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Kitologic is proud to announce the release of FOLIO 3.5, Folio's biggest release since its launch .
Folio 3.5 introduces the report section with the two most awaited: steering committee and expenses reports. This release also enables you to set indexes tolerance and gives you more flexibility configuring the working days per portfolio.Also included are enabling you to:

  • See past project status and indices variation over time by consulting the Steering committee report
  • Better track how your money is spent by consulting the Expenses report
  • Create your own reports by exporting the Expenses report to an Excel spreadsheet
  • Configure different time tracking options per portfolio
  • Specify your tolerance to get better progression of warning level on health metrics

This release also includes a number of improvements and fixes.

The Steering Committee Report - Because it is all about visibility!

See past project status and indices variation over time by consulting the Steering committee report

The steering committee report presents a summary of the portfolio's status using various financial and health metrics at a given point in time.
The report allows you to see the variation of the indexes since a previous date via the 'Compared to' date parameter.
It is also offered in a printable view.

The Expense Report - Know where your money goes!

 

Better track how your money is spent by consulting the Expenses report

The expense report presents a uniform and accurate report of expenses for a given time frame.
The report can be generated for both the planned and the actual expenses.
It is highly configurable and can be exported in Excel or be printed directly in HTML.

 

Define your Working Days

Create your own reports by exporting the Expenses report to an Excel spreadsheet

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Configure different time tracking options per portfolio

The week days and hours per week are now more flexible and can be set per portfolio.
Their default values are based on the JIRA Timetracking but can easily be changed via the portfolio's configuration to better match your needs.

 

What is your Tolerance?

Specify your tolerance to get better progression of warning level on health metrics

In the accounting configuration we have added the new tolerance setting; a designated percent of your portfolio's health indexes that will be tolerated before becoming red.
Your portfolio's health indexes will turn yellow when the tolerance mark is reached.


 

Anchor
Improvements
Improvements
Improvements

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-97

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-98

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-96

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-99

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-100

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-104

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-107

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-108

Anchor
Fixes
Fixes
Bug Fixes

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-103

Jira Legacy
serverJIRA (greffon.atlassian.net)
serverId61fe9a0f-ef13-3ad4-8d07-34670cf0ed8e
keyFOLIO-106