Time & expense budgets
Budget hours and expenses by matter, task, employee and period, then compare actuals with work remaining.
Performance & profitability
Manage profitability by matter, engagement and project
Your margins and recovery variances in real time.
Tempolia connects budget and actuals, time, expenses, cost and selling prices, invoicing and payments. Margin measures economic performance; recovery variance compares fees with commercial value; completion rate, work remaining and capacity explain progress.
Real time from individual entries to the management overview.
Invoicing budgets
Schedule fees, deposits, milestones and expected revenue by sales code and period.
Capacity planning
Compare potential time net of leave with budgeted work by team, employee and period.
Margin
Net billing − cost price of time and expenses: measure economic profitability.
Recovery
Net billing − commercial value of time and expenses: explain recovery variance.
Customer receivables
Separate not-yet-due, overdue and late balances, with reminder actions, in aged receivables.
Time valuation
From hourly cost to commercial value: four separate rules.
Cost price measures internal cost; selling price values the work commercially. This distinction supports two complementary views: cost margin and recovery variance against commercial value.
PRInternal cost used to calculate margin.
PVCommercial value used to analyse recovery variance.
Employee cost price (PR COL)
The hourly cost price can be entered manually or calculated from annual salary, employer contributions, bonuses and fixed overheads. Annual attendance time, adjusted by the billable percentage, allocates those costs across the selected productive hours.
(salary + contributions + bonuses + overheads) ÷ productive hours
Employee selling price (PV COL)
The standard rate can be current or stored historically with an effective date. A rate negotiated for one employee and matter takes priority when valuing both budgeted and recorded time.
Task selling price (PV Task)
A billable task can carry its own hourly rate so that work is valued by task complexity rather than by the person performing it. Matter and task coefficients can also adjust the employee selling price.
Quantity selling price (PV Quantity)
Value equals the quantity produced multiplied by a unit price: the task default, a rate negotiated for the matter, or volume rates triggered at defined thresholds. Depending on configuration, brackets can apply to the whole quantity or progressively by tier.
History is preserved: cost and selling prices are calculated when a line is created or modified. A rule change does not silently rewrite existing lines; recalculation uses an explicitly selected range of dates and records.
From detail to overview
Cross measures and dimensions without losing the source detail.
- Measures: hours, quantities, PR, PV, net billing, margin and recovery variance
- Customers: matter, engagement, phase, manager or project type
- Teams: employee, group, role or grade
- Activity: task, sales code, expense and activity type
- Periods: actuals, budget, work remaining and forecast at completion
Reporting
Custom reports and dynamic pivot tables
Operational reports
Nearly fifty reports covering capacity, budgets, work, billing, margin and receivables.
Pivot tables
Choose rows, columns, filters and value — time, quantity, PR or PV — then save the view.
Excel, PDF & BI
Export the filtered result to Excel or PDF, or connect Power BI directly to your Tempolia database.
Workflow
From operations to management decisions.
Collect
Time, expenses, budgets, invoices and payments share the same dimensions.
Compare
Budgets, actuals, work remaining, PR, PV, billed and collected amounts.
Analyse
Customer, engagement, project, activity, staff member, task or period.
Flag
Identify under-capacity, overruns, under-recovery, weak margin or overdue receivables.
Decide
Reallocate capacity or revise a rate, fixed fee, due date or reminder action.
Detailed features
The features that make the process measurable and controllable.
Capacity planning
Potential time net of leave, budgets, actuals and work remaining by team and period.
Budgets
Time, expense and billing budgets, renewal and comparison with actuals.
Margin and recovery
Compare net billing, commercial work value and cost of time and expenses.
Understand the calculationsProgress and remaining work
Track progress, consumed effort, work remaining and forecast at completion.
Receivables and ageing
Separate not-yet-due and overdue receivables, lateness and reminder actions.
Analyse working capitalPivot tables and exports
Build, save and export views with their filters and permission scope applied.
Who it is for
One core solution, with workflows tailored to each organisation.
Use cases
Make practical decisions using delivery data.
Separate under-recovery from weak margin
Compare billing / PV and billing / PR on the same scope: an engagement can be under-recovered while still remaining profitable.
Track budget, actuals and remaining work
Identify an overrun before the assignment ends and reallocate resources.
Balance workloads
Bring together capacity, planned time, leave and deadlines to reduce overloads.
Prioritise collections
Use balances and aged receivables to target reminders and measure outstanding amounts.
Frequently asked questions
Topics to cover during your demonstration
Which analysis dimensions are available?
Time, expenses, budgets, invoices and payments share the dimensions used by the organisation. They can be analysed by customer, engagement, project, activity, staff member, group, task or period and combined in reports and pivot tables; filters and permissions preserve each user’s authorised scope.
Can budgets and actuals be compared?
Yes. Time, expense and invoicing budgets are compared with actual data for the same customers, engagements, projects, phases or periods. Progress and remaining work complete the comparison, helping teams identify an overrun, revise capacity or adjust a due date before delivery is complete.
Can the data be exported?
Yes. Operational reports and pivot tables can be exported to Excel or PDF, and results can feed Power BI depending on the plan. The export retains the filters and permission scope applied to the view, so analysis can continue without exposing data the user is not authorised to access.
Can margin be tracked before an engagement is complete?
Yes. Tempolia combines valued time, its cost, expenses, invoicing, the budget and remaining work to show current margin. Depending on configuration, the same data produces a forecast at completion, which can be revised when workload, price or timing changes.
How can under- and over-recovered engagements be identified?
Analyses compare the invoiced amount with the theoretical selling value of time and expenses, then show the recovery variance. They can also combine costs, budget and margin; filters by customer, engagement, manager, activity or period help focus on differences that need explaining or correcting.
Does capacity planning include leave?
Yes. It combines potential working time, leave, budgets and assignments to calculate genuinely available capacity. Views by team, staff member or period highlight overloads and gaps, so an assignment can be moved, a due date reviewed or forecast work adjusted.
Can receivables and late payments be monitored?
Yes. Balances, due dates, payments and aged receivables complement delivery and invoicing metrics. Overdue amounts can be reviewed by customer or age to prioritise reminders, measure receivables and distinguish a delivery, invoicing or collection issue.
Can several teams or companies be consolidated?
Yes, subject to permissions and configuration. Reports can group or compare companies, sites, teams, activities and managers on shared dimensions while retaining enough detail to explain a variance; every user sees only the entities and data within their scope.
Test your cost, selling-price and profitability rules on a real matter.
The demo uses a budget, time valued at PR and PV, billing and work remaining to verify margin, recovery variance, capacity and access rights.
No commitmentReal business casesDirect discussion with the team