Setting up your data

How to set up your Kelloo data.

Creating resources
Resources are the people you can assign work to. Visit the resource list to add resources to Kelloo. Then select add resource.  You can al...
Fri, 20 May, 2022 at 9:13 AM
Adding named resources
Resources are the people you assign work to. This article explains how to add named resources to Kelloo. Named resources are individual resources such as &q...
Sun, 20 Mar, 2022 at 4:12 PM
Adding resource groups
Resources are the people you assign work to. This article explains how to add resource groups to Kelloo. When you define a resource group you do not need to...
Sun, 20 Mar, 2022 at 4:12 PM
Importing resources and resource groups
You can use the import wizard to import your named resources and resource groups.  To use the resource import the user requires both the role and resour...
Fri, 11 Feb, 2022 at 12:01 PM
Editing and deleting resources
To edit a resource Select the resources menu option. Click edit against the resource you want to update. Enter the resource details. ...
Sun, 20 Mar, 2022 at 4:12 PM
Adding roles
A role records what the resource does for your organization. So roles could be things like Project Manager, Senior Engineer etc. Adding roles from the r...
Fri, 11 Feb, 2022 at 12:02 PM
Editing and deleting roles
Roles can be assigned to resources to help categorize them. Roles could be things like engineer, project manager etc.  When assigning a resource to a pi...
Wed, 16 Mar, 2022 at 1:22 PM
Working times
Working times define the standard days which a resource works. When you first create a resource, the working times are set to default values based on th...
Thu, 17 Feb, 2022 at 2:00 PM
Time off and overtime
Sometimes you need to make a one-time change to a resource's availability. For example they have a vacation planned or are absent for other reasons.  ...
Thu, 17 Feb, 2022 at 2:07 PM
Non-working day calendars
Non-working day calendars are used to define periods when resources are not available for work. Use non-working day calendars when the period of non-availab...
Sun, 20 Mar, 2022 at 4:12 PM