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 go to menu "Portfolio" , either: Go to Portfolio > 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 leaderlead.
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
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Once you are done with the sample folio you can safely Safely delete porject - project (see JIRA Documentation)
- Delete the sample folio via the action (cog) menu in the right upper corner of your FOLIO pages.
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