heatfolio https://heatfolio.com Portfolio reporting made easy Thu, 16 Nov 2023 16:07:13 +0000 en-GB hourly 1 https://wordpress.org/?v=5.9.8 https://heatfolio.com/wp-content/uploads/2019/04/cropped-favicon-32x32.png heatfolio https://heatfolio.com 32 32 Enabling notifications for the start & end of the reporting period https://heatfolio.com/knowledge-base/status-reporting/enabling-notifications-for-the-start-end-of-the-reporting-period/ Tue, 17 Oct 2023 15:54:38 +0000 https://heatfolio.com/?p=13023 The post Enabling notifications for the start & end of the reporting period appeared first on heatfolio.

]]> Tracking projects in a matter of seconds seems tough? https://heatfolio.com/news/tracking-projects-in-a-matter-of-seconds-seems-tough/ Wed, 21 Aug 2019 08:11:43 +0000 https://heatfolio.com/?p=6001 heatfolio is a portfolio reporting solution that helps you collect relevant information about ongoing projects and provide swift periodical reports to top management while making status reporting useful, intuitive and fast for project managers.

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]]> Giving other users access to a project as a deputy project manager https://heatfolio.com/knowledge-base/projects/giving-other-users-access-to-a-project-as-a-deputy-project-manager/ Tue, 23 Jul 2019 13:15:43 +0000 https://heatfolio.com/?p=5956 You can share responsibilities and give other users access to a project as deputy project managers, allowing those users to report project statuses and support you in your role as project manager.

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]]> We’re introducing multi-project collaboration for project managers and deputy project managers https://heatfolio.com/news/were-introducing-multi-project-collaboration-for-project-managers-and-deputy-project-managers/ Tue, 23 Jul 2019 11:02:55 +0000 https://heatfolio.com/?p=5928 As part of our most recent roadmap release, we’re introducing a way for project managers and project deputies to work together in their portfolio reporting activities.

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]]> We’ve launched an enterprise SaaS solution in less than one year. And this is how we did it. https://heatfolio.com/news/weve-launched-an-enterprise-saas-solution-in-less-than-one-year-and-this-is-how-we-did-it/ Thu, 23 May 2019 16:18:34 +0000 https://heatfolio.com/?p=5970 This is the story of a consulting start-up crazy enough to dive into the software products market as well and create a B2B cloud solution.

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]]> New version release: PDF exports, dynamic filters and enhanced reports https://heatfolio.com/news/new-version-release-pdf-exports-dynamic-filters-and-enhanced-reports/ Fri, 12 Apr 2019 19:30:02 +0000 https://sipra.com/?p=5524 The new heatfolio v1.1.0 provides more power to your organisation and users through PDF exports, dynamic data filters and enhanced reports.

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]]> Exporting the monthly report as a PDF https://heatfolio.com/knowledge-base/monthly-report/exporting-the-monthly-report-as-a-pdf/ Fri, 12 Apr 2019 15:17:11 +0000 https://sipra.com/?p=5577 If you’d like to export the information available into a PDF file, you are able to generate this document from the export option available in the top-right part of the screen.

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]]> Exporting the heatmap report as a PDF https://heatfolio.com/knowledge-base/heatmap/exporting-the-heatmap-report-as-a-pdf/ Fri, 12 Apr 2019 15:05:31 +0000 https://sipra.com/?p=5566 If you’d like to export the information available into a PDF file, you are able to generate this document from the export option available in the top-right part of the screen.

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]]> User roles https://heatfolio.com/knowledge-base/workspace/user-roles/ Tue, 29 Jan 2019 13:19:33 +0000 https://sipra.com/?p=4979 heatfolio allows you to assign different roles to the users in your workspace, all of them owning then different permissions into accessing the projects or reports data and functionalities.

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]]> Managing users https://heatfolio.com/knowledge-base/workspace/managing-users/ Tue, 29 Jan 2019 13:18:27 +0000 https://sipra.com/?p=4977 You can shape your entire organisation in heatfolio and invite all the colleagues that will be part of the portfolio reporting process.

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