Setting up your data

How to set up your Kelloo data.

Editing and deleting non-working day calendars
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
Working days
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
Setting a resource as inactive
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
Adding projects from the projects list  Select the projects & backlog menu option. Select add project. Enter the project name. Cl...
Thu, 1 Apr, 2021 at 11:23 AM
Editing the project details and deleting projects
To edit a project Select the projects & backlog menu option. Click edit against the project you want to update. Enter the project deta...
Thu, 1 Apr, 2021 at 11:25 AM
Agile system preferences
For organizations that use agile planning techniques there are the following system preferences that can be set by visiting the general option in set up. ...
Wed, 11 Dec, 2019 at 4:35 PM
Customizing the project fields lookup values
Kelloo has the following project level fields which can have customized lookup values defined. The project fields are optional data mainly used for filt...
Thu, 1 Apr, 2021 at 11:21 AM
Finance settings
Visit the finance configuration to control how Kelloo records and uses your financial data. Select set up. Select finance configuration. Her...
Mon, 6 Apr, 2020 at 3:54 PM
Resource cost codes
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
Setting resource and role costs
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