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Config
Config
Global Configuration

FOLIO's global configuration Global Configuration allows you to specify basic configuration settings that will be used as default every time you create a new Foliosprovide default configuration values for new Folios you create. To access FOLIO's Global Configuration screen screens, navigate to Administration > Add-ons . Then and then locate the FOLIO section in the navigation bar on the left.You must have JIRA administrator permissions to access the Global Configuration.

 

Note
titleNote

Modifications in the Global Configuration won't affect existing Folios. The Global Configuration is only used at Folio creation time.

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Accounting
Accounting
Accounting

Default Accounting configuration for new Folios.

 

Defines the currency that will be used across the folio
ReserveManagement reserve is for unforeseen risks.  It  It is a percentage of the total budget.
ContingencyContingency is for known risks. It is a percentage of every expense's payment.
ToleranceTolerance percentage for the folio's performance indicesIt defines a warning state (yellow) for the indices before turning hot red!  
CurrencyCurrencyCurrency to be used for all amounts of the Folio.

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Nwd
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Working Days and Hours

Default Working Days and Hours configuration for new Folios.

 

Worked hoursBy default FOLIO will evaluate the worked hours of a team member based on its availability defined in the member's wage table.
The owner can manually override the computed hours with a specific value for a specific period for each team member via the worked hours table.
If JIRA is used to track time spent on the issues (using JIRA itself or any other Time tracking add-ons such as Tempo) FOLIO can be set to retrieve the team members worked hours directly from the issue worklogs by enabling the "Synchronize with JIRA's work logs" optionIf the Synchronise with the JIRA Worklogs option is selected, then the actual costs related to team members will be automatically calculated based on hours logged on the Folio's issues. If not selected, FOLIO evaluates the number of worked hours of a team member based on his or her Allocation percentage, as defined in the member's Wages table.
Hours per DayNumber of normal working hours per day (Default JIRA Hours per Day settings).
Working DaysWorking days per week (Default JIRA Days per Week settings)Normal working weekdays.
Non-Working DatesA non-working date Calendar view of all Non-Working Dates such as a public holidayholidays.

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Jira
Jira
Jira Agile Integration

To be able to create folios associated with a Scrum or a Kanban board, FOLIO needs to be connected with JIRA Agile. In case of Folio was installed before JIRA Agile you will need to Connect Folio with JIRA Agile By default, FOLIO automatically detects and attempts to connect with JIRA Agile when starting up. If for any reason FOLIO fails to connect with JIRA Agile, you can manually trigger the connection by clicking the Connect now button.

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