Role: Proponent

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.

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.

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.

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.

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.

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.

This feature is available if your workspace has the “Manual approval of projects” setting enabled.

Projects can be completed by selecting the “Completed” checkbox inside the project editing view or by reporting their current status as “Completed”.

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 evolving and achieving its goals towards completion.

You can give other users access to a project as project viewers, allowing those users to view status reports and project information.

The current status always refers to the status recorded at the end of the previous month in a reporting period.

The predicted status refers to the progress a project makes from the beginning of the ongoing month to the date of the status report.

A status report can be submitted for a project once every reporting period and if you are assigned to the project as a project manager.

A status report can be edited for a project only in the reporting timeframe and if you are assigned to the project as a project manager.

When reporting the status for a project in both the “Current status” and the “Predicted status” phases you will have to choose and option out of several. Let’s see what these mean.

heatfolio allows portfolio reporting to focus on two periods: the current period, which refers to the entire status registered by a project at the end of the previous month (current status), and the predicted period, which allows a project manager to report its status estimation for the month in due (predicted status).

The heatmap report presents all the active projects in a selected period and their associated status reports for three months before, including the predicted status for the ongoing month.

Searching the heatmap report can be done through the search field present in the top-right corner of the page.

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.

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

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

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

If you’d like to export the information available into a PDF file, you are able to generate this document from the export option available in the top-right part of the screen.

If you’d like to export the information available into a PDF file, you are able to generate this document from the export option available in the top-right part of the screen.

You can share responsibilities and give other users access to a project as deputy project managers, allowing those users to report project statuses and support you in your role as project manager.