Krosoft Wiki

Release Notes - Planning Sync for Jira (Tempo Integration) - planning-sync-6.4.0 - 2026-06-02

Summary

This release introduces the new Reporting tab, focused on making Client Work Rate reporting easier to access, configure, and trust. It brings clearer report setup, improved Tempo-based availability and leave handling, better performance, and more reliable saved report results.

Customers can now work with more accurate Client Work Rate insights across teams, including support for holiday schedules, vacation and sick leave, team member exclusions, split-role availability, and clearer report status information. Several fixes also improve consistency, permissions, terminology, and reliability throughout the reporting experience.

Full details are available in the linked issues in this release.

New Features

  • Reporting tab for Client Work Rate: The release centers on the new Reporting tab, giving customers a dedicated place to work with Client Work Rate reporting and review saved report results.

  • More flexible report configuration: Reports can now account for selected team member exclusions, account exclusions, split-role availability weighting, and configured access for the right Jira group.

  • Expanded leave and availability support: Client Work Rate reporting now supports Tempo holiday schedules, Tempo Account-based leave matching, and separate vacation and sick leave handling.

Improvements to existing features

  • Tempo integration: Tempo worklogs, team memberships, holiday schedules, and account information are handled more consistently, helping reports reflect the correct team and availability data.

  • Leave and vacation handling: Vacation and sick leave can be reported separately, capped to scheduled days where needed, and mapped more precisely for issue-level and Tempo-based reporting.

  • Performance: Report refreshes and lookups have been optimized so Reporting tab results can be generated and retrieved more efficiently.

  • Access and permissions: Reporting access can be aligned with a configured Jira group, helping customers make the feature available to the right users.

  • Documentation and terminology: Public documentation and in-product wording have been refreshed to better match customer terminology, especially around Available hours and Client Work Rate reporting.

Bug fixes

  • Reporting reliability: Fixed issues that could affect saving report settings, loading saved configurations, report availability toggles, saved snapshots, drilldown rows, and refresh retry behavior.

  • Client Work Rate accuracy: Corrected cases where available hours, leave, source rows, and below-target severity could be reported incorrectly.

  • Tempo data consistency: Improved handling of larger Tempo worklog and team membership datasets so reports include the expected information before calculations are made.

  • Team and terminology consistency: Fixed stale team names and improved explanations for account classification and fallback warnings.

  • Navigation polish: Restored the missing Planning Sync Apps navigation icon.

Issues in this release

Issue

Summary

PSJ-210

Prevent CWR threshold save before config loads

PSJ-209

Prevent CWR report save before saved config loads

PSJ-208

Skip terminal CWR refresh retries

PSJ-207

Page Tempo team memberships before filtering CWR worklogs

PSJ-206

Cap CWR issue-field leave to scheduled days

PSJ-205

Write CWR drilldown rows before exposing saved snapshot

PSJ-204

CWR Reporter starter month should default to previous month

PSJ-203

CWR Reporter starters should use configured Rovo team name

PSJ-202

Configure vacation and sick leave issue-level mappings separately

PSJ-201

Do not cap Tempo worklog fetches before CWR calculation

PSJ-199

CWR report availability toggle does not persist disabled state

PSJ-198

Create intended CWR report lookup indexes

PSJ-197

Preserve CWR availability rows before source-row cap

PSJ-195

Add CWR Account exclusions that reduce Available hours without leave

PSJ-194

Allow CWR Reporter Rovo access for a configured Jira group

PSJ-193

Refresh public Planning Sync documentation for 6.4.0 capabilities

PSJ-192

Fix stale Client Work Rate team names in Rovo reports

PSJ-188

Align CWR manager terminology for Available hours

PSJ-187

Separate vacation and sick leave in CWR leave reporting

PSJ-186

Support Tempo holiday schemas in CWR available hours

PSJ-185

Link Jira issues in CWR Account fallback warnings

PSJ-184

Support CWR availability weighting for split-role FTE users

PSJ-183

CWR Rovo response labels every below-target person as critical severity

PSJ-182

Allow CWR leave to be matched by Tempo Accounts

PSJ-181

CWR Rovo explains Account Category classification as specific Account selection

PSJ-180

Allow CWR reports to exclude selected team members

PSJ-179

Clarify CWR report generation state with snapshot metadata

PSJ-177

Optimize CWR report refresh performance

PSJ-176

Update CWR wording to match customer terminology

PSJ-175

Support Tempo worklog based leave adjustments for CWR POC

PSJ-173

Planning Sync Apps navigation entry is missing its app icon

PSJ-157

Complete FEATURES.md shipped capability inventory