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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
25
Creating resources
Adding named resources
Adding resource groups
Importing resources and resource groups
Editing and deleting resources
View all 25
Using Kelloo
Resource, project and priority view
3
Resource view
Project view
Priority view
Planner building blocks
14
Creating a resource assignment
Agile planning - sprints and story points
Changing the assigned resource
Adding a sprint to a project
Change the work duration
View all 14
Advanced concepts
27
Assigning resources vs. roles to work
The cut off line
Splitting assignments
Merging assignment segments
Moving an assignment to another project
View all 27
Resource utilization and availability
Viewing resource utilization and availability
5
Viewing resource utilization
The resource status panel
Utilization view - heatmap
Utilization and availability pop up
Utilization - charts
Filtering the planner data
Setting up and using portfolios
6
Portfolios overview
Filtering the planner by a portfolio
Creating a portfolio
Setting portfolio filters
Copying, editing and deleting portfolios
View all 6
Project, role and team filters
3
Filtering the planner by projects
Filtering the planner by roles
Filtering the planner by teams
Tags and tag filters
2
Creating tags
Filtering the planner using tags
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 compress)
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
5
Roadmap overview
Adding milestones to the road map
Choose your roadmap grouping
Using the roadmap portfolio and scenario selectors
Roadmap info tips
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
2
Using Kelloo for portfolio resource planning
Using Kelloo for portfolio management (PPM)
Other
Browser support
1
Browser support
Update history
1
Update history
About Kelloo
1
About Kelloo
Help Desk Software
by Freshdesk Support Desk
