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Limiting the scope of a Folio (amount of issues within a Folio) is probably the most important key changer for the use of Tempo Budgets. It both helps to improve improves the performance and gives you a more reliable status of your Folio and a more accurate forecast. Limiting the scope is mainly achieved by choosing the correct parameters that define your project. The Tempo Budgets UI wizard is a good start but for larger Folios you should create a JQL filter BEFORE you create the Folio. This might be achieved by various JQL functions and operators available. A more complete guide with recommandations recommendations can be found here.
A Folio can be placed in many Portfolios
Most people are not aware that they can place the SAME same Folio into multiple Portfolios. Make use of it! it helps Reusing the Folios within Portfolios will enable you to avoid creating too overly large scopes for the Folios. And it helps in order to analys analyze your data from different angelsangles. One angle might be to look on the project side and another focus might be on the team view. Let´s
Let's assume you have a project Project 1 that which team A, B and C are working on, and another project , Project 2 where , which Team B and C is are working on. Then you You can create 3 Folios (for Team A, B and C, respectively) for the project Project 1 (and create a Portfolio for thatProject 1) and you can create 2 Folios under project Project 2 for Team B and C, respectively. Then you could link the Folios from Team A under another Portfolio (e.g. Portfolio Team A) and place this Portfolio in another Portfolio tree. This way you get a comprehensive view on your projects and additional get a view on your teams - see what they are working on and how they are performing.
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