Tempo Ideas

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Include Dynamic Data Fields on Manage Portfolio Screen

It would be useful if Budgets included an option to include dynamic data as a field (column) on the Manage Portfolio screen - such as having an option to list real-time Cost, Revenue, and Profit data for folios. The review of these data will be useful for casual or executive users to quickly assess key folio metrics for a Portfolio on a single screen

I understand users can currently review folio metrics via Gadgets, but I find our casual/executive users are not comfortable setting up and utilizing Gadgets. Plus, it would be easy for a Budgets admin to setup the dynamic data fields as a global setting for all authorized users to view the key data on Manage Portfolio - therefore eliminating the need to support a casual user's Gadgets.

  • Jeff King
  • Aug 28 2020
Tempo Products Tempo Budgets
Tempo Platform On-Premise
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