FOLIO 3.5 Release Notes

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

• State 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 showing you the usual financial and health metrics you get in the portfolio's overview, at any 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 it offers. 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's parameters 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 working week days and number of hours per normal working day can now be set for each portfolio, giving you more flexibility to handle various working schedules. Of course, you will not be required to configure these for each and every portfolio, since the default values used are the ones defined in JIRA's Time tracking configuration.

 

State your tolerance to get better progression of warning level on health metrics

In the portfolio's accounting configuration we have added a new tolerance setting; a designated percentage of your portfolio's health indices that will be tolerated before turning red. While in the tolerated range, your portfolio's health indices will turn yellow, clearly indicating that these require your attention, but not lighting the fire alarm too quick.

Improvements

FOLIO-97 - Getting issue details... STATUS

FOLIO-98 - Getting issue details... STATUS

FOLIO-96 - Getting issue details... STATUS

FOLIO-99 - Getting issue details... STATUS

FOLIO-100 - Getting issue details... STATUS

FOLIO-104 - Getting issue details... STATUS

FOLIO-107 - Getting issue details... STATUS

FOLIO-108 - Getting issue details... STATUS

Bug Fixes

FOLIO-103 - Getting issue details... STATUS

FOLIO-106 - Getting issue details... STATUS