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 you example you may have a portfolio containing IT proje...
Sun, 20 Mar, 2022 at 4:12 PM
Filtering the planner by a portfolio
Here is how to filter the planner to show a selected portfoli: Select filter. Select the portfolio you want to include in the filter then se...
Fri, 11 Feb, 2022 at 12:03 PM
Creating a portfolio
Here is how to create a new portfolio. Select the filter button. Select add / edit portfolio. Select add portfolio. ...
Thu, 9 Sep, 2021 at 4:11 PM
Setting portfolio filters
Portfolio filters control the scope of the projects included in the portfolio.  Select the filter button. Select add / edit portfolio. ...
Thu, 9 Sep, 2021 at 4:11 PM
Copying, editing and deleting portfolios
To copy, delete or edit a portfolio: Select the filter button. Select add / edit portfolio. Then select either copy, delete or e...
Thu, 9 Sep, 2021 at 4:11 PM
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...
Thu, 1 Apr, 2021 at 11:26 AM