Setting up your data
How to set up your Kelloo data.
To edit a non-working day calendar Select the set up menu option. Select the non working calendars option. Click edit against the calendar ...
Tue, 10 Sep, 2019 at 4:40 PM
Set the working days to tell Kelloo what a standard working week looks like for your organization. Select set up. Select general. When new ...
Fri, 11 Feb, 2022 at 12:02 PM
Set a resource as inactive when you no longer want to be able to add them to work. Setting them as inactive stops the resource being shown in the list of av...
Thu, 1 Apr, 2021 at 11:24 AM
Adding projects from the projects list Select the projects & backlog menu option. Select add project. Enter the project name and type....
Fri, 9 Jun, 2023 at 3:12 PM
To edit a project Select the projects & backlog menu option. Click edit against the project you want to update. Enter the project deta...
Fri, 9 Jun, 2023 at 3:12 PM
Kelloo has the following project level fields which can have customized lookup values defined. The project fields are optional data mainly used for filt...
Fri, 9 Jun, 2023 at 3:16 PM
Visit the finance configuration to control how Kelloo records and uses your financial data. Note: This article refers to projects. Depending on your con...
Fri, 9 Jun, 2023 at 3:34 PM
Resource cost codes are used to allocate costs to resources and roles. Resource costs (per day) are set against cost codes. To create a resource cost co...
Thu, 1 Apr, 2021 at 11:26 AM
Resource and role costs are set by allocating a cost code to the resource or role. Select resources. Select the $ next to the role or resource yo...
Thu, 1 Apr, 2021 at 11:26 AM
Finance categories are assigned against budgets, costs and benefits. Select set up. Select finance categories. Select add finance category ...
Mon, 5 Oct, 2020 at 2:08 PM