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  • How do I use a filter or a view in the resource planning?

    • 27 January 2020
    • Gido
  • How do filters and views work in Fortes Change Cloud?

    • Gido

    Filters and views can be used in different parts of Fortes Change Cloud. This article explains how you can work with filters and views! This article answers the following questions: What is a filter and what can I do with it? How do I set a filter? How do I…

  • How do I use a filter or a view in the project planning?

    • Gido

    Set filters and views in the filter panel. Open the filter panel by clicking FILTERS and choose the desired filter(s). If you want to use a filter or set of filters more than once, you can save them as a view. A view can be made for you personally, or…

  • How do I add a dependency to the project planning?

    • Gido
  • How to add a sub-item to the project planning?

    • Gido

    Click + at the portfolio item to which you want to add a sub-item. Give the item a name and click Add. The sub-item has been added to the milestone planning.

  • How can I add a column to the project planning?

    • Gido
  • How do I manually choose an approver for workflows?

    • 1 January 2020
    • Gido

    You can now send a workflow to any user, even if they are not a manager or are in a different group, for example. If you want to send a workflow to a specific user, you can do this via the Approval Workflows app: In the Approval Workflows app, click…

  • How does the advisory role in Approval Workflows work?

    • Gido

    In the Approval Workflows app, you can request advice from specific users. An issue is not approved or rejected, but a note text can be added for the purpose of giving advice on an issue. You can set this in the app in the following way: In the Approval Workflows…

  • How can I add tickets from Jira to my Kanban board in the Agile program app?

    • 1 December 2019
    • Gido

    In the Agile program app there is a function that add cards on Kanban boards that are linked to Jira items. In order to add these cards, a connection with the relevant Jira teams must first be established. Read here how to link with Jira.

  • How can I add tickets from Jira to my Kanban board in the Portfolio app?

    • Gido

    In the Portfolio app there is a function that add cards on Kanban boards that are linked to Jira items. In order to add these cards, a connection with the relevant Jira teams must first be established. Read here how to link with Jira.

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