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.
Tempo Products | Tempo Budgets |
Tempo Platform | On-Premise |