Glossary of FolioProjects Terms
New to FolioProjects? This glossary introduces the most common terms you’ll encounter in the platform, with links to full documentation where available.
Table of contents
- Core concepts
- Dashboards
- Collaboration & sharing
- Analytics & insights
- Governance & risk
- Sustainability & ESG
Core concepts
Project
A workspace for a single initiative. Includes tasks, assets, activity, risks, and reporting. See Projects.
Portfolio
A collection of projects grouped together. Provides rollup dashboards and ESG summaries. See Portfolios.
Asset
A resource connected to a project or profile (e.g. property, equipment, document). See Assets.
Profile
Your personal or organizational presence on FolioProjects. Includes description, contact details, and visibility settings. See Security.
Dashboards
- Main Dashboard: Private to you; shows analytics, tasks, and account activity. See Dashboard documentation.
- Profile Dashboard: Public view of your activities, projects, and stats.
- Project Dashboard: Summary for a single project with context and links to workflows, assets, and risks.
- Portfolio Dashboard: Rollup across multiple projects, includes ESG views.
- Asset Dashboard: Resource-specific summary page.
Collaboration & sharing
Smart Links
Unique, trackable links for sharing dashboards or updates. Works with QR codes and supports engagement analytics. See Sharing.
Broadcast Displays
Large-format, simplified dashboard views for lobbies, events, or digital signage. See Broadcast Displays.
Analytics & insights
Analytics
Page visits, participant counts, and other engagement metrics. See Analytics.
HueFlux
Stakeholder sentiment analysis through voting and engagement signals. See HueFlux.
Governance & risk
Risks
Items that may affect project success, with severity levels and resolution tracking. See Risks.
Lessons Learned
Notes on what worked (and what didn’t) to improve future projects. See Lessons Learned.
Sustainability & ESG
FolioProjects supports Environmental, Social, and Governance rollups across projects and portfolios. See Sustainability Snapshot (ESG) for details.
- Environmental: Emissions, offsets, and energy use.
- Social: Sentiment and community engagement.
- Governance: Risk posture and accountability.
- Rollups: Aggregated ESG view across portfolios and assets.
Tip: This glossary is updated as new features roll out. For the latest platform changes, visit the Blog.
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