To create a folio in Tempo Budgets for Server

To create a new folio in /wiki/spaces/THC/pages/246024429, you need to have /wiki/spaces/THC/pages/255918086 permissions:

  1. From the Tempo menu, click more... in the FOLIOS section.
  2. On the Manage Portfolios page, click the Create New Folio button or Create a folio link in the sidebar.
  3. Select a folio scope. The Folio scope is a list of Jira issues, defined by a Jira saved filter. Select from:
    1. Jira projects – All issues from the selected Jira projects will be part of the folio's scope. A private filter will be created under the folio's creator.
    2. Issues – All selected issues will be part of the folio's scope. A private filter will be created under the folio's creator.
    3. Jira Saved filter – All issues derived from the Jira saved filter will be part of the folio's scope. The filter is reused as is.
    4. Custom JQL (Advanced) – All issues derived from the custom JQL will be part of the folio's scope. A private filter will be created under the folio's creator based on the entered JQL.
    5. Customers – All issues associated with an account linked to at least one of the selected Tempo customers. A private filter will be created under the folio's creator.
    6. Accounts – All issues associated with at least one of the selected Tempo accounts. A private filter will be created under the folio's creator. 
  4. Select what to track:
    1. Simple Costs – Plan and track costs only.
    2. Costs and Revenue – Plan and track costs, revenue, and profitability.
    3. Earned Value – Plan and track costs using the /wiki/spaces/THC/pages/298189146(EVM) technique.                               
  5. Enter information about the new folio:
    1. Name – Enter a name for the new folio. Note that the ampersand (&) character is not supported as part of a title for folios or portfolios. Instead, type the word 'and' within your title.
    2. Main Currency – Select a default currency for your folio.
    3. Start Date – Select the start date for the folio. The start date and the end date for the folio will determine which worklogs are included in the folio cost and revenues.
    4. End Date – Select the start date for the folio. The start date and the end date for the folio will determine which worklogs are included in the folio cost and revenues.
    5. Projects – Select one or more projects to include in the folio. The issues in the project(s) will determine which worklogs are included in the folio cost and revenues.
    6. Portfolios – If you want to include this folio in a larger portfolio, select it here.
    7. Project Manager – Select a project manager.
    8. Risk Level – Select a risk level for this folio:
      1. High Risk
      2. Medium Risk
      3. Low Risk
    9. Description - Enter a description of the folio (maximum 500 characters).
  6. Click Create.

Any folio that you create will automatically grant you /wiki/spaces/THC/pages/256278529permissions for that folio.