Knowledge base
Frequently asked questions, quick fixes, tips and tricks about the usage of heatfolio.
Explore by category
Dashboard
Get a swift overview of ongoing projects and highly significant portfolio stats.
Projects
Manage the portfolio items and add or change relevant project information.
Status reporting
Provide and manage periodical status reports of the ongoing projects.
Heatmap
Get a quick overview of the ongoing direction of your projects portfolio.
Monthly report
Browse the entire set of status reports or navigate through portfolio history.
Workspace
Manage users, departments, project fields or your reporting timeframe.
Browse by role
Reporter
Project manager. Maintain projects and submit status reports.
Proponent
Project proponent. Follow the progress of projects you proposed.
Manager
Department director. Review the projects portfolio in your department.
Supervisor
Top management. Get an overview of your organisation’s projects portfolio.
Administrator
Portfolio reporting representative. Manage settings, users, departments, and more.
Delegate
Temporary project manager. Submit status reports on behalf of a project managerm
Featured articles
-
Getting to know the dashboard
Upon logging into heatfolio you will be redirected towards the
-
Browsing the most recent project statuses
The current and predicted status of projects can be quickly
-
Adding a new project
You can add a new project in your workspace from
-
Browsing projects
The entire list of projects can be browsed from the
-
Editing project data
Data for a project can be edited only if it
-
Project states: active, pending, completed and archived
Projects inside heatfolio can have separate states, but only one
-
Approving a project
This feature is available if your workspace has the “Manual
-
Completing a project
Projects can be completed by selecting the “Completed” checkbox inside
-
Archiving a project
Projects can be archived by selecting the “Archived” checkbox inside
-
What is the project completion rate?
The project completion rate is the project manager’s estimation of
-
Giving other users access to a project as a project viewer
You can give other users access to a project as
-
What is the current status of a project?
The current status always refers to the status recorded at