Planning Sync for Jira (Tempo Integration) - User Manual

1. App Overview

Planning Sync for Jira (Tempo Integration) is a Forge app for Jira Cloud that automates planning workflows by syncing plan data from the Tempo Timesheets app into Jira issue fields. It’s designed for teams using Tempo and Jira who want to automate and standardize how future plans are reflected in Jira, making tracking and reporting smarter and more reliable. The app is ideal for project managers, team leads, and anyone responsible for planning and tracking work in Jira with Tempo.

2. Key Features

Standard Edition:

• Setup Readiness Dashboard: Monitor onboarding tasks, confirm Tempo connection, save API tokens, register webhooks, and verify your license—all from one place.

• Listener Coverage: Instantly see the status of inbound listeners for Tempo plans, worklogs, and Jira updates.

• Field Mappings: Map Tempo plan data (end dates, start dates, assignees, worklog comments) to Jira fields and check mapping coverage at a glance.

• Plan Approvals: Set up plan approval workflows, including reviewer assignment, timing thresholds, and auto-approval on issue closure.

• Advanced Controls: Enable or disable specific event listeners, manage field mappings, and fine-tune sync directions (Tempo → Jira or Jira → Tempo).

• Works with: Tempo Timesheets or Tempo Capacity Planner.

Advanced Edition Only:

• Audit Log: View a chronological record of configuration changes and automation activity for troubleshooting and compliance.

• Outbound Destinations: Configure outbound webhooks to send Tempo events to Microsoft Power Automate only.

• Advanced Settings: Access additional configuration options for power users.

3. Getting Started

First Steps After Installation:

1. Launch the Setup Wizard: The app guides you through initial setup with a step-by-step wizard.

2. Enter your Tempo API Token: Securely connect your Tempo Timesheets or Capacity Planner account.

3. Register Webhooks and Subscriptions: The wizard helps you register the necessary webhooks so the app can listen for Tempo events.

4. Enable or Disable Listeners: Choose which event listeners (for plans, worklogs, Jira updates) you want active.

5. Configure Field Mappings: Map Tempo plan data (like end dates, start dates, assignees, and worklog comments) to your preferred Jira fields.

6. You’re ready to go! The dashboard will show your setup progress and any next steps.

Prerequisites: You’ll need Tempo Timesheets or Tempo Capacity Planner installed, and a valid Tempo API token.

4. Common Workflows

Plan Jira issues based on Tempo plans:

• When you create or update a plan in Tempo, the app automatically syncs key plan details (such as end date, start date, assignee, and worklog comments) to the mapped fields in your Jira issues.

• This ensures your Jira issues always reflect the latest planning data from Tempo, making it easy to track, report, and manage work directly from Jira.

• Approvals and field updates happen automatically based on your configuration—no manual updates needed!

Example: Create a plan in Tempo, and watch the corresponding Jira issue update its due date and assignee automatically. Magic! ✨

5. Troubleshooting & Support

Need help?

• Visit our support portal: https://krosoft.atlassian.net/servicedesk/customer/portal/1

• Email us: support@krosoft.nl

• Check the documentation: https://wiki.krosoft.nl/ekb/planning-sync

If you run into issues, check the documentation for setup tips and common troubleshooting steps, or reach out to our support team—we’re happy to help!