Portfolio Management

Portfolio Management is a high-level view of all folders and projects within Leankor.  It lists data around completion percentages, planned/forecasted due dates and the project owner.  There is the ...

Project

A Project holds all of the various boards in which work resides.  A single Project can contain one Plan Gantt Board, multiple Project Boards, Whiteboards, and Dashboards, one Expenses Board and one P...

Project Board

A Project Board is a board within Leankor that is used to manage work in one entire workflow, with a set of lanes that represent a single or set of processes.  Teams and individuals use Project Board...

Project Setup

The Project Setup page all of the relevant Project information, such as the Folder, Project ID, Project Owner, if it is linked to a Campaign, Opportunity or Case and Gross Margin as well as Timing inf...

Resource

A Resource is an individual that is assigned to a work item in order to complete all or a percentage of that work.

Resource Utilization View

The Resource Utilization View shows a list of Resources and whether an individual resource is underloaded, overloaded or properly loaded with Work Items.  Resources that show up in Grey are underload...

Resource Management

The Resource Management views allow Resources to be effectively managed in order to load balance Resources with Work Items.  Resource Management is comprised of the Resource Scheduling View and the R...

Resource Scheduling View

The Resource Scheduling View shows a list of Resources and what Work Items each resource has been assigned along with the duration of each work item represented by horizontal bars.  Individual Work I...