Portfolio Manager
by Tempo Software
Predictive project scheduling and portfolio planning software from Tempo, formerly LiquidPlanner.
- Category
- Productivity & Collaboration
- Type
- Project management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Access token
02Data
What you can sync.
- Projects
- Tasks
- Logged time
- Members
- Dependencies
Track Portfolio Manager projects next to the business results they serve, in DataPrism BI and AI Minds.
Need more? Name any other Portfolio Manager data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An access token
Portfolio Manager uses an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Tempo Software if you need help.
04How it works
How it works in DataMind.
-
Pick Portfolio Manager.
Open Lake, pick Portfolio Manager in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Portfolio Manager API docs.
-
Answer a few questions.
The AI reads the Portfolio Manager documentation, then asks which credentials you will use, which data to sync (for example projects and tasks), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Portfolio Manager data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
