Howto

17 Jun: How to share if my stakeholder is not using Portfoleon

What if my stakeholder is not using Portfoleon You can use private link sharing with your stakeholders who are not using Portfoleon. Your external users can only have read-only access to your views. Please note that while this way of working is convenient, it does not provide the same level…

13 Jun: How to make and communicate decisions to reshuffle projects

As a first step, set up your organization to manage projects. Configure workspace structure, input initial set of data in bulk and continue to update and add new projects in Portfoleon. To make a decision to reshuffle projects, you need to take into account possible resource conflicts. Therefore, set up resource…

13 Jun: How to check how much sponsorship does my portfolio require

Set up projects First of all, configure the workspace where you will store your data. While defining attributes which characterize your projects, add a custom list field Sponsor. Add values corresponding to names of sponsors. Now you can split your projects by sponsors and check how much sponsorship does you portfolio…

06 Jun: How to check how much effort do my projects require

Before you get started, you will need to set up your organization for resource tracking and project management. Here’s how to do it: 1. Set up resources – define roles, teams, locations, fill in the table with resources and availability calendar. 2. Set up projects. Configure workspace structure, input initial…

30 May: How to check who does what and when

Before you get started, you will need to set up your organization for resource tracking. Here’s how to do it: 1. Set up resources – define roles, teams, locations, fill in the table with resources and availability calendar. 2. Set up projects. Configure workspace structure, input initial set of data…