Get Started with Financial Manager

Financial Manager (previously Cost Tracker) leverages the time tracking data from Timesheets by Tempo to deliver a financial snapshot that shows you at a glance how your project's total costs track toward a budget.

A Financial Manager project is defined with a single Jira filter, a structure, Jira projects, or Jira epics. Time logged to Jira issues or subtasks included in the filter is translated into labor costs.

The following information guides you through creating your first Financial Manager project quickly.

Before You Begin

• You must have Timesheets by Tempo installed.

• You must have Financial Manager by Tempo installed.

• Optionally, if you have Structure by Tempo, install the Connect to Structure app so you can use structures to build your Financial Manager projects.

Quick Start

1. Open Tempo from the Jira Apps menu.

2. Select the Financial Manager icon from the Tempo sidebar.

3. Click Create Tempo Project to create your first Tempo project in Financial Manager. 

   • Optionally, specify which Jira issues you want to include in your project using Jira projects, epics, a JQL filter, or a structure to define the scope.

Once you've created your project, you can add expenses related to your project, set up a budget, or set rates for project team members.

• Add fixed expenses, such as equipment and office space rental

• Add a budget, including milestones

• Set a default cost rate per team role

Learn More

For more comprehensive information about setting up and configuring Financial Manager, view these pages:

• Permissions and Roles for Tempo Projects

• Setting up Financial Manager

• Creating a Financial Manager Project

• Configuring a Financial Manager Project

If you haven’t set up Timesheets by Tempo before, or need a refresher, check out the https://tempo-io.atlassian.net/wiki/spaces/DRAFTTIMESHEETS/pages/3374678549.

For more information about what you can do with a Financial Manager project, check out these pages:

• Track your revenue from billable hours

• Track Capex and Opex from Tempo accounts