Guide
Set up a property
Create a property record you control, describe its structure and understand activation before adding evidence.
Published 2026-10-10HELP & DOCUMENTATION
What would you like to do?
Follow a practical guide from your first property record to a useful assessment.
Start here
Five steps to a useful property record.
Guides and reference
Guide
Upload and organize documents
Add evidence from a property or project, follow upload and scanning status, and keep files connected to the right context.
Published 2026-10-10Guide
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 2026-10-10Guide
Share information publicly or privately
Understand workspace access, public property pages, Snapshot share links, public discovery and permitted copying.
Published 2026-10-10Guide
Start a buyer assessment from permitted seller material
Copy only the information a seller permits into your own activated property, then build a separate Acquire assessment.
Published 2026-10-10Guide
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
Glossary
A reference guide to the most common terms in FolioProjects, including projects, portfolios, assets, dashboards, analytics, risks, ESG rollups, and more — with links to full documentation for deeper detail.
Published 2025-08-18Guide
Security
Monitor who ihas been accessing your account, how often, from where, and other details to stay informed.
Published 2025-08-18Guide
Notifications
You can configure your notification settings so that you receive reports as often as you need.
Published 2025-08-18Guide
Search
Learn how to search for people, locations, and more on the FolioProjects global search page
Published 2025-08-16Guide
Sustainability
How FolioProjects computes and renders Environmental, Social, and Governance scores for projects (and aggregates for profiles/portfolios).
Published 2024-10-26Guide
Assets
FolioProjects provides you with the ability to track each asset in projects and portfolios. Each asset has a dashboard showcasing a range of insights
Published 2024-10-24