In a perfect world, I'd want to copy a project I've previously configured, timeframe, rates, roles, sharing permissions and such, and then just change the project name and change the scope/filter.
For the mean time, when it comes to the Sharing configuration I'd like to be able to set up a global set of users as the default members for each new Cost Tracker project to be Shares with. And still have the capability to add individual users in each individual project. Maybe, for a little razzle dazzle, add in the ability to reassign Project ownership
Reason being: I don't want to re-configure the same fields for each new project.
Currently, I have 16 Client accounts I am configuring individual projects for. The individuals to view each of these cost tracker projects is going to be the same every time. It would save us one less step to configure, if we already have to configure the items previously mentioned.
Tempo Products | Cost Tracker for Tempo Timesheets |
Tempo Platform | Cloud |
Good news: We've recently introduced Project Defaults in Cost Tracker. Now you can define default settings for all Cost Tracker projects – like Project Type, Project Currency, Auto-Sync Scope, and more – under Tempo Settings for faster, easier setup.
Thanks to everyone who provided feedback on this feature.
Kathryn Vargas
Product Management