Creating a Folio

Project managers are faced with an ongoing effort to manage time, scope and budget constraints. Tempo Budgets helps you to manage constraints by letting you define a financial plan, a scope and a time frame using Folios.

The ampersand (&) character is not supported in titles for Folios or Portfolios. 

Creating a Folio from the Getting Started page

To access the Getting Started page, select Budgets in the Tempo toolbar, or select Tempo > Budgets from the Jira menu bar, then click Getting Started at the top-right of the Manage Portfolios page. From the Getting started page you will be able to create a Folio by clicking the Create a new folio link. This page gives you access to the user documentation, the latest release notes and many other useful links and information.

Creating a Folio from the Manage Portfolios page

Select Tempo > Budgets to access the  Manage Portfolios page. You can create a Folio by clicking the Create New Folio button in the Po.

Creating a Folio from inside a Folio

You can create a new Folio by clicking the Create in the Folio action menu available when you are in the Folio view, the click Next.

Selecting the folio's scope

The Scope option Dialog appears.

The Folio scope is a list of Jira issues, defined by a JIRA saved filter. When a Folio is created, Tempo Budgets automatically creates a saved filter owned by the user creating the Folio. The filter can be seen in the folio's configuration, under the Scope tab.The visibility of the folios is driven by the shares of the filter. By default the filter is private thus the folio will only be accessible by its creator and all Tempo Super administrators. To grant access in read and/or write mode to the folio you will have to adjust the folio's permissions or the filter's shares.

The folio's scope can be defined in multiple ways:

• Based on one or more Jira projects.
  All issues from the select Jira projects will be part of the folio's scope. A private filter will be created under the folio's creator and will look like: Project in ('PROJECT_KEY1', 'PROJECT_KEY2')
  

• Based on specific issues
  All selected issues will be part of the folio's scope. A private filter will be created under the folio's creator and will look like: issueKey IN ('ISSUE_KEY1', 'ISSUE_KEY2')

   

• Based on a JIRA Saved filter
  All issues collected by the Jira saved filter will be included in the folio's scope. The filter is reused as is.

  

  Note that the visibility (read mode) of the folio is defined by the Jira saved filter's shares. To override the access in read and/or write mode to the folio you will have to adjust the folio's permissions.

• Based on a 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.
  

• Based on one or more Tempo Customers
  All issues associated with an account linked to at least one of the selected Tempo customer will be part of the folio's scope. A private filter will be created under the folio's creator and will look like: Account IN accountsByCustomer('CUSTOMER_KEY1', 'CUSTOMER_KEY2')

   

• Based on one or more Tempo Accounts
  All issues associated with at least on the selected Tempo accounts will be part of the folio's scope. A private filter will be created under the folio's creator and will look like: Account IN ('ACCOUNT_KEY1', 'ACCOUNT_KEY2')
  

Based on a Agile Board
All issues related to the board's backlog will be part of the folio's scope. Only the boards you can see will be available as options. Use this option when you want to track a project based on an Agile Board. Most of the Folio's configuration settings such as the working days and the earning rules will be driven by the Board's configuration settings, avoiding duplication.

Board option is only available if you have GreenHopper 6.1.1 or higher installed and fully lincenced.

The saved filter associated with a Folio created from an Agile Board will be kept synchronized with the Board's saved filter query. Any changes made on the query of the Folio's filter will be ignored.

Folio Type selection

Once you are presented with the Folio creation dialog, you can proceed with Folio creation in various ways.

Each Folio Type presented can be used to set up a Folio configured to attain certain management goals. Any setting ending up in the Folio's configuration following the selection of a Folio Type is fully editable and reversible, if need be. Once you have selected the Folio type, click Next to bring up the Create Folio dialog.

Earned Value Management

Earned value management (EVM) is a project management technique for measuring project performance and progress. It has the ability to combine measurements of the project management triangle: Scope, Schedule, and Costs. In a single integrated system, Earned Value Management is able to provide accurate forecasts of project performance problems. This is ideal when you have a budget up-front and the scope is relatively stable and is estimated.

An EVM Folio tracks only Costs by default, but you can activate Revenues tracking as well from the Folio's configuration (Accounting > Track Revenues) at any point in time.

Simple Cost Management

Track actual expenditures of a project and put them in contrast with planned baseline. Derive basic forecasts and time estimates. When not using EVM, you can choose to get a completion ratio and estimate cost at completion based on project schedule progress (number of worked days vs the number of remaining working days in Folio's timeframe), rather than on tasks progress (the default).

Costs and Revenues Management

Same as Simple Cost Management, except it adds support for tracking Revenues as well and provides information about profitability.

Sample Folio

Select this option for example if you are evaluating or want to demonstrate Folio with mock data. This allows you to safely explore Tempo Budgets's features by creating a JIRA project and an associated Folio as it would be while in progress. Please refer to the Sample project page for more information.

Once the folio's scope is selected and Next button is clicked, the Create dialog appears. Fill-in the dialog and click Create to proceed with the Folio creation.