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Some features are not yet available to all customers. To participate in Tempo's Early Access Program and gain access to this feature, visit our TempoLab page. |
The Cost Tracker home page is where you create a new project, open an existing project, and view a list of all projects that you own or that have been shared with you. In the project list, you can get a quick overview of each project's progress and status. When you create a new project, it is immediately added to the project list in alphabetical order.
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The setting is turned on when your organization has a data retention policy in place; otherwise, Timesheet worklogs remain permanently stored by default.
Searching for Projects
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You can search for your project name on the Project List page. You can search for part of a project name or the entire project name. The search result dynamically returns the projects that include the strings as you type.
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Selecting multiple values for the same type of filter (Owner, Status, Tags, or project attributes) will return projects that have any of the selected filter values. This is similar to the OR function, where the results must contain one or the other filter.
For example, under Tags, if you filter for projects with Marketing and Finance Tags, Cost Tracker will display projects that contain only the Marketing tag, only the Finance tag, and projects that contain both the Marketing and Finance tags.
Selecting different types of filters will return projects that match all of these values. This is similar to the AND function, where the results must contain both filters.
For example, if you are filtering for projects with the Completed Status and the Training Tag, Cost Tracker will display projects that are both Completed and contain the Training tag (not one or the other).
Selecting tags from different categories in combination with tags within the same category will apply the previous two logics.
For example, if you filter for projects that have Catherine SR as the Owner and contain the Marketing and Finance Tags, Cost Tracker will display projects owned by Catherine SR that have:
- Marketing tag
- Finance tag
- Both Marketing and Finance tags
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If you have projects that you want to view collectively as a portfolio, you can use the filters to display what you need. For example, if you add tags to your projects to identify the year (such as 2020), you can filter using the 2020 tag to see all projects in that portfolio. |
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You can view and edit a project's Status from the status field. The project's status can be In Planning, In Progress, On Hold, or Completed. By default, all project statuses are set as In Progress. You can also set the project's status from the Configuration page.
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Budget vs Actual Tracking
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