FOLIO 4.3 Release Notes

Kitologic is proud to bring you FOLIO 4.3 that will enable you to:

• Get a cross-project view of all people working under the same portfolio
• Define your own custom fields for your expenses
• Enjoy a faster and more responsive experience
• Export folio and portfolio steering committee reports to Excel format
• Specify a currency for your portfolios, and get all amounts of money automatically converted

This release also includes a number of improvements and fixes.

Get a cross-project view of all people working under the same portfolio

A new Team tab is introduced when viewing a portfolio. It will allow you to easily monitor everyone who is working in the portfolio's project teams. Use it to discover who is over-allocated or who is assigned too much work for the time allocated, across projects. Take a peek at the issues each person is working on. Discover at a glance what is the average cost of one worked hour in an overall portfolio of projects.

Select a person by clicking on it and see the detailed information on all of her assignations on the right. Select many people at once (by holding the Shift or Control key and clicking on them) and see their aggregated resource load information, broke down by role.

Define your own custom fields for your expenses

You could already attach files to your expenses. You can now define custom fields for your project's expenses, for each folio. This will let you set that SAP ID, Billing number, or whatever other precious tracking information you have at hand and would like to see attached to your expenses.

Simply go to your folio's configuration and select the Expense Fields tab. Then enter the names of the fields you want to appear in your expenses, and you're done! From now on, you will see new text fields appear in actual expenses' edition forms, just before the description field, where you can enter the values you want. The info you populate in these fields will appear in the Extra information section when selecting an expense in the Actual tab. It will also show up in the exported Expenses report.

Enjoy a faster and more responsive experience

Because you have better things to do than waiting, we did a lot of work to make FOLIO as fast as possible while keeping all these numbers up-to-date in real-time. We brought many improvements that make most screens load faster and let you get to that key piece of info you're looking for quickly. Loading that large portfolio of yours now will happen up to 5X faster!

Export folio and portfolio steering committee reports to Excel format

The popular steering committee report, both folio's and portfolio's, can now be exported to Excel format, just like all other reports. Add your own notes and charts before bringing these numbers to the next meeting!

Specify a currency for your portfolios, and get all amounts of money automatically converted

Improvements

Bug Fixes