Sample Project

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.

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).
  
  

You are now ready to test FOLIO!