The Financial Manager 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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Each Financial Manager user has their own view of the project list. At a glance, you can see who the Project Owner is for each project and when it was last synced with Jira or Structure. Additionally
If you have the Editor or Project Owner role in a project, you can also view the total values for all your projects or a group of projects using a filter or searchthose projects. The bottom row of your project list displays the total number of projects visible to you, the total Actual and Budget values, and the total Remaining values.
The total Budget, Actual, and Remaining values will not be computed if your projects are in different currencies. If you’ve enabled Auto-Sync Scope for your projects, you can hover over the calendar icon by your last sync date to view when the next sync occurs. If you hover over Last Synced, you can also view the precise time that the last sync occurred.
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You can sort your Budget and Actual values in increasing or decreasing order using the arrow in the header row or sort Projects, Scopes, Statuses, and Owners alphabetically using the arrow for the respective columns |
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Before You Begin
To work with Tempo Financial Manager, you must also have Tempo Timesheets installed and have the Tempo Financial Manager Access global permission. Only a Jira Administrator can grant access to Financial Manager.
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Required Permissions Jira Global Permissions:
For more information about which projects you can view, see Permissions and Roles for Tempo Projects. |
Opening a Financial Manager Project
To open a project from the Project List page, click its name in the list.
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The project's Overview opens to let you see at a glance how your total project costs are tracking toward your budget or profit.
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Projects that are impacted by data retention settings display a notification icon next to the project name to indicate that costs are recalculated due to worklogs that were removed. Mouse over the notification icon for information.
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If your organization has applied data retention settings in Tempo Timesheets, then Financial Managermight Manager might reflect a change in the financial overview and related costs. In compliance with the same data retention settings, project costs are recalculated in Financial Manager when associated Timesheet worklogs are expired and removed from the project.
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If you have a long project list, it might be easier to filter the projects to view only the projects you need. Using the Filter by feature, you can filter by Owner, Status, Tags, and project attributes. You can apply multiple filters at a time.
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, Financial Manager 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, Financial Manager 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 SR as are owned by Su-Lyn Rosenberry the Owner and contain the Marketing and Finance Tags, Financial Manager will display projects owned by SR Su-Lyn Rosenberry 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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A Tempo Project Viewer or a team member with the Viewer role in the project cannot change a project’s status |
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Budget vs Actual Tracking
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