Budgets (DC)
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Sample Project

Evaluating Tempo Budgets?

Click the Getting Started link at the top-right to get an overview of how to get started. From here, you can poke around in some sample data and take a look at the budget (actual and forecast) as they would appear mid-project.

To get started with a sample folio:

  1. From the Getting Started page, click the Create a new folio link. This opens the What will define a folio’s scope dialog.

PE1101_Getting Started page-20260219-002722.png
  1. Click the link at the bottom of the dialog.

PE1101_Define folio scope dialog-20260219-003953.png
  1. Enter a project name, a project key (must be uppercase letters), and a project lead.

PE1101_Create a new folio-20260218-235415.png


  1. Click the Create button. Tempo Budgets creates:

  • A Jira Project with sample issues 

  • A Folio with sample expenses, positions, revenues and a team based on current Jira users (up to 6)

    PE1101_sample folio-20260219-004447.png

You are now ready to try out Tempo Budgets!

Once you are done with the sample folio, you can safely:

  • Delete the Jira project (see Jira Documentation) and its associated Saved Filter.

  • Delete the sample folio via the action (cog) menu in the right upper corner of your Folio's pages.