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How do I set a view in the Issues tab?
- Gido
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How do I set up a view in the Risks tab?
- Gido
Set one or more filters. Open the filter panel by clickingFILTERS. In the filter panel, click on SAVE CURRENT VIEW. Select Overwrite existing view to replace an existing view with a new one or add new view to create a new view. Enter a name for the view, choose a…
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How do I filter my risks?
- Gido
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How do I add a member to the kanban board of the Project app?
- Gido
Click Members. Click + under the role in which one you want to add a new member. Select one or more persons to add to this role and clickAdd. The members can now join this portfolio in the role in which they have been added.
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Getting started: what are the functions of the different canvas segment types in the Project app?
- Gido
Fortes Change Cloud uses canvases to provide project items with information and to display relevant data. This article explains the different canvas segment types. Read everything about the kanban board in the Project app. Fields The Fields type can be used to add different fields to a canvas. These are…
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How do I create a new project?
- Gido
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How do I plan an item in the project schedule?
- Gido
Make sure you have created a project. On the Project planning tab, click and drag in the planning at the level of the item of the phase that you want to plan, so that a bar appears. Add any sub-items to the schedule.
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How do I make the resource planning more or less detailed?
- Gido
Use the zoom out button to zoom out the timeline and get a more general overview of the portfolio. Use the zoom in button to zoom in the timeline and get a more detailed overview of the portfolio planning. The schedule moves automatically.
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How can I add members to the resource planning?
- Gido
Click on Members. Click on + under the role in which one you want to add a new member. Select one or more people to add in this role and click Add. The members can now join this portfolio in the role in which they have been added.
