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Installing Tempo Financial Manager
Get Started with Financial Manager
Reviewing Your Projects at a Glance
Setting up Financial Manager
Permissions and Roles for Tempo Projects
Project Cost Rates and Billing Rates
Defining Global Cost Rates
Defining Global Billing Rates
Creating a Financial Manager Project
Getting an Overview of Your Project
Creating a Fixed Price Project
Configuring Your Financial Manager Project
Setting a Fixed Project Timeframe
Adding a Budget
Enable Project Revenue Tracking
Automatically Sync Your Project Scope
Assigning Team Roles to Team Members
Setting Project Cost Rates
Setting Project Billing Rates
Adding Team Roles
Adding Flexible Rates
Setting a Default Project Configuration
Adding Metadata for Findability
Enable Project Time Approval
Managing Financial Manager Projects
Understanding the Project Time Approval Workflow
Comparing Planned Hours Versus Actual Hours
Approving or Rejecting Logged Project Hours
Managing Your Project Scope
Creating Groups to Organize Tasks in Your Project
Updating a Project Scope (Sync Scope)
Changing the Project Scope
Exporting the Project Scope Data
Adding Expenses
Updating Project Expenses
Exporting Project Expenses
Copying Billable Expenses to Revenue
Adding Revenue
Transferring Project Ownership
Sharing Financial Manager Projects
Working with the Project Team
Organize Multiple Projects
Creating Project Portfolios
Viewing Project Portfolios
Managing Projects in Portfolios
Sharing Portfolios
Exporting Portfolio Projects
Tracking Expenses and Revenue
Tracking CAPEX/OPEX Accounts
Comparing CAPEX and OPEX Accounts
Viewing CAPEX/OPEX Worklogs and Costs
Forecasting Project Costs and Revenues
Comparing Actual KPIs versus Projected KPIs
Managing Project Updates and Exports
Reporting
Filtering Report Data
Creating Financial Manager Reports
Sharing Reports
Downloading Reports
Printing Reports
Tempo Apps
Capacity Planner by Tempo
Integrating Structure Data into Financial Manager Projects
Tempo Trusted Apps
Timesheets by Tempo
Additional Resources
Integrating Financial Manager using REST APIs
Financial Manager Standalone vs Integrated with Timesheets or Capacity Planner
Financial Manager FAQ
Expected Changes in Financial Manager on Forge
Data Residency
TempoLab
Current TempoLab Candidates
Release Notes
Tempo Cloud Releases
Archived Release Notes
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