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Dynamic Portfolios are another great way to organize/structure your Folios. E.g. you as project manager want a view on all Folios where you are the project manager or your financial manager wants a view on all Folios for the current financial year. This can be achieved by using custom fields on your Folio. Please refer to our documentation here.
Create templates
Creating Folios can be a time consuming process, especially when it comes to adding your teams and staff to the Folios. As you are aware, this configuration is key to ensure that all work on the issues within the scope of your Folio is captured and converted to a financial cost.
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