Manage the portfolio items and add or change relevant project information.
You can add a new project in your workspace from the “Projects” page (the
The entire list of projects can be browsed from the “Projects” page (the second
Data for a project can be edited only if it is assigned to you
Projects inside heatfolio can have separate states, but only one at a time. They
This feature is available if your workspace has the “Manual approval of projects” setting
Projects can be completed by selecting the “Completed” checkbox inside the project editing view
Projects can be archived by selecting the “Archived” checkbox inside the project editing view.
The project completion rate is the project manager’s estimation of how the project is
You can give other users access to a project as project viewers, allowing those
You can share responsibilities and give other users access to a project as deputy
Frequently asked questions, quick fixes, tips and tricks about the usage of heatfolio.