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Knowledge base
Getting started
Introducing Kelloo
3
Planner basics
Training videos
Using Kelloo like a pro
Setting up your data
24
Named resources vs resource teams
Adding named resources
Adding resource teams
Importing resources and teams
Editing and deleting resources
See all 24 articles
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
See all 14 articles
Advanced concepts
22
Assigning physical resources vs. role resources
Setting the cut off
Splitting assignments
Merging assignment segments
Moving an assignment to another project
See all 22 articles
Resource utilization
Viewing resource utilization and availability
4
Viewing resource utilization
The resource status panel
Introduction to the utilization report
Utilization and availability pop up
Filters: Portfolios, Projects and Roles
Setting up and using filters
6
Portfolios overview
Filtering the planner by a portfolio
Creating a portfolio
Setting portfolio filters
Copying, editing and deleting portfolios
See all 6 articles
Project filters
1
Filtering the planner by projects
Role filters
1
Filtering the planner by roles
Projects and Backlog
Projects
1
Projects
Backlog
1
Using the backlog
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
See all 7 articles
Resource capacity planning
3
Adjusting resource capacity overview
Adjusting resource capacity
Viewing capacity adjustment details
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
1
Using the report builder
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
See all 11 articles
Passwords and logins
3
Changing your password
Changing your login name
Setting your date format
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
Help Desk Software
by Freshdesk Support Desk
