Good afternoon,
I've been working on a task for a few weeks now, and although I make progress, I keep running into blockers.
What I'm Trying to Achieve
I need to generate a report where I can monitor historical and current logged time against multiple Accounts, and compare it to a defined Monthly Budget per Account.
Ideally, I’d like to:
Quickly see, for a given month, what the Monthly Budget is for each Account
Identify which Accounts exceeded their budget, and by how much
What I've Tried So Far
Logged Time Report: Easy to use – I can see time logged using the "Logged" column.
Monthly Budget: I’ve assigned a Monthly Budget within each Account, but this value doesn't seem to be used or referenced in any standard reports.
Financial Manager App:
I set up a Project per Account and grouped them under a Portfolio for visibility.
However, the date range has to be updated manually each month.
There’s no option for dynamic ranges like “Current Month” or “Last Month,” which would make this much more efficient.
Looking for Suggestions
My requirements feel quite straightforward, but I can’t find a clean, out-of-the-box solution.
Before I go down the route of building something bespoke using the Tempo APIs, I wanted to ask:
Has anyone in the community managed to solve this in another way?
Any tips, workarounds, or apps I might have missed would be greatly appreciated.
Many thanks!
