FOLIO contains all needed components to monitor the statuses of a project or group of projects. All project managers must juggle with time, scope and budget; the well-known constraint triangle. FOLIO will help you with those critical aspects by letting you plan a budget, define a scope and a time frame.

Create a Portfolio

First time in FOLIO

The first time you log in FOLIO, the getting started page will be displayed and you will be able to create your first portfolio from this screen via the "Create a new portfolio" link. Note that you will have access to the user guide, the latest release notes and many more useful sites via this page. The getting started page will always be accessible via the main FOLIO menu.

To access FOLIO simply click on the FOLIO menu in the your JIRA header

Thereafter in FOLIO

You can create a portfolio by clicking the "Cog" menu and by selecting the Create item. Note that the Tool Cog is available in all FOLIO pages.

How to create a portfolio

Four different approaches are available when you create a portfolio:

1. JIRA Projects

Use this approach when the scope of the portfolio is based on one or more existing projects in JIRA.
To select more than one project, click the arrow again of the project field and select a second project name and then a third etc.

Required Parameters
Portfolio Name	Name of the portfolio. Maximum of 255 characters
Projects	Select one or more projects that will define your portfolio's scope
Start Date	This is the date from which you want to start reporting expenses and positions in a portfolio. Should be before the end date
End Date	This is the date the portfolio ends. This is a critical date since it gives the pace of progress the team should maintain to successfully complete the portfolio scope. Should be after the start date
Optional Parameters
Description	Give a description of the Portfolio, if require

FOLIO will automatically create a JIRA saved filter that will be owned by the user creating the portfolio. The filter can be seen in the portfolio's configuration under the scope tab.
The filter will be private but can be easily shared via the edit shares of the JIRA saved filters.

2. Advanced

Use this approach when the scope of the portfolio is based on an existing JIRA saved filters.
Promote this approach if the issues defining the scope have specific characteristics and are from one or more projects

Required Parameters
Portfolio Name	Name of the portfolio. Maximum of 255 characters
Saved Filter	Select the JIRA saved filter to define the scope of your portfolio
Start Date	This is the date from which you want to start reporting expenses and positions in a portfolio. Should be before the end date
End Date	This is the date the portfolio ends. This is a critical date since it gives the pace of progress the team should maintain to successfully complete the portfolio scope. Should be after the start date
Optional Parameters
Description	Give a description of the Portfolio, if require

3. 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 portfolio'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
Portfolio Name	Name of the portfolio. Maximum of 255 characters
Scrum Board	Select the Scrum board to associate your portfolio 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 portfolio. Should be before the end date
End Date	This is the date the portfolio ends. This is a critical date since it gives the pace of progress the team should maintain to successfully complete the portfolio scope. Should be after the start date
Optional Parameters
Description	Give a description of the Portfolio, if require

FOLIO will automatically create a JIRA saved filter that will be owned by the user creating the portfolio. 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 portfolio'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
Portfolio Name	Name of the portfolio. Maximum of 255 characters
Kanban Board	Select the Kanban board to associate your portfolio 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 portfolio. Should be before the end date
End Date	This is the date the portfolio ends. This is a critical date since it gives the pace of progress the team should maintain to successfully complete the portfolio scope. Should be after the start date
Optional Parameters
Description	Give a description of the Portfolio, if require

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

Changing The Portfolio Dates

The start date and end date of the portfolio can also be edited directly from any portfolio pages by clicking on the date itself in the upper left corner of the page.

On this page:

Create a Folio

Related pages:

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