What must be set up for successful calculation of the Time & Material Detailed billable lines?

In Jira:

Mandatory: BC Contract Type = T & M Detailed

In Tempo:

Log time with Tempo using Jira 

In Business Central:

1. Go to Jira Connect Setup 

2. Indicate the TnM Project Task No. (mandatory field)

3. Enable Import Tempo Billable Hours (optional). (When disabled, Jira Connector ignores billable hours in Tempo and sets hours spent on a task as billable hours). 

4. Enable Auto Create Billable Lines. When enabled, the Journal is created with the empty type, and during posting it becomes "billable" (i.e. for T&M, it is a Project Planning Line ready for billing). This option is used for the T&M contract type, as it allows making billable planning lines from the worklogs without additional actions.  

5. Enable Edit Data imported from Jira (optional). When enabled, you can edit Project Journal Lines and Project Planning Lines imported from Jira. Note: Editing the fields Document No. and Resource No. in the Project Journal Lines and Project Planning Lines is not recommended, as this might affect the correct work of the Jira Connector.  

6. Jira Connector checks how the information should be grouped: by worklogs or resources. This depends on what is set in a Project Card in a Worklog Billable Lines Grouping field.

Grouping by worklogs is preferable in case we need to create an invoice for the customer later, that should be detailed on a worklog level. Thus, we will have one billable Project Planning Line for every worklog posted. Otherwise, we can choose to group by resources. 

Next steps

Click Import Projects

Go to Customer-Project Links 

 Indicate the Customer for the imported project 

 For the next steps, see Time & Material Detailed billable lines calculation: general flow.