Getting Started

Welcome to FolioProjects

This quick tour shows you the main areas of FolioProjects so you can find your way around and start building projects right away.

Tip: You can always return to this guide from the Documentation hub.

Your Profile

The first page you see after signing in is your Profile. Here you can:

Edit your name, email, and other details using the Edit Profile button.
Change your password by entering a new one in the blank password field.
Check the Security tab to review active sessions and recent logins.

Projects

Projects are at the heart of FolioProjects. A project is a workspace where you track progress, collect sentiment, and share updates.

Create a new project from the Projects menu.
Add updates, attach assets, and monitor activity.
Share your project with others via link or QR code.

Assets & Portfolios

Assets

Assets represent resources like properties, equipment, or documents linked to your projects.

Attach assets to projects for context.
View performance and ESG data tied to assets.

Portfolios

Portfolios let you group multiple projects together for a higher-level view.

Track progress across several projects at once.
Use rollups to see ESG and performance scores at a portfolio level.

Notifications

Stay informed about what’s happening on your projects.

Receive alerts about comments, updates, and sign-ins.
Choose your preferred channels (in-app, email, push).
Find all activity in one place under the Notifications tab.

HueFlux & Sentiment

HueFlux collects stakeholder feedback and shows real-time sentiment trends.

Use QR codes or links to gather community votes.
See how engagement changes over time in dashboards.
Combine sentiment with other metrics for a full project picture.

Where to learn more

The Documentation hub includes guides on specific features:

Analytics — track visitors and performance.
Sharing & Links — invite others and use QR codes.
Security — manage sessions and passwords.
Sustainability Snapshot (ESG) — understand rollups and metrics.

Next steps

Create your first project, share it with a colleague or client, and explore how FolioProjects can simplify your work. The more you use it, the more insights it delivers.