Knowledge base
Workspace
Browse the entire set of status reports or navigate through portfolio history.
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Editing your profile
Your profile can be modified from the “Settings” option (last item in the menu),
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Recovering your password
If you forgot your account password, you can request to reset it from the
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Customizing the workspace
Different options such as a fixed reporting period, manual activation and completion of projects
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Managing custom project fields
Custom project fields can be defined in your workspace to shape the information defining
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Managing departments
You can shape your entire organisation in heatfolio and add the departments you would
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Managing users
You can shape your entire organisation in heatfolio and invite all the colleagues that
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User roles
heatfolio allows you to assign different roles to the users in your workspace, all
Frequently asked questions, quick fixes, tips and tricks about the usage of heatfolio.