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What is a workload? Where can I view a team or role workload? How do I highlight teams or roles in projects?

How can I view my team and role workload?

What are scenario projects? Who can create scenario projects? Where do I create scenario projects? Why do I work with scenario projects?

How do I work with scenario projects?

Which filters can I use? How do I filter my projects in the portfolio and my tasks in the list?

How can I search and filter for tasks and projects?

What portfolio views are available? How do I work with portfolio views?

What are the portfolio views?

How can I simulate different scenarios? What is simulation mode? How can I stagger projects in my portfolio?

When and how should I use Simulation Mode?

How do I set up Allex with Power BI? What KPIs are available in Allex Power BI report? How can I update data in the Allex Power BI report

Reporting with Power BI 

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Javier Gonzalez

Carmen Zimmermann

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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