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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.

You can organize the issues, tasks, or epics included in your project scope into groups. This lets you see your project in a higher-level structure that reflects your needs and preferences. This is especially useful when you wish to see total costs for a group of related issues, such as per department, per job role, or per milestone.

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  • When items are added to the issue list via a scope sync, they are added to the bottom of the list in the order provided by the filter.

  • Jira issues that are completed appear in Done status and with a strikethrough across the number. You can still select the number to open the issue in Jira - the strikethrough only appears in Cost TrackerFinancial Manager.

Before You Begin

  • Navigate to your project’s Scope tab to organize items.

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  • Select individual tasks using the checkboxes, and then drag them to the group’s folder icon.

If your table is sorted, then you can’t drag and drop any tasks. Make sure to remove the sort mode from the table columns before dragging tasks across the table.

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The selected tasks are moved into that group.

Remove tasks from a group

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  1. Select tasks using the checkboxes.

  2. Open the Groupings menu and select Remove Tasks from Group.
    - OR -
    Right-click and select Remove Tasks from Group.

  3. Confirm that you want to remove the tasks.

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  • The ordering of tasks is preserved within the epic folder.

  • Sub-tasks aren't are included when grouping by epic.

  • New groups created using Group by Epics are located at the top of the scope list in alphabetical order.

  • Group by Epics is available only for Jira Classic Projects.

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Adding Tasks from a Sync Scope

When you Sync Scope to update a project's scope, any new items that are found are added to the bottom of the issue list - they aren't added to groups.

However, once you’ve grouped a project’s tasks by epics, Cost Tracker Financial Manager automatically adds new tasks to their epic groups on every subsequent Scope sync for that project.

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