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01/29/2019
Knowledge base, Workspace
Administrator

User roles

heatfolio allows you to assign different roles to the users in your workspace, all of them owning then different permissions into accessing the projects or reports data and functionalities.

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01/29/2019
Knowledge base, Workspace
Administrator

Managing users

You can shape your entire organisation in heatfolio and invite all the colleagues that will be part of the portfolio reporting process.

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01/29/2019
Knowledge base, Workspace
Administrator

Managing departments

You can shape your entire organisation in heatfolio and add the departments you would like your workspace to be structured on.

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01/29/2019
Knowledge base, Workspace
Administrator

Managing custom project fields

Custom project fields can be defined in your workspace to shape the information defining projects. This can be either content, time or financial data and can all be configured through the workspace settings.

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01/29/2019
Knowledge base, Workspace
Administrator

Customizing the workspace

Different options such as a fixed reporting period, manual activation and completion of projects or changing your workspace logo can be set through the workspace settings.

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01/29/2019
Knowledge base, Workspace
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Recovering your password

If you forgot your account password, you can request to reset it from the login screen.

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01/29/2019
Knowledge base, Workspace
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Editing your profile

Your profile can be modified from the “Settings” option (last item in the menu), by clicking on the “Profile” link.

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01/29/2019
Knowledge base, Monthly report
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Filtering the monthly report

Going back in time to search for previous status reports (e.g. 6 months ago) can be easily done through the filter options present in the top-right part of the screen.

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01/29/2019
Knowledge base, Monthly report
Administrator, Manager, Proponent, Supervisor

Browsing the monthly report

The monthly report presents all the active projects in a selected period and their associated information, together with the last status report.

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01/29/2019
Heatmap, Knowledge base
Administrator, Manager, Proponent, Supervisor

Filtering the heatmap report

Going back in time to search for previous status reports (e.g. 6 months ago) can be easily done through the filter options present in the top-right part of the screen.

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