Guide
Create a portfolio and Snapshot
Choose an objective, assemble the relevant property information and request an assessment for the decision you need to make.
Published 2026-10-10HELP & DOCUMENTATION
Portfolios
Follow a practical guide from your first property record to a useful assessment.
Guides and reference
Guide
Project Health Overview (Schedule EVM)
We added a schedule-only EVM view that surfaces EV, PV, SPI (EV÷PV), and SV to produce a clear “Ahead / On track / Behind” status at a glance.
Published 2025-08-24Guide
Sustainability
How FolioProjects computes and renders Environmental, Social, and Governance scores for projects (and aggregates for profiles/portfolios).
Published 2024-10-26Guide
Portfolios
Portfolios are customizeable groups of projects providing a range of insights. Each portfolio has a dashboard outlining information like resource demand, risk, and financials.
Published 2024-10-24