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

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