Evaluating FOLIO?If you would like to just poke around in some sample data and take a look at the budget, actual and forecast as they would appear mid-project.
To create a sample project, either: Go to Financials > Getting Started. In the Getting Started page click on the "create a sample project" link. 
Or when inside FOLIO, click on the create menu item from the FOLIO action menu and select the Sample Folio option. 
FOLIO will ask you to enter a project name, a project key (must be uppercase letters) and a project lead.  Image Removed Image Added
After you clicked on the Create button FOLIO will create: - A JIRA Project with sample issues
- A Folio with sample expenses, positions, revenues and a team based on current JIRA users (up to 6).
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You are now ready to test FOLIO! | Info |
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Once you are done with the sample folio you can safely - Delete the JIRA project (see JIRA Documentation) and its associated Saved Filter.
- Delete the sample folio via the action (cog) menu in the right upper corner of your Folio's pages.
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