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This article is for Financial Manager for Cloud.

Exporting the Project Scope Data

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 export project scope costs data for any project in your project list directly to a CSV file.

There are two options for exporting to CSV, depending on the project cost data you want and how it's organized: by Jira issue (Export Scope to CSV) or by time record (Export Labor Costs to CSV). For example, choose the latter option if you want to see a breakdown of how many hours were logged by which team member to each Jira issue, and the costs associated with each time record.

To export the project scope cost data:

  1. Select Export to CSV from the Scope drop-down located at the top-right.

    scope-dropdown.jpg
  2. A CSV file is immediately generated and downloaded.

    For Export Scope to CSV, a file is created Scope for <project name>_<current date>.csv

    For Export Labor Costs to CSV, a file is created Labor Costs for <project name>_<current date>.csv

  3. Open the CSV reports.

    scope_csv_rpt.jpg

    The above is an example of the Scope report file.

Fields in the CSV file

These fields are included in the CSV file for each Jira issue or time record included in your project's scope:

  • Export Scope to CSV: 1 row per Jira issue with only the fields marked Export Scope

  • Export Labor Costs to CSV: 1 row per time record with each field in this table

If you export your report data to use it in other software or to manipulate the data using spreadsheet macros, we highly recommend exporting the data using our public API since column order and column names can change as we improve our reports and export capabilities.

If you can’t use our API, we recommend using the column names instead of column order or index number. Most spreadsheet software have a MATCH function that can find a column index by name. You can use that in conjunction with a function like VLOOKUP that accepts a column index.

Fields listed here may not be complete, in the same order, or otherwise represent the fields listed in your report. If the field order or list is important to your process, periodically verify the report export or use our public API to get the raw data.

Field

Description

Export Scope CSV File

Export Labor Costs CSV File

Field

Description

Export Scope CSV File

Export Labor Costs CSV File

Tempo Time Record ID

The Tempo time record ID.

Tempo Worklog ID

The Tempo Worklog ID.

Tempo Project

The name of the Financial Manager project.

Tempo Project ID

The unique ID of the Financial Manager project.

Currency*

Currency code.

(Not available for Time-based projects).

Group

Group name on Scope page.

Task Key

Jira issue key.

Key

Jira issue key.

Task Title

Jira issue summary.

Task Status

Status of Jira issue.

Status

Status of Jira issue

Role

The team member's role.

Team Member

The name of the team member in Jira.

Cost Rate

Cost Rate with all available precision.

(Not available for Time-based projects).

Billing Rate *

Billing Rate with all available precision.

(Not available for Time-based projects).

Time Spent (Seconds)

Time spent, in seconds.

Time Spent (Hours)

Time spent, in hours.

Cost

Cost incurred by this time record in this project scope with all available precision.

(Not available for Time-based projects).

Actual Cost

Cost incurred by this time record in this project scope with all available precision.

(Not available for Time-based projects).

Billable Time Spent (Seconds) *

Billable time spent, in seconds.

Billable Time Spent (Hours) *

Billable time spent, in hours.

Revenue *

Revenue generated by this time record in this project scope with all available precision.

Actual Revenue *

Revenue generated by this time record in this project scope with all available precision.

Date

Worklog date.

Account Name

Account name associated to the worklog or to the Jira issue.

Account Key

Account key associated to the worklog or to the Jira issue.

Account Category

Account category of this expense.

Account Category Type

Account category type of the associated account.

Account Status

Status of the associated account.

Customer Name

Customer name associated with this expense.

Customer Key

Associated customer key.

TempoLab Project Approval Status

The project time status.

TempoLabWorklog changed after Approval

Whether the worklog was changed after the project time was approved.

* These fields are filled only if Revenue Tracking is on.