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Tempo Teams vs. Financial Manager “Teams”

Problem

Changes to "Teams" members are not syncing back to Financial Manager. The user is not appearing in the Project/Portfolio/Report. I have added a new member to an existing team (Staff changes), but the details are not syncing back into the Financial Manager outputs.

Solution

Tempo Teams and the Team shown in Financial Manager (FM) projects are not the same concept and should not be interpreted as synchronized entities.

  • Tempo Teams are administrative groupings used for planning, permissions, and organization within Tempo.

  • Financial Manager “Teams” are derived dynamically and represent users who have logged time on issues within the project scope.

Because of this:

  • Adding a user to a Tempo Team does not automatically add them to the FM project Team.

  • Financial Manager does not use Tempo Team membership as an input.

  • A user will only appear in an FM project once they have logged time on issues included in that project.

Once the newly added Tempo team member logs time against an issue that is part of the FM project scope, they will automatically appear in the Financial Manager project, portfolio, and reports.