Kelloo

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

Resource, project, sprint and priority view 4

• Resource view
• Project view
• Sprint view
• Priority view

Planner building blocks 11

• Creating work items
• Changing the assigned resource
• Change the work duration
• Updating remaining work
• Schedule work

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Advanced concepts 32

• Assigning resources vs. roles to work
• The cut off line
• Splitting work
• Merging segments
• Moving work to another project

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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

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Viewing resource utilization and availability 7

• Viewing resource utilization
• The resource status panel
• Utilization and availability pop up
• Utilization view - summary
• Utilization view - heatmap

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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 3

• Creating tags
• Filtering the planner using tags
• Tags vs custom fields

Saving planner filters 1

• Saving planner filters

Projects 1

• Projects

Backlog 1

• Using the backlog

Scorecard 2

• Setting up the scorecard
• Scoring and prioritizing projects

Scenarios and scenario planning 7

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

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Resource capacity planning 3

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

What if analysis in Kelloo 4

• What if analysis overview
• Including and excluding projects
• Adjust project timings
• Resize a project (extend or shorten)

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

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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 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

Report Builder 2

• Using the report builder
• Understanding the reporting data

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

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

API 2

• Register an app
• API reference

Best practice 3

• Using Kelloo for portfolio resource planning
• Using Kelloo for portfolio management (PPM)
• Resources with multiple roles

Browser support 1

• Browser support

Latest update 1

• May 2025 update

Prior updates 12

• Update history
• March 2023 release
• May 2023 release
• January 2024 release
• September 2024 release

View all 12

About Kelloo 1

• About Kelloo

SAML Single Sign On 4

• Setting up SAML SSO (BETA)
• Setting up SSO for Azure Entra ID (BETA)
• Setting up SSO for Google Workspace (BETA)
• Setting up SSO for Okta (BETA)

SCIM provisioning 1

• SCIM provisioning (Beta)