We are happy to introduce the Tempo Folio 10.3 release for JIRA. This release focuses on giving PMOs and executives better control of their budget tracking in JIRA. The new features from our 10.2 release had enterprises in mind and addressed the problem of organizing many projects and tracking costs across multiple teams.
This release builds upon that and especially benefits companies with multiple locations and working in many currencies with our new centralized exchange rates.
We’re also always adding even more time-saving features, because we know how important your time is and that no one wants to spend unnecessary time setting up and tracking their budget. As a result, we’ve added the ability to copy rows in your folio and import custom fields from one folio to another.
Now let’s get into the details.
Centralized exchange rates
One thing that’s been highly requested is an exchange rate tool centralized within Tempo Folio. It’s becoming more and more common for even smaller companies to have operations in more than one country, whether it be multiple locations, working with contractors, or simply conducting business internationally.
It’s extremely important to have better control of the exchange rates in Tempo Folio, so the costs of your projects don’t fluctuate every day due to folios using other currencies and having the exchange rate pushed every day. Now you can better control the cost of your portfolios and add as many exchange rates as you like. You can also define a date from which they’re active.
To set up exchange rates, go into your global configuration and click custom exchange rates on the righthand side. From there you can add exchange rates from any currency and define effective dates and specific time periods.
You can also easily hide your list of exchange rates, by clicking close, and see them again by clicking “manage exchange rates”. On the left hand side, you will see an icon with the currency from which you’re exchanging and all exchange rates from that currency will be filed there.
Tip: A great way to utilize this feature is if you have staff members getting paid in a different currency. In this case, you can simply create an exchange rate at the end of each month, or the date that the salaries are paid. This way you don’t have the costs of those staff members changing daily, since they’re only paid once a month and only the number on that date is relevant to the cost of your folio.
Copy rows in your budget
We often have the same expense, or a very similar one, occur more than once in a project or specific budget. It’s now possible to copy any row within the costs or revenues sections of your folio, from both the planned and actual tabs. The only rows you can’t copy are those of individual JIRA users.
From any of the previously mentioned pages, select the item you’d like to copy and simply click the copy icon as you can see below.
Once you’ve done that, a window will pop up. If you need to change something here, you can, otherwise, just click copy and that row will show up.
Import custom fields
Another great time-saving feature that we added is the ability to import custom fields from one folio to another. If you often use the same custom fields over and over, this feature is for you. Now all you need to do is go into the folio’s configuration and click on custom fields and then import custom fields.
Then choose the folio from which you’d like to import the custom fields, and click import. It’s as simple as that.
We’ve also made a couple more minor improvements that I’d like to share.
One other great thing we did is make some more enhancements to the UI. Now when you’re in the staff, costs, or revenues section, you’ll see some really nifty icons above the rows of items. These icons all represent actions, which you can see when hovering over them. These icons save space and improve the overall look and feel of those screens.
Time based issue cost report
You can now also view your Issue Cost Report based on a specific period of time like the other available reports. This makes your reporting even more flexible and customizable.
If you’re interested in more detailed information, read the release notes here. Upgrading Tempo Folio is free for all customers with an active license. If you’re a new customer, you can purchase or evaluate Tempo Folio for free.
We really hope you enjoy the new features!