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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" > Getting Started In the Getting Started page click on the "create a sample project" link

 

 

FOLIO will ask you to enter a project name, a project key and a project leader.

 

 

After you clicked on the "Create" button FOLIO will create:

  • A JIRA Project with sample issues 
  • A folio with sample expenses, positions and a team based on current JIRA users.
  • You are now ready to test FOLIO

 

Once you are done with the sample folio you can

  1. Safely delete the JIRA porject (see JIRA Documentation)
  2. Delete the sample folio via the action (cog) menu in the right upper corner of your FOLIO pages.

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