Financial Manager
Features
| Feature | Description | Cloud |
|---|---|---|
| Flexible scope definition | Scope projects to Jira projects, epics, structures, or JQL queries. |
| Feature | Description | Cloud |
|---|---|---|
| Global cost rates | View cost rates to be applied throughout the organization and for all projects created in Financial Manager. | |
| Project cost rates | View the hourly rate for a role. This is used for a project’s cost calculation. | |
| Flexible cost rates | Specify different flexible rates for team members at the project level. | |
| Expenses | Add expenses one at a time and also add fixed recurring monthly expenses for regular expenses. | |
| Cost forecasting | Use plans in Capacity Planner to enable project manager to forecast costs into the future. |
| Feature | Description | Cloud |
|---|---|---|
| Global billing rates | View billing rates to be applied throughout the organization and for all projects created in Financial Manager. | |
| Project billing rates | View billable hourly rate for a role. This is used for a project’s revenue calculations. | |
| Revenue forecasting | Use plans in Capacity Planner to enable project manager to forecast revenues into the future. |
| Feature | Description | Cloud |
|---|---|---|
| Tempo account billing rates | View a custom Tempo field to categorize billing rates specific to Tempo accounts (e.g. CAPEX vs. OPEX, specific customers or clients). |
| Feature | Description | Cloud |
|---|---|---|
| Budgets | Add a budget value for your project’s timeframe (monetary or time). | |
| Budget milestones | Show a breakdown of your budget over the project’s timeframe. | |
| Budget descriptions | Understand what each budget milestone means when viewing your project’s overview. |
| Feature | Description | Cloud |
|---|---|---|
| Project time approval | Verify and approve project hours - the hours worked by team members on the project. |
| Feature | Description | Cloud |
|---|---|---|
| Automatic scope sync | Automatically sync your project scope when issues or tasks are added or removed from project scope. | |
| Portfolios | Gain insight into how a portfolio containing multiple aggregated projects is performing. | |
| Cost/Revenue reports | Report on actual cost, planned cost, actual revenue, and planned revenue of projects and portfolios. | |
| REST API | Programmatically access data from Financial Manager in order to integrate with other business components. |
| Feature | Description | Cloud |
|---|---|---|
| Timesheets | Transform Timesheets data into real-time financial health metrics (Timesheets is currently needed to use Financial Manager). | |
| Capacity Planner | Monitor how the projects are going and forecast financial metric (with Timesheets and Capacity Planner). | |
| Structure | Use Structure PPM to visualize, track, and manage the work of multiple teams or projects, and then track costs and revenue of the structure in a Financial Manager project. |





