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Limiting the scope of a Folio (amount of issues within a Folio) is probably the most important key for the use of Tempo Budgets. It both 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 recommendations can be found here.

A Folio can be placed in multiple Portfolios

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