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Knowledge base
Getting started
Introducing Kelloo
3
Getting started with Kelloo
Planner basics
Using Kelloo like a pro
Setting up your data
28
Creating resources
Adding named resources
Adding resource groups
Importing resources and resource groups
Editing and deleting resources
View all 28
Using Kelloo
Resource, project, sprint and priority view
3
Resource view
Project view
Priority view
Planner building blocks
11
Creating work items
Changing the assigned resource
Change the work duration
Updating remaining work
Schedule work
View all 11
Advanced concepts
30
Assigning resources vs. roles to work
The cut off line
Splitting work
Merging segments
Moving work to another project
View all 30
Agile
8
Agile planning - sprints and story points
Adding a sprint to a project
Override the points per day
Move a sprint start date
Use sprint dates
View all 8
Resource utilization and availability
Viewing resource utilization and availability
7
Viewing resource utilization
The resource status panel
Utilization and availability pop up
Utilization view - summary
Utilization view - heatmap
View all 7
Filtering the planner data
Project, work type, role and team filters
4
Filtering the planner by project
Filtering the planner by role
Filtering the planner by team
Filtering the planner by work type
Tags and tag filters
2
Creating tags
Filtering the planner using tags
Saving planner filters
1
Saving planner filters
Projects and Backlog
Projects
1
Projects
Backlog
1
Using the backlog
Scorecard
2
Setting up the scorecard
Scoring and prioritizing projects
Scenarios and capacity planning
Scenarios and scenario planning
7
Scenario planning overview
Creating a scenario
Selecting a scenario to work with
Copying a scenario
Changing the master scenario
View all 7
Resource capacity planning
3
Adjusting resource capacity overview
Adjusting resource capacity
Viewing capacity adjustment details
What if analysis
What if analysis in Kelloo
4
What if analysis overview
Including and excluding projects
Adjust project timings
Resize a project (extend or shorten)
Portfolios
Setting up and using portfolios
6
Portfolios overview
Filtering the planner by a portfolio
Creating a portfolio
Setting portfolio filter criteria
Copying, editing and deleting portfolios
View all 6
Finance
Portfolio budgets
1
Portfolio budgets
Project budgets, costs and benefits
1
Project budgets, actual costs and benefits
Dashboards
Using the Kelloo dashboards
4
Dashboard overview
Setting dashboard status colors
Changing the scope of data included in the dashboards
Understanding the dashboard data
Roadmap
Using the Kelloo roadmap
15
Roadmap overview
Adding work to the roadmap
Adding and editing lanes on the roadmap
Changing the roadmap view
Shifting work on your roadmap
View all 15
Reporting
Report Builder
2
Using the report builder
Understanding the reporting data
Users
Creating and managing users
2
Inviting a new user and updating an existing user
Setting user role and project permissions
User menus
1
Creating and managing menus
Your Kelloo account
Managing your subscription and billing
11
How does licensing work?
Buying a Kelloo subscription
Buying additional resource licenses
Reducing the number of resource licenses
Renewing a Kelloo subscription
View all 11
Passwords and logins
3
Changing your password
Changing your login name
Setting your date format
Integration - connect Kelloo to other software
API
2
Register an app
API reference
Best Practice
Best practice
3
Using Kelloo for portfolio resource planning
Using Kelloo for portfolio management (PPM)
Resources with multiple roles
Other
Browser support
1
Browser support
Latest update
0
Prior updates
5
Update history
March 2023 release
May 2023 release
January 2024 release
September 2024 release
About Kelloo
1
About Kelloo
Help Desk Software
by Freshdesk