This article is for Financial Manager for Cloud.

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On the Configuration tab in the upper-right, you can configure and modify many project settings:

  • 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.

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

  • Cost Rates - Set hourly cost rates for team members. See Setting Rates.

  • Billing Rates - Set hourly billing rates for team members. This configuration is visible when revenue tracking is turned on.

General Settings

Configure your project settings that include budget, currency, timeframe, status, etc., or delete a project. 

general_conf_project.jpg
  • Name: Edit the project's name inline.

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

If you select Create and Configure in the Create Project dialog and have selected a Jira filter to set your project scope, the Timeframe field displays 'Calculating...' while your scope is being imported. 

  • Project Status: Select the project status.

  • 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.

  • Project Currency: The default currency is set to USD [United States Dollar ($)]. Click the field to select the desired currency from the list. The selected currency is applied to all costs and expenses in your Tempo project in Cost Tracker. You cannot 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 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.

  • Tags:Add keywords as tags to your project. Tags can help you identify your project and can assist you in filtering and searching.

  • Delete Project - see Deleting a Cost Tracker Project.

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