Kitologic is proud to announce the release of FOLIO 3.5, Folio's biggest release since its launch enabling you to:
- See past project status and indices variation over time by consulting the Steering committee report
- Better track how your money is spent by consulting the Expenses report
- Create your own reports by exporting the Expenses report to an Excel spreadsheet
- Configure different time tracking options per portfolio
Specify your tolerance to get better progression of warning level on health metrics
This release also includes a number of improvements and fixes.
The steering committee report presents a summary of the portfolio's status using various financial and health metrics at a 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.
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. 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.
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 configuration panel. The parameters that were used to generate the report can be found on the second tab of the generated spreadsheet.
Configure different time tracking options per portfolio
The week days and hours per week are now more flexible and can be set per portfolio.
Their default values are based on the JIRA Timetracking but can easily be changed via the portfolio's configuration to better match your needs.
Specify your tolerance to get better progression of warning level on health metrics
In the accounting configuration we have added the new tolerance setting; a designated percent of your portfolio's health indexes that will be tolerated before becoming red.
Your portfolio's health indexes will turn yellow when the tolerance mark is reached.
Improvements
- FOLIO-97Getting issue details... STATUS
- FOLIO-98Getting issue details... STATUS
- FOLIO-96Getting issue details... STATUS
- FOLIO-99Getting issue details... STATUS
- FOLIO-100Getting issue details... STATUS
- FOLIO-104Getting issue details... STATUS
- FOLIO-107Getting issue details... STATUS
- FOLIO-108Getting issue details... STATUS
Bug Fixes
- FOLIO-103Getting issue details... STATUS
- FOLIO-106Getting issue details... STATUS