Help Index

Getting help

Get quick overview of elements on the screen

Get in touch with support team

Getting started

Register to Portfoleon

Create your first organization

Access data of someone else

Accessing organizations

Switch between your organizations

Create new organization

Access organization of someone else

Preparing structure

Create new workspace

Add item types

Add custom fields

Configure forms

Entering data

Copy and paste items from Excel

Enter items

Change structure while entering items

Visualizing data

Add view

Define selection and sorting

Configure timeline

Configure table

Managing resources

Define resource roles, teams and locations

Manage resources

Define resource demand and allocate resources

Visualizing and analyzing resources demand and allocation

Show resources on item timelines

Use resource timeline

Configure resource pivots

Working with baselines

View changed items

Rollback changes

Apply changes

View history of versions

Move back in time

Sharing

Give access to your organization

Give access to your workspace

Share view via private link

Export view as picture