Setting up and using portfolios

How to set up and use portfolios in Kelloo.

Portfolios overview
In Kelloo, portfolios are a way of grouping together projects with a common aspect or focus. So for example you may have a portfolio containing IT projects ...
Fri, 12 Jan, 2024 at 8:13 AM
Filtering the planner by a portfolio
Here is how to filter the planner to show a selected portfolio. Select filter. Select the portfolio you want to include in the filter then s...
Fri, 12 Jan, 2024 at 8:13 AM
Creating a portfolio
Here is how to create a new portfolio. Note: This article refers to projects. Depending on your configuration, you may see alternate terminology used in...
Sun, 19 May, 2024 at 3:32 PM
Setting portfolio filter criteria
Portfolio filters control the scope of the projects included in the portfolio. Project custom fields can be used in portfolio filters. Note: This arti...
Sun, 19 May, 2024 at 3:32 PM
Copying, editing and deleting portfolios
To copy, delete or edit a portfolio: Select manage portfolios. Then select either copy, delete or edit.
Fri, 12 Jan, 2024 at 8:13 AM
Portfolios and the impact on resource and project data
When you select a portfolio your project data in the top section of the planner will be filtered to only include the projects that match the portfolio filte...
Fri, 9 Jun, 2023 at 3:06 PM