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When you open a Financial Manager project, you can configure and modify your project settings in the Configuration tab. Some settings, such as scope, can only be modified by the Project Owner.

You can immediately configure your Financial Manager project when you create it by using the Create & Configure option in the Create Project form.

If you or your colleagues frequently use similar settings for your projects, a Tempo administrator can configure default project settings that will be used to populate the Create Project form.

The following configuration options are available:

• General - Set and modify the basic project settings, including a budget - see below.

• Members & Roles - Assign roles to project team members (Assigning Team Roles).Sharing - Share your project with one or more collaborators - see Sharing Cost Tracker Projects.

• Status
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  Project Time Approval - Enable project time approvals and select approvers.

• Project Attributes - Populate your projects' metadata. See Configuring project attributes

• Sharing - Share your project with one or more collaborators.

• Cost Rates - Set hourly cost rates for team members. See Setting This is unrelated to Global Rates.

• Billing Rates - Set hourly billing rates for team members. This configuration section is visible available when revenue tracking is turned onenabled from the General settings.

General Settings

Configure your project settings that include budget- including budgets, currency, timeframe, and status , etc., - or delete a the project. 

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• Name: Edit Update the project's name inline.

• Timeframe: Set a fixed timeframe for your project instead of using the one timeframe that is calculated automatically from time logged to issues defined by within the project Scope - see Setting the Project's Timeframe.

• Project Status: Select the project status.

• Project Status: Select the project status. By default, all project statuses are set as In Planning. You can also modify the project status on the Financial Manager home page.

• Project Type: The type of project is set when creating a project. It can be Monetary-based, where projects are calculated based on hourly rates, or Time-based, where projects are calculated based on labor hours. A Tempo Administrator can set a default project type.

• Project Currency: The default currency is set to USD [United States Dollar ($)] but can be modified by a Tempo Administrator. Click the field to select the desired currency from the list. The selected currency is applied to all costs and expenses in your Tempo Financial Manager project in Cost Tracker. You cannot can only use more than one currency in a project.

• Budget: Set a single budget inline or set budget milestones - see Adding a Budget. 

• Revenue Tracking: Turn on the Revenue Tracking option to track Track a project's profitability - see Tracking a Project's Revenue.Project Time Approval: Enable the project time approval for your project - see Approving Project Hours. A Tempo Administrator can enable revenue tracking by default.

• Auto-Sync Scope: Sync your project scope with Jira or Structure automatically on a daily or weekly basis. If a project’s status is On Hold or Completed and Auto-Sync Scope is Off, this option is not displayed on the General Settings page. A Tempo Administrator can set a default auto-sync scope schedule.

• Tags: Add keywords as tags to your project . Tags can help you identify your project and can assist you in filtering and searchingso you can filter and find your projects more easily.

• Delete Project - see Deleting a Cost Tracker : Remove a Financial Manager Project.

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