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, either:

Go to Financials > Getting Started. In the Getting Started page click on the "create a sample project" link.

Or when inside FOLIO, click on the create menu item from the FOLIO action menu and select the Sample Folio option.

FOLIO will ask you to enter a project name, a project key (must be uppercase letters) and a project lead.

After you clicked on the Create button FOLIO will create:

A JIRA Project with sample issues
A Folio with sample expenses, positions, revenues and a team based on current JIRA users (up to 6).

You are now ready to test FOLIO!

Once you are done with the sample folio you can safely

Delete the JIRA project (see JIRA Documentation) and its associated Saved Filter.
Delete the sample folio via the action (cog) menu in the right upper corner of your Folio's pages.

Related pages:

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