Setting up your data

How to set up your Kelloo data.

Finance categories
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
Use products to help categorize backlog items. Select set up. Select products. Select add product then enter the product name.
Thu, 1 Apr, 2021 at 11:27 AM
Role and project permissions
This article explains how to set the permissions for a role or a project for many users at the same time. You can also set permissions for specific users. ...
Fri, 11 Feb, 2022 at 12:02 PM
Custom fields
You can add custom data fields and include them on reports you build with the report builder. Visit set up and select either project or resource in the ...
Wed, 12 May, 2021 at 3:15 PM
Resource Teams
Resource teams can be used to organize your resources for reporting and filtering. Once you have created the team, edit the resource and assign the team. ...
Sun, 20 Mar, 2022 at 4:11 PM