accelerating its move to Cloud
Migrate the Tempo Account Custom Field from Data Center to Cloud
Migrating Tempo data between Jira hosting environments
Can I migrate from one Cloud instance to another Cloud instance?
Server to Cloud Migration - JCMA is stuck at a percentage
Can I migrate between Tempo for Cloud and Tempo for Server/Data Center?
Migration of Tempo teams between Jira instances
Cloud Migration FAQ

When are worklogs that are imported with CSV to JIRA synced to Tempo
Tempo Account and Team custom fields limitation in Jira
Profile Pictures Not Displayed in Tempo
Tempo Maintenance Window
Tempo JQL functions for Timesheets 9.x to 15.x
I can't connect to my Jira site using the Tempo Mobile for Data Center app for Android. I get error "Jira Server Url is incorrect"
Tempo page is not loading or showing "something went wrong. sorry."
Some Tempo content does not show when Kaspersky is being used (in some cases "invalid date" is seen in date picker so that users are not able to log work / log time)
What happen if a user needs to change to a different workload scheme?
How can I install a different language on Tempo
Manage staff page has (SQL collation) errors
Tempo JQL functions for Cloud
Daylight Saving Changes (Time zone issue)
Google Calendar limitations with Safari browser.
How do I find my version number?
Difference between Timesheets & Prime Timesheet by Tempo
Tempo Anonymizer

Running Prime Cloud Locally

Some tips to run locally

Tempo side panel to filter out closed issues
Hide the Tempo panel on the Jira issue view with ScriptRunner
Tempo inside the Issue sidebar
Show / Hide the Tempo Panel in the JIRA issue view - Cloud
Disabling Tempo Panel in the issue view
Tempo is aligning with Atlassian to comply with GDPR standards
How to reset My Tempo Support Portal password
Security Bug Bounty Program
Tempo data storage on Data Center
Tempo Data Center database tables
3rd party contractors unable to login Tempo
Tempo data storage on Cloud
Data Retention and Data Dump
Data Residency - Pin Tempo Data
Data residency FAQ
About CVE-2021-44228 log4j vulnerability with Tempo
Tempo apps on Cloud stopped working or are not loading and a "Something's gone wrong" error can be seen (Need to Uninstall and Re-install Tempo on Cloud)
SOX Compliance for Tempo Apps
Tempo uses hour and minute (units), not day
Why can't I delete a workload scheme?

Timesheets Cloud

How To - Timesheets Cloud

Tempo Cloud Whitelist
Tempo supported languages
Creating HAR and Log files for support

Troubleshooting - Timesheets Cloud

API requests error or limitations
Worklog of users not visible
Worklogs don't appear related to Epic if logged on subtasks

Timesheets DC

How To - Timesheets DC

How to create a Jira instance with Microsoft SQL Database locally using Docker/ MAC (INT)

Capacity Planner Cloud

How To - Capacity Planner Cloud

Best Practices for Approving Vacation Time
Best Practices for Vacation Planning
Monthly recurrent plans not shown in every month
How do I plan sprints using Tempo Planner on Cloud?
Why am I not seeing all users in the Resource Planning view?
Cannot delete a Team Plan when viewing a different team/Same team
"Schedule_issue" error when trying to approve plan
View issue status in Team Timeline
Legacy features in Tempo Planner

Capacity Planner DC

Financial Manager Cloud

How To - Financial Manager Cloud

The Scope dropdown is not showing the filter I want to base my Financial Manager project on
Why is the actual cost showing 0?
I want to use a JIRA project as the scope for my Financial manager, can I?
Team member does not appear in the Rates view

Tempo Mobile Cloud

I can no longer log in on the mobile app. (Cloud site)
Not able to log in to the Tempo Timesheets for Cloud app on Android phones
How do I set-up and login on the Tempo Mobile app?
White/Blank page after logging into the Tempo Mobile app

Time Tracker Cloud

How To - Time Tracker Cloud

Log Suggested Work
Displayname not shown for every user (Timesheets User)
Email remainder
Time Tracking Provider
Log Suggested Work Automatically
Migrations
Authorization Error
API
Access and Permissions
Users with no work logged
How does date range selection work?
FAQ – Deprecation of Time Tracker REST API and Timesheets Integration

Troubleshooting - Time Tracker Cloud

Dangerous use of multiple connections
Selecting a specific Project Category showing only worklogs for current user in Timesheet Reports and Gadgets for Jira Server
Some users are reporting their timesheets are timing out & erroring when loading them
Performance Issue causing Blank white dashboards and prime Timesheets requests timeouts
Worklog Pop-up not appearing on Time sheet dashboard gadget
Sum time spent on linked issues (Relates to)
Pivot by User is not breaking Tempo Timesheets time by users
Timesheet report doesn't display logged hours
Timesheet gadget is blank white on dashboard
NoSuchMethodError displaying dashboard gadget or Time column in report
Missing possibility to subscribe to Timesheet Email
Hours are displayed on incorrect day
Show Empty Rows does not work (no empty issues added)
Why there is no Timesheet link on Issue Search page anymore?
Values do not retain when changing report criteria
Unexpected error?
Total number does not match?
Time Tracker is not working, not displaying data or Edit function, it's just blank
Report Configuration Page takes ages to load
Hours are displayed for incorrect person
Dates filter is not working
Date picker calendar mixing up day, month and year
App not responding
Unexpected error (Group visibility)

BI Connectors Group

While trying to connect I get the following error: Access to the resource is forbidden
During data export I get the following error: 429 - Too many requests
Updating Power BI data from connector takes hours and resulting in crashes
While validating the connection, I get the error saying the private IP is not allowed

Budgets DC

How To - Budget DC

Access Control Feature - Release and Action Required for Budgets Users
Forecasting known future costs
Overhead calculation in Tempo Budgets
Progress calculation scenarios in Tempo Budgets
Which user requires the permission of the filter to have proper visibility of a folio
What does it mean "Filter not Visible" message in Folio Overview
Tempo Budgets progress calculation (default configuration)
Tempo Budgets forecasting scenarios
Tempo Budgets permission matrix
Handling of mixed cost rates
Estimated cost calculations
How do Tempo Budgets and Tempo Planner integrate to each other

Tempo Budgets best practices

Refining a Folio scope by using a JQL filter

Budget folio does not show all actual logged hours by user

Structure Cloud

Troubleshooting - Structure Cloud

Structure integration can't be installed at Tempo
Error message pops up when moving issues in Structure
Tempo Logged time is not displayed in Structure
Export columns with Markdown to Excel
Run Copy to Jira automatically
Default View for a structure
Goal Field in Structure
The atlassian-addons-project-access Project Role in Structure
Clickable URL in Structure
Structure App Usage
Restrict users from editing fields in Structure
Work items from some projects don't appear in Structure
How to extract text from columns and fields in Structure
Convert a Speed mode structure into a Power mode structure
Cloud to Cloud Migration of Structure
Change the owner of multiple structures
Sum over sub-items option in the Formula column doesn't work in another formula
Behaviors of Scriptrunner in Structure

Structure DC

Troubleshooting - Structure DC

Retrieve the Time Tracking fields via Structure REST API
A manually copied structure looks different from the original structure
Burnup report in Structure
Colors for Jira for Cloud
See the worklogs from the last two weeks time in Structure
Predictive Cumulative Flow Diagram dashboard gadget for Jira Data Center
Default expand level setting in Structure
Notes are duplicated in Structure
Checklists fields in Structure
Performance problems in Structure
Value display as a tooltip when hovering over it in Structure
Retrieve formulas with REST API in Structure
Duplicate Items in Structure
Structure Migration to Jira Cloud
Filtering by custom Structure columns
Turning off optional features of Structure
Error message when an issue is moved in Structure
Nested structure does not work as expected
How to write a formula to copy custom field from a project to another
Remote links not displayed
How to clean up obsolete Structure data
How to check the Test Repository Path in a Structure formula?
Structure Extender "Extend with Advanced Roadmaps(Portfolio) child issues" times out after Jira upgrade
Structure - efficient license utilization
User individual views of a Structure
Gantt plugin is disabled by default after change image to alpine
Firefox - Structure.Pages does not let me login to Jira from Wiki macros
Structure Throws Error on Conversion of Planning Task to Jira Issue
How to make a field protected/disabled to user input, and keep editable to Structure Effectors
Formula that rolls up values in a column to the parent issue
Structure.Pages Helper Migration to Jira Cloud - path

Strategic Roadmaps

How To - Strategic Roadmaps

Difference between Google OAuth and Google SAML
About Publish to URLs in Strategic Roadmaps
Audits in Strategic Roadmaps
Jira on-prem sever Integration with Strategic Roadmaps
Strategic Roadmaps Servers Location

Troubleshooting - Strategic Roadmaps

Unable to move past Strategic Roadmaps Welcome page
Enforcing SAML on Strategic Roadmaps' Published Roadmap URLs
Not Receiving Emails from Strategic Roadmaps
Roadmapping Error - cannot attach archived custom properties
Unable to Publish Roadmap - 'Stuck' on Greyed out screen with in-progress circle
Unable to Add User to Strategic Roadmap - Uh Oh! There was an error while inviting this ser. Please contact support
Roadmapping Error - Server responded with 500 code

Porftolio Manager New
Portfolio Manager Classic

Structure.Testy by Tempo

Structure.Testy User's Guide

Adding Test Runs to the Structure

Creating a New Test Run
Opening an Existing Test Run
Test Run Column Display Options

Changing Test Results
Customize Statuses
Filtering Structure by Test Run Status
Test Management Tips

How-to Guides

Create Universal Checklists with Testy
Build Tests for a Release
Get Structure.Testy Status Info
Import Tests From a Mind Mapping Tool to Structure.Testy
Show Results From Automated Tests in Structure.Testy

Administrator's Guide

Installation

Developer's Guide

API

Structure.Bundle by Tempo

Included Apps

Structure
Structure.Gantt
Structure.Pages
Structure.Deliver
Structure.Testy
Colors for Jira

Additional Resources

Structure.Bundle Overview
Frequently Asked Questions

Release Notes

Structure.Bundle 1.0 Release Notes

Help Center - Custom Charts for Confluence (Cloud) Home

Structure by Tempo

Getting Started with Structure

Creating Your First Structure

Building a Structure Manually

Building a Structure with Automation

Top Down Automation to Manage Issues Across Multiple Projects
Bottom Up Automation for Backlog Grooming

Working with Structure

Working with Issues in Structure
Search Filter and Sort

Getting the Most Out of Structure
Help and Support

Basic Operations

Basic Concepts
Structure Menu
Structure Toolbar

Adding Items to a Structure

Adding Existing Issues
Folders
Memo
Planning Tasks

Moving Items within Structure

Moving Items with the Toolbar
Drag and Drop

Cut, Copy and Paste

Moving Items Between Structures
Moving Items Within a Structure

Selecting Multiple Items

Removing Items from Structure

Structure Widget Overview

Navigating Between Items
Switching Between Structures
Using Structure Widget for Searching

Jira Pages with Structure

Structure Board

Making Structure Board Your Jira Home

Structure on the Issue Page

Structure Options for the Issue Page

Structure on the Project Page
Structure on Agile Boards

Undoing Changes
Sharing a Perspective

Keyboard Shortcuts

Keyboard Shortcuts (PC)
Keyboard Shortcuts (Mac)
Quick Action Lookup

Dark Theme

Working with Issues

Viewing Issue Details
Creating New Issues

Editing Issues from Within Structure

Changing Fields
Keyboard Shortcuts in Edit Mode
Correcting Input Errors
Editing from Gadget
On E-mail Notifications

Bulk Edit
Cloning Multiple Issues
Using Jira Actions

Columns and Views

Adding Columns

Count Leaves Column
Count Sub-Items Column
Flags Column
Field Columns
Formula Column
Icons Column
Images Column
Issue Key Column
Jira Actions Column
Last Comment Column
Notes Column

Progress Column

Progress Based on Time Tracking
Progress Based on Resolution Only
Progress Based on Status
Progress Based on Percent Field

Query Match Column
Sequential Index
Status Category Column
Summary Column
Tempo Planned Time Column
Tempo Work Logged Column
Time in Status Column
Totals Columns
Transition Dates
Work Logged Column

Customizing Columns
Horizontal Scrolling

Managing Views

Views Menu
Locating a View
Saving and Sharing Views
View Sharing and Permissions
Changing View Settings
Copying a View
Deleting a View
Associating Views with Structures

Displaying Full Cell Content

Double Grid Mode

Structure Widget on Secondary Panel
Issue Clipboard

Two-Panel Mode
Full Screen Mode
Text Wrapping

Saved Columns

Managing Saved Columns

Generators

Adding a Generator

Insert Generators

JQL Query Inserter
Agile Board Insert
Structure Inserter
Text Query Inserter

Extend Generators

Linked Issues Extender
Sub-tasks Extender
Stories Under Epics Extender
Child Issues (Advanced Roadmaps) Extender
Pages Extenders

Filter Generators

Attribute Filter
Inserter/Extender Duplicates Filter
Filter by Field Generator

Group Generators

Group by Version Name
Group by Attribute

Sort Generators

Sort Order

Effectors

Attribute to Issue Field Effector
Status Rollup Effector

Running an Effector

Running All Effectors in a Structure

Revert Effector Changes
Managing Effectors

Manual Adjustments

Order of Operations with Manual Adjustments
Undoing Manual Adjustments

Managing Generators

Generator Scope
Editing a Generator
Deleting a Generator
Automation Paused
Order of Operation for Generators

Search, Filter, Sort, and Group

Search

Filter

Pinned Item Mode
Identifying Duplicate Items
Filter by Field Transformation

Transformations

Using Transformations

Quick Transformations

Transformation Groups

Default Quick Transformations
Reordering Quick Transformations

Formulas

Formula Basics

Creating a Formula

Mapping Variables

Columns as Variables
Formulas within Formulas

Expr Language

Expr Language - Language Components
Expr Language - Value Types

Expr Language - Variables

Expr Language - Local Variables

Expr Language - Functions

Expr Language - Chained Function Calls
Expr Language - Aggregate Functions
Expr Language - User Functions

Expr Language - Numbers
Expr Language - Texts
Expr Language - Operations
Expr Language - Property Access
Expr Language - Conditional Expressions
Expr Language - Comments

Wiki Markup in Formula Columns
Bundled Formulas
Opening a Saved Formula
Debugging a Formula
Saving a Formula

Sample Formulas

Sample Formulas - Analytics
Sample Formulas - Comments
Sample Formulas - Historical Values
Sample Formulas - Items and Properties
Sample Formulas - Issue Links and Subtasks
Sample Formulas - JQL and S-JQL
Sample Formulas - Users
Sample Formulas - Versions
Sample Formulas - Wiki Markup

Formula Reference Documentation

Expr Advanced Reference

Expr Advanced Reference - Introduction
Expr Advanced Reference - Values and Types
Expr Advanced Reference - Value Conversions
Expr Advanced Reference - Local Variables
Expr Advanced Reference - Operators
Expr Advanced Reference - Conditional Expressions
Expr Advanced Reference - Property Access
Expr Advanced Reference - Functions
Expr Advanced Reference - User Functions
Expr Advanced Reference - Aggregate Function
Expr Advanced Reference - Embedded Queries

Expr Function Reference

Array Functions
Conditional Functions
Date and Time Functions
Duration Functions
Numeric Functions
Statistical Functions
Text Functions
User-related Functions
Miscellaneous Functions

Aggregate Function Reference
Standard Variable Reference
Item Property Reference
Expr Error Codes
Expr Pattern Matching
Expr validation
Work Time in Formula Columns

Comparison Between Formulas in Cloud and Data Center

Structured JQL

S-JQL Cookbook

S-JQL Reference

List of S-JQL keywords

structure() JQL function

Managing Structures

Creating New Structures
Locating a Structure
Default Structure
Favorite Structures

Structure Details

Editing Structure Details

Customizing View Settings
Structure Permissions

Copying a Structure

Copying Structure and Cloning Issues

Archiving a Structure
Deleting a Structure
Template Structures and Projects
Viewing History of a Structure

Exporting Structures

Exporting to Excel
Exporting to PDF
Printing Structure

Real-Time Collaboration
Structure Activity Stream

Structure Gadgets

Dashboard Gadget
Confluence Macro

Integrations

Advanced Roadmaps for Jira
Better PDF Exporter for Jira
Custom Charts for Confluence
Custom Charts for Jira

ScriptRunner

Bulk Change Owners of Structures and Generators
Creating a New Structure Programmatically
Creating Generators
Export to Excel Using ScriptRunner
Run all effectors by schedule
Show All Structure Boards and Corresponding Item Counts
Show Related Issues in a Separate Column
Show work logged per user and issue for a structure
Updating a field (ex. label) when checking all issues against a JQL query
Archive Structures Owned by Inactive Users
Archive Structures That Haven’t Been Accessed in 3 Months
List Structures That Haven’t Been Accessed in 3 Months without Archiving Them
See Details for Inactive Structures
Delete Archived Structures
List Structure Names and Permissions
List All Saved Views
Automatically Remove Issues Based on JQL Query
List Structures Owned by Inactive Users
Set the View Permission in All Structures
Find and Replace JQL Query References

Planner by Tempo
Power Scripts for Jira
Timesheets by Tempo
Xporter
Xray Test Management for Jira
JSM Assets (Insights)

Role-based Guides

Product Owner
Program Manager
Project Manager

How-to Guides

Calculate Epic Story Points Based on Sub-issues
Cost Calculation for Issues and Projects
Manage Epics and Stories
Release Management with Structure
Reporting with Structure
Reporting - Build a Burndown Chart with Structure and Custom Charts
Resource Allocation with Structure

SAFe (Scaled Agile Framework) with Structure

Advanced SAFe (Scaled Agile Framework) with Structure

Sprint Planning with Structure
Track Overdue Tasks with Structure
Update Assignees to Match Parent Issues
Update Link Types for Multiple Issues

Troubleshooting Guide

Cannot Create an Issue With +Next Issue (+Sub-Issue) Because of the Required Fields
Manage Apps Says Structure is Unlicensed
No Check Mark Displayed for a Resolved Issue
Structure Won't Start
After an Issue is Moved to Another Project, It Cannot Be Found in the Structure
User Cannot Access Structure
Where Do I Find the Jira Server ID?
Using Subtasks and Structure
Difference from Sub-tasks
Performance Considerations
How to restore the structure using History
Can a Structure be Exported to Microsoft Word?
Convert time data in Excel export to Jira format

Data Center Approved Apps FAQ

What are Data Center approved apps?
What are the criteria for being Data Center approved?

Release Notes

Structure 9.10 Release Notes

Structure 9.9 Release Notes

Structure 9.9.1 Release Notes
Structure 9.9.2 Release Notes

Structure 9.8 Release Notes

Structure 9.8.1 Release Notes

Structure 9.7 Release Notes

Structure 9.6 Release Notes

Structure 9.6.1 Release Notes

Structure 9.5 Release Notes

Structure 9.5.1 Release Notes

Structure 9.4 Release Notes

Structure 9.3 Release Notes

Structure 9.3.1 Release Notes
Structure 9.3.2 Release Notes

Structure 9.2 Release Notes

API Changes in Structure 9.2
Structure 9.2.1 Release Notes
Structure 9.2.2 Release Notes

Structure 9.1 Release Notes

API Changes in Structure 9.1

Structure 9.0 Release notes

API Changes in Structure 9.0
Structure 9.0.1 Release Notes

Structure 8.3 Release Notes

API Changes in Structure 8.3
Structure 8.3.1 Release Notes

Structure 8.2 Release Notes

API Changes in Structure 8.2
Structure 8.2.1 Release Notes
Structure 8.2.2 Release Notes

Structure 8.1 Release Notes

API Changes in Structure 8.1
Structure 8.1.1 Release Notes
Structure 8.1.2 Release Notes

Structure 8.0 Release Notes

API Changes in Structure 8.0
Structure 8.0.1 Release Notes

Additional Resources

Structure Roadmap
Feature Comparison - Data Center and Cloud
Structure Best Practices
Structure Demo Server
Send Feedback
Structure Extensions
Getting Help
Structure Product Compatibility and EOL

Administrator's Guide

Migrate to Cloud

Manually Migrating to Cloud

Migrating to Cloud Using the Jira Cloud Migration Assistant

Migration Notes

FAQ - Migrating to Cloud

Migrate from Server to Data Center

FAQ - Migrating to Data Center

Monitoring and Troubleshooting Structure Usage

Installing Structure

Memory Guidelines
Uninstalling and Reinstalling Structure
Upgrading and Downgrading
Migrating Data from Structure 2 to Structure 3

Setting Up Structure License

Structure License Parameters
When Structure is Available for Free
License Maintenance and Expiration

Selecting Structure-Enabled Projects

Global Permissions

Who Has Access to the Structure
Restricting User Access to Structure
Changing Permission to Create New Structures
Changing Permission to Access Automation
Changing Permissions to Configure and Run Effectors

Changing Structure Defaults

Changing Default Structure
Changing Default View Settings
Changing Default Options for the Issue and Project Pages

Attribute Sensitivity Settings

Structure Backup, Restore and Migration

Backing Up Structure
Restoring Structure from Backup
Migrating Structures

Automatic Structure Maintenance
Workflow Integration

Running Structure on Jira Data Center

Archived Projects and Structure

Anonymous Usage Statistics

Structure Usage Statistics

Turning Off Optional Features

Advanced Configuration and Dark Features

Synchronization

Import Synchronization
Export Synchronization
Installing a Synchronizer
Modifying Synchronizer
Removing Synchronizer
Turning Synchronizer On and Off
Running Resync

Synchronization and Permissions

Changing Permission to Manage Synchronizers

Protection from Synchronizer Cycles
Bundled Synchronizers
Undo Synchronizer Actions
Copying Synchronizers

System Requirements

Confluence Macro - Admin Configuration

Adding Structure Macro to Confluence

Adding Structure Gadget to Confluence 8.x or Below

Setting Up CORS Filter in JIRA

Nginx Configuration Option

Clearing Structure Caches
Anonymizing Users

Structure Troubleshooting

Collecting Support Zip
HAR Network Report
Troubleshooting Synchronizers
Structured JQL Troubleshooting

Collecting Performance Snapshots

Performance Snapshot without Yourkit Plugin

Sending Files to Support Team
Troubleshooting Performance and Stability Issues

Help Tool
Managing Global Saved Columns

Structure Developer's Guide

Structure Concepts, Developer's Perspective

Accessing Structure from JIRA Plugin

Setting Up the Integration

Additional Libraries Used in Structure API
Controlling Compatibility
Making Structure Dependency Optional

Structure Services
Building Forest Specification
Reading Structure Content
Changing Structure Content
Loading Attribute Values
Creating and Adding Folders
Creating Dynamic Structures

Extending Structure Functionality

Creating a New Column Type
Loading Additional Web Resources For Structure Widget
Declaring a New Generic Item Type

Accessing Structure Data Remotely

Reference

Structure Java API Reference

Structure API Versions

Structure Plugin Module Types

structure-attribute-loader-provider
structure-export-renderer-provider
structure-item-type
Generator Modules
structure-effector
structure-effect-provider
structure-query-constraint
new-structure-template

Structure REST API Reference

Forest Resource
Item Resource
Attribute Subscription Resource
Configuration Resource
Value Resource
Structure Resource

Structure JavaScript API Reference

JavaScript API Functions

JavaScript API Classes

Column Class
ColumnConfigurator Class
ColumnOption Class
ColumnType Class
ItemDetailsProvider Class

JavaScript API Objects

ItemDetailsBridge Object

Web Resource Contexts

API Usage Samples

Archived Documentation

Structure 3 API Changes
Creating a New Synchronizer
structure-synchronizer

Open Source Licenses

Time Tracker Lite

Getting Started

Installation Guide
Getting Help
Differences between Time Tracker and Time Tracker Lite (DC)
Migration to Time Tracker Data Center (from Time Tracker Lite Data Center)

Time Reports

Configuring Time Reports

Access Settings
Issues Hierarchy Settings
User Default Settings
General Settings
Holidays Settings
User Preferences

Logging Time

Generating Reports

Exporting and Importing Reports
Printing Reports
Time Entry Report
Timesheet Report
Calendar Report
Timespent Report
Pivot by User Report
Pivot by Status Report
Pivot by Label Report
Time Tracking Report
Pie Chart Report
Time in Status Report
Resolution Time Report
Time Balance Report
Cost Report

Time Tracker Lite DC Gadgets

Deprecation Notice

Deprecation Notice - February 1, 2025

Timesheets by Tempo

Logging Time in Timesheets

Logging and Planning Your Time in My Work

Logging Time in the My Work Calendar

Using and Configuring the Issues Side Panel
Editing Worklogs in the My Work Calendar

Planning Time for Yourself in the My Work Calendar

Editing Your Own Plans in the My Work Calendar

Viewing and Navigating the My Work Calendar in Timesheets

Tempo in the Jira Issue View

Logging Time in the Jira Issue View
Logging Expenses to Jira Issues
Editing Worklog entries in the Jira Issue View
Tracking Time Spent on Issues

Logging Time in the Timesheet View

Selecting View Options in the Timesheet View
Grouping Worklogs in the Timesheet View
Editing Worklog Entries in the Timesheet View
Editing Work Attributes, Billable, and Worked Hours in the Timesheet View
Exporting Timesheets
Logging Time in a Timesheet
Displaying Issue Lists and Jira Filters in the User Timesheet

Log Time Form
Deleting Worklogs in Bulk

Timesheet Approvals

Submitting Timesheets for Approval
Approving and Rejecting Your Team's Timesheets
Timesheet Approval Notifications
Granting a Grace Period to Team Members

Reports

Selecting a Period or Date Range for Reporting

Viewing Reports

Viewing Users with No Hours (0) Logged

Logging Time in the Reports View
Editing Time Records Directly in Reports
Saving and Deleting Reports
Sharing Reports
Exporting Reports
Downloading Account Report PDFs
Creating and Accessing Saved Reports
Planned vs Actual Report

Managing Teams

Creating and Deleting Teams
Adding Members to a Team
Removing Members from a Team
Editing Teams
Linking Teams to their Jira Projects, Boards and Issues
Editing Team Permissions
Viewing the Team Timesheet
Adding and Editing Team Roles
Inactive and Deleted Jira Users and Tempo Timesheets
Grouping Teams Together as a Program
About Tempo Team Leads

Managing Staff

Moving Staff Between Locations and Schemes
Creating and Editing Team Roles
Creating and Editing Workload Schemes
Creating and Editing Holiday Schemes
Creating and Deleting Staff Locations

Managing Accounts

Creating and Editing Accounts

Creating Non-billable Accounts for Internal Issues

Creating and Deleting Account Categories
Linking Accounts to Jira Projects
Setting the Default Account for a Jira Project
Creating and Deleting Customers
Changing the Account Status
Adding the Account Field to the Jira Issue View
Making the Tempo Account Custom Field Required in Jira Field Configurations
Deleting Accounts

Managing Revenue and Billing

Viewing Account Revenue and Target
Utilization Report - Viewing Logged Time by Account Type
Viewing the Time and Expenses Report

Setting Hourly Rates

Selecting Price Tables for Accounts

Adding Expenses to Jira Issues
Viewing Unaccounted Hours

Configuring Accounts
Importing and Exporting Accounts

Permissions

Global Permissions

Managing Access to Timesheets and Planner
Tempo Administrator Permissions in Timesheets
Tempo Team Administrator Permissions in Timesheets
Tempo Account Administrator Permissions in Timesheets
Tempo Rate Administrators Permissions in Timesheets

Project Permissions

Browse Projects Permissions
Delete All Worklogs Permissions
Delete Own Worklogs Permissions for a Project
Edit All Worklogs Permissions for a Project
Edit Own Worklogs Permissions for a Project
Work On Issues Permissions for a Project
Log Work for Others Permissions for a Project
View All Worklogs Permissions for a Project

Team Permissions

Creating Team Permission Roles
Granting Users Team Permissions
Deleting Team Permission Roles
Access Privileges for Planned vs Actual Report

Access Control

Permissions Overview

Jira Administrator Permissions in Timesheets

Integrations

Structure by Tempo

Tempo Gadgets

Tempo Activity Stream Provider

Tempo Account Gadgets

Account Hours by Customer Gadget
Total Hours Gadget
Account Custom Budget Burn-up Chart Gadget
Account Monthly Budget Burn-up Chart Gadget

Tempo Teams Gadgets

Team Hours Gadgets
Team Timesheet Gadgets
Planned Time by Team Gadgets
People in Version Gadgets

Tempo User Gadgets

Worklog Distribution Gadgets
User Timesheet Gadgets
User Timesheet Charts Gadgets
My Work Gadgets

Tempo Tutorials

Managing a team using Tempo
Managing shared resources using Tempo for Server
Tracking billable and non-billable hours using Accounts in Tempo for Server
Tracking billable and non-billable time using billable functionality in Tempo
Tracking CAPEX/OPEX Using Tempo
Project Portfolio Management in Tempo Budgets
Tracking project finances in Tempo Budgets for Server

Additional Topics

To create an account in Tempo for Server
To create plans using the issue suggestions sidebar in Tempo for Server
To create worklogs from the issue view in Tempo for Server
To plan human resource costs
To plan human resource costs from estimates in Tempo for Server
To synchronize a folio with accounts
To create a customer in Tempo for Server
To create an account category in Tempo for Server
To link an account to Jira projects in Tempo for Server
To filter information in a custom report in Tempo for Server
To create a team in Tempo for Server
To add members to a team in Tempo for Server
To grant team permissions in Tempo for Server
To link a team to Jira projects and boards in Tempo for Server
To view the capacity of a team in Tempo for Server
To view the total capacity of team members in Tempo for Server
To see an overview of your resources in Tempo for Server
To modify the team planning timeline view in Tempo for Server
To create a folio in Tempo Budgets
To plan consulting revenue in Tempo for Server
To add staff members to a folio in Tempo for Server
To associate teams with issues in Tempo for Server
To configure a steering committee report
To approve a budget and set it as a baseline in Tempo for Server
To plan expenses for a folio in Tempo for Server
To add a consulting revenue
To configure an issue costs report
To configure a forecast report
To add actual revenues to a folio
To open a baseline
To edit information about the members of a team in Tempo for Server
To disable the Jira worklog tab panel module
To edit a baseline
To configure an expense and revenue report
To view an account timesheet in Tempo for Server
To use global rates in a folio
To use price tables for consulting revenues in a folio
To synchronize a folio with billed hours in Tempo for Server
To plan a revenue
To synchronize a staff members worked hours with user worklogs
To copy planned revenue to actual revenue

Using permissions in Tempo Budgets

Granting Folio Administrator permissions
Granting Folio Owner permissions
Granting Jira System Administrator permissions
Granting Tempo Budgets global cost rates table administrator permissions
Granting Tempo Budgets Super Administrator permissions
Granting Tempo Budgets user permissions

Administrator's Guide

Installing Tempo Timesheets

To install Timesheets
To prepare to update Timesheets
To update Timesheets
To disable Timesheets
To uninstall Timesheets
To downgrade Timesheets to an earlier version

Setting Up and Configuring Timesheets

Best Practices for Setting Up Timesheets
Configuring Timesheets
Setting Up for Tempo Teams
Setting Up for Timesheet Approvals

Setting Up for Billing, Contracts, and Capex/Opex

Browse Customer Revenue Permissions in Timesheets
Configuring Expense & Revenue Categories in Tempo

Activating Jira Time Tracking
Disabling the Jira Log Work Module
Creating Workload Schemes
Creating Holiday Schemes
Managing Staff Settings

Configuring Periods and Scheduling

Configuring Periods and Start Dates for Timesheets
Manually Opening and Closing Timesheet Periods

Configuring the Tempo Scheduler

Testing and Editing Scheduler Email

Global Configuration

Configuring Logging Time Options
Configuring Global Accounting Options

Custom Fields Configuration

Configuring Staff ID Property
Including Jira Custom Fields in Export of Logged Time Reports

Creating and Configuring Internal Issues

Configuring Work Attributes

Configuring External Drop-down Lists for Worklogs
Using Accounts as Work Attribute and Linking it to Worklogs
Best Practices for using the Account Custom Field and Account Work Attribute

Tempo Servlet Manual
Reindex Users

Additional Resources

Tempo Mobile App

Proactive actions before upgrading

Upgrading Tempo Apps to be compatible with Jira 11
Upgrading Tempo Apps to be compatible with Jira 10
Upgrading Tempo Apps to be compatible with Jira 9
Upgrading Tempo Apps to be compatible with Jira 8
Tempo Timesheets 8.13.1
Tempo Timesheets 8.6.0
Tempo Timesheets 8.2.0
Tempo Timesheets 8.1.0
Tempo Timesheets 8.0.0
Tempo Timesheet 7.16
Tempo Timesheets 7.12
Tempo Timesheets 7.11.2
Tempo Timesheets 7.11
Tempo Teams 3.5.0

Tempo Keyboard Shortcuts
Tempo for Data Center and Server Product Compatibility (EOL)
Tempo for DC Code Deprecation and Removal
Tempo JQL functions for Jira advanced search
Tempo Data Center API

Release Notes

Timesheets Release Notes

Portfolio Manager (LiquidPlanner)

Plan Your Work

Welcome
Work on the Right Things
Aligned Priorities (Video)
Time Management (Video)

Predict the Future

Predicting Project Outcomes
Ranged Estimates (Video)
Predictive Scheduling (Video)
Introduction to Schedule Bars

Perform with Confidence

Optimize Performance
Balanced Workload (Video)
Intelligent Insights (video)
Target Dates & Deltas

People & Resources

People
Members
Resources
Placeholders
Availability & Vacations
My Profile
Roles & Access
Users & Org Admins
Working Teams
Administrative Groups

Projects and Templates

Projects
Tasks & Assignments
Import Tasks from Excel
Project & Package Templates
Templates Collection
Duplicate Plan Items & Create Templates
Package FAQ

Views

Priority Views
Workload View
Board View
Grid View
Search View
Changes & Deleted Items
Favorites
Iterations

Settings and Customization

Administration & Settings
Customize Task Status
Custom Data Settings
Customizable Cost Codes
Customizing Rate Sheets
Single Sign On (SSO)

Schedule Control

Task Status
Dependencies & Wait Time
Scheduling Limits
ASAP Task Scheduling
Mark Work Done
High Level Team Planning

Tracking Data

Work Limit
Tracking & Estimating
Your Timesheet
Time View
Timesheet Locking
Timesheet Review & Export
Using Cost Codes
Using Custom Data | Premium Feature
Story Point Schemes

Success Playbook

Establish Your Success Plan
Architect Your Workspace
Create Your User Guide
Team Training Guide
Your Ongoing Success

Reports and Dashboards

Dashboards

Project Dashboards
Package Dashboards
Workspace Dashboards
Dashboard Library

Table Reports
Date Range Filter
Widgets & Groups
Project & Task Intake Forms
Inviting Guests

Plan Items and Editing

Upload Files
Work Metrics
Bulk Edit & Move

API and Integrations

Open API
Slack Integration
Jira Integration

Release Notes

May 7, 2025 - Introducing High Level Team Planning
April 30, 2025 - Introducing Navigation Menu Redesign with a New Module Switcher
January 27, 2025 - Pull Jira Sprint Data into Portfolio Manager Iterations on Synced Tasks
January 20, 2025 - Iterations
December 16, 2024 - Push New Tasks to Jira
November 12, 2024 - Story Point Planning
October 8, 2024 - Support for Jira Epic and Hierarchy Groups

Older Release Notes

June 2, 2022 | Release 30 | Scheduling Limits
May 4, 2023 | Release 39

August 25th, 2022 | Release 33

August 25th, 2022 | Release 33 | Open API

December 13, 2023 | Release 43
April 24, 2024 | Total Row & API Time Tracking
April 20, 2021 | Release 16 | Say Hello to The New LiquidPlanner
July 28, 2021 | Release 19
April 28, 2021 | Release 17 | A Few Post-Launch Updates
February 21, 2024 | Release 44 | Date Range Filter
February 1st, 2022 | Release 26 | Integration for Slack
July 27th, 2022 | Release 32

February 13, 2023 | Release 37

February 13, 2023 | Release 37 | Intake Form Widgets

March 21, 2023 | Release 38

March 21, 2023 | Release 38 | Files

July 10, 2024 | Jira Integration
September 4, 2024 | Improvements to Jira Integration

June 20, 2023 | Release 40

June 20, 2023 | Release 40 | Timesheet Locking

May 11, 2022 | Release 29 | Single Sign-On
March 17, 2022 | Release 27 | Timesheet Redesign
December 15, 2022 | Release 36

November 3, 2022 | Release 34

November 3, 2022 | Release 34 | Dashboards

August 23, 2023 | Release 41
October 20, 2023 | Release 42
June 23, 2022 | Release 31
February 29, 2024 | Release 44 | People Report
May 26, 2021 | Release 18 | Ready, Set, Import!
March 27, 2024 | Release 44 | People List Widget
May 29, 2024 | Release | Pay Rates

November 22, 2022 | Release 35

November 22, 2022 | Release 35 | Work Limit

Gantt Charts for Structure

Getting Started with Gantt Charts for Structure

Gantt Chart Elements

Project Start Day
Fiscal Year Start

Working with Gantt Charts

Gantt Charts for Structure User's Guide

Creating a Gantt Chart

Gantt Configuration

General Configuration

Scheduling Configuration

Work Estimates Configuration
Progress Configuration

Manual Scheduling Configuration

Use Sprints for Manual Scheduling
Scheduling Precedence

Fixed Duration Attribute
Precision Configuration
Behavior Configuration
Sprints Configuration

Dependencies Configuration
Timeline Configuration
Resources Configuration

Slice-based Configurations

Creating a Slice
Customizing a Slice
Removing a Slice
Order of Operation

Calendars
Import Settings
Appearance Configuration

Tasks

Scheduling Tasks

Automatic Scheduling
Manual Scheduling by Start or Finish Date

Planning with Sprints

Reassigning Sprints with Gantt

Fixed Duration
Zero-duration Tasks

Adjusting Duration
Scheduling Conflict
Task Details Panel
Task Indicators
Hidden Tasks
Bold Taskbars

Dependencies

Dependency Lead/Lag Time
Dependency Types Supported by Gantt

Milestones

Resources

Resources and Resource Usage
Resource Settings
Filter by Resource
Navigating to a Resource from the Gantt Chart

Baselines

Gantt Baselines
Jira-based Baselines
Working with Baselines
Managing Baselines

Gadgets

Jira Dashboard Gadget
Confluence Macro

Gantt Fields in Structure

Copy to Jira
List of Gantt Fields Available in Structure

Export Gantt Chart

Integrations

Capacity Planner (formerly Planner by Tempo)

Resource Leveling

Additional Resources

Gantt Roadmap
Comparison Between Cloud and Data Center
Trying Gantt Charts (Demo or Trial)
Migrate to Cloud

Release Notes

Gantt Release Notes

Budgets by Tempo

Getting started

Basic Concepts

EVM Indices

Timelines
Searching
Presentation Mode
Sample Project
Tempo Budgets Best Practices

Folios

Folio Configuration

Folio Scope
Earned Value Management
Accounting
Custom Fields
Working Days and Hours
Export Formats
Permissions
History

Folio Status
Folio Overview

Folio Costs

Folio Costs Summary

Planned Costs

Baselines
Plan from Staff Members

Actual Costs

Issue Expenses

Adding expenses to JIRA issues
Deleting expenses from JIRA issues

Expenses
Human Resources

Folio Revenues

Folio Revenue Summary
Planned Revenues
Actual Revenues
Non-Consulting Revenues
Consulting Revenues
Billable Hours

Folio Staff

Resource Load
Availability
Worked Hours
Overtime Hours
Cost Rates
Staff Member Operations
Worklogs Inspector
Managing Tempo Teams

Planning work for staff

Opening the Planning page
Creating a plan
Editing a plan
Deleting a plan
Monitoring planned time
Viewing all time planned for an issue
Viewing all time planned for a staff member
Highlighting all of an issue's plans

Overhead

Folio Forecast Report
Calculations and Folio Time Frame
Creating a Folio

Portfolios

Manage Portfolios
Portfolio Configuration
Portfolio Overview
Portfolio Staff
Portfolio Costs
Portfolio Revenue
Portfolio Roadmap
Archive and Unarchive Portfolios

Expenses & Revenues

Expense Operations
Revenue Operations
Recurrence
Labels
Expenditure History

Reports

Expense Report
Steering Committee Report
Budget Variance Report
Earned Value Report
Indices Report
Issue Costs Report
Profitability Report
Staff Members Workload Report
Forecast Report

Tempo Budgets Gadgets

Tempo Budgets - Folio Overview Gadget
Tempo Budgets - Folio Reports
Tempo Budgets - Portfolio Overview Gadget
Tempo Budgets - Portfolio Reports
Tempo Budgets - Traffic Lights

Keyboard Shortcuts

Multiple Selections

Tutorials

Managing a team using Tempo
Managing shared resources using Tempo for Server
Tracking billable and non-billable time using billable functionality in Tempo for Server
Tracking billable and non-billable hours using Accounts in Tempo for Server
Tracking CAPEX/OPEX Using Tempo for Server
Project Portfolio Management in Tempo Budgets for Server
Tracking project finances in Tempo Budgets for Server

Release Notes

Budgets Release Notes

Administrator's Guide

Installing Tempo Budgets

Global Configuration

Exchange Rates
Role Cost Rates
User Cost Rates
Helping Tempo to improve products and services

Integrating with Tempo Budgets

Exporting Data to CSV

Actual Costs CSV Export
Actual Revenue CSV Export
Planned Costs & Revenues CSV Export
Staff Members CSV Export

REST API

Importing Data from CSV

Actual Costs Import
Actual Revenues Import
Cost Rates Import per user
Exchange Rates Import
Planned Costs/Revenues Import
Staff Members Import
Cost Rates Import per role

Proactive actions before upgrade on Server

Custom Charts
Tempo on YouTube

Colors for Jira

Colors for Jira User Guide

Applying a Color Scheme
Managing Color Schemes
Highlight Whole Row Mode
Supported Views
Use Cases
Structure Integration

Administrator's Guide

Administrative Tasks

Structure.Pages by Tempo

User's Guide

Adding Existing Confluence Pages to a Structure
Viewing and Editing Confluence Pages in Structure
Creating New Confluence Pages in Structure

Automation for Structure.Pages

Child Pages Extender
Linked Pages Extender
Issues under Pages Extender

Administrator's Guide

Installation Guide
Security Bug Fix Policy

Release Notes

Structure.Pages 1.9 Release Notes

Structure.Pages 1.9.1 Release Notes

Structure.Pages Helper 1.9 Release Notes

Structure.Pages 1.8 Release Notes

Structure.Pages 1.8.1 Release Notes

Confluence Helper for Structure 1.10 Release Notes

Structure.Pages Product Compatibility and EOL
Download

Structure.Deliver by Tempo

Structure.Deliver User's Guide

Configuring Structure.Deliver

Structure.Deliver Settings
Adding and Configuring Teams

Working with Structure.Deliver

The Dashboard

Workflow Stages
Moving a Delivery Through the Workflow
Teams Page

Creating a Delivery
Predictive Cumulative Flow Diagram

Team Metrics Table

Editing Team Metrics

Planning with Structure.Deliver

Managing Deliveries

Opening a Delivery
Editing a Delivery
Deleting a Delivery

Troubleshooting

Release Notes

Structure.Deliver 1.0 Release Notes

Download

Help Center - Test Home

Budgets

Workflow test page
New Test page

Planner - DC

Planner - Cloud

Planning Time for Tempo Teams: Switching to Team Planning

Timesheets - Cloud
Testing New Page Creation

Timesheets - DC

Deleting Worklogs in Bulk

Time Tracker

Viewport Testing

Test Document 1

Test page 1
New Page
Test Page 2

RNotes All

RNotes - Planner

Planner Release 04-01-2024

Updates - 04-01-2024
Fixes - 04-01-2024
New Features - 04-01-2024

Test Document 2

Frictionless Timesheets

(End User) Automatic Time Logging

Setting up for Project SAGE (Automatic Time Logging)
Working with Project SAGE
What's the Difference Between Tempo Automation and Project SAGE?
Recommended Calendar Event Titles

(Admin) Setting up Project SAGE

Enable Project SAGE
Setting Up for Project SAGE
Project SAGE FAQ
Data retention and privacy

(Manager) Enabling Automated Time Tracking for your Team

Reporting use case

Release Notes testing

Option 2

Planner Release Notes (Opt2)

2023 Planner Release Notes (2.4)
2022 Planner Release Notes (2.5)
2021 and Older Timesheets, Planner, Cost Tracker Release Notes (2.6)

Cost Tracker Release Notes (Opt2)

2023 Cost Tracker Release Notes (2.7)
2022 Cost Tracker Release Notes (2.8)
2021 and Older Timesheets, Planner, Cost Tracker Release Notes (2.9)

Timesheets Release Notes (opt2)

2021 and Older Timesheets, Planner, Cost Tracker Release Notes (2.3)

Option 1

Timesheets Release Notes

2022 Timesheets Release Notes
2021 and Older Timesheets, Planner, Cost Tracker Release Notes (1)
2023 Timesheets Release Notes

Planner Release Notes

2022 Planner Release Notes
2021 and Older Timesheets, Planner, Cost Tracker Release Notes (2)
2023 Planner Release Notes

Cost Tracker Release Notes

2021 and Older Timesheets, Planner, Cost Tracker Release Notes (3)
2023 Cost Tracker Release Notes

Strategic Roadmaps - Include Pages

Manager-Admin only banner
Collaborator-Manager-Admin only banner
Admin only banner

LP Classic Header
CC Test
CC iframe test
Time Tracker Deprecation

Gantt Charts for Structure

Getting Started with Gantt Charts for Structure

Your First Gantt Chart

Create a Gantt Chart from an Existing Structure
Gantt Chart Template
Agile Gantt Chart Template

Gantt Chart Elements

Project Start Day

Working with Gantt Charts

Gantt Charts for Structure User's Guide

Creating a Gantt Chart

Gantt Configuration

Gantt Chart Settings
General Configuration

Scheduling Configuration

Work Estimates Configuration
Progress Configuration

Manual Scheduling Configuration

Use Sprints for Manual Scheduling
Scheduling Precedence

Fixed Duration Attribute
Precision Configuration
Behavior Configuration

Dependencies Configuration
Resources Configuration
Calendars

Slice-based Configurations

Creating a Slice
Customizing a Slice
Removing a Slice
Order of Operation

Managing Gantt Configurations

Copy Configuration
Deleting Gantt Configurations
Permissions and Sharing

Timeline Configuration

Tasks

Scheduling Tasks

Automatic Scheduling
Manual Scheduling by Start or Finish Date

Planning with Sprints

Same Sprint on Multiple Boards
Reassigning Sprints with Gantt Charts

Fixed Duration

Adjusting Duration
Scheduling Conflict
Task Details Panel
Task Indicators
Using Memos in Gantt Charts

Dependencies

Dependency Lead/Lag Time
Dependency Types Supported by Gantt Charts

Milestones

Resources

Resources and Resource Usage
Resource Settings
Filter by Resource
Navigating to a Resource from the Gantt Chart

Resource Leveling

Baselines

Gantt Baselines
Jira-based Baselines
Working with Baselines
Managing Baselines

Gadgets

Jira Dashboard Gadget
Confluence Gadget
Confluence Macro

Gantt Attributes in Structure

List of Gantt Attributes Available in Structure

Export Gantt Chart

Sandbox Mode

Creating a Sandbox
Working in a Sandbox
Applying Sandbox Changes
Managing Sandboxes
Opening a Saved Sandbox

Release Notes

Gantt Charts for Structure 4.4 Release Notes

Gantt Charts for Structure 4.4.1 Release Notes

Structure.Gantt 4.3 Release Notes

Structure.Gantt 4.2 Release Notes

Structure.Gantt 4.2.1 Release Notes
Structure.Gantt 4.2.2 Release Notes
Structure.Gantt 4.2.3 Release Notes

Structure.Gantt 4.1 Release Notes

Structure.Gantt 4.1.1 Release Notes

Structure.Gantt 4.0 Release Notes

Structure.Gantt 3.6 Release Notes

Structure.Gantt 3.6.2 Release Notes

Structure.Gantt 3.5 Release Notes

Structure.Gantt 3.5.1 Release Notes

Additional Resources

Gantt Charts for Structure Roadmap
Comparison Between Gantt Charts for Cloud and Data Center
Gantt Charts Concepts Explained

FAQ

I have increased the capacity (Units) of the resource, but the task still takes the same amount of time to complete
Does Gantt Charts support Advanced Roadmaps hierarchy?

Features
Other Versions
Gantt Charts Product Compatibility and EOL
Download

Administrator's Guide

System Requirements and Installation
Enterprise Deployment
Confluence Configuration for Macros
Resource Leveling Troubleshooting
Advanced Configurations for Gantt Charts
Gantt Charts Troubleshooting
Open Source Licenses
Backup and Restore
Migrate to Cloud

Developer's Guide

Gantt Charts API Overview
Setting Up the Integration with Gantt Charts

Gantt Charts Java API Reference

Gantt Charts API Versions

Gantt Charts REST API Reference

Gantt Chart Resource
Baseline Resource
Resource Leveling Resource

Java API Usage Examples

LiquidPlanner Classic

Account & Billing Settings

Purchase LiquidPlanner Seat Licenses | LP Classic Support
Setting Up an Administrator | LP Classic Support
Changing the Workspace Owner | LP Classic Support
Update Billing and Payment Settings | LP Classic Support
Upgrade Subscription Plan | LP Classic Support
View and Download LiquidPlanner Classic Invoices
Reduce Seats or Cancel Subscription | LP Classic Support
Deleting a Workspace | LP Classic Support

Create & Manage Projects

Packages | LP Classic Support
Tasks | LP Classic Support
The Add Menu | LP Classic Support
Multi-Project Scheduling | LP Classic Support
Dependencies | LP Classic Support
Deadline Dates and Risk Alerts | LP Classic Support
Duplicating Project Templates | LP Classic Support
Multiple Owners On Tasks | LP Classic Support
Mark Items Done | LP Classic Support
Checklists | LP Classic Support
Full-Day and Partial-Day Events | LP Classic Support
Delay Until | LP Classic Support
Setting a Daily Limit | LP Classic Support
Milestones | LP Classic Support
Delete Plan Items or Restore Plan Items from Trash | LP Classic Support
Alerts | LP Classic Support
Max Effort and Risk Alerts | LP Classic Support
On-Hold Status | LP Classic Support
Contract Value | LP Classic Support
Expenses | LP Classic Support
Project Teams | LP Classic Support
Critical Path Highlighting | LP Classic Support
Viewing Actual Start & Finish Dates | LP Classic Support
Archiving Completed Projects | LP Classic Support
Moving Plan Items | LP Classic Support
Monitor Project Phases using Sub-Folders | LP Classic Support
The Inbox | LP Classic Support
Request Update | LP Classic Support
Convert an Item | LP Classic Support
Projects and Sub-Folders

Dashboards & Reporting

Dashboards | LP Classic Support
Dashboard Gallery | LP Classic Support
Dashboard Widgets | LP Classic Support
Resource Workload Report | LP Classic Support
Analytics Roll-Up Reports | LP Classic Support
Analytics Baseline Reports | LP Classic Support
LiquidPlanner Classic Guide to Monitor and Analyze Projects
Part 1: What is the current status of my project? | LP Classic Support
Part 2: How is my team doing? | LP Classic Support
Part 3: How is my project performing over time? | LP Classic Support
Project Status Report | LP Classic Support
Personal Status Report | LP Classic Support
Filter Resources by Skill Set | LP Classic Support
Project Workload Report | LP Classic Support
Remaining Trend Report | LP Classic Support
Total Trend Report | LP Classic Support
Date Drift Report | LP Classic Support
Project Costing | LP Classic Support
Baseline View | LP Classic Support
Save a PDF Schedule Snapshot | LP Classic Support
Task Estimation History | LP Classic Support
Change History | LP Classic Support
Statistically Correct Totals | LP Classic Support
Timesheet Data Analysis in Excel | LP Classic Support
Part 4: What is putting my project at risk? | LP Classic Support

Developer Resources & Integrations

API and Developer Resources | LP Classic Support
Single Sign-On (SSO) Overview | LP Classic Support
Configuring SSO with ADFS | LP Classic Support
File Management with Google Drive | LP Classic Support
File Management with Dropbox | LP Classic Support
File Management with Box | LP Classic Support
Calendar Integration | LP Classic Support
Connecting LiquidPlanner Classic and Zendesk
Configuring SSO in LiquidPlanner | LP Classic Support

Evaluating LiquidPlanner

Classic Customer FAQ for LiquidPlanner New
Welcome to Evaluating LiquidPlanner Classic
Workspace Tour | LP Classic Support
Virtual Members | LP Classic Support
Create Your First Project | LP Classic Support | LP Classic Support
Prioritize Your Projects | Evaluating | LP Classic Support
User Guide for Executives | LP Classic Support

Find & Update My Work

Timeline View | LP Classic Support
My Work | LP Classic Support
The Edit Panel | LP Classic Support
Comments | LP Classic Support
Uploading and Managing Files | LP Classic Support
Add Links to Plan Items | LP Classic Support
Filters | LP Classic Support
The Quick Filter | LP Classic Support
Find Items Marked Done | LP Classic Support
Custom Status Filters | LP Classic Support
Edit Items In Line from Personal Columns | LP Classic Support
Favorites | LP Classic Support
Searching | LP Classic Support
Multiple Select and Bulk Editing | LP Classic Support
The Right-Click Menu | LP Classic Support
Changing the Timeline Scale and Anchor Date | LP Classic Support
Filtering by Dependency Status | LP Classic Support
Keyboard Shortcuts | LP Classic Support
Following Plan Items | LP Classic Support
Client View | LP Classic Support
Card View | LP Classic Support
The Home Tab | LP Classic Support
My Calendar | LP Classic Support
Edit Menu Collaboration Features | LP Classic Support

Implementing LiquidPlanner

Preparing for Liftoff | LP Classic Support
Gather Your Success Team | LP Classic Support
Set LiquidPlanner Goals | LP Classic Support
Create Your Communication Plan | LP Classic Support
Establishing Guidelines for Team Usage | LP Classic Support
Introducing LiquidPlanner Classic to Your Team

Importing & Exporting

Importing from a Spreadsheet | LP Classic Support
Importing MS Project Data | LP Classic Support
Download and Print Options | LP Classic Support
Export Timesheet Data | LP Classic Support
Configure Timesheet Export to QuickBooks | LP Classic Support
Export Projects and Tasks | LP Classic Support
Exporting Collaboration Content | LP Classic Support
Exporting Your Workspace Member List | LP Classic Support

LiquidPlanner Basics

Welcome to LiquidPlanner Classic
Introduction to Plan Items | LP Classic Support
Priority-Based Scheduling | LP Classic Support
Tasks with Ranged Estimates | LP Classic Support
Availability
Schedule Bars and Calculated Dates | LP Classic Support
Glossary | LP Classic Support
Your Personal Profile Settings | LP Classic Support
Your Personal Notification Settings | LP Classic Support
Browser Support | LP Classic Support
Building a Best Case/Worst Case Schedule | LP Classic Support

Managing Users in the Workspace

Member Access Levels and Privileges | LP Classic Support
Inviting People Into Your Workspace | LP Classic Support
Restricted Members | LP Classic Support
Restricting Members from Reprioritizing | LP Classic Support
Member and Guest Access FAQs | LP Classic Support
Setting Up a Co-Owner | LP Classic Support
Converting a Virtual Member to a Real Member | LP Classic Support
Disconnecting Workspace Members | LP Classic Support
License Management | LP Classic Support
Project Portals | LP Classic Support
Navigating a Project Portal | LP Classic Support
Project Portal FAQs | LP Classic Support
Change or Reset Your Password | LP Classic Support

Modeling Specific Workflows

Managing Requests with the Intake Form | LP Classic Support
Modeling Ongoing Tasks | LP Classic Support
Modeling Wait Time Scenarios | LP Classic Support
Overdrive Scheduling | LP Classic Support
Modeling Virtual Teams | LP Classic Support
Scrum and Agile Workflow with LiquidPlanner Classic
Bug Tracking in LiquidPlanner Classic
Running Effective Meetings with LiquidPlanner Classic
Modeling Recurring Tasks Using Delay Until | LP Classic Support

Set Up & Configure The Workspace

Create Your First Project | LP Classic Support
Prioritize Your Projects | LP Classic Support
Customize Your Project Data | LP Classic Support
Backlog Packages | LP Classic Support
Custom Project and Task Fields | LP Classic Support
Clients | LP Classic Support
Adding Members to Teams | LP Classic Support
Create Activities and Link to Tasks | LP Classic Support
Using Activity Codes for Billing | LP Classic Support
Using Rate Sheets for Billing and Pay Rules | LP Classic Support
Share Activities by Project | LP Classic Support
Delete an Activity | LP Classic Support
Tags | LP Classic Support
Workspace Settings | LP Classic Support
Sharing Your Workspace With LiquidPlanner Staff | LP Classic Support
Email Integration | LP Classic Support
Reference Field | LP Classic Support
Item ID | LP Classic Support

Tracking Time & Managing Timesheets

Tracking Time | LP Classic Support
Timesheets Overview | LP Classic Support
Pin Tasks to Your Timesheet | LP Classic Support
Using Timers | LP Classic Support
Set a Personal Default Activity | LP Classic Support
Timesheet Review and Approval | LP Classic Support

User Guide for Managers | LP Classic Support
User Guide for Team Members | LP Classic Support | LP Classic Support
Report Critical Issue

Portfolio Manager Documentation

Looking for Portfolio Manager documentation?

Help Center - Developer Docs Home

Timesheets, Capacity Planner, and Financial Manager (Cloud)

API Docs - Timesheets Cloud

Timesheets, Capacity Planner, and Budgets (DC)

API Docs - Timesheets DC

Structure (Cloud)

API Docs - Structure Cloud

Structure (DC)

API Docs - Structure DC

Strategic Roadmaps

API Docs - Strategic Roadmaps

Portfolio Manager

API Docs - Portfolio Manager

Tempo Trust Center

Time Tracker

Getting Started

Installation and Configuration
Access and Permissions
Differences between Time Tracker and Time Tracker Lite

Working with Time Tracker

Logging Time
Dashboard Gadgets

Reports

Subscribing to Reports by Email
Exporting and Importing Reports
Printing Reports
Time Entry Report
Timesheet Report
Calendar Report
Timespent Report
Pivot by User Report
Pivot by Status Report
Pivot by Label Report
Time Tracking Report
Pie Chart Report
Time in Status Report
Resolution Time Report
Time Balance Report
Cost Report
Save and Share Reports

Additional Resources

Differences Between Legacy Design and New Design
Getting Help
REST API Integrations
Jira Worklog API Migration

Administrator's Guide

Access Settings
Issues Hierarchy Settings
User Default Settings
General Settings
Holidays Settings
User Preferences

Timesheets by Tempo

Installing Tempo Timesheets

Get Started with Tempo Timesheets

Team Member's Guide
Manager's Guide
Developer's Guide
Track Time to Know Where It Goes
Track Billable Hours for Invoicing
Track Capex Hours for Tax Credits
Tempo Navigation Bar

Logging Your Time

Logging Time in My Work

Overview of My Work
Setting Your Working Hours in My Work
Understanding Tempo Cards in My Work
Editing Your Worklogs in My Work
Finding Work Items with the Issue Picker
Customizing Issue Picker Results

Logging Time with Tempo Automation

What is Tempo Automation?

Connecting and Disconnecting Your Activity Providers

Connecting Your External Calendars
Filtering Your Activity Providers
Enabling and Disabling Jira Suggestions in Activity Feed

Logging Time to Your Activities
Logging Time to Incomplete Activities

Logging Time in the Timesheet

Overview of the Timesheet
Logging Time for Yourself in the Timesheet
Logging Time for Others in the Timesheet
Editing Worklogs in the Timesheet
Displaying Issue Lists and Jira Filters
Exporting Timesheets

Logging Time with a Tempo Tracker
The Log Time Form

Logging Your Time in a Jira Work Item

Logging Time in Jira Work Items Using the Tempo Panel
Editing Your Worklogs in a Jira Work Item
Logging Your Activities in a Jira Work Item

Planning Your Time in My Work

Editing Your Plans
Logging Time to Your Plans

Managing Your Teams

Working with Tempo Teams

Creating and Deleting Teams
Adding Members to and Removing Members from Tempo Teams
Managing Your Team's Permissions
Adding Team Roles
Linking Teams to their Jira Projects
Viewing the Team Timesheet
Grouping Teams Together into Programs

Inactive or Deleted Jira Users and Tempo Timesheets

Best Practices for Inactive Jira Users and Tempo Teams
Tempo Permissions and Inactive or Deleted Jira Users

Managing Staff and Schemes

Moving Staff Between Schemes
View Staff Memberships
Connecting Apps to User Accounts

Timesheet Approvals

Submitting Timesheets for Approval
Recalling Timesheets
Approving or Rejecting Timesheets
Granting a Grace Period to Team Members
Automated Emails for Tempo Timesheets

Project Approvals

Understanding the Project Time Approval Workflow
Adding Projects
Setting up Project Approvals
Setting Project Visibility
Approving or Rejecting Project Time
Adding Financial Information to Projects

Organizing Data Using Tempo Accounts

Best Practices for Using Tempo Accounts
Best Practices for Tracking Billable Hours
Creating Tempo Accounts
Selecting an Account Billing Rate
Creating Non-billable Tempo Accounts for Tracking Internal Hours
Importing Tempo Accounts
Creating Tempo Account Categories
Creating Customers for Tempo Accounts
Linking Tempo Accounts to Jira Projects
Setting the Default Tempo Account for a Jira Project
Logging Time to Tempo Accounts
Viewing Time Logged to Tempo Accounts
Changing the Tempo Account Status
Exporting Tempo Accounts
Deleting Tempo Accounts

Generating Reports

Getting Started with Reports
Creating Reports
Selecting a Reporting Period
Filtering the Data in Reports
Grouping and Sorting Data in Reports

Viewing the Data in Reports

Switching between Views
Viewing Charts
Adding and Removing Columns and Work Attributes
Viewing Users with No Hours Logged

Editing Worklog Data Directly in a Logged Time Report

Saving and Editing Reports

Loading Saved Reports
Deleting Reports

Sharing Reports
Exporting Reports

Report Types

Custom Reports Using Structure
Planned vs Actual Reports
Planned Time Reports
Logged Time Reports

Permissions in Tempo

Global Permissions

Jira Administrator Permissions

Jira Project Permissions

Jira Team-managed Project Permissions

Tempo Team Permissions

Creating Team Permission Roles
Setting a Team's Visibility to Others
Access Permissions for the Planned vs Actual Report

Permission Roles for Multi-Team and Full User Access
Permissions and Roles for Tempo Projects

Tutorials for Tempo Timesheets

Tracking Billable Work for Invoicing Using Tempo Accounts
Tracking Billable Hours on Projects
Tracking Time on Capex for Tax Credits

Tempo Apps

Additional Tempo Products

Financial Manager by Tempo
Capacity Planner by Tempo
Structure by Tempo
Custom Charts for Jira and Tempo Timesheets

Integration Apps

Calendars and communication

Google Calendar for Tempo Timesheets

Connecting to Google Calendar for Your Organization

Microsoft 365 Calendar for Tempo Timesheets

Connecting to Microsoft 365 Calendar for Your Organization

Tempo for Slack

Logging Time in Tempo for Slack
Logging Unlogged Activities in Tempo for Slack

Developer Tools

Tempo Bitbucket Integration

Tempo Time Tracking for GitHub

Connecting to GitHub for Your Organization

Tempo GitLab Integration

Connecting to GitLab for Your Organization

JetBrains' Tempo Time Tracking Plugin
VS Code Extension for Tempo Timesheets

Mobile and Browser Extensions

Time Tracker by Tempo for Chrome

Working with Time Tracker by Tempo for Chrome

Tempo Mobile

Tempo Mobile Functionality Comparison

Tempo Trusted Apps

Tempo Rovo Agents

Sprint Performance Assistant

Tempo Gadgets

Tempo Account Gadgets

Account Hours by Customer Gadget
Total Hours Gadget
Account Custom Budget Burn-up Chart Gadget
Account Monthly Budget Burn-up Chart

Tempo Teams Gadgets

Team Hours Gadget
Team Timesheet Gadget
Planned Time by Team Gadget

Tempo User Gadgets

Worklog Distribution Gadget
User Timesheet Gadget
User Timesheet Charts Gadget
My Work Gadget
Trackers Gadget
User Timesheet Progress Gadget
User Agenda Gadget
People in Version Gadget

TempoLab

Current TempoLab Candidates

Developing with Tempo

Using OAuth 2.0 Authentication
Using REST API integrations
Tempo API version 4.0 vs. version 3.0: A comparison

Additional Resources

Timesheets by Tempo FAQ
Accessing the Quickstart Guide
Understanding the Differences between Basic and Enhanced Calendar Connections
Tempo Keyboard Shortcuts
Selecting Dark Mode
Tempo Help
Troubleshooting Worklog Editing
Tempo JQL functions for advanced Jira search

Release Notes

Timesheets, Capacity Planner, Financial Manager Release Notes
Archived Release Notes

Administrator's Guide

First Steps for Setting up Tempo Timesheets

Setting Up Tempo Teams

Adding the Tempo Team Custom Field to Jira Work Item Screens

Setting up Projects

Updating Project Scopes
Project Defaults

Audit Log
Hiding the Tempo Panel
Setting Up for Basic Time Tracking
Best Practices for Setting Up Tempo Timesheets

Setting Up and Configuring Tempo Timesheets

Selecting Tempo as Your Time Tracking Provider
Giving Access to Tempo Apps
Data Residency
Creating Workload Schemes
Creating Holiday Schemes
Creating and Configuring Internal Issues
Configuring Logging Time Options

Creating Work Attributes for Customized Time Logging

Configuring External Dropdown Lists for Worklogs
Cascading Dynamic Work Attributes

Setting Global Date and Time Format
Setting Personal Date and Time Format
Configuring Tempo Data Retention
Copying and Exporting Jira Custom Fields
Managing Tempo App Fields in Jira Team-Managed Projects

Tempo and Jira Align Integration

Frequently Asked Questions for Jira Align and Timesheets by Tempo

Syncing Data Between Jira and Tempo

Aggregating Internal Issues' Worklogs When Syncing with Jira

Categorizing Issue Types

Setting Up Timesheet Periods for Approvals

Configuring Timesheet Periods for Approvals
Configuring the Scheduler for email reminders and periods
Closing and Opening Timesheet Periods Manually

Setting Up Accounts

Account Field vs the Account Work Attribute
Adding the Account Field to Jira Work Item Screen
Creating an Account Work Attribute

Managing Worklogs in Bulk

Deleting Worklogs in Bulk
Moving Worklogs in Bulk
Editing Worklogs in Bulk
Modifying Worklogs in Closed Periods or Approved Timesheets
Viewing the Bulk Action History

Planner by Tempo

Installing Tempo Capacity Planner
Get Started with Tempo Capacity Planner

Resource Planning

Overview of Resource Planner
Tips for Future Project Planning

Planning Time for Resources

The Plan Time Form
Finding Issues with the Issue Picker
Customizing what's in the issue picker
Syncing with Jira

Planning Ahead With Generic Resources

Assigning Plans To Generic Resources
Filtering and Reporting by Generic Resources

Creating Repeating (Recurring) Plans
Modifying Plans
Creating Plans by Importing Jira Issues
Filtering Resources
Viewing Resources and Their Plans
Exploring View Settings in Resource Planning
Viewing Calendar Events in the Resource Planner
Selecting a Planning Period
Approving Plans
Automated Emails for Tempo Capacity Planner
Exporting User Capacity

Team Planning

Flexible Team Planning

Reporting on Team Capacity

Viewing a Team Member Capacity Report

Tracking Multiple Teams in Team Planning View
Editing Team Plans
Monitoring Shared Resources in Team Planning
Viewing Capacity Indicators in Team Planning
Setting the Utilization Rate Calculation

Planning Your Own Time

Planning Your Vacation
Creating Plans in the Jira Issue View

Team Capacity

Launching the Team Capacity Dashboard
Team Capacity Quarterly View
Viewing Capacity per Team

Managing Your Teams

Working with Tempo Teams
Creating and Deleting Teams
Adding Members to and Removing Members from Tempo Teams
Filtering by Team Members
Adding Generic Resources To Teams
Selecting Team Classification
Adding Team Roles
Adding User Skills
Managing Your Team's Permissions
Linking Teams to their Jira Projects
Adding the Tempo Team Custom Field to Jira Issue Screens
Grouping Teams Together into Programs

Generating Reports

Getting Started with Reports
Creating Reports
Planned Time Reports
Planned vs Actual Reports
Selecting a Reporting Period
Filtering the Data in Reports
Grouping and Sorting Data in Reports
Viewing the Data in Reports

Saving and Editing Reports

Loading Saved Reports
Deleting Reports

Sharing Reports
Exporting Reports

Administrator's Guide

First Steps for Setting up Tempo Planner
Giving Access to Tempo Apps

Setting up Tempo Teams

Prepare Jira Issues for Team Planning

Configuring Planning Time Options

Sync Plans with Jira Issues
Iteration Cycles
Story Point Planning
Sync Jira Boards

Creating Workload Schemes
Creating Holiday Schemes
Creating and Configuring Internal Issues
Configuring Tempo Data Retention

Tempo Apps

Financial Manager by Tempo
Structure by Tempo
Tempo Trusted Apps

Developing with Tempo

Using OAuth 2.0 Authentication
Using REST API integrations
Tempo API version 4.0 vs. version 3.0: A comparison

Additional Resources

Try Capacity Planner (Demo or Trial)
Jira Issues Linked with Planner
Keyboard Shortcuts
Tempo Help
Data Residency

Release Notes

Timesheets, Planner, Cost Tracker Release Notes
Archived Release notes

Organizing Data Using Tempo Accounts

Exporting Tempo Accounts
Creating Tempo Accounts
Creating Tempo Account Categories
Creating Customers for Tempo Accounts
Changing the Tempo Account Status
Linking Tempo Accounts to Jira Projects
Setting the Default Tempo Account for a Jira Project
Viewing Time Logged to Tempo Accounts
Deleting Tempo Accounts

Permissions in Tempo

Global Permissions

Jira Administrator Permissions

Project Permissions

Jira team-managed project permissions (formerly next-gen)

Tempo Team Permissions

Creating Team Permission Roles
Setting a Team's Visibility to Others
Access Permissions for the Planned vs Actual Report

Permission Roles for Multi-Team and Full User Access

TempoLab

Current TempoLab Candidates

Planner by Tempo

Planning

Planning in the Jira Issue View

Resource Planning

Creating Plans from Imported Jira Issues
Filtering the Resource Planning View
Planning in the Resource Planning View
Viewing and Navigating the Resource Planning View
Editing, Moving, and Deleting Plans in Resource Planning
Enabling Legacy Features in Tempo Capacity Planner
Approving and Rejecting Plans in the Resource Planning View
Updated Resource Planning View

User Agenda Gadget
Tempo Mobile App

Planning Ahead with Generic Resources

Filtering and Reporting by Generic Resources
Adding Generic Resources In Teams

Reports

Creating and Accessing Saved Reports
Selecting a Reporting Period
Viewing Reports
Saving and Deleting Reports
Capacity Report
Exporting Reports
Planned vs Actual Reports

Integrations

Structure by Tempo

Administrator's Guide

Installing Tempo Capacity Planner

Applying a Tempo Capacity Planner License
Enabling Tempo Capacity Planner
Updating Tempo Capacity Planner
Disabling Tempo Capacity Planner
Uninstalling Tempo Capacity Planner
Installing an Earlier Version of Tempo Capacity Planner

Enabling Plan Approvals - Tempo Capacity Planner
Associating Teams with Jira Issues
Proactive actions before upgrading

Enabling Classic Team Planning

Team Timeline

Viewing Unresolved Issues on the Team Timeline
Comparing Remaining Estimate with Planned Time
Approving and Rejecting Plans in the Team Timeline

Importing plans from a CSV file

Error messages about importing plans

Exporting Team Plans from the Team Timeline
Editing, Moving, Splitting, and Deleting Plans in the Team Planning Timeline
Planning for Your Team Using the Team Timeline
Viewing Team Capacity

Planning for a Program of Teams

Assigning Epics in Programs
Planning Epics for a Program: Overview of Epic Status
Program Capacity Report
Linking Jira Projects and Boards to a Team

Planner Permissions

Tempo Tutorials

Managing a team using Tempo
Managing shared resources using Tempo
Tracking billable and non-billable time using billable functionality in Tempo
Tracking billable and non-billable hours using Accounts in Tempo
Tracking CAPEX/OPEX Using Tempo
Project Portfolio Management in Budgets
Tracking project finances in Budgets

Release Notes

Capacity Planner Release Notes

Migration Guides

Migration Guide for Timesheets, Planner, and Budgets

Why Migrate to Cloud?
Why Migrate to Data Center?

Data Center vs. Cloud: Product Comparison

Tempo Timesheets Data Center vs. Cloud
Tempo Capacity Planner Data Center vs. Cloud
Tempo Budgets (Data Center) vs. Financial Manager (Cloud)
Data Center vs Cloud: Detailed Feature Comparisons

Server to Cloud Migration Using JCMA

Preparing for Tempo Cloud Migration with JCMA
Atlassian's Issue Transformation and Its Impact on Tempo Cloud Migration
Jira Cloud Migration Assistant Application
Key Migration Steps

Data Center to Cloud Manual Migration Guide

Before You Begin
Plan Your Tempo Migration
Best Practices to Prepare for Migration
Migration Steps for Tempo Timesheets
Migration Steps for Tempo Planner

Steps to Follow After You Migrate

Update the Tempo Account and Team Custom Fields
Update Your Financial Integrations

FAQs - Cloud Migration
Testing After Migration is Complete
Server to Data Center Migration Guide

REST APIs for Your Migration

REST APIs for Jira Data Center

REST APIs for Jira Cloud

Worklog REST APIs for Jira Cloud
Team REST APIs for Jira Cloud
Approval REST APIs for Jira Cloud
Workload and Holiday Scheme REST APIs for Jira Cloud
Account REST APIs for Jira Cloud
Jira User Properties REST APIs for Jira Cloud

Migration Partner Program
FAQs - Changes to Tempo Data Center Products
Migration Webinars and Videos
Server Customer Promotions for Cloud Migration
Contact Support for Assistance

Migration Guide for Structure

Time Tracker (DC)

Getting Started

Installation Guide
Getting Help
Differences between Time Tracker and Time Tracker Lite (DC)
Migration to Time Tracker Data Center (from Time Tracker Lite Data Center)

Working with Time Tracker

Configuring Timesheet Reports and Gadgets

Using Reports and Gadgets

Time Sheet Report and Gadget
Project Pivot Report and Gadget
Timespent Report and Gadget
Worked Time Chart Gadget

REST API Integrations

Reports

Configuring Time Reports

Access Settings
Issues Hierarchy Settings
User Default Settings
General Settings
Holidays Settings
User Preferences

Logging Time

Generating Reports

Exporting and Importing Reports
Printing Reports
Time Entry Report
Timesheet Report
Calendar Report
Timespent Report
Pivot by User Report
Pivot by Status Report
Pivot by Label Report
Time Tracking Report
Pie Chart Report
Time in Status Report
Resolution Time Report
Time Balance Report
Cost Report

Release Notes

Tempo Platform

Tempo Navigation Bar

Timesheets, Capacity Planner, Financial Manager Release Notes

April 2025 Timesheets, Planner, Financial Planner Release Notes
March 2025 Timesheets, Planner, Financial Planner Release Notes
February 2025 Timesheets, Planner, Financial Planner Release Notes
January 2025 Timesheets, Planner, Financial Manager Release Notes

Previous Release Notes

2024 Timesheets, Capacity Planner, Financial Manager Release Notes

December 2024 Timesheets, Planner, Financial Manager Release Notes
November 2024 Timesheets, Planner, Financial Manager Release Notes
October 2024 Timesheets, Planner, Financial Manager Release Notes
September 2024 Timesheets, Planner, Financial Manager Release Notes
August 2024 Timesheets, Planner, Financial Manager Release Notes
July 2024 Timesheets, Planner, Financial Manager Release Notes
June 2024 Timesheets, Planner, Financial Manager Release Notes
May 2024 Timesheets, Planner, Financial Manager Release Notes
April 2024 Timesheets, Planner, Financial Manager Release Notes
March 2024 Timesheets, Planner, Financial Manager Release Notes
February 2024 Timesheets, Planner, Financial Manager Release Notes
January 2024 Timesheets, Planner, Financial Manager Release Notes

2023 Timesheets, Planner, Financial Manager Release Notes

Structure Cloud Releases

Structure Release Notes
Structure.Gantt Release Notes

Custom Charts Release Notes
Strategic Roadmaps Release Notes
Portfolio Manager Release Notes

Tempo Data Center Releases

Tempo Timesheets for Data Center Releases

2025-09-18 | Timesheets 18.9.0 Release
2025-08-26 | Timesheets 18.8.0 Release
2025-06-10 | Timesheets 18.7.0 Release
2025-05-21 | Timesheets 18.6.0 Release
2025-05-02 | Timesheets 18.5.1 Release
2025-04-15 | Timesheets 18.5.0 Release
2025-03-18 | Timesheets 18.4.0 Release
2025-02-14 | Timesheets 18.3.0 Release

2024 - Tempo Timesheets for Data Center Release Notes

2024-12-20 | Timesheets 18.2.0 Release
2024-11-07 | Timesheets 18.1.0 Release
2024-10-10 | Timesheets 18.0.0 Release
2024-09-30 | Timesheets 17.9.2 Release
2024-09-20 | Timesheets 17.9.1 Release
2024-09-12 | Timesheets 17.9.0 Release
2024-09-05 | Timesheets 17.8.1 (Jira 10) Release
2024-09-05 | Timesheets 17.8.1 (Jira 9) Release
2024-08-15 | Timesheets 17.8.0 Release
2024-07-09 | Timesheets 17.7.0 Release
2024-06-20 | Timesheets 17.6.0 Release
2024-05-27 | Timesheets 17.5.0 Release
2024-05-10 | Timesheets 17.4.2 Release
2024-05-06 | Timesheets 17.4.1 Release
2024-04-25 | Timesheets 17.4.0 Release
2024-04-10 | Tempo Timesheets 17.3.2 Release
2024-03-21| Tempo Timesheets 17.3.1 Release
2024-03-12| Tempo Timesheets 17.3.0 Release
2024-02-14| Tempo Timesheets 17.2.0 Release
2024-01-22 | Tempo Timesheets 17.1.0 Release

2023 - Tempo Timesheets for Data Center Release Notes

2023-12-13| Tempo Timesheets 17.0.0 Release
2023-10-30| Tempo Timesheets 16.10.0 Release
2023-10-19 | Tempo Timesheets and Custom Charts for Jira
2023-09-19| Tempo Timesheets 16.9.0 Release
2023-08-29| Tempo Timesheets for Server 16.8.2 Release
2023-07-25| Tempo Timesheets for Server 16.8.1 Release
2023-07-25| Tempo Timesheets for Server 16.8.0 Release
2023-06-13| Tempo Timesheets for Server 16.7.0 Release
2023-05-11| Tempo Timesheets for Server 16.6.0 Release
2023-04-20| Tempo Timesheets for Server 16.5.0 Release
2023-03-21| Tempo Timesheets for Server 16.4.0 Release
2023-02-10| Tempo Timesheets for Server 16.3.1 Release
2023-02-09| Tempo Timesheets for Server 16.3.0 Release

Tempo Capacity Planner for Data Center Releases

2025-08-26 | Capacity Planner 18.8.0 Release
2025-06-10 | Capacity Planner 18.7.0 Release
2025-05-21 | Capacity Planner 18.6.0 Release
2025-05-02 | Capacity Planner 18.5.1 Release
2025-04-15 | Capacity Planner 18.5.0 Release
2025-03-18 | Capacity Planner 18.4.0 Release
2025-02-11 | Capacity Planner 18.3.0 Release
2025-09-18 | Capacity Planner 18.9.0 Release

2024 - Tempo Capacity Planner for Data Center Release Notes

2024-12-20 | Capacity Planner 18.2.0 Release
2024-11-07 | Capacity Planner 18.1.0 Release
2024-10-10 | Capacity Planner 18.0.0 Release
2024-09-30 | Capacity Planner 17.9.2 Release
2024-09-20 | Capacity Planner 17.9.1 Release
2024-09-12 | Capacity Planner 17.9.0 Release
2024-09-05 | Capacity Planner 17.8.1 (Jira 10) Release
2024-09-05 | Capacity Planner 17.8.1 (Jira 9) Release
2024-08-15 | Capacity Planner 17.8.0 Release
2024-07-09 | Capacity Planner 17.7.0 Release
2024-06-20 | Capacity Planner 17.6.0 Release
2024-05-27 | Capacity Planner 17.5.0 Release
2024-05-10 | Capacity Planner 17.4.2 Release
2024-05-06 | Capacity Planner 17.4.1 Release
2024-04-25 | Capacity Planner 17.4.0 Release
2024-04-10 | Tempo Planner 17.3.2 Release
2024-03-21| Tempo Planner 17.3.1 Release
2024-03-12| Tempo Planner 17.3.0 Release
2024-02-14| Tempo Planner 17.2.0 Release
2024-01-22| Tempo Planner 17.1.0 Release

2023 - Tempo Capacity Planner for Data Center Release Notes

2023-12-13| Tempo Planner 17.0.0 Release
2023-10-30| Tempo Planner 16.10.0 Release
2023-09-19| Tempo Planner 16.9.0 Release
2023-08-29| Tempo Planner for Server 16.8.2 Release
2023-07-25| Tempo Planner for Server 16.8.1 Release
2023-07-25| Tempo Planner for Server 16.8.0 Release
2023-06-13| Tempo Planner for Server 16.7.0 Release
2023-05-11| Tempo Planner for Server 16.6.0 Release
2023-04-20| Tempo Planner for Server 16.5.0 Release
2023-03-21| Tempo Planner for Server 16.4.0 Release
2023-02-10| Tempo Planner for Server 16.3.1 Release
2023-02-09| Tempo Planner for Server 16.3.0 Release

Tempo Budgets for Data Center Releases

2025-09-18 | Budgets 18.9.0 Release
2025-08-26 | Budgets 18.8.0 Release
2025-06-10 | Budgets 18.7.0 Release
2025-05-21 | Budgets 18.6.0 Release
2025-05-02 | Budgets 18.5.1 Release
2025-04-15 | Budgets 18.5.0 Release
2025-03-18 | Budgets 18.4.0 Release
2025-02-11 | Budgets 18.3.0 Release

2024 - Tempo Budgets for Data Center Release Notes

2024-12-20 | Budgets 18.2.0 Release
2024-11-07 | Budgets 18.1.0 Release
2024-10-10 | Budgets 18.0.0 Release
2024-09-30 | Budgets 17.9.2 Release
2024-09-20 | Budgets 17.9.1 Release
2024-09-12 | Budgets 17.9.0 Release
2024-09-05 | Budgets 17.8.1 (Jira 10) Release
2024-09-05 | Budgets 17.8.1 (Jira 9) Release
2024-08-15 | Budgets 17.8.0 Release
2024-07-09 | Budgets 17.7.0 Release
2024-06-20 | Budgets 17.6.0 Release
2024-05-27 | Budgets 17.5.0 Release
2024-05-10 | Budgets 17.4.2 Release
2024-05-06 | Budgets 17.4.1 Release
2024-04-25 | Budgets 17.4.0 Release
2024-04-10 | Tempo Budgets 17.3.2 Release
2024-03-21| Tempo Budgets 17.3.1 Release
2024-03-12| Tempo Budgets 17.3.0 Release
2024-02-14| Tempo Budgets 17.2.0 Release
2024-01-22| Tempo Budgets 17.1.0 Release

2023 - Tempo Budgets for Data Center Release Notes

2023-12-13| Tempo Budgets 17.0.0 Release
2023-10-30| Tempo Budgets 16.10.0 Release
2023-09-19| Tempo Budgets16.9.0 Release
2023-08-29| Tempo Budgets for Server 16.8.2 Release
2023-07-25| Tempo Budgets for Server 16.8.1 Release
2023-07-25| Tempo Budgets for Server 16.8.0 Release
2023-06-13| Tempo Budgets for Server 16.7.0 Release
2023-05-11| Tempo Budgets for Server 16.6.0 Release
2023-04-20| Tempo Budgets for Server 16.5.0 Release
2023-03-20| Tempo Budgets for Server 16.4.0 Release
2023-02-10| Tempo Budgets for Server 16.3.1 Release
2023-02-09| Tempo Budgets for Server 16.3.0 Release

Tempo Server/DC Anonymizer Releases
Tempo for Data Center and Server Product Compatibility (EOL)
Tempo for Server Code Deprecation and Removal

Structure Data Center Releases

Structure for Data Center
Structure.Gantt for Data Center

Financial Manager by Tempo

Installing Tempo Financial Manager

Get Started with Financial Manager

Reviewing Your Projects at a Glance

Setting up Financial Manager

Permissions and Roles for Tempo Projects

Project Cost Rates and Billing Rates

Defining Global Cost Rates
Defining Global Billing Rates

Creating a Financial Manager Project

Getting an Overview of Your Project
Creating a Fixed Price Project

Configuring Your Financial Manager Project

Setting a Fixed Project Timeframe
Adding a Budget
Enable Project Revenue Tracking
Automatically Sync Your Project Scope
Assigning Team Roles to Team Members
Setting Project Cost Rates
Setting Project Billing Rates
Adding Team Roles
Adding Flexible Rates
Setting a Default Project Configuration
Adding Metadata for Findability
Enable Project Time Approval

Managing Financial Manager Projects

Understanding the Project Time Approval Workflow

Comparing Planned Hours Versus Actual Hours
Approving or Rejecting Logged Project Hours

Managing Your Project Scope

Creating Groups to Organize Tasks in Your Project
Updating a Project Scope (Sync Scope)
Changing the Project Scope
Exporting the Project Scope Data

Adding Expenses

Updating Project Expenses
Exporting Project Expenses
Copying Billable Expenses to Revenue

Adding Revenue
Transferring Project Ownership
Sharing Financial Manager Projects
Working with the Project Team
Organize Multiple Projects

Creating Project Portfolios

Viewing Project Portfolios
Managing Projects in Portfolios
Sharing Portfolios
Exporting Portfolio Projects

Tracking Expenses and Revenue

Tracking CAPEX/OPEX Accounts

Comparing CAPEX and OPEX Accounts
Viewing CAPEX/OPEX Worklogs and Costs

Forecasting Project Costs and Revenues

Comparing Actual KPIs versus Projected KPIs
Managing Project Updates and Exports

Reporting

Filtering Report Data
Creating Financial Manager Reports
Sharing Reports
Downloading Reports
Printing Reports

Tempo Apps

Capacity Planner by Tempo
Integrating Structure Data into Financial Manager Projects
Tempo Trusted Apps

Additional Resources

Integrating Financial Manager using REST APIs
Financial Manager FAQ
Data Residency

TempoLab

Current TempoLab Candidates

Release Notes

Tempo Cloud Releases
Archived Release Notes

Strategic Roadmaps (Roadmunk)

Roadmaps

Getting Started

Strategic Roadmaps 101 - Roadmapping Basics

Create a New Roadmap
Create and Import Items
Add and Create Fields
Work with Items in the Items Table
Add Milestones to a Roadmap
Create a Timeline Visualization
Create a Swimlane Visualization

Strategic Roadmaps 102 - Beyond the Roadmapping Basics

Add and Apply Filters to a View
Share your Roadmap
Export Items and Milestones
Export and Publish a Roadmap

Strategic Roadmaps 103 - Tips and Tricks
Roadmap Collections
Import Roadmap Data from CSV
Frequently Asked Questions
Tempo Navigation Bar

Roadmapping Basics

Navigating the Roadmap
Creating New Items
Fiscal Year Settings
Managing Roadmaps
Exploring the Item Card

Views

Table View
Timeline View
Swimlane View
Renaming a View
Duplicating a View
Locking and Unlocking a View
Deleting a View
Understanding Item Placement in Roadmap Views

Choosing & Viewing Favorite Roadmaps
Working with Version Control for Roadmaps

Getting Started in the Swimlane Beta

Release Updates for Swimlane Beta

Legacy Swimlane View

Pivots & Filters

Working with Filters
Working with Time-Based Pivots
Working with Theme-Based Pivots

Team Collaboration

Comments & Mentions
Managing Roadmap Ownership & Access
Sharing & Collaboration in Roadmaps
Viewing Strategic Roadmaps on your Mobile Devices

Field Management

Introduction to Fields & Field Management
Creating & Navigating Fields
Managing Fields
Promoting, Demoting & Archiving Fields
Team Members Fields
Best Practices for Field Management

Formatting & Customization

Color Palettes
Format Layout & Colors in Timeline View
Format Layout & Colors in Swimlane View
Format Layout & Colors in a Portfolio Roadmap
Roadmapping with Emojis 🤔❤️

Publishing Roadmaps

Syncing Roadmaps to Calendars
Add Company Logo & Vision Statement
Exporting Data to CSV
Publish Roadmaps to URL, PNG, or HTML
Embedding a Strategic Roadmaps URL in Confluence

Roadmapping Tools

Archiving
Buckets
Milestones
Key Dates
Label Suffixes
Item Progress
Global Search
Linked Items
Portfolio Roadmapping
Roadmap Templates
Import Roadmap Data from Other Platforms

Sub-Items

Working with Sub-items
Visualizing Sub-items on Roadmaps
Importing, Exporting & Publishing Sub-items
Sub-items and Jira/Azure DevOps Integrated Roadmaps
Linked Items, Key Dates, & Milestones with Sub-items

Glossary

Feedback & Ideas

Idea Manager Overview
Product Areas
Collecting Feedback with Intake Forms

Viewing Feedback

Importing Feedback

Ideas

Creating New Ideas
Customizing an Idea
Connecting Ideas to Feedback
Connecting Ideas to Roadmap Items
Connecting Ideas to Customers
Idea Views
Importing Ideas

Custom Fields

R.I.C.E. Score
Value vs Effort Custom Field

Customers

Creating a New Customer
Allowed Email Domains
Connecting Customers and Feedback
Connecting Customers and Ideas
Archiving and Deleting Customers
Importing Customers

Integrations

Structure by Tempo
monday.com Integration
Pivotal Tracker Integration
Asana Integration

Azure DevOps Integration

Using WIQL to Filter Work Items
Syncing Data with Azure DevOps
Supported Fields in the Azure DevOps Integration
Integrating Work Item Links into Strategic Roadmaps

GitHub Integration
GitLab Integration

Jira Integration

Setting Up Credentials for Jira Integration
Allowlisting IP Addresses for Jira
Integrating Linked Issues into Strategic Roadmaps
Syncing Data with Jira
Syncing Jira Fields to Strategic Roadmaps
Creating Jira Specific Views
Troubleshooting Connection Errors with Jira
Date & Field Mapping with Jira
Creating your own JQL Query
Using JQL to Filter Issues
Jira FAQ

Shortcut Integration
Trello Integration

Feedback & Ideas (Legacy)

Prioritizing Ideas (Legacy)

Getting Started with Idea Management (Legacy)
Adding & Managing Ideas (Legacy)
Working with Idea Prioritization Views (Legacy)
Understanding Idea Scoring & Factors (Legacy)
Prioritization of Ideas (Legacy)
Customizing your Idea Views & Factors (Legacy)
Attaching Ideas to Roadmap Items (Legacy)

Collecting Feedback (Legacy)

Feedback Portal (Legacy)

Getting Started with the Feedback Portal (Legacy)
Embedding the Feedback Portal in Other Platforms (Legacy)

Customer Management (Legacy)

Get Started with Customer Management (Legacy)
Adding Customer Profiles & Contacts (Legacy)
Managing Customer Profiles & Contacts (Legacy)

Feedback (Legacy)

Get Started with Feedback Management (Legacy)
Uploading Feedback and Ideas via CSV (Legacy)
Working with Products & Components (Legacy)
Viewing, Creating, & Managing Feedback (Legacy)
Team Collaboration & Insight on Feedback (Legacy)
Attaching Submitted Feedback to Ideas (Legacy)

Release Notes

Release Notes - July 2025
Release Notes - June 2025
Release Notes - May 2025
Release Notes - March 2025
Release Notes - February 2025
Release Notes - January 2025
Release Notes - September 2025

Release Notes - 2024

Release Notes - November 2024
Release Notes - October 2024
Release Notes - June 2024
Release Notes - May 2024
Release Notes - April 2024
Release Notes - March 2024
Release Notes - February 2024
Release Notes - January 2024

Release Notes - 2023

Release Notes - November 2023
Release Notes - October 2023
Release Notes - September 2023
Release Notes - August 2023
Release Notes - June 2023
Release Notes - May 2023
Release Notes - April 2023
Release Notes - March 2023
Release Notes - February 2023
Release Notes - January 2023

Release Notes - 2022

Release Notes - December 2022
Release Notes - November 2022
Release Notes - October 2022
Release Notes - September 2022
Release Notes - August 2022
Release Notes - July 2022
Release Notes - June 2022
Release Notes - May 2022
Release Notes - April 2022
Release Notes - March 2022
Release Notes - February 2022
Release Notes - January 2022

Release Notes - 2021

Release Notes - December 2021
Release Notes - November 2021
Release Notes - October 2021
Release Notes - September 2021
Release Notes - August 2021
Release Notes - July 2021
Release Notes - June 2021
Release Notes - May 2021
Release Notes - April 2021
Release Notes - March 2021
Release Notes - February 2021
Release Notes - January 2021

Release Notes - 2020

Release Notes - December 2020
Release Notes - November 2020
Release Notes - October 2020
Release Notes - September 2020
Release Notes - August 2020
Release Notes - July 2020
Release Notes - June 2020
Release Notes - May 2020
Release Notes - April 2020
Release Notes - March 2020
Release Notes - February 2020

Release Notes - 2019

Release Notes - December 2019
Release Notes - November 2019
Release Notes - October 2019
Release Notes - September 2019

Administrator's Guide

Platform Requirements

Whitelisting Requirements for Strategic Roadmaps
Supported Browsers
Set Custom Display Language and Date Format
Known Issues - Browser Extensions & VPNs
Known Issues - Outdated Browsers & Cached Data

Account Setup

Get Started with a Free Trial
Add & Manage Login Methods
Manage Password Strength Requirements
Manage Your Company Profile

Managing Your Team

Working & Sharing with Teams
Understanding Notifications and Activity
Add & Manage Users
Manage User Roles & Permissions
Generating Account Reports
Manage Your Profile & Account Settings

Subscription & Billing

Managing Billing Information
Purchasing & Managing Subscriptions
FAQ - Plans, Payment Methods & Discounts
Cancellation Policies & Processes
Included Reviewer Licenses on Paid Plans

Authentication Methods

Alternate Authentication Methods
Enabling SAML/SSO for Strategic Roadmaps with Microsoft Entra
Enabling SAML/SSO for Roadmunk with Okta
Enabling SAML/SSO for Roadmunk with OneLogin
Enabling SAML/SSO for Roadmunk with PingID

Account Security

Data Security Overview
Privacy Policy

Setting & Changing Your Password

Repairing SAML/SSO Authentication Methods

Enterprise Solutions

Private Cloud
Penetration Testing
IT Security Audits

Custom Templates

Developer's Guide

Strategic Roadmaps GraphQL API

API FAQ
Getting Started with the Strategic Roadmaps GraphQL API

Authentication

Token Generation
Token Revocation
Token Expiry
Token Access: who can create and revoke tokens

Roadmap Queries

API - Querying a Single Roadmap
API - Querying Multiple Roadmaps
API - Querying for a Single Roadmap Item
API - Querying on Multiple Roadmap Items
API - Querying on a Single Field
API - Extending your Field Query for Field Values
API - Querying on a Single Milestone
API - Querying on Multiple Roadmap Milestones
API - Querying on Roadmap keyDates

Roadmap Mutations

API - Executing Multiple Mutations
API - Mutation for Deleting Roadmaps
API - Mutation to Updating a Single Roadmaps Properties
API - Mutation for Creating a new Roadmap
API - Mutation to Delete existing Roadmap Milestones
API - Mutation for Updating a Roadmap Milestone
API - Mutation to Create a Roadmap Milestone
API - Mutation to Delete a Single Item
API - Mutation for Updating a Single Item
API - Mutation to Create a Single Roadmap Item
API - Mutation to Remove an Existing Field Value
API - Mutation for Updating a Single Field Value
API - Mutation to Add a Field Value for a Single Field
API - Mutation to Remove an associated Field from a Roadmap Milestone
API - Mutation for Removing a Single Field From a Roadmap
API - Mutation to Associate a Field to an Existing Roadmap Milestone
API - Mutation to Add a Field To Existing Roadmap Items
API - Mutation for Promoting a Single Existing Roadmap Fields
API - Mutation for Deleting Existing Fields
API - Mutation for Updating a Single Fields Properties
API - Mutation for Creating a Single Strategic Roadmap Field (Account and Roadmap)

Feedback & Idea Queries

API - Querying on multiple product areas
API - Querying on a single Product Area
API - Querying on Preset Idea Views
API - Querying on Preset Idea Factors
API - Querying on existing Ideas within their View
API - Querying on properties of a single idea view
API - Querying on multiple ideas
API - Querying on a single account idea
API - Querying on a single piece of feedback
API - Querying Idea Factors associated within a single view
API - Querying a single Idea Factor
API - Querying on Custom Idea Views
API - Querying on non-preset Idea Factors
API - Querying for a multiple customers
API - Querying a single existing customer
API - Querying on a contact group
API - Querying on all account feedback

Feedback & Idea Mutations

API - Mutation to remove an idea from a single roadmap Item
API - Mutation for attaching ideas to an existing Roadmap Item
API - Mutation for removing a factor from an idea view
API - Mutation to a add factor to an existing idea view
API - Mutation for updating an Idea View
API - Mutation for deleting a single IdeaView
API - Mutation for creating a new IdeaView
API - Mutation to remove an attached idea from a Roadmap item
API - Mutation for attaching an Idea to a product area
API - Mutation to delete a comment from an idea
API - Mutation for adding a comment to a single idea
API - Mutation to update properties for a single idea
API - Mutation for creating a new Idea
API - Mutation on how to create your own feedback

Account/User Queries & Mutations

API - Mutation to inactive Users
API - Mutation to Create/Invite a new user
API - Querying on a single Strategic Roadmaps User
API - Querying for multiple Strategic Roadmaps Users
API - Querying Strategic Roadmaps Account Details

Structure by Tempo

Getting Started with Structure

Creating Your First Structure

Building a Structure in Speed Mode

Building a Structure in Power Mode

Building a Structure with Presets
Building a Structure with Generators
Building a Structure Manually

Editing Work Items in Structure
Opening and Managing Structures
Getting the Most Out of Structure
Help and Support
Working with Columns
Tempo Navigation Bar

How-to Guides

Backlog Refinement
Manage Epics and Stories
Extend the Hierarchy Above Epics
Identify Blockers Across Projects
OKRs - Visualize and Manange your Objectives and Key Results
Release Management with Structure
Reporting with Structure
Reporting - Build a Burndown Chart with Structure and Custom Charts
Resource Allocation with Structure
SAFe (Scaled Agile Framework) with Structure
Service Queues - Manage Your Queue(s)
Sprint Planning with Structure

Strategic Portfolio Management

Turn Project Plans Into Boardroom-ready Roadmaps
Track Costs for a Project or Portofio with Financial Manager
Resource Management with Capacity Planner and Gantt Charts
Dashboard Reports with Custom Charts

Track Overdue Tasks with Structure
Update Link Types for Multiple Work Items

Role-based Guides

Product Owner
Program Manager
Project Manager
Service Manager

Basic Operations

Structure Toolbar

Adding Items to a Structure (Power Mode)

Adding Existing Work Items (Power Mode)

Flex Items

Planning with Flex Items

Duplicate Items

Moving Items within Structure

Drag and Drop
Cut, Copy and Paste
Selecting Multiple Items

Removing Items from Structure
Undoing Changes
Expand or Collapse the Hierarchy
Sharing a Structure
Identifying the Structure Mode
Modifying a Structure (Speed Mode)
Creating New Structures
Action Menu
Accessing Structure

Keyboard Shortcuts

Keyboard Shortcuts (PC)
Keyboard Shortcuts (Mac)

Working with Work Items

Viewing Work Item Details
Creating New Work Items

Editing Work Items from Within Structure

Viewable and Editable Fields in Structure
Field Editing Error

Bulk Edit

Columns and Views

Adding Columns

Progress Column

Progress Based on Time Tracking
Progress Based on Resolution Only
Progress Based on Status
Progress Based on Percent Field

Jira Field Columns

Parent Column

Formula Column
Number Column
Text Column
Date Column
Time in Status Column

Test Run Column

Adding a Test Run Column
Updating Test Run Results

Count Leaves Column
Sequential Index
Service Management Columns
Summary Column
Tempo Planned Time Column
Tempo Logged Time Column
Totals Columns
Flex Fields
Count Sub-Items Column

Customizing Columns
Horizontal Scrolling

Managing Views

Locating a View
Saving and Sharing Views
View Sharing and Permissions

Displaying Full Cell Content
Sorting by Columns
Split Mode
Text Wrapping
Copy to Jira

Generators

Presets

Agile Hierarchy Preset
Multi-project Overview Preset
Scrum Backlog Preset
Status Overview Preset

Insert Generators

Basic Insert
JQL Insert
Agile Board Insert

Extend Generators

Child Work Items Extend Generator
Linked Items Extender

Filter Generators

JQL Filter Generator
Filter by Formula Generator
Filtering Insert/Extend Generator Duplicates

Group Generators

Group by Field
Group by Work Item Links
Group by Formula Generator
Grouping Order

Sort Generators

Sort by Field Generator
Sort by Formula Generator
Level-based Sorting
Sort Order

Managing Generators

Generator Scope
Editing a Generator
Deleting a Generator
Automation Paused
Order of Operation for Generators
Performance Considerations When Using Generators

Search, Filter, and Group

Search
Filter
Group

Formulas

Adding a Formula Column

Formatting Formula Columns

Text Formatting with Emojis and Markdown
Work Time in Formula Columns

Saving a Formula

Managing Global Formulas
Copying a Global Formula to a Local Field

Formula Assistant

Structure's Formula Language (Expr)

Advanced Expr

Expr Advanced Reference - Introduction
Expr Advanced Reference - Values and Types
Expr Advanced Reference - Value Conversions
Expr Advanced Reference - Local Variables
Expr Advanced Reference - Operators
Expr Advanced Reference - Conditional Expressions
Expr Advanced Reference - Property Access
Expr Advanced Reference - Functions
Expr Advanced Reference - User Functions
Expr Advanced Reference - Aggregate Function
Expr Advanced Reference - Embedded Queries
Expr Pattern Matching
Expr validation
Expr Error Codes

Comparison Between Formulas in Cloud and Data Center

Functions

Standard Functions

Array Functions
Conditional Functions
Date and Time Functions
Duration Functions
Numeric Functions
Statistical Functions
Text Functions
Miscellaneous Functions
History Functions

Aggregate Functions

Variables

Mapping Variables

Columns as Variables
Formulas within Formulas

Predefined Variables
Item Properties

Sample Formulas

Sample Formulas - Analytics
Sample Formulas - Items and Properties
Sample Formulas - JQL
Sample Formulas - Markdown
Sample Formulas - Users
Sample Formulas - Versions and Sprints

Bundled Formulas

RICE Formula Preset

Sample Formulas - History

Managing Structures

Opening an Existing Structure

Loading from Cache

Structure Permissions
Copying a Structure

Exporting Structures

Exporting to Excel

Archiving a Structure
Favorite Structures
Item Limit

Structure Gadgets

Dashboard Gadget
Confluence Macro

Integrations

BigQuery Connector for Jira Cloud
Capacity Planner by Tempo
Custom Charts for Confluence
Custom Charts for Jira
Financial Manager by Tempo
Gantt Charts for Structure
Jira Plans (Advanced Roadmaps for Jira)
Looker Studio Connector for Jira Cloud
Microsoft Project Import
Strategic Roadmaps by Tempo
JSM Assets
Oracle Analytics Connector for Jira
PowerBI Connector for Jira Cloud
SAP Analytics Cloud Connector for Jira
SQL Connector for Jira Cloud
Tableau Connector for Jira Cloud
Timesheets by Tempo

Structure Rovo Agents

Structure View Builder
Structure Formula Assistant

Cross-Team PI Planner

Create a New Board

Working with a Board

Adding Work Items to a Board
Managing Dependencies
Managing Work Estimates
Working with Multiple Teams

Managing Boards

Deleting a Board
Editing a Board
Opening an Existing Board

Cross-Team Planner Release Notes

Cross-Team PI Planner - Mar 24, 2022
Cross-Team PI Planner - Feb 1, 2022

Troubleshooting Guide

Speed Mode and Power Mode FAQ
Adding a Field to a Screen
Local Storage Unavailable
Convert time data in Excel export to Jira format
Cannot Access Structure Through a Firewall
What Happened to Folders?

Release Notes

Structure Release Notes

Additional Resources

Structure Roadmap
Feature Comparison - Data Center and Cloud
Structure Best Practices
System Status
Send Feedback
Structure Cloud Security and Privacy FAQ
Speed Mode and Power Mode

Company Report

Accessing the Company Report
Setting Up Your Company
Adding Scope to the Company Report
Metrics
Sharing and Permissions for Company Report

Administrator's Guide

Migrate to Cloud

Manually Migrating to Cloud

Migrating to Cloud Using the Jira Cloud Migration Assistant

Migration Notes

FAQ - Migrating to Cloud

Setting Global Permissions
Customizing Test Run Statuses
Tempo Configuration
Confluence Helper for Structure
Data Residency
Do Not Store Jira Changelog Data on Structure Servers
Enable or Disable Cross-Team Planner
Structure Admin Permissions

Developer's Guide

Using the Structure Cloud API

Time Tracker Lite (Time Reports)

Getting Started

Installation and Configuration
Differences between Time Tracker and Time Tracker Lite
Migration to Time Tracker Cloud (from Time Tracker Lite Cloud)

Working with Time Tracker Lite

Log Your Time
Dashboard Gadgets

Reports

Exporting and Importing Reports
Printing Reports
Time Entry Report
Timesheet Report
Calendar Report
Timespent Report
Pivot by User Report
Pivot by Status Report
Pivot by Label Report
Time Tracking Report
Pie Chart Report
Time in Status Report
Resolution Time Report
Time Balance Report
Cost Report

Administrator's Guide

Access Settings
Issues Hierarchy Settings
User Default Settings
General Settings
Holidays Settings
User Preferences

Additional Resources

Differences Between Legacy Design and New Design
Getting Help

Deprecation Notice

Deprecation Notice - February 1, 2025

Help Center - Custom Charts (DC) Home

News
Knowledge Base
Idea Portal
Request a Demo
Support

Main

Account & Billing Settings

Purchase LiquidPlanner Seat Licenses | LP Classic Support
Setting Up an Administrator | LP Classic Support
Changing the Workspace Owner | LP Classic Support
Update Billing and Payment Settings | LP Classic Support
Upgrade Subscription Plan | LP Classic Support
View and Download LiquidPlanner Classic Invoices
Reduce Seats or Cancel Subscription | LP Classic Support
Deleting a Workspace | LP Classic Support

Create & Manage Projects

Packages | LP Classic Support
Tasks | LP Classic Support
The Add Menu | LP Classic Support
Multi-Project Scheduling | LP Classic Support
Dependencies | LP Classic Support
Deadline Dates and Risk Alerts | LP Classic Support
Duplicating Project Templates | LP Classic Support
Multiple Owners On Tasks | LP Classic Support
Mark Items Done | LP Classic Support
Checklists | LP Classic Support
Full-Day and Partial-Day Events | LP Classic Support
Delay Until | LP Classic Support
Setting a Daily Limit | LP Classic Support
Milestones | LP Classic Support
Delete Plan Items or Restore Plan Items from Trash | LP Classic Support
Alerts | LP Classic Support
Max Effort and Risk Alerts | LP Classic Support
On-Hold Status | LP Classic Support
Contract Value | LP Classic Support
Expenses | LP Classic Support
Project Teams | LP Classic Support
Critical Path Highlighting | LP Classic Support
Viewing Actual Start & Finish Dates | LP Classic Support
Archiving Completed Projects | LP Classic Support
Moving Plan Items | LP Classic Support
Monitor Project Phases using Sub-Folders | LP Classic Support
The Inbox | LP Classic Support
Request Update | LP Classic Support
Convert an Item | LP Classic Support
Projects and Sub-Folders

Dashboards & Reporting

Dashboards | LP Classic Support
Dashboard Gallery | LP Classic Support
Dashboard Widgets | LP Classic Support
Resource Workload Report | LP Classic Support
Analytics Roll-Up Reports | LP Classic Support
Analytics Baseline Reports | LP Classic Support
LiquidPlanner Classic Guide to Monitor and Analyze Projects
Part 1: What is the current status of my project? | LP Classic Support
Part 2: How is my team doing? | LP Classic Support
Part 3: How is my project performing over time? | LP Classic Support
Project Status Report | LP Classic Support
Personal Status Report | LP Classic Support
Filter Resources by Skill Set | LP Classic Support
Project Workload Report | LP Classic Support
Remaining Trend Report | LP Classic Support
Total Trend Report | LP Classic Support
Date Drift Report | LP Classic Support
Project Costing | LP Classic Support
Baseline View | LP Classic Support
Save a PDF Schedule Snapshot | LP Classic Support
Task Estimation History | LP Classic Support
Change History | LP Classic Support
Statistically Correct Totals | LP Classic Support
Timesheet Data Analysis in Excel | LP Classic Support
Part 4: What is putting my project at risk? | LP Classic Support

Developer Resources & Integrations

API and Developer Resources | LP Classic Support
Single Sign-On (SSO) Overview | LP Classic Support
Configuring SSO with ADFS | LP Classic Support
File Management with Google Drive | LP Classic Support
File Management with Dropbox | LP Classic Support
File Management with Box | LP Classic Support
Calendar Integration | LP Classic Support
Connecting LiquidPlanner Classic and Zendesk
Configuring SSO in LiquidPlanner | LP Classic Support

Evaluating LiquidPlanner

Classic Customer FAQ for LiquidPlanner New
Welcome to Evaluating LiquidPlanner Classic
Workspace Tour | LP Classic Support
Virtual Members | LP Classic Support
Create Your First Project | LP Classic Support | LP Classic Support
Prioritize Your Projects | Evaluating | LP Classic Support
User Guide for Executives | LP Classic Support

Find & Update My Work

Timeline View | LP Classic Support
My Work | LP Classic Support
The Edit Panel | LP Classic Support
Comments | LP Classic Support
Uploading and Managing Files | LP Classic Support
Add Links to Plan Items | LP Classic Support
Filters | LP Classic Support
The Quick Filter | LP Classic Support
Find Items Marked Done | LP Classic Support
Custom Status Filters | LP Classic Support
Edit Items In Line from Personal Columns | LP Classic Support
Favorites | LP Classic Support
Searching | LP Classic Support
Multiple Select and Bulk Editing | LP Classic Support
The Right-Click Menu | LP Classic Support
Changing the Timeline Scale and Anchor Date | LP Classic Support
Filtering by Dependency Status | LP Classic Support
Keyboard Shortcuts | LP Classic Support
Following Plan Items | LP Classic Support
Client View | LP Classic Support
Card View | LP Classic Support
The Home Tab | LP Classic Support
My Calendar | LP Classic Support
Edit Menu Collaboration Features | LP Classic Support

Implementing LiquidPlanner

Preparing for Liftoff | LP Classic Support
Gather Your Success Team | LP Classic Support
Set LiquidPlanner Goals | LP Classic Support
Create Your Communication Plan | LP Classic Support
Establishing Guidelines for Team Usage | LP Classic Support
Introducing LiquidPlanner Classic to Your Team

Importing & Exporting

Importing from a Spreadsheet | LP Classic Support
Importing MS Project Data | LP Classic Support
Download and Print Options | LP Classic Support
Export Timesheet Data | LP Classic Support
Configure Timesheet Export to QuickBooks | LP Classic Support
Export Projects and Tasks | LP Classic Support
Exporting Collaboration Content | LP Classic Support
Exporting Your Workspace Member List | LP Classic Support

LiquidPlanner Basics

Welcome to LiquidPlanner Classic
Introduction to Plan Items | LP Classic Support
Priority-Based Scheduling | LP Classic Support
Tasks with Ranged Estimates | LP Classic Support
Availability
Schedule Bars and Calculated Dates | LP Classic Support
Glossary | LP Classic Support
Your Personal Profile Settings | LP Classic Support
Your Personal Notification Settings | LP Classic Support
Browser Support | LP Classic Support
Building a Best Case/Worst Case Schedule | LP Classic Support

Managing Users in the Workspace

Member Access Levels and Privileges | LP Classic Support
Inviting People Into Your Workspace | LP Classic Support
Restricted Members | LP Classic Support
Restricting Members from Reprioritizing | LP Classic Support
Member and Guest Access FAQs | LP Classic Support
Setting Up a Co-Owner | LP Classic Support
Converting a Virtual Member to a Real Member | LP Classic Support
Disconnecting Workspace Members | LP Classic Support
License Management | LP Classic Support
Project Portals | LP Classic Support
Navigating a Project Portal | LP Classic Support
Project Portal FAQs | LP Classic Support
Change or Reset Your Password | LP Classic Support

Modeling Specific Workflows

Managing Requests with the Intake Form | LP Classic Support
Modeling Ongoing Tasks | LP Classic Support
Modeling Wait Time Scenarios | LP Classic Support
Overdrive Scheduling | LP Classic Support
Modeling Virtual Teams | LP Classic Support
Scrum and Agile Workflow with LiquidPlanner Classic
Bug Tracking in LiquidPlanner Classic
Running Effective Meetings with LiquidPlanner Classic
Modeling Recurring Tasks Using Delay Until | LP Classic Support

Set Up & Configure The Workspace

Create Your First Project | LP Classic Support
Prioritize Your Projects | LP Classic Support
Customize Your Project Data | LP Classic Support
Backlog Packages | LP Classic Support
Custom Project and Task Fields | LP Classic Support
Clients | LP Classic Support
Adding Members to Teams | LP Classic Support
Create Activities and Link to Tasks | LP Classic Support
Using Activity Codes for Billing | LP Classic Support
Using Rate Sheets for Billing and Pay Rules | LP Classic Support
Share Activities by Project | LP Classic Support
Delete an Activity | LP Classic Support
Tags | LP Classic Support
Workspace Settings | LP Classic Support
Sharing Your Workspace With LiquidPlanner Staff | LP Classic Support
Email Integration | LP Classic Support
Reference Field | LP Classic Support
Item ID | LP Classic Support

Tracking Time & Managing Timesheets

Tracking Time | LP Classic Support
Timesheets Overview | LP Classic Support
Pin Tasks to Your Timesheet | LP Classic Support
Using Timers | LP Classic Support
Set a Personal Default Activity | LP Classic Support
Timesheet Review and Approval | LP Classic Support

User Guide for Managers | LP Classic Support
User Guide for Team Members | LP Classic Support | LP Classic Support
Report Critical Issue

Portfolio Manager Documentation

Looking for Portfolio Manager documentation?

Breadcrumbs

LiquidPlanner Classic

On this Page

Implementing LiquidPlanner

This article applies to LiquidPlanner Classic. To view the documentation for Portfolio Manager (formerly LiquidPlanner New), visit the Portfolio Manager Help Center .

Preparing for Liftoff | LP Classic Support
Gather Your Success Team | LP Classic Support
Set LiquidPlanner Goals | LP Classic Support
Create Your Communication Plan | LP Classic Support
Establishing Guidelines for Team Usage | LP Classic Support
Introducing LiquidPlanner Classic to Your Team

Pagination

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Preparing for Liftoff | LP Classic Support

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