Projects

Projects are the core unit of work in FolioProjects. They bring stakeholders together, organize information, and feed our AI project-management copilot so it can analyze context and make useful, traceable suggestions.

This guide gives you a comprehensive tour of project features and how they fit together. It also links out to focused docs when you want to go deeper.

Table of Contents

• Projects
• Administration
• Dashboard
• Workflows
• Assets
• Activity & Audit
• Risk Management
• Links
• RAG Chatbot
• Lessons Learned
• RLHF Analysis
• HueFlux
• Comments
• Subscribers
• Sharing
• Privacy
• Billing
• FAQ
• Glossary

Projects

Create, manage, analyze, and share projects. The richer your project data, the more valuable it is to stakeholders and to the AI copilot.

Avoid cold starts. When creating a project, provide a title and description and pick an LLM (e.g., OpenAI, Mistral, Meta). FolioProjects can draft workflow tasks, assets, and risks based on your goal. As you accept or edit these suggestions, the system learns what “good” looks like for you—this is part of Reinforcement Learning from Human Feedback (RLHF).

You can access your projects from the main dashboard after sign-in and from your profile. Use the “New Project” button on the list view to get started quickly.

Administration

In the project header, the Manage button is visible to accepted Admins only. Admins can update project details, choose the LLM used for analysis and the RAG chatbot, manage privacy, and configure collaboration settings.

Tip: Fill in dates, budget, location, stakeholders, and milestones early. This enables schedule health indicators (EVM—Schedule) and improves recommendations.

Dashboard

The dashboard (Overview tab) presents a high-level snapshot of project health, including:

• Description and key statistics
• Schedule health via At-a-Glance (EVM—Schedule): Status (Ahead / On / Behind), EV/PV, SV
• HueFlux sentiment indicator
• Tags and quick links
• Counts (e.g., completed tasks, assets)

Clean UI rule: metrics without data are hidden until ready; a subtle note indicates pending metrics.

Workflows

Define the work that must be done using tasks with a title and description. Assign users, assets, risks, triggers, and lessons learned to each task.

Switch between Kanban and List views and reorder via drag-and-drop.

Assets

Assets are the people, products, or services needed to achieve your goal—everything from permits and licenses to specialists and tools. Assign a role to each asset to clarify responsibilities.

• Add a user as an asset: @username (e.g., @beyondprograms)
• Add a user-owned asset: @username|assetname (e.g., @beyondprograms|folioprojects)

Activity & Audit

Every action is logged in the Activity view: ML analysis, ETL runs, HueFlux submissions, asset changes, workflow updates, risk edits, and comments. Icons help you scan for what matters in audits.

Risk Management

Record risks with severity and likelihood, relate them to tasks, and update status over time. Higher combined ratings surface prominently in analytics and on the dashboard.

LLMs consider existing risks and may suggest new ones—another path for RLHF as you accept or reject suggestions.

Links

Keep context in one place. Add links to meeting rooms, documents, dashboards, and media. Recognized platforms display with helpful icons. Link clicks are captured in Analytics.

RAG Chatbot

Chat with your chosen LLM in natural language. The chatbot uses Retrieval-Augmented Generation (RAG) to ground responses in your project’s latest data (workflows, assets, risks, and more). Available for advanced projects.

Lessons Learned

Capture lessons as you go and attach them to relevant tasks. Lessons are shared with LLMs across similar projects to improve future analysis and are useful inputs for teams pursuing MLOps or custom training.

RLHF Analysis

From the Admin area, run an LLM analysis to seed or refine workflows, assets, and risks. Suggestions include the model name (e.g., “Llama-2 suggestion — …”) so you can trace provenance after consulting multiple models.

HueFlux

The HueFlux colored-symbol sentiment system appears in the header of every project. It blends internal and external stakeholder sentiment into intuitive colors (e.g., blue/yellow for positive channels, red for negative, with natural blends like green/orange/purple). You can adjust internal stakeholder weightings in asset settings.

Comments

Encourage discussion directly on the project or link to external discussion spaces. Based on privacy settings, members and (optionally) non-members can comment. Comments are attributed, timestamped, and ordered chronologically.

Subscribers

Project creators and accepted members can subscribe to updates; admins may allow non-members to subscribe depending on privacy. Each user manages their notification preferences (in-app, email, etc.).

Sharing

FolioProjects supports multiple sharing paths:

• ETL Integrations
• Broadcasts
• HueFlux
• Print & Exports
• Iframes & Embeds
• QR Codes (great for tracking versioned print artifacts)

Privacy

Set the entire project to private (invite-only) or allow a public dashboard while restricting other tabs to members. Update privacy in Manage (Admins only).

Billing

Projects are paid when created; pricing varies by project type (e.g., Basic vs. Advanced). Your account balance is debited on success. ETL pipelines and LLM analyses incur separate, per-use charges.

As long as you sign in at least once every 10 years, no additional payment is required to keep a project live.

FAQ

• Do I pay more than once per project? No—one creation payment keeps the project active (sign in at least once every 10 years). ETL and LLM analysis are billed per use.
• Can I analyze a project with multiple LLMs? Yes. Run analyses with different models; suggestions are labeled with the model name.
• Can I embed project updates on my website? Yes—every project can share status via iframe from the project header.
• Why don’t I see CPI? CPI requires Actual Cost; FolioProjects focuses on schedule health (EV, PV, SPI, SV). See At-a-Glance (EVM—Schedule).

Glossary

• BAC — Budget at Completion (project price).
• EV — Earned Value (BAC × milestone progress).
• PV — Planned Value (BAC × time progress).
• SPI — Schedule Performance Index (EV ÷ PV). ≥1.05 Ahead, 0.95–1.05 On, <0.95 Behind.
• SV — Schedule Variance (EV − PV).
• RAG — Retrieval-Augmented Generation (LLM grounded in your project data).
• RLHF — Reinforcement Learning from Human Feedback (models improve from your accept/reject actions).
• HueFlux — Colored-symbol sentiment blending internal/external positive/negative signals.