Global Configuration

FOLIO's Global Configuration allows you to specify basic configuration settings that will provide default configuration values for new Folios you create. To access FOLIO's Global Configuration screens, navigate to Administration > Add-ons and then locate the FOLIO section in the navigation bar on the left. You must have JIRA administrator permissions to access the Global Configuration.

Note

Modifications in the Global Configuration won't affect existing Folios. The Global Configuration is only used at Folio creation time.

Accounting

Default Accounting configuration for new Folios.

Reserve	Management reserve is for unforeseen risks. It is a percentage of the total budget.
Contingency	Contingency is for known risks. It is a percentage of every expense's payment.
Tolerance	Tolerance percentage for the folio's performance indices.
Currency	Currency to be used for all amounts of the Folio.
Capitalized Issues	Labels marking issues on which worked hours should incur capitalized rather than operational costs.

Overtime Rules

Define one or more overtime rules that may be applied to Folios' team members. The wage multiplier will be applied to the member's wage for hours worked beyond the defined regular hours per day or per week.

Rule's Name	Name of the overtime rule
Reg. Hours	Number of hours considered as regular hours in the time period specified under Frequency. All exceeding hours in the period will be considered as overtime. Must be greater or equals to 0.
Frequency	Time period for which this rule applies. Per day or Per week.
Wage Multiplier	Multiplier to apply to the wage for overtime hours when calculating costs or revenues. Must be greater or equals to 0.

Since the overtime rules are used globally, we strongly suggest that the name of a rule reflects its own definition.
e.g. For a rule with 40 regular hours per week and 1.5 as a wage multiplier the name could be 40h per week - x1.5

When deleting an overtime rule that is associated with one or more team members, all manually entered overtime hours will be transferred to the regular hours.

Working Days and Hours

Default Working Days and Hours configuration for new Folios.

Worked hours	If the Synchronise with the JIRA Worklogs option is selected, then the actual costs related to team members will be automatically calculated based on hours logged on the Folio's issues. If not selected, FOLIO evaluates the number of worked hours of a team member based on his or her Allocation percentage, as defined in the member's Cost Rates table.
Hours per Day	Number of normal working hours per day.
Working Days	Normal working weekdays.
Non-Working Dates	Calendar view of all Non-Working Dates such as a public holidays.

Export Formats

The Export Formats tab lets you specify formats for dates and numbers when you export costs, revenues and team members in CSV. This configuration can be overridden at the Folio level.

Date Format

Formats for date
eg: yyyy/MM/dd

Must follow the standard Java guidelines

Grouping Separator

Grouping separator for numbers
eg: 10,000.00

Decimal Separator

Decimal separator for numbers
eg: 10,000.00

Folio Custom Fields

This section allows you to define Custom fields and a default prioritization for Folios. Custom Fields allow to enter extra information in Folios and have it displayed in their Overview and Steering Committee Report, as well as new columns in the Manage Portfolios screen. Values of these custom fields are specified in each Folio's configuration, under the General Information tab. Furthermore in this section, you can select one existing Folio custom field to be used for ranking (prioritizing) Folios. The value of the ranking field will then be used to determine the sorting order of Folios in the Manage Portfolios screen and as the default sort order for Folios in the Portfolio Overviews and Steering Committee Report.

Managing Custom Fields

The Folio Custom Fields tab in FOLIO's Global Configuration screen shows the list of all Custom Fields already defined for your Folios. They are sorted alphabetically and each entry in the list displays the following:

A number between parentheses indicating the number of Folios that have a value specified for that field. Nothing is displayed if no Folio has a value for that field.
The name of the Custom Field
The custom field type
The custom field options (in the case of a Select List)
If the field is required or not
If the field is starred or not

4 types of custom field are available.

Text Field (single line) - A basic single line text box custom field to allow simple text input.
Select List (single choice) - A single select list with a configurable list of options.
Date Picker - A custom field that stores dates and uses a date picker to view them
User Picker (single user) - Choose a user from the user base via a popup picker window.

Making the field Required will force users to enter a value when adding or updating a folio.

Starred Custom Fields

() Starred custom fields will automatically be added as a column in the manage portfolio screen the field.

Specifying Folio Ranking

One of the existing Folio custom fields can be selected to be used for ranking (prioritizing) Folios. The value of the ranking field will then be used to determine the sorting order of Folios in the Manage Portfolios screen and as the default sort order for Folios in the Portfolio Overviews and Steering Committee Report.

To select a Custom Field to be used for ranking, click the value (in bold) of the Order by setting to make it editable. Start typing the name of the Custom Field to use and then select it in the suggestions appearing below the field. Selecting None means the default sort order will be used for Folios. When an Order by value other than None is selected, the Order options become available. Select Ascending to have Folios sorted by their ascending ranking field value, Descending for the opposite.

The sorting of Folios based on the selected Custom Field is determined as follows:

Values starting with numbers are considered smaller than values starting with letters
- ex: 123 < ABC
Values starting with numbers are compared by their leading numeric part first, then alphabetically using the remaining part.
- ex: 1 < 02A < 02B < 11
Values not starting with numbers are sorted alphabetically, case-insensitively.
- ex: AA < aB < cc

Note that Folio sorting can be overridden per Portfolio, through the Manage Portfolios screen.

Jira Agile Integration

To be able to create folios associated with a Scrum or a Kanban board, FOLIO needs to be connected with JIRA Agile. By default, FOLIO automatically detects and attempts to connect with JIRA Agile when starting up. If for any reason FOLIO fails to connect with JIRA Agile, you can manually trigger the connection by clicking the Connect now button.

Permissions

You can specify one or more groups to act as FOLIO super administrators. These super administrators will have full access in read and write mode on all folios and portfolios.
A good way to recover all orphan folios or portfolios (owner no longer active in JIRA).

The FOLIO application is by default accessible to all logged in JIRA users via the main Folio menu. You may override this by specifying the JIRA user groups that will have access to the FOLIO application.

On this page:

Accounting
Overtime Rules
Working Days and Hours
Export Formats
Folio Custom Fields
JIRA Agile Integration
Permissions

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