Knowledge base
Projects
Manage the portfolio items and add or change relevant project information.
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Adding a new project
You can add a new project in your workspace from the “Projects” page (the
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Browsing projects
The entire list of projects can be browsed from the “Projects” page (the second
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Editing project data
Data for a project can be edited only if it is assigned to you
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Project states: active, pending, completed and archived
Projects inside heatfolio can have separate states, but only one at a time. They
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Approving a project
This feature is available if your workspace has the “Manual approval of projects” setting
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Completing a project
Projects can be completed by selecting the “Completed” checkbox inside the project editing view
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Archiving a project
Projects can be archived by selecting the “Archived” checkbox inside the project editing view.
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What is the project completion rate?
The project completion rate is the project manager’s estimation of how the project is
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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
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Giving other users access to a project as a deputy project manager
You can share responsibilities and give other users access to a project as deputy
Frequently asked questions, quick fixes, tips and tricks about the usage of heatfolio.