What is the current status of a project?
The current status always refers to the status recorded at the end of the previous month in a reporting period.
Giving other users access to a project as a project viewer
You can give other users access to a project as project viewers, allowing those users to view status reports and project information.
What is the project completion rate?
The project completion rate is the project manager’s estimation of how the project is evolving and achieving its goals towards completion.
Archiving a project
Projects can be archived by selecting the “Archived” checkbox inside the project editing view.
Completing a project
Projects can be completed by selecting the “Completed” checkbox inside the project editing view or by reporting their current status as “Completed”.
Approving a project
This feature is available if your workspace has the “Manual approval of projects” setting enabled.
Project states: active, pending, completed and archived
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.
Editing project data
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.
Browsing projects
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.
Adding a new project
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.