Archiving a project
Projects can be archived by selecting the “Archived” checkbox inside the project editing view.
Completing a project
Projects can be completed by selecting the “Completed” checkbox inside the project editing view or by reporting their current status as “Completed”.
Approving a project
This feature is available if your workspace has the “Manual approval of projects” setting enabled.
Project states: active, pending, completed and archived
Projects inside heatfolio can have separate states, but only one at a time. They are a number of four in total: active, pending, completed and archived.
Editing project data
Data for a project can be edited only if it is assigned to you as a project manager or if you are a workspace administrator.
Browsing projects
The entire list of projects can be browsed from the “Projects” page (the second item in the menu). This includes active, completed, pending or archived projects.
Adding a new project
You can add a new project in your workspace from the “Projects” page (the second item in the menu), by clicking “Add project” in the top right corner.
Browsing the most recent project statuses
The current and predicted status of projects can be quickly browsed by navigating to the dashboard (the first item in the menu) and exploring the “Projects portfolio” section.
Getting to know the dashboard
Upon logging into heatfolio you will be redirected towards the Dashboard of the application, containing the most recent and relevant data for the period displayed.
Portfolio reporting: the digital way
Collecting relevant information about ongoing projects and providing a swift periodical report to the top management, while making status reporting useful, intuitive and fast for project managers.