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Comment: Migrated to Confluence 5.3
Bug Fixes

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Visualize all your team members overheads

In order to see how efficiently the resources are used, FOLIO adds the notion of overhead. This one indicates the percentage of hours that were not credited to the portfolio's scope for a specific member. It is computed based on the entries of the worked hours table vs the availabilities defined in the wage table, both located in the right hand side column. You can also inspect the tendency of a member's overheads based on the 3 last entries of the worked hours table.

 

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Build a budget faster with the possibility to create multiple positions in the same operation

You can now repeat up to 25 times the creation of a single position in a single operation.

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Visualize all versions of the projects part of the portfolio on the forecast chart

In order to help you in your decision making you can now visualize the versions in the portfolio forecast. See their related cost vs their planned cost and the earned value delivered or yet to achieve.

 

 

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Set FOLIO as your JIRA Home page

You can now set FOLIO to be your JIRA home page by simply opening up JIRA and clicking the drop-down icon in the top right corner next to your name.  In the drop down menu, set your JIRA home to FOLIO.  From now on, every time you login to JIRA, you will be taken to your last visited portfolio's overview.

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Improvements

overview, at any given point in time. The report allows you to see the indices variations to another date via the 'Compared to' date parameter. Variations are colored in order to indicate if the change is good (green), requires vigilance (yellow) or is bad (red). You can also get it in a printable version from the report's action menu or by hitting "p" while consulting it.

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Kitologic is proud to announce the release of FOLIO 3.4, 5, Folio's biggest release since its launch enabling you to:

This release also includes a number of improvements and fixes.


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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

scope

To help you build your status showing you the usual financial and health metrics you get in the portfolio's team faster, FOLIO introduces the work logs inspector. This one will list all the users that have logged hours on one or more issues part of the portfolio's scope and within its time frame. If not already a member of the team, you will be able to quickly add a user to your team by clicking on the ''+'' button. The work log inspector is accessible directly from the Clock icon within the team browser or by simply typing the keyboard shortcut "w". Note that FOLIO supports most timesheet add-ons such as Tempo.Image Removed

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

The Expenses report presents a uniform and accurate report of expenses for a given time frame. The report can be generated for both planned and actual expenses in a variety of ways by setting any or all of the many parameters it offers. And as you can expect, you can get a printable version of it using the report's action menu or by hitting "p" while consulting it.

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

The Expenses report can be exported to Excel format to give you all the latitude you need to further digest, analyze or graph the data. Do it by selecting the "Export to Excel" item in the report's action menu found on the top right of the report's parameters panel. The parameters that were used to generate the report can be found on the second tab of the generated spreadsheet.

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Configure different time tracking options per portfolio

The working week days and number of hours per normal working day can now be set for each portfolio, giving you more flexibility to handle various working schedules. Of course, you will not be required to configure these for each and every portfolio, since the default values used are the ones defined in JIRA's Time tracking configuration.

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

In the portfolio's accounting configuration we have added a new tolerance setting; a designated percentage of your portfolio's health indices that will be tolerated before turning red. While in the tolerated range, your portfolio's health indices will turn yellow, clearly indicating that these require your attention, but not lighting the fire alarm too quick.

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