Tempo Ideas

Description:

Currently, Tempo Financial Manager portfolios require that all projects within a portfolio share the same project type (either Monetary-based or Time-based). When portfolios include mixed project types, the aggregated portfolio summary does not function correctly.

In many organizations, portfolios represent strategic programs or business initiatives that naturally include projects tracked from different perspectives. For example, project delivery teams often manage projects based on effort and capacity (time-based), while business or sales teams manage the same initiatives based on revenue, cost, and budgets (monetary-based).

Because of the current limitation, organizations must maintain separate portfolios depending on project type, which reduces the ability to obtain a consolidated view of overall performance.

Proposed Enhancement:

Allow portfolios to include both Monetary-based and Time-based projects while maintaining meaningful aggregation. Possible implementation options could include:

• Displaying separate aggregation sections within the portfolio (Financial Metrics vs Effort Metrics)
• Allowing configurable aggregation rules depending on project type
• Providing hybrid summary dashboards where monetary projects contribute financial metrics and time-based projects contribute effort metrics

Business Value:

This capability would allow organizations to build true program-level views across heterogeneous project types without splitting portfolios artificially. It improves executive visibility and aligns financial and delivery reporting under the same strategic structure.