This is the documentation for an older version of Folio and has been moved to the Tempo instance.
Please view the Folio Category in the Tempo Products Wiki Categories for all versions of Folio's Documentation.

Getting started

Owned by JeanH (Deactivated)
Last updated: Oct 20, 2014 by Marc-André Thibodeau

This section contains resources that will help you find your way and get started with FOLIO.

1. Grasp the Basic Concepts

Make sure you get familiar with the Basic Concepts before digging into FOLIO's pages. This will help you better understand the purpose of FOLIO and the terms used throughout its pages. Be sure to watch the Getting Started video tutorial demonstrates the main features of FOLIO:


2. Access FOLIO

The Financials menu is visible if and only if the logged in user can browse at least one project

The following conditions must be met before you can access FOLIO:

  • JIRA and FOLIO need to be properly installed and licensed before you can access FOLIO's pages.
  • You must be logged in with a user who can browse at least one project.
  • You must be logged in with a user who has the permission to use FOLIO. By default, all users have this permission, but it can be attributed on a JIRA user group basis by an JIRA administrator.

Once these conditions are met, a Financials menu will appear in JIRA's top bar. Click the Financials menu or hit keys g, then f to go to FOLIO.

3. Create a Sample Project

You should then create a Sample Project in order to experiment with all the features and get a feel of what it is like to use FOLIO in a realistic project that is underway.

Related pages: