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Introducing Tempo Folio 10.4 | New Customized Features to Improve Project Portfolio Management in JIRA

Since the last release of Tempo Folio, our financial project portfolio management add-on for JIRA, the team has been hard at work on features highly requested by customers. We’re working hard to continuously improve the product to be as customizable and user-friendly as possible and we take your feedback seriously.

In this release, we’ve completely revisited the create folio window, further integrated with Tempo Accounts, added the ability to add cost rates by role, and filter reports according to custom fields.

Create Folio Window Revisited

Tempo Folio | new create folio

It’s not always easy to decide what kind of folio to create and what to set as its scope. We wanted to make this a little more intuitive and interactive. Our answer is a 3 step process in which Tempo Folio prompts the user by asking what they’d like to track and what to set as the scope. When you create a folio, you will now be presented with the following steps:

The first step is to decide what kind of folio to create and the window that pops up looks similar to the previous one. The difference is that it now asks you what you would like to track. This wording makes it a little bit easier to grasp exactly what you are choosing and why. Of course, just as before, you can always change what you’re tracking later in the folio configuration, if you change your mind.

Tempo Folio | new create folio window 1

After that, you will be presented with a second window asking you about the scope of your folio. Making this it’s own separate step emphasizes the importance of scope and allows you to consider the options without any extra noise.

We realize that every company and every role uses Tempo Folio a little differently and has different criteria that they’d like to track, so we added some new scope options. On top of the previous options, you can now define the scope by a custom JQL, Tempo Customers, Tempo Accounts, and specific issues.

Tempo Folio | new create folio window 2

Once you’ve set on what kind of scope you will use, this window will appear:

Tempo Folio | new create folio window 3

Just as before, you need to put in a name and a start and end date for your folio. Depending on what you chose as the scope of your project, you will now have a new field asking you to further define that scope. In the previous step, I chose to use a Tempo Account as the scope of my folio, so now I can easily choose which account from a simple dropdown list. You can also go ahead and categorize your folio into a portfolio, add a project manager, and a risk level, if you’d like.

Further Integration with Tempo Accounts

Tempo Acounts Integration

One thing that makes Tempo products unique, is how they work together and strengthen each other, allowing customers to cater their solution to meet their needs. Because of this, we’re always hard at work to continuously improve the integration with the other Tempo Products and components. In this release, we’ve done a lot of work to further integrate Tempo Folio with Tempo Accounts, therefore also strengthening our integration with Tempo Timesheets.

When you’re planning or booking a cost for your folio, there is now a new section to attach costs to a Tempo Account. Simply choose the account you wish the cost to be associated with from a dropdown menu, or start typing the name of the account.

Tempo Folio | account in the expenditures

Since you can now link an expense to an account, it is also possible to filter reports according to accounts. This allows you to better slice and dice the data in the reports both on the folio and the portfolio level. Before you could only get information about accounts on the portfolio level with labels, which was not always accurate and required an extra step.

Tempo Folio | Account field in reports

Last, but not least, you can now also use one or more Tempo Accounts or Tempo Customers as the scope of your folio.

Cost Rates by Role

Tempo Folio | cost rates by role

It’s also now possible to add cost rates per role, not just JIRA user. This is really great for enterprises, since you no longer need to add cost rates for each user, which saves a lot of time. Managers and executives often don’t have the time to add in cost rates for each user and sometimes the project manager or folio owner doesn’t have that information. If that is the case, then they can add cost rates based on the average salary of each role within the company and still get a granular overview of the costs of their initiatives.

[callout class="tip"]If user rates are available, they will automatically replace the cost rates associated with that role. If neither are available, Tempo Folio will use the default cost rates. [/callout]

As always, however, we like to be as customizable as possible, so you can always choose when to use which rate, if you like.

You can add cost rates in the global settings within Tempo Folio and easily toggle between the user cost rates and role cost rates at the top.

Tempo Folio | Cost Rates by Role

Custom Fields in the Reports

On top of being able to filter reports by Tempo Accounts, there is now the option to filter them by the custom fields that you have added, giving you the option to better customize the information available from the reports.

Other Improvements

We’ve also made it possible to now plan the costs of your folio based on the staff member’s assigned issues when you choose the option to plan from staff.

plan based of staff member's assigned issues

We hope you enjoy the new features.

For more information about further improvements and bug fixes, please read the full release notes here.

Upgrading Tempo Folio is free for all customers with an active license.

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