Financial Manager enables organizations to define projects by scope and monitor costs and revenue across a related set of issues, delivering clear visibility into financial performance against budget. By centralizing project financial data, teams can understand where money is being spent and how costs are trending over time.
When integrated with Timesheets or Capacity Planner, Financial Manager becomes a comprehensive financial planning and control solution. Timesheets enhances cost accuracy by incorporating time tracking features, while Capacity Planner adds forward-looking insight through resource forecasting and capacity planning. Together, these integrations connect actuals and forecasts, allowing organizations to plan, track, and optimize project financials with greater confidence and precision.
The three primary options for using Financial Manager are:
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Financial Manager (standalone, with native Jira worklogs)
Focused on financial setup, rates, and portfolio-level insights using Jira time tracking. No planning features. -
Financial Manager + Timesheets
Adds advanced time-tracking features and functionality, including approvals and the use of Tempo Teams to report on and categorize time. -
Financial Manager + Capacity Planner (with native Jira worklogs)
Adds planning and forecasting capabilities (projections and planned reporting) while using Jira worklogs for actuals.
The table below summarizes what is available with each option.
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Capability |
Financial Manager Standalone (Jira worklogs) |
Integrated with Timesheets |
Integrated with Capacity Planner (Jira worklogs) |
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Roles |
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Costs & Billing Rates |
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Tempo Accounts |
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OAuth Integration |
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Tempo Projects Define project scope by:
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Project Time Approvals |
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Tempo Teams |
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Projections |
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Planned Reports |
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