Project managers must constantly juggle with time, scope and budget; the well-known constraint triangle. FOLIO helps you deal with that by letting you define a financial plan, a scope and a time frame through Folios.

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 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 options

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

These options mainly determine how the Folio's scope will be defined.

Folio scope

The Folio scope is a list of JIRA issues, defined by a JIRA saved filter. When a Folio is created, FOLIO automatically creates a saved filter owned by the user creating the Folio. The filter can be seen in the folio's configuration, under the Scope tab. The filter is private by default but can easily be shared by editing the shares of the saved filter. Unless the folio is associated with an Agile board, the query of the saved filter can be modified at any time.

JIRA Projects

Use this option when the scope of the folio should include all issues belonging to one or more existing JIRA projects. Selecting this option brings up a dialog where you can pick JIRA projects to include. To add a project, start typing its name in the Projects field and select the project in the suggestion list. Repeat for every project to add.

Required Parameters
Folio Name	Name of the folio. Maximum of 255 characters
Start Date	Date from which expenses and revenues defined in the folio will be accounted for. This would normally be the date at which the team is planned to start working on the scope of the folio. Must be before the end date
End Date	Date until which expenses and revenues defined in the folio will be accounted for. This is the planned end date of the project and is critical since it defines the pace of progress the team should maintain to successfully complete the folio's scope. Must be after the start date
Revenue Support	If selected, enables revenue tracking. This adds a Revenue tab for registering planned and actual revenues in the Folio and revenue information in overviews and reports.
Projects	List of JIRA projects that will constitute the scope of the folio.
Optional Parameters
Description	Detailed description of the folio

Advanced

Use this option when the scope of the Folio should be based on an existing Saved filter. This gives you total flexibility on how the list of issues for the Folio is defined.

Required Parameters
Folio Name	Name of the folio. Maximum of 255 characters
Saved Filter	Existing JIRA saved filter that will define the scope of the folio
Start Date	Date from which expenses and revenues defined in the folio will be accounted for. This would normally be the date at which the team is planned to start working on the scope of the folio. Must be before the end date
End Date	Date until which expenses and revenues defined in the folio will be accounted for. This is the planned end date of the project and is critical since it defines the pace of progress the team should maintain to successfully complete the folio's scope. Must be after the start date
Revenue Support	If selected, enables revenue tracking. This adds a Revenue tab for registering planned and actual revenues in the Folio and revenue information in overviews and reports.
Optional Parameters
Description	Detailed description of the folio

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
Description	Give a description of the folio, if require

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.

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

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
Description	Give a description of the folio, if require

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.

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

5. Create Sample Project

See Getting Start / Create sample project for more information.

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.

On this page:

Create a Folio

Related pages:

Create a folio