Getting started with Portfoleon

• Importing data

Setting up your portfolio

• Basics
• Automation rules
• Using formulas
• Forms

Access rights in Portfoleon

Your billing plan

Boards

• Making a new board
• Setting up search criteria
• Spreadsheet board
• Timeline board
• Kanban board
• Pivot board
• Diagram board

Drafts and Revisions

Resource management

• Definitions and basics
• Configure resources
• Resource allocation
• Specifying item resources

Editing items

• Phases
• Resources
• Dependencies

Integration

• REST API integration
• Zapier integration (BETA)
• Using Webhooks
• Using Connectors

Still stuck? Please watch the video below or drop us an email at we@portfoleon.com and we will help you out!