Kelloo

Introducing Kelloo 2

• Welcome to Kelloo
• Training videos

First look at the planner 7

• Planner tour
• Adding your first project
• Prioritize and schedule your projects
• Understand which projects you can do
• Review the utilization and availability of your resources

See all 7 articles

Setting up your data 22

• Named resources vs resource teams
• Adding named resources
• Adding resource teams
• Importing resources and teams
• Editing and deleting resources

See all 22 articles

Planner building blocks 18

• Adding a project to the planner
• Agile planning - sprints and story points
• Adding a new resource assignment to a project
• Changing the resource assigned to a project
• Adding a sprint to a project

See all 18 articles

Advanced concepts 18

• Assigning physical resources vs. role resources
• Setting the cut off
• Splitting work into segments
• Merging split work
• Moving work to another project

See all 18 articles

Viewing resource utilization and availability 7

• Viewing resource utilization
• Introduction to the resource status panel
• Introduction to the utilization report
• Using the utilization view
• Using the availability view

See all 7 articles

Setting up and using portfolio filters 5

• Portfolios overview
• Creating a portfolio
• Setting portfolio filters
• Copying, editing and deleting portfolios
• Portfolios and the impact on resource and project data

Project filters 1

• Using project filters

Role filters 1

• Using role filters

Projects 1

• Projects

Backlog 1

• Using the backlog

Scenarios and scenario planning 6

• Scenario planning overview
• Creating a scenario
• Selecting a scenario to work with
• Copying a scenario
• Changing the master scenario

See all 6 articles

Resource capacity planning 3

• Adjusting resource capacity overview
• Adjusting resource capacity
• Viewing capacity adjustment details

Portfolio budgets 1

• Portfolio budgets

Project budgets, costs and benefits 1

• Project budgets, actual costs and benefits

Using the Kelloo dashboards 4

• Dashboard overview
• Setting dashboard status colors
• Changing the scope of data included in the dashboards
• Understanding the dashboard data

Using the Kelloo roadmap 5

• Roadmap overview
• Adding markers to the road map
• Choose your roadmap grouping
• Using the roadmap portfolio and scenario selectors
• Roadmap info tips

Creating and managing users 0

User menus 0

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

See all 11 articles

Passwords and logins 3

• Changing your password
• Changing your login name
• Setting your date format

Best practice 3

• Using Kelloo for portfolio resource planning
• Using Kelloo for agile resource planning
• Using Kelloo for portfolio management (PPM)

Browser support 1

• Browser support

Update history 1

• Update history