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FOLIO contains all needed components to monitor the statuses of a project or group of projects. All project managers must juggle with time, scope and budget; the well-known constraint triangle. FOLIO will help you with those critical aspects by letting you plan a budget, define a scope and a time frame. This is all done through Folios, FOLIO's projects.

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Create
Create
Creating a Folio

Creating a Folio from the Getting Started page

You access the Getting Started page from FOLIO's main menu (Portfolio > Getting started). From the Getting started page you will be able to create your a folio by clicking the Create a new folio link. This page gives you access to the user documentation, the latest release notes and many other useful links and information.

 

Creating a Folio from the Manage Portfolios page

You access the Manage Portfolios page from FOLIO's main menu (Portfolio > Manage Portfolios). When in the Manage Portfolios page, you can create a Folio by clicking the Create New Folio button.

Creating a Folio from inside another Folio

You can create a folio by clicking the Create item in the Folio action menu when you are currently viewing a Folio. The Folio action menu is available in all pages of a Folio.

 

 

Folio creation approaches

Once you are presented with the Folio creation dialog, you can proceed with Folio creation in various ways.

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Projects
Projects
1. JIRA Projects Use this approach when the scope of the folio is based on one or more existing projects in JIRA.

To select more than one project, click the arrow again of the project field and select a second project name and then a third etc.

 

Required Parameters
Folio Name 

Name of the folio.
Maximum of 255 characters

ProjectsSelect one or more projects that will define your folio's scope
Start Date

This is the date from which you want to start reporting expenses and positions in a folio.
Should be before the end date

End Date

This is the date the folio ends. This is a critical date since it gives the pace of progress the team
should maintain to successfully complete the folio scope.
Should be after the start date

Revenue Support

This option enable the revenue tracking. When checked the Revenue mode is added to the Folio.

Optional Parameters
DescriptionGive a description of the folio, if require
Info

FOLIO will automatically create a JIRA saved filter that will be owned by the user creating the folio. The filter can be seen in the folio's configuration under the scope tab.
The filter will be private but can be easily shared via the edit shares of the JIRA saved filters.

 

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Advanced
Advanced
2. Advanced

Use this approach when the scope of the folio is based on an existing JIRA saved filters.
Promote this approach if the issues defining the scope have specific characteristics and are from one or more projects

 

Required Parameters
Folio Name 

Name of the folio.
Maximum of 255 characters

Saved FilterSelect the JIRA saved filter to define the scope of your folio
Start Date

This is the date from which you want to start reporting expenses and positions in a folio.
Should be before the end date

End Date

This is the date the folio ends. This is a critical date since it gives the pace of progress the team
should maintain to successfully complete the folio scope.
Should be after the start date

Revenue Support

This option enable the revenue tracking. When checked the Revenue mode is added to the Folio.

Optional Parameters
DescriptionGive a description of the folio, if require
Info

FOLIO will automatically create a JIRA saved filter that will be owned by the user creating the folio. The filter can be seen in the folio's configuration under the scope tab.
The filter will be private but can be easily shared via the edit shares of the JIRA saved filters.

 

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Scrum
Scrum
3. Scrum

Use this approach when you want to track a project based on an Agile Scrum Board. The scope will be defined by the filter of the Scrum board and most of the folio's configuration settings such as the working days and the earning rules will be driven by the board's configuration settings avoiding any duplication.

 

 

Required Parameters
Folio Name 

Name of the folio.
Maximum of 255 characters

Scrum Board

Select the Scrum board to associate your folio with
Note only the Scrum board that you can see will be available as an option

Start Date

This is the date from which you want to start reporting expenses and positions in a folio.
Should be before the end date

End Date

This is the date the folio ends. This is a critical date since it gives the pace of progress the team
should maintain to successfully complete the folio scope.
Should be after the start date

Revenue Support

This option enable the revenue tracking. When checked the Revenue mode is added to the Folio.

Optional Parameters
DescriptionGive a description of the folio, if require
Info

FOLIO will automatically create a JIRA saved filter that will be owned by the user creating the folio. The filter will be private but can be easily shared via the edit shares of the JIRA saved filters. Since query will be kept in synch with the GreenHopper's board filter query any changes on the query will be ignored.

Info

This option is only available if you have GreenHopper 6.1.1 or higher installed and fully lincensed.

 

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Kanban
Kanban
4. Kanban

Use this approach when you want to track a project based on a Kanban Board. The scope will be defined by the filter of the Kanban board and most of the folio's configuration settings such as the working days and the earning rules will be driven by the board's configuration settings avoiding any duplication.

 

Required Parameters
Folio Name 

Name of the folio.
Maximum of 255 characters

Kanban Board

Select the Kanban board to associate your folio with
Note only the Kanban board that you can see will be available as an option

Start Date

This is the date from which you want to start reporting expenses and positions in a folio.
Should be before the end date

End Date

This is the date the folio ends. This is a critical date since it gives the pace of progress the team
should maintain to successfully complete the folio scope.
Should be after the start date

Revenue Support

This option enable the revenue tracking. When checked the Revenue mode is added to the Folio.

Optional Parameters
DescriptionGive a description of the folio, if require
Info

FOLIO will automatically create a JIRA saved filter that will be owned by the user creating the folio. The filter will be private but can be easily shared via the edit shares of the JIRA saved filters. Since query will be kept in synch with the GreenHopper's board filter query any changes on the query will be ignored.

Info

This option is only available if you have GreenHopper 6.1.1 or higher installed and fully lincensed.

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Sample
Sample
5. Create Sample Project

See Getting Start / Create sample project for more information.

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ChangingDate
ChangingDate
Changing The Folio Dates

The start date and end date of the folio can also be edited directly from any folio pages by clicking on the date itself in the upper left corner of the page.


 

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