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1. 110 InLoox xX ea ee MS Project File MS Project Exchange File XML File nLoox PM Planning File You can load a template from your local data in these formats 5 You can also select the saved templates in the InLoox PM Templates group in the gallery view 6 If you have chosen an already saved template the Load Template dialog box will be displayed r oe Se Load Templates Start date Automatic Calculation Manual Calculation 10 02 2014 08 00 E 7 Load resource data J Remove completion data ox cance 1 Choose between Automatic and Manual Calculation to define the working times of the related work packages o Automatic calculation when using automatic calculation all existing constraints will be replaced by a Start as soon as possible constraint The activities and milestones are allocated in accordance with the planned start date from the planning settings under Direction independently of the project start date on the management page If backwards planning is being use all existing constraints will be replaced by a Finish as late as possible constraint The activities and milestones are allocated in accordance with the planning end date from the planning settings under Direction independently of the project end date on the management page o Manual calculation manual calculation takes the start date as the basis for the first element in the planning All s
2. Edit Project Contacts Add Project notes Delete Project notes Delete own Project notes Lock projects Edit List Edit Mind Maps Cancel In the Permissions dialog box please follow these steps 1 Click the Arrow n and choose from the drop down list InLoox PM user 2 Inthe Select Contact dialog box select InLoox PM address book from the drop down list Address book Choose a name from the list and click OK The contact name is now displayed in the User name box in the Authentication section under InLoox PM Authentication oa fF w amp You can change the name in the User name field In the Password field tyoe a new password for the InLoox PM authentication Enter this password again in the Retype password box to confirm it Activate one of the following check boxes o Activate the Change the password on the next logon check box to allow the InLoox PM user to change his or her password See Change InLoox PM password below o Activate the Logon inactive check box to deactivate the authentication 7 Select the permissions from the Permissions list for the InLoox PM user 291 InLoox X 8 Click OK 7 Click OK or Apply to save the changes Change the InLoox PM password Please follow these steps to change the InLoox PM password 1 Open the InLoox PM Options Under User settings click User Login In the User Login section choose InLoox PM Authentication and click the Chang
3. Edit Management Prerequisite Read projects Prerequisite Edit projects Prerequisite Edit projects Prerequisite Edit projects Prerequisite Edit projects Prerequisite Edit projects 287 InLoox xX Description Edit time tracking without time limit Edit documents Edit budgets Delete projects Create address books Read address books Edit address books Read own address books Edit own address books Delete own address books Permission Allows adding changing and deletion of past time tracking entries of a project Allows adding changing and deletion of all documents in the document list of a project Allows adding changing and deletion of all budgets and budget assets of a project Delete a project User has the right to create new address book Access all address books Allows modifying address books Access own address books Right to change own address books 1 Allows to remove own address books and other users address books Restriction or Prerequisite Prerequisite Edit projects Prerequisite Edit projects Prerequisite Edit projects None None None Prerequisite Read address books Prerequisite Create adderss books Prerequisites Create address books Read own address books Prerequisites 288 InLoox xX Restriction or Description Permission Prerequisite Cr
4. InLoox X T Re assign work packages ld Work ng Divisions Package assign Range and Teams Actions Jan 2014 Name a Ea Mo 27 Di 28 f fii Marketing us EES 4 amp Ella MacGregory 3 EE PowerPoint presentation 82 Now you can re assign work packages at the push of a button to keep the workload balanced between your project resources Time tracking Q WG om Hyperlink Symbol Picture History F Replace Insert Completion of the analysis e Research of potential partners nor cect Approval of ad material Stertdate 1 Text correction info brochure ea i Duration 5i s Description Credit negotiations GS Allocation a Work package Credits v Group Consdting v InLoox PM saves you a lot of time when it comes to describing time tracking entries You can select from frequently used description texts In addition to that time tracking entries can now simultaneously be assigned to a group and a planning activity 164 InLoox xX ee ee Dashboard view Topics Adjust the dashboard view Dashboard standard views Create a new dashboard Designing dashboards Adjust the dashboard view The dashboard view shows you the main project areas You can get all important information to the current projects without opening one and compose your own dashboard view from the different widgets 1 To open the dashboard view do one of the following Click InLoox PM tab on
5. any email attachments files to a project 1 Inthe Operation drop down list choose between Item including attachments Item without attachments Only attachments and Item and attachments separately TP Below you find the description of all these operations in the Management methods area 2 In the Subfolder drop down list choose a subfolder You can also create a new one by clicking New 1 Inthe Create a New Subfolder dialog box select the directory in which you want to create a new folder 2 Click New Subfolder and enter a name for it 3 Click OK 8 Inthe Status field enter instructions e g complete or awaiting release Click Notes on the left from the Subfolder field enter comments and remarks to the document Optionally you can also format these comments Use features such as cut copy and paste undo and redo font font size font style bold italic strikethrough subscript Superscript and underline font color and text highlighting You can also select the font size increase or decrease the size by one increment and change the case 4 Click Links to link the Outlook element with a project element Via New button on the left from the Links field you can create a new link In the Assign Document Relation box you can choose between mindmap nodes work packages time tracking entries and planung elements to assign to Click Add and then OK InLoox PM displays a document as a paper clip on the page you have
6. 25 InLoox xX Se ae ee ee Open a project Double click on one item in the project list or right click on the item to open the context menu and choose Open Project from the list Create a new project Double click on an empty space in the project list or right click there to open the context menu and choose New Project from the list TP For more information see Create a project Find a project with the same initial letters quickly Press the respective letter on your keyboard and switch to another project with the same initial letter Features in the context menu The context menu provides you with almost all basic features that are also available in the InLoox PM Toolbar such as New Project Open Project Delete Project Archive Project Refresh Copy Paste Expand and Collapse All Groups or Show Filter Right click on one of the projects in the project list to open the context menu 3 New Project F2_ Open Project MM Delete Project Del gt Archive Project Refresh F4 M Copy CTRL C ps pups Show Filter Choose Fields e Choose Fields This feature sorts and organizes the project list by the required data On the Choose Fields dialog box click one field e g Customer and drag it into the header columns Reset the fields per Drag amp Drop back into the dialog box Information rules in the project list The completed or cancelled projects are struck through and marked grey
7. InLoox xX o Years o Quarters o Months o Weeks o Days o Hours Print resources On the Start tab in the Current view group click Print Overview or Load Chart to start the quick print feature of the resources Refresh Use the Refresh button to update all changes and reload the view This button can be found on the Start tab in the Current view group Show exchange calendar On the Start tab in the Display group click Exchange Calendar This option displays or hides the information of the Free Busy feature of Microsoft Exchange Server InLoox PM takes account of the Exchange Server calendar information when calculating the workload if this option is activated Show workload labels On the Start tab in the Display group click Workload This option displays the work load in percent in the time bars Show completed activities On the Start tab in the Display group click Include Complete All activities with the status done will be displayed if this option is activated Display the side panel for divisions and teams By clicking the button Divisions and Teams in the Display group you can display or hide the side panel Add a resource To include another resource into the analysis it is necessary to add it o On the Start tab in the Display group click Divisions and Teams in the Resources group click Add Resource o On the side panel you can choose between divisions and team and drag the needed res
8. Range filter Image Text box 180 InLoox xX NI eee Pivot The Pivot dashboard item displays a cross tabular report that presents multi dimensional data in an easy to read format Data sections in the pivot Pivot 1 Value Grand Total Grand Total Spalte Zeie HIDDEN DATA ITEMS Measure Values the section contains data items used to calculate values displayed in the pivot table Columns the section contains data items whose values are used to label columns Rows the section contains data items whose values are used to label rows Layout If the Columns section or Rows section contains several data items the pivot table column and row headers are arranged in a hierarchy and make up column and row groups Use the Initial State button in the Data tab to open or close the groups This button invokes the popup menu that allows you to select whether column and row groups should be collapsed or expanded by default in a Dashboard Viewer Grid This section describes the features available in the Grid dashboard item and provides extensive information about data items and how to customize grids 181 InLoox xX Data sections in the grid DATA ITEMS Grid 1 HIDDEN DATA ITEMS Dimension Measure The grid has Columns and Sparkline data sections which are used to provide data items based on the columns that are created Sparkline column visualizes the variation of summary values over time Layout Th
9. The Send for printing activity must be finished before Print a brochure begins Edit a dependency in the Gantt chart This is how you can generate and edit dependencies 1 Double click on the link line in the Gantt chart 2 The Edit Dependency dialog box is displayed In the Type field select the direction of the dependency 3 Inthe Lag field define the days and hours of the lag between two planning elements 103 InLoox xX 4 Activate the Negative control box for the negative lag The description of it you will find down in the Lags area Lags InLoox PM provides you with the possibility to determine the lags between two linked planning elements By using lags you can define the time interval between two planning elements You can create a positive or a negative lag a amp Assesssment 21 09 2011 13 10 201 25 00 h Media analysis 08 09 2011 29 09 201 25 00 h Positive lag The issue date start or end of the successor is after the predecessor A positive lag means waiting E g you want to set a lag between two activities Draw a picture and Frame a picture because the paint needs to dry Create a positive lag by putting in e g 2 days The time lag of 2 days is always constant even if the predecessor will take 4 days more Negative lag If an activity is supposed to start before its predecessor ends it is necessary to define a negative lag both activities overlap A negat
10. o Inthe Selection area choose between All projects Selected projects or Projects matching For the last option you can define the filter criterion such asNumber Name or Customer that the selected project contains o Activate the Include project requests box to add the project requests to the report o Inthe Template area choose a template from the drop down list Filter the report data in the Work Packages tab o Choose All work packages to include the complete list o Choose Time Work packages matching to filter between Date Performed by and Group o Define the billable status for the report Filter the report data in the Planning tab o Choose All planning items to include the complete list of planning elements o Choose Planning items matching to define which planning items summaries activities or milestones will be included into the report You can specify their combination by selecting the corresponding check box o Optionally you can choose the time interval by selecting Date between and by choosing the date Filter the report data in the Time Tracking tab o Choose All entries to include the complete list of time tracking entries o Choose Time tracking entries matching to filter between Date Performed by and Group You can specify their combination by selecting the corresponding check box o Define the billable status for the report Filter the report data in the Budgets tab o Choose All Budgets to include
11. schedule and displays information about the relationships between planning elements 102 InLoox xX The type of dependency between activities defines how the activities are linked to each other InLoox PM provides you with the following dependency types Dependency Example Description End to Stat The activity B begins after the activity A is finished E g the activity Ais Prepare a presentation and the activity B is Hold a presentation In this case the Hold a presentation activity cannot begin until the Prepare a presentation activity is completed Start to Start _ The dependent activity B cannot begin until the activity A that it depends on is completed For example the activity A is Prepare texts for the web site and the activity B is Add screenshots However the Add screenshots activity begins when the Prepare texts for the web site activity begins End to End p The activity B cannot be completed until the activity A that it depends on is completed E g the activity A is Write texts and the activity B is Check texts The Check texts activity cannot be completed until the Write texts activity is finished Start to End E The activity B cannot be completed until the activity A that it depends on begins This type is also called jump sequence The jump sequence chain forms the latest possible project start E g the activity A is Print a brochure and the activity B is Send for printing
12. chosen You can also open the document directly from this page 3 Click OK InLoox PM saves the Outlook element as a document on the Documents project page NOTE The context menu contains several options to adjust the project list view Right click in the project list to open the context menu 258 InLoox xX e Expand or reduce the project list view Change the view by using Expand All or Collapse All to make the project list clear e Choose Fields This feature sorts and organizes the project by important data On the Choose Fields dialog box click one field e g Budget critical and drag it into the headlines Reset the fields via Drag and Drop back into the dialog box Management methods When you insert an Outlook element with attachment into an InLoox PM project there are various options to handle a attachment Method Element with attachment Element without attachment Attachment only Element and attachment separately Action InLoox PM assigns the email and the attachment in file form to a project Outlook does the same InLoox assigns only the email to the project All attachments will be removed InLoox PM assigns on y the attachment to the project The email is discarded InLoox PM assigns the email and attachment to the project separately Pros amp cons h Email and attachment are stored together The document list shows whether the element is
13. e Canada a map of Canada Dashboard uses a Shapefile vector format to provide custom maps Commonly this format includes two file types To open an existing shapefile use the Load Map or Import Map button in the Ribbon In the invoked dialog locate the required shp file Master Filtering Dashboard allows you to use any data aware dashboard item as a filter for the entire dashboard Master Filter TP To learn more see the Master filtering topic that describes filtering concepts common to all dashboard items When filtering is enabled an end user can click a callout or multiple a callouts by holding down the CTRL key to make other dashboard items display only data related to selected a callout s Range filter The Range Filter dashboard item allows you to apply filtering to other dashboard items This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis Data sections in the Range Filter DATA ITEMS Argument Seres Values the section contains data items against which the Y coordinates of data points are calculated Arguments the section contains data items that provide values displayed along the horizontal axis of the Range Filter Filtering is performed based on these values Series the section contains data items whose values are used to create chart series 194 InLoox xX a a ee ee ee Layout The Range Filter dashboard item supports variou
14. e STRG V Paste a work package from the clipboard to the work package list e STRG N Create a new work package Change the work package status The status defines different work package states You can find the work package status in the project on the Work Packages page in the Edit group on the Edit tab You can define as many statuses as you want in the InLoox PM options Proceed as follows 1 Open the dialog box InLoox PM Options 2 Under General options click Work Packages and then Work Packages Statuses On the right side you will the Work Packages States area a Options General Options Permissions Work Package States 7 New NAME Edit Open 7 ______ Completed aa Delete Cancelled Reports 7 Outlook emails Contacts 4 gt Notificati 3 Do one of the following 62 InLoox xX ea Create a new status by clicking New In the Edit Work Package Status dialog box enter a name anddefine the color in the Flag field Edit the existing status Choose one status from the list and click Edit Remove the selected work package status from InLoox PM by clicking Delete You can change the status position in the list Click Up to move it upwards or Down to move it downwards in the list 4 Click OK or Apply to save the changes in InLoox PM NOTE The sequence of this list corresponds to the sequence displayed in the projects on the Work Packages page W
15. s i Recent Dashboard Projects Work Resources Time Timeline Contacts Archive Views Projects Packages Tracking X Common Views Projects Outlook O G a oF Reports Stopwatch Work Log Help Package Pane onas Extras 2 On the InLoox PM Ribbon you will find the following commands and views Dashboard The Dashboard view shows selected basic data all of your projects Projects switches to the project list overview in the InLoox PM folder This folder is comparable with an email calendar or task folder of Outlook The InLoox PM folder can be located on the network server or on your own hard disk depending on the installed version Work packages Opens a list of all work packages created in the projects Manage them over the projects 15 InLoox xX Resources The visual resource overview displays the resource capability and work load It integrates both project work packages from InLoox PM and appointments from the Microsoft Exchange free busy service Time tracking This view shows an overview of all project working times system wide which you are allowed to access Timeline Displays all changes made to the projects Contacts InLoox PM contacts contain information such as emails addresses postal addresses or different telephone numbers of the team members even if they are not available as an Outlook or Exchange contacts Archive This overview shows you all archived projects Views Here y
16. the Data Ribbon tab e When drill down on series is enabled an end user can click a series point or corresponding legend item to view a detail chart for the corresponding series Drill down on series requires that the Series section contains several data items from the least detailed to the most detailed item Click Series in the Data Ribbon tab 185 InLoox X a Pies Data sections in the pies DATA ITEMS Value Argument Series Values the section contains data items that define the share of pie segments Arguments the section contains data items that provide values used to label pie segments Series the section contains data items whose values are used to label pie charts Layout All buttons for customizing the dashboard item Pies are on the Design tab Data Design FN _ Af W a amp wo O O Auto Arrange Arangein Arrange Data Labels Tooltips Show Pie Pie Donut Columns n Rows Captions Content Arrangement Labels Style e To control how pies are arranged use the Content Arrangement group in the Design Ribbon tab By default the Auto Arrange option is enabled which automatically resizes pies to fit within the dashboard item You can also specify the number of columns in which pies are arranged Click the Arrange in Columns button and specify the appropriate number in the Count field Similarly you can arrange pies in a specific number of rows e Pies display data labels that contain
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18. 4 Days off In this area you can add or import new days off and edit or delete the existing ones TP For more information see Set days off 5 Working day 108 InLoox xX Define the number of hours of a working day in the One working day contains hour s box This parameter helps the user to enter time periods for activities and workloads for work packages 4 Click OK or Apply to save the changes in InLoox PM NOTES e If the working times are changed or working days are activated or deactivated the internal costs of a project are only then changed when the relevant element is opened and the project saved e The billing of internal costs on the planning page only takes account of the number of working hours of work packages in planning activities e The values specified here define the standard start and end for new planning elements The use of working times facilitates the input of activities and milestones Set days off In the InLoox PM options you can set days off and import Microsoft Office Outlook holidays files hol 1 Open the InLoox PM Options dialog box 2 Below Planning click Working times On the right side you see the Days off area M Days Of aie Christmas 24122011 Edit Delete l Import 3 Do one of the following Set anew day off 1 Inthe Calendar area choose a calendar from the drop down list 6 In the Days off area click New 7 Type a name in the Name field in the
19. General Options z Project number caa Divisions Project statuses Customers menm Your cel i Management eens Edit 3 Development Rita Meyer S te prin Horie 5 Mind Map at Level Work Packages i 2nd Level Planning ed Level Documents 3 Do one of the following Insert a new division to change the division structure 1 Click New and enter a name in the Name box and notes in the Description box if necessary in the dialog box New Division In the Resources area click Add In the Address Book dialog box select a contact and click OK Click OK Now the new division with the resource in the division structure is displayed Edit the existing division structure Choose one entry from the division list and click Edit in order to change it Remove a selected division from the list by clicking Delete 41 InLoox xX Sa are en 4 Click OK or Apply to save the changes in InLoox PM WARNING Effects of editing or deleting a division e The renaming of a division takes immediate effect in all relevant projects e The deletion of a division takes immediate effect in all relevant projects e The new division is visible on the Management and Work Packages page by adding a resource Create and manage a customer The InLoox PM options support you with a central customer management Create a new customer system wide in the InLoox PM options as well as in the project directly To manage customers do the
20. InLoox xX Find text You can quickly search for every occurrence of a specific word or phrase 1 On the Format tab in the Editing group click Find 2 In the Find box enter the text you want to search for 3 Do one of the following o Click Find next to search for every occurrence of a word or phrase o If you want to search simultaneously for all occurrences of a word or phrase click Search All and choose between Match case Find whole words only Regular expression NOTE To cancel a search progress press ESC Replace text You can quickly search for every occurrence of a specific word or phrase 1 On the Format tab in the Editing group click Find In the Find box enter the text you want to search for Do one of the following Click Find next to search for every occurrence of a word or phrase f you want to search simultaneously for all occurrences of a word or phrase click Search All and choose between Match case Find whole words only Regular expression NOTE To cancel a search progress press ESC Add other project information On the Edit tab in the Status group you can add the following elements to a project e Priority You can set the level of importance of a project On the Edit tab in the Status group choose whether the project has high low or normal priority Setting the level of importance also enables you to sort the projects in the project list by importance e Fixed deadline With this
21. L 2 Rita Meyer Budgets Reports Delete Emails Templates Contacts Notifications Custom fields Locks License key Web App Options User settings Gorden Newman v lt Role based permissions Edt ROLE READ PROJ ACCESS M ACC Partner Employee v v Additional Projectman j Y Customer lt 281 InLoox xX Permission Mode Remarks User based Permissions based on Windows and InLoox user accounts Active directory permissions accounts in domain mode and local Windows and InLoox user accounts in workgroup mode are supported Apply across all projects and on the entire database NOTE InLoox PM does not support Windows groups at this time Role based Users acquire permissions by assuming a role in a project Project members are all permissions persons who are listed in the project on the Management page as In Charge Possible roles Project manager Team member Customer Partner Other Microsoft Exchange Server or InLoox contacts are required NOTE Persons are identified by their Windows or InLoox Security Identifier or SID and the Windows X400 address or Exchange address Persons with the same X400 address have the same role based permissions in InLoox PM If this is not what you want please deactivate the role based permissions entirely by removing all permissions for all roles Examples InLoox PM combines role based and user based permissions The permission rec
22. Left Quarter Right Quarter Threefourth Linear Unear Show Gauge Crodar Circular Grader Horizontal Vertical Captions Columns n Rows Labels Content Arrangement Style e To control how gauges are arranged use the Content Arrangement group in the Design Ribbon tab By default the Auto Arrange option is enabled which automatically resizes gauges to fit within the dashboard item You can also specify the number of columns in which gauges are arranged Click the Arrange in Columns button and specify the appropriate number in the Count field Similarly you can arrange gauges in a specific number of rows e The Gauge dashboard item allows you to select the gauge type Full Circular Half Circular Left Quarter Circular Right Quarter Circular Three Fourths Circular Linear Horizontal and Linear Vertical 188 InLoox xX Sa ee ee Cards Data sections in the cards DATA ITEMS Cards 1 Actual Target Series Argument Cards the section contains data items used to calculate values displayed within cards Data items are arranged in containers Each data item container can hold two data items The first item contains actua data and the second item optional contains target data If both items are provided cards show the difference between actual and target values Series the section contains data items whose values are used to label cards Sparkline the section is used to provide a date time dimension whose data will be us
23. New Non Working Time dialog box 109 InLoox xX a a ee 8 Select a date in the Start field 9 You can optionally choose the End to define the end or to add several days off 10 Select the Full time option if you want to define the whole day as a day off 11 Select the Available in all calendars check box if you want to apply this day off for all calendars 12 Click OK NOTE Define the days off per calendar e g to define different holidays in different calendars such as country specific holidays Edit items Choose one day off from the list and click Edit to edit it Delete items Choose one day off from the list and click Delete to remove it permanently Import items Choose one day off from the list and click Import InLoox PM loads a Microsoft Office Outlook holidays file hol 4 Click OK or Apply to save the changes in InLoox PM Planning templates Topics Import a planning template Save a planning template Manage planning templates Import a planning template Use already existing Microsoft Project files for a new project planning A planning template includes milestones activities and summary activities Open an existing project or create a new one In the project on the Start tab in the Section group click Planning On the Planning page on the Templates tab in the Action group click Import Templates S Soy gt In the drop down list choose one of the following file formats
24. Newman Condition Greater v Product Launch 2014 0004 Media Outlet Value1 100 Days 4 MANAGER Ella MacGregory 5 Trade Far Stand 2014 0010 Trade Fair Compan 9 Format A R L F Apply to row Product Catalog 2014 0006 Software Corp Software Release 2014 0021 Projects GmbH Press Show 2014 0022 Competence Inc Product Catalog 2014 0024 In House Use the project list as an early warning system and highlight columns according to personalized rules e g to identify projects that are at risk to overrun the time or budget limits Moreover you can create your personal list of prioritized projects Project search Feb 2014 Mar 2014 PIT II NAME 4 Financing Credits 4 Sponsors Contact new sponsors implementation Revision 4 Product launch Website 4 Information brochure We put an end to digging for project information With the full text search you can screen your entire project and navigate directly to the search results 157 InLoox 3 Even better usability fi z o e NAME START END J Basic Information 4 Project Plan 228 201 3 20 20 Name Kick Off aav P kaor 228 201 2 28 20 Se corte an D Assign duties 2 28 201 3 3 20 4 Market Research 3 4 2014 3 12 20 a Time Fame a p 4 Competitor Analysis 3 4 2014 3 7 201 Approvecompetition 3 4 2014 3 7 201 Calendar Standard id Lad S b 4 Research 3 10 201 3 12 20 ee 1TA w
25. Outlook is a highly sophisticated product which is constantly under development With ongoing Office and security updates Exchange Server service packs and new versions of Windows there is a wide range of supported platforms for InLoox As a customer of InLoox your are entitled to benefit from InLoox direct service and support NOTE Please have your customer number to hand InLoox GmbH Address KantstraBe 2 D 80807 Munich Germany Internet www inloox com E Mail info inloox com Phone 49 89 358 99 88 22 Fax 49 0 89 358 99 88 99 Our contact our office in the USA InLoox Inc Address One Embarcadero Center Suite 1060 E Mail office sf inloox com Phone 415 445 4660 Fax 415 335 4022 InLoox X Handle exceptions There are certain rare configurations that can cause an unpredictable behavior of the software To cater for this we have developed a special message dialog box which permits a more accurate examination of the problem If such an exception occurs in your installation there are various ways to inform us about it These options are described below 1 The InLoox PM dialog box for exception handling is displayed R An exception occurred Source InlLoox Message Object reference not set to an instance of an object Email report l Continue 2 This dialog box allows our developers to localize an unpredicted condition more precisely and make future versions of InLoox more stable
26. Packages tab and click on the Not Assigned Work Packages area 1 Draw one work package and add it via Drag amp Drop to a planning element If you want to add it to the existing one mark this planning element befor If you want to add a work package as a planning element just draw it to the planning list Work package related information like name resources with capacity etc are displayed in the planning view 5 You can delete a work package from the project plan by clicking Remove Work Package in the Edit group on the Edit tab Create dependencies between planning elements A dependency represents a relationship between two planning elements where one element with its start or end is dependent on the start or end of the other one A planning element is a successor if it is dependent on the other element A planning element is a predecessor if the other planning element depends on it These two types are displayed on the project plan Gantt chart The dependency describes a consequence and chronological order between two elements in this chart Article content Types of dependencies Constraints Lags Types of dependencies In InLoox PM you can use the duration of planning elements different types of dependencies constraints and positive and negative lags You can modify the information in the planning by using the features in the Ribbon New Edit dialog box and in the Gantt chart InLoox PM automatically adjusts the
27. Tracking Archive Projects Recent Add to Reports Stopwatch Work log Help Projects Project Work Packages Timeline A Views Package Pane onas Common Views Extras a Jan 2014 Feb 2014 e Divisions and T a g Mo 27 Di28 M29 Do 30 F3 5a 01 T E 4 E Marketing 7 TOON Your Company re rk ss oo 3 D Poweront presentation eo os ETE aW Management Text completion gt HR amp a Meyer 26 Assign tasks Py a K Marketing Brita Meyer la MacGregory G Approval of ad material 4 Z Project team 3 4 Gordon Newman _ Competitor analysis ic Exchange Calendar Add Team 200 a gt New Team B 2 A Gordon Newman 150 Ella MacGregory 4 New Team ES Bi stones 100 P eremy Smith Over Max Schiller z A Rita Meyer Stephanie Miller 0 Projects Mail Calendar People ALL FOLDERS ARE UP TO DATE The description of the other features e Define the time frames of the utilization Select the datum in the Date Range group or click Today e Display resources project related or system wide In the Filter group choose between All Projects or Only this Project e Show details of the elements Choose one element from the utilization view in the structure and click Open e Show or hide the details in the structure Click Expand or Collapse all in the View group e Print the utilization view In the View group click Print to start the quick print feature Manage the work pack
28. a performance free from defects In this case InLoox s liability is limited to the loss or damage foreseeable upon conclusion of the contract 3 A further liability of InLoox is excluded 4 Should the liability for damages on the part of InLoox be excluded or reduced this shall also apply with regard to personal liability for compensation for damages on the part of its employees representatives and persons employed in auxiliary tasks 5 The right to contest the charge of contributory negligence remains open to InLoox It is pointed out to the Customer that within the framework of his obligation to exercise diligence before using the Software for the first time he must test whether the installation of the Software might lead to particular interference with pre installed software and that he must further ensure back up of his data before the 301 InLoox xX first installation as well as during the course of operations and in the case of a suspected fault in the Software that he implements all additional reasonable measures required for security 6 The statute of limitation for claims of the client who is not a consumer is one year as of the statutory commencement of the limitation period 7 The conditions of this paragraph apply mutatis mutandis to component manufacturers of the Software 8 Software Updates and Upgrades At the sole discretion of InLoox users may be provided with updates and upgrades to the S
29. a aa a a 241 Manage the saved rePONS vs ssccascecsctehticceecienssnettbciceneeavaszetasaitaeeaeeaanoten aA ARAARA 243 Manage the report template usnisa aaeain asins aaa aa a daaa Kaa AE Spaa K a baaa daN E EA 244 Work with the report designo edanac R R 246 TYPES of report TEM plates ies ccdvcc ses cevne decd ees cekedceacaveded ete aaa eaae a iaaa Naaa EEEE EE aE ea AEAEE Kaaa ENSA VETEEN 247 Interaction between InLoox PM and Outlook elements sessssesssiesssrieesrrrsssirrnninnnntirnnnttnnnnnnnnnnnnnnennnnne 248 Quick access panels for tasks and calendar ccccceceeccceneeceeeeeeeeeeeeeee sete eeeeeaaaaeeeeeeeeeedeeaeeeeeeeeeeeeeeaee 249 Quick access panel for contacts ccecceeeeeeeeeeeeee eee eeeeeeeeaeeee eens eeeeaaaeeeeeeeeeeseaaaaaeeeeeeeeeeeccaaaeeseeeeeeeegeaaes 251 Quick access panel for E mails ssiri ispanak aai pa aada aai Aia Eaa aaka baaa Rania aa 252 Gustomize email templates siisii deapseccacedusas cxcasseasdeadsaeccanveceacsdueesdveessanshendeasdeapyscacneaeeesdzeessaaveandees 254 Add Outlook elements to INLOOX PM eeeceeeeceeeeeeeneeeeeeeaeeeeeeeaeeeeeeaeeeeeeaeeeesenaeeeeeenaeesesenaeetessnaeeeenenaees 256 CUSTOMIZE AMG COMMGUIG seria cis ieee netted etre 260 INOUMCAUONS ennn A AR 260 Customize a notification template ccccceceeeceecce cere eeeeeeaeeee sete eeeaaaaaaeeeeeeeeaaaaaaeeeeeeeeseeenaaeeeeeeeeees 261 Customize notification TEAS inince vaste ed caeesdegves dacs dedectedes ari aaa anini eaaa
30. a security risk Article content Overview of role and account based security architecture Set user based permissions Set role based permissions 280 InLoox xX Overview of role and account based security architecture In InLoox PM you can select role based and user based permissions Role permissions are defined according to the function carried out by each person involved in the project be it as project manager team member customer partner or any other activity InLoox PM then assigns the correct permission to each person assuming a given role IMPORTANT User account oriented permissions apply to all projects This allows for example company management to look at all current and concluded projects whereas practical responsibility remains in the hands of the project manager and team User account oriented permissions require a Windows Server with Active Directory or InLoox PM contacts Role permissions additionally require Exchange Server To open the permissions please follow these steps 1 Open the dialog box InLoox PM Options TP For more information on how to open the InLoox PM options please see Open the InLoox PM options 2 Under Permissions click Permissions On the right side you see the Permissions section B Options General Options Permissions 9 Permissions More options User based permissiors Mind Map Work Packages New TYPE USER NAME CREATE PROJECTS Documents Edt
31. actual expenses time tracking actual expenses of the project within a pre defined time period Element Planned expenses resources Planned expenses other Planned revenues Actual expenses time tracking Actual expenses Actual revenues Description Costs of all activities from the planning page They include the resources with recorded working time Method The total work time of all resources is multiplied by the group purchasing costs for each activity All activity expenses are cumulated by record time All planned expenses from the budget page Method Budget documents of planned expenses type are totalled and or cumulated by record time All planned revenues from the budget page Method Budget documents of planned revenues type are totalled and or cumulated by record time Actual expenses time tracking from the budget page Method Actual expenses time tracking are calculated automatically Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by record time Actual expenses from the budget page except actual expenses time tracking Method Budget documents of actual expenses type are totalled and or cumulated by record time Actual revenues from the budget page Method Budget documents of actual revenues type are totalled and or cumulated by record time 153 InLoox xX Chart type expense vs revenues The ch
32. additional licenses have to be acquired Please refer to your reseller or the producer for this You will receive immediately a license key to license the required number of users for InLoox PM TP For more information on how to contact the producer please see Contact the InLoox PM support 304
33. an email calendar or task folder of Outlook The InLoox PM folder can be located on the network server or on your own hard disk depending on the installed version e Work packages Opens alist of all work packages created in the projects Manage them over the projects e Resources The visual resource overview displays the resource capability and work load It integrates both project work packages from InLoox PM and appointments from the Microsoft Exchange free busy service e Time tracking This view shows an overview of all project working times system wide which you are allowed to access e Timeline Displays all changes made to the projects e Contacts InLoox PM contacts contain information such as emails addresses postal addresses or different telephone numbers of the team members even if they are not available as an Outlook or Exchange contacts e Archive This overview shows you all archived projects 18 InLoox xX eno Project list Create a project This chapter guides you through the process of project creating with certain permissions You can create a project request for an approval if you don t have the permission Create projects Project managers and executives can easily keep track of the company s project portfolio The following topics are available Topics Create a new project with the permission Create projects Create a project request Create a new project with the permission Create
34. click XX InLoox PM selects the document folder anew according to the document folder rule as soon as a new document is added to the project e Update Document List Refreshes the document folder view and the document list by reading all entries of the file store or SharePoint system This feature is available on the Edit tab in the Documents group e Clean Document Folder Removes all orphaned entries of the document list This feature is available on the Edit tab in the Documents group Information rules in the document folder view e The entry All documents displays all the documents of the project file store including all subfolders in the document list e The entry Favorites displays all documents marked via Ribbon as favorites e The entry Project folder displays all the documents of the project file store excluding subfolder content e The entry Project folder can contain subentries by the means of a tree structure representing the physical structure of the file store or the SharePoint system Information rules in the document list e An entry contains the following data filename size type state note created on changed on folder and path e If the element was added to the project using the button Add to Project the following is also included Outlook sender Outlook topic Outlook received on 122 InLoox xX e If the project document folder is a SharePoint document library the following is also included SharePo
35. command you can define whether the completion date of the project can be seen in the planning or not Typical examples of fixed deadline projects are trade fairs or Christmas card mailings 54 InLoox xX TP The project end is marked in red in the planning For more information see Work with the Gantt chart in the Information rules in the project list section e Archived With this command you can archive the project The archived project will be saved in the project archive e Lock project This command protects your project from being changed by other users Only authorized users can change this mode TP For more information please see Set up permissions Search and filter in a project Over time your project grows and it can be hard to find quickly the important information InLoox PM 8 provides you with the search feature in the project directly It helps you to reach the needed data without a lot of digging Use the Search project field that is on the top right of each project page 1 Enter the search term in the search field On the Search tab select Only this Page or All Pages 2 Select Enter or the search icon p The search results are shown on the right bottom The list is subdivided into three columns Type Name Description and Found at 3 Refine your search by selecting one of the filters in the context menu in each coulmn All Custom Blanks or Non blanks 4 Click Custom filter to select the custom
36. comments in the comment preview Click Expand all above the comment list as alternative e You have however the possibility to delete it Click Delete x in the comment preview to remove the comment You need the corresponding permission to do this For more information about assigning permissions see Set up permissions e Print the comment by clicking Print symbol InLoox PM always saves the name of the person who made the changes InLoox PM displays the Outlook Windows or InLoox PM account name Customize a comment You can change the appearance of your comments with InLoox PM features Compose and customize your comment with different fonts colors sizes etc to arrange the comment information clearly and manage it more easily All comands for formatting are on the Format tab x l5 H s Format Segoe UI vi 9 v A A Ee Q ag J Find ir R I U U x ze A wy E Hyperlink Symbol Picture it Replace Common Font Paragraph Insert Edit Change the font e On the Format tab in the Font group you can select the font font size font style bold italic strikethrough double strikethrough subscript superscript underline and double underline font color and text highlighting 52 InLoox xX e You can also increase or decrease the size by one increment and change the case Add a numbered or bulleted list On the Format tab in the Font group click the Bullets or Numbering command Press ENTER to add the n
37. de 3 Do one of the following Create anew contact In the New group click New Contact Edit a contact Choose a contact from the list and click Edit in the Actions group Delete a contact Remove one contact by clicking Delete in the Delete group Filter the contact information Click Filter in the Current View group TP To learn how to work with the filter see Search and find projects the Use filters section Print the contact list In the Current View group click Print to start the quick print feature of the contact list Refresh By clicking the Refresh button in the Current View group all changes are updated and the view is reloaded Create a new address book and manage it In the Contact group click Address book and choose from the drop down list Manage Address Book Features in the contact list The following features can be found in the contact list 238 InLoox xX e Open a contact Double click on one item in the list e g to edit it e Search the contacts The search bar permits to find quickly any contact Features in the context menu The context menu provides you with almost all basic features that can also be found on the InLoox PM Ribbon such as New contact Edit Delete and Refresh It also provides features such as Switch to Project List and Show Filter Right click in the list to open the context menu El New contact gt Edit X lt Delete j Import Contacts S Refre
38. descriptions for pie segments and provide tooltips with additional information You can specify which information should be displayed within data labels and tooltips To do this use the Data Labels and Tooltips buttons in the Design Ribbon tab These buttons 186 InLoox xX invoke the drop down menu which is similar for both buttons This menu allows you to specify which values are displayed within data labels or tooltips Define the visibility of the pie caption via the Show Pie Captions button e Select the diagram style use the Pie and Donut buttons in the Style group of the Design Ribbon tab Master Filtering Dashboard allows you to use any data aware dashboard item as a filter for the entire dashboard Master Filter TP To learn more see the Master filtering topic that describes filtering concepts common to all dashboard items The Pie dashboard item supports filtering by argument or series values e When filtering by arguments is enabled an end user can click a pie segment to make other dashboard items display only data related to selected argument values Click the Arguments button in the Data Ribbon tab e When filtering by series is enabled an end user can click a pie to make other dashboard items display only data related to the selected pie Click the Series button in the Data Ribbon tab Drill Down The built in drill down capability allows end users to change the detail level of data displayed in dashboa
39. dissolve a group by using the arrows Left and Right in the Arrange group The selected planning element will be grouped one level below by clicking Right Click Left to move the selected planning element one group level up e Mark a planning element as done Select an activity or milestone from the planning list which is finished and click Done in the Highlight group on the Edit tab e Highlight a planning element in the planning list Select one planning element from the planning list and click Flag in the Highlight group on the Edit tab Choose one color from the drop down list Now you can see the selected flag in the planning list next to the element NOTE The flag highlights the planning elements only in the list e Highlight a planning element in the Gantt chart Select one planning element from the planning list and click Color in the Highlight group on the Edit tab Click the color circle to select a user defined color from the color spectrum Click the arrow to see a compact pre selection of standard colors The planning element will be displayed in the Gantt chart in the selected color e Display the important planning elements on the timeline Select planning elements you need and click Add to timeline in the Highlight group e Synchronize a planning element with Outlook elements Select one element from the planning list and click Synchronize with in the Action group on the Edit tab Select either Outlook Task or Outlo
40. from each column For more information see Search and filter in a project 4 Click OK or Apply to save the changes WARNING Effects of changing or deleting groups e Adding and renaming groups has no effect on existing projects e When group prices are changed the old amounts remain initially unchanged in all projects The amounts are updated when the relevant planning element time tracking entry or budget position is next edited e The deletion of groups has a permanent effect namely that the group and associated amounts are no longer displayed in the budget overview to all planning elements time tracking entries and budget positions using the deleted groups must be assigned a new group when next edited Effects of changing the currency symbol e The currency is not automatically redenominated If for example is replaced by InLoox PM does not recalculate the amounts but simply changes the currency symbol as if the rate of exchange were 1 1 Open the InLoox PM options In the InLoox PM options you can make changes to the basic parameters and you can set up permissions in InLoox PM The administrator opens the InLoox PM Options as follows 1 Click the File tab 275 InLoox xX a 2 Click InLoox PM Options in the navigation pane Informationen Inbox Offnen und exportieren Language setting G Speichern unter Change Change language setting for language InLoox PM Anlagen sp
41. function type for numeric measures To do this in the Designer invoke the data item menu and select the desired summary type Less common summary types are organized in the More submenu DATA ITEMS Chart 1 PlannedCostsResou v di Count Value Y Sum Min 0 95 Max DivisonName Average 0 9 Argument More StdDev Format StdDevP Var i Name Vart Dashboard allows you to group dimension values and display summaries for entire groups rather than individual values You can arrange dimension values in groups of different sizes by specifying the appropriate group interval For instance date time values can be grouped by years months quarters etc This topic lists the supported text and date time group intervals and describes how to change the group interval The following sections are available Text group intervals String values support the following grouping intervals No grouping Each value is displayed as is Alphabetical Values are grouped alphabetically Example A B Z Date time group intervals Date time values support the following group intervals Year Values are grouped by the year Example 2012 2013 2014 203 InLoox xX Quarter Month Day Hour Minute Second Day of the Year Day of the Week Week of the Month Month Year Quarter Year Day Month Year Date Hour Values are grouped by the quarter Example Q1 Q2 Q3 Q4 Values are grouped by the month E
42. group click New Node You can name it directly in the mind map view or by right clicking the mouse an choosing Editin the context menu e Edit anode On the Edit tab in the Node group click Edit Node to add further information to the selected node e Remove anode On the Edit tab in the Node group click Delete Node to remove the selected node from the mind map e Copy and paste Create quickly child nodes with the help of Copy and Paste in the Node group on the Edit tab e Seta progress to the node On the Edit tab in the Node group click Progress and choose the percentage figure from the drop down list e Mark the node On the Edit tab in the Node group click Flag and select a color from the drop down list e Add anew work package to the project On the Edit tab in the Promote group click Create Work package 73 InLoox xX e Copy mind map to planning On the Edit tab in the Promote group click Copy To Planning to transfer all nodes and the structure to the planning e Create anew mind map On the Edit tab in the Mind Map group click New Mind Map e Edit a mind map On the Edit tab in the Mind Map group click Edit Mind Map to add further information e Remove amind map On the Edit tab in the Mind Map group click Delete Mind Map to remove the selected mind map Features on the View tab e Print a mind map view On the View tab in the Common group click Print to start the quick print feature of the mind map view e Expan
43. in the Action group click Export Template e ON gt In the drop down list you can choose between the following formats nLoox PM planning file XML file a Picture 5 If you choose the Save Template command in the InLoox PM Templates group the Save Template dialog box will be displayed 112 InLoox xs a ee ae ee es E Save Template meo Fry Template Template name Prototype Mind Map In the Template name field type a name Click OK The template is saved in InLoox PM InLoox PM saves not only planning elements but also all resources and their notification options Manage planning templates In the InLoox PM options you can edit planning templates that you have already saved IMPORTANT To manage templates it is necessary to have InLoox PM administrator permissions 1 Open the InLoox PM Options dialog box 2 Below Planning click Templates On the right side you will see the Planning Templates area 5 Gener al optior s se Permissions iia T Planning Templates 5 Mind Map Create new templates from any project Select the option New gt gt Save Template from the project s Planning Plannning page Working times 4 Notifications Rename Name r LWN Sales Represent epr Export Custom fields japant Project locks License key Download User settings 3 Do one of the following Change the name of the saved template Choose one template f
44. la MacGregory a amp Gordon Newman 100 Competitor analysis PF Exchange Calendar Outlook lt Add Team 7 A _ New Team R Gordon Newman 150 i 4a New Team Ee nans 100 Bieremy Smith Overallocated Max Schiller on A Rita Meyer K Stephanie Miller 0 Projects Mail Calendar People ALL FOLDERS ARE UP TO DATE co CROSO All folders Sent Mail 2 On the Start tab perform one or more of the following actions Show work package details Select one work package from the structure and click Open Work Package in the Actions group TP It invokes the Work Package Details dialog box For more information on how to work with the dialog box see Manage the work package view Assign another resource to the work package Select one work package from the structure and click Reassign in the Actions group Define the time frames On the Start tab in the Current view group click Date Range Choose from the drop down list between Today Week Month andYear You can also enter your own data by clicking Custom NOTE All resources that are not occupied during the defined period are hidden Use the button Add resources to always display resources with whom you work often regardless of the date settings Enlarge or reduce the resources On the Start tab in the Current view group click Zoom In or Zoom Out to change the zoom level of the view The available values are 221
45. links Click New link 3 Choose between Planning Time Tracking or Mind Map items and Work N packages from the Assign Document Relation dialog box 4 Click Add and then OK InLoox PM displays a document as a paper clip U on the page you have chosen You can also open the document on this page 5 You can open the chosen page Click link on the Links area If you want to delete the item click Delete symbol X O Sending a notification to a resource IMPORTANT All added resources receive automatically notifications about new edit or deleted documents In the area Notifications you can inform other resources e g project planner about assigned work packages and about the changes in them 129 InLoox xX o Click the command to add resources In the Select Contact dialog box click on the name and then click Select and OK o The notification will be send on the selected resource as an email when you save and close the project o The email notification set by default TIPS e Add the document via Drag and Drop to the document list or to the other folder in the folder view left e You can also add the documents from Outlook to the InLoox PM planning via this function For more information see Add Outlook elements to InLoox PM Cleaning the document list If data is removed from the document store and hence isn t available for InLoox PM anymore proceed as follows 1 Open a project with the saved doc
46. options Incorporates the right to change permissions Create an InLoox PM account To logon to the InLoox PM project management platform you can use Windows or InLoox PM Authentication With an InLoox PM Authentication external team members project partners or stakeholder without their own Windows user account in the corporate network are able to log into InLoox PM directly with user name and password MPORTANT Only users with administrative permissions can create an InLoox PM account Article content InLoox PM authentication Change the InLoox PM password InLoox PM authentication Please follow these steps to create an InLoox PM account 1 Activate first the InLoox PM contact management Create a new contact in the InLoox PM Contacts Open the InLoox PM Options dialog box Under Permissions click Permissions a fF ON In the User based permissions section click New 290 InLoox xs r Permissions EA User Rolename Authenbcabon Windows Authentication InLoox PM Authenticatior User name Password Retype password Change password on nextlogon gon inactive v eee PERMISSION Create projects Create project request Release project request Read projects Access List Access Mind Maps Read Work Packages Access Planning Access Time Tracking Access own Time Tracking entries Access Documents Access Budgets Edit projects Edit Management
47. options 2 Under General options click Customer number On the right side you see the Customer number area 43 InLoox X General options Project number nn Customer number Project statuses Customers F Prefix Any text Groups Regular expression Divisions Rule al4 More options Default 2009 gt Permissions Mind Map Templates J Auto increment sequence number Planning Documents Start 4 gt Budgets Digits 4 Reports Outlook emails Custom fields F Suffix Any text Project locks License key Fix text EN User settings Regular expression Rule we 2 Default 3 Choose the required options by activating the related check boxes For the project number choose Prefix leading character string Sequence number or Suffix trailing character string For the number setting you need at least a Prefix or Sequence number Combine a Prefix or a Suffix with a Sequence number 4 Click OK or Apply to save the changes in InLoox PM Mode description for prefix and suffix Mode Data type and significance Any text Any character string of any length which can be changed Fix text Any character string of any length which cannot be changed e g the word project Regular Input a format and an example Please note the format rules expression 44 InLoox xX Mode Data type and significance InLoox PM verifies if the number of the created project has the right format If the number doesn
48. out to change the Gantt chart view The following time intervals are available years quarters months weeks days hours quarter hours and minutes e Sort You can define the view of the project list by sorting it by criteria such as Name Start date End date or Progress On the View tab in the Arrange group clickSort by Select a criteria from the drop down list e g Is critical e Group On the View tab in the View group click Group by In the drop down list click on the field you want to group by The project list will be grouped by the criteria you have chosen NOTE You can remove the grouping by clicking None in the Group by drop down list e Filter On the View tab in the Arrange group click Filter by Select the filter criteria from the drop down list Only those planning elements will be displayed in the planning list which contain the selected criteria e Define outline level Click Outline Level in the Arrange group on the View tab Select an outline level from the drop down list to collapse or expand groups in the planning view e Show resources On the View tab in the Resources group click Resources to check the resource utilization Features on the Templates tab e Create your planning by using templates Use a previously saved planning as a template On the Templates tab in the Action group click Import Templates or choose a saved one in the InLoox PM Templates group from the gallery view TIP For more i
49. package see Create and edit work package 79 InLoox xX a ee ee ee Copy a mind map to the planning The mind map data can be copied to the planning Each node will be an activity in the planning 1 On the page Mind Maps in the Edit tab in the Mind Map group click Copy To Planning 2 Inthe Copy Mind Map dialog box in the Copy Mind Map to planning area do one of the following E Copy Mind Map eeo 5 Copy mind map to planning Start date time Automatic calculation Manual calculation 31 01 2014 12 09 aa Duration for each activity 1 0 10 Work days Hours Minutes Define the start date time for the project planning Define the duration for each activity 3 In the Copy Mind Map dialog box in the Resource s details area perform one of the following actions Choose one of the notification types in the Notification drop down list Define the work amount for the resources The workload can be allocated as follows o Workload is applied for each resources All resources will have a capacity utilization of 100 percent o Workload is equally split to all resources The total workload will be distributed equally to each resource 4 Click OK 80 InLoox xX ee se me Import a mind map template Mind map templates accelerate the creation of mind maps Templates contain predefined nodes and resource data TP For more information on how to save a template see Save a mind map
50. saved new customers in the InLoox PM options you can see them in the quick selection of the Customer command Click the Arrow and choose a customer from the drop down list Click Delete selection if you want to clear the selection Choose a category 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project 2 Onthe Management page in the Project area click Category The Category dialog box will be displayed 3 Choose one or more categories from the list in this dialog box The categories are free definable classification criterion for the projects TP For more information on how to create edit or delete a category in the InLoox PM system see Manage categories 4 Click OK 40 InLoox xX NOTE Use the quick selection by clicking Arrow 7 In the drop down list choose a category you want to add Click Delete all categories to clear the selection Adjust the division structure InLoox PM uses its own division structure which is independent of the Outlook one This structure is available only in the InLoox PM Enterprise Edition and is selectable in the projects The divisions can be structured to any level and can be assigned to a specific project you can also add the resources to the divisions 1 Open the dialog box InLoox PM Options 2 Under General options click Divisions On the right side you see the Division area r Options
51. t correspond to the specified format the user is asked to correct the project number Examples of common formats Example Configuration Four digit year combined with sequence Prefix number e g Project 2011 008 Rule Customer d 4 Standard components value Customer 2011 or Customer 2012 Project 2011 fixed prefix with year Sequence number Number of digits 3 Sequence number maximum 3 digits with leading zeroes Suffix none Sequence number with country code Prefix none components Sequence number Number of digits 5 Sequence number maximum 5 digits with leading zeroes Suffix Country code DE AT FR Rule 4 w 2 Standard value DE Simple sequence number Prefix none 45 InLoox xX Example Configuration Sequence number maximum 6 digits with leading zeroes 2 Sequence number Number of digits 6 Suffix none Free format Prefix any text Sequence number none Suffix none WARNING Effects of changing the number format e New projects are created automatically with numbers in the new format e Existing projects retain their old numbers e A once assigned sequence number cannot be used again Manage categories InLoox PM uses its own category list for the projects which is independent from the Outlook one The list has key advantages in the multiuser versions InLoox PM Workgroup or Enterprise Server in comparison to the standard Outlook catego
52. tab in the Common group to make clear the document folder view Choose Fields This feature sorts and organizes the project by important data On the View tab in the Common group click Choose Fields On the Choose Fields dialog box click one field e g Outlook sender and drag it into the column headers Reset the fields per Drag and Drop into the dialog box Filter the documents Use the Filter feature in the Common group to quickly find the needed document Change the preview area InLoox PM provides you with the preview area to view important information of each document without opening it On the View tab in the Common group click Preview Area In the drop down list click Right or Bottom to set the preview area where you want Click Off to deactivate it Features on the Reports tab Create a report On the Reports tab you can create a report 121 InLoox xX E n the Create group click Create Report in the New Report dialog box in the Report tab choose a template from the Use this template drop down list In the Reports group select a saved report from the gallery view e g Meeting TP For more information on how to add new report template to the InLoox PM system see Manage report templates Features on the Settings tab e Choose the document folder path On the Edit tab in the Documents group click Folder e Delete the document folder path On the Edit tab in the Documents group
53. the clipboard e CTRG V Paste a budget from the clipboard to the budget list NOTE You have no read permissions if the lock icon is displayed in the list In this case no item will be displayed 133 InLoox xX Work with the budget positions list Ela Budgets In the project in the Start tab in the Section group click Budgets to open the Budgets page On the right side of this page you will see the budget positions list The following features of the budget positions list are available e xio g Budget Position Media Consulting 2014 0006 InLoox PM Project M o EE Fie START EDIT TEM TEMPLATES REPORTS BUDGET POSITIONS A Search project D O X A 4 fy Copy o t Edit Position IR Paste Position j Generate Status Actual Revenue Budget Positions Action EXPENSE REVENUE a PLAN ACTUAL POSI UNIT UNIT QUA SALES PRIC AM a i BILLED NAME DATE AMOUNT a BUDGET NEUTRAL 1 Hours 40 00 8 60 00 320 00 lv 4 EXPENSE REVENUE Expense Count 2 2 Hours 40 00 8 60 00 320 00 4 PLAN ACTUAL Actual Count 1 a ee j Po S A 4 Hours 40 00 8 60 00 320 00 vw Expense actual time trading 2 11 2014 520 00 4 PLAN ACTUAL Plan Count 1 Planned expenses resources 2 11 2014 1 280 00 Features on the Budget Positions tab Create a budget position Choose one budget from the budget list On the Edit tab in the Budget Positions group click New Budget Position Alternatively double click on the empty fie
54. the entire term of the use of the Software 11 The Software is licensed as a whole You may not separate its components and or use it for distinct application on more than one computer other than described in the Software user documentation 12 Military usage of the Software is prohibited 3 The Customer s Rights to the Software 1 The Software all additional programs the symbols used InLoox logo written documents as well as documentation are legally protected The copyright patent rights trademark rights and all other rights in goods and services as well as industrial property rights to the Software and other above mentioned objects which InLoox makes available or hands over to the Customer as part of the process to set up and implement the Agreement are the exclusive property of InLoox in the relationship of the Parties Should third parties be entitled to any rights InLoox shall have the corresponding rights of use 2 The Customer purchases the Software in order to use it for his own purposes on a permanent basis non exclusive license The Customer is entitled to use the quantities of Software for which he purchased licenses InLoox hereby grants the Customer the right to use the programs which are necessary for these purposes as well as the right to copy programs on the main memory and hard disks as well as the right to correct errors The Customer is entitled to make backup copies of the programs necessary for safe operatio
55. to fields with matching names in all data sources NOTE Fields are matched by their full names For fields in other data sources to be affected by Master Filtering their names must match the name of the field in the current data source and they must belong to the same hierarchy level so that their full names also match For instance Customer City and Customer Address City will not be treated as matching fields To enable filtering across data sources use the Cross Data Source Filtering button in the Data tab Preventing items from being filtered You can prevent specific dashboard items from being affected by Master Filters so that Master Filtering will never be applied to them To do this use the Ignore Master Filters button Tx in the Data tab Drill down Dashboard provides the drill down feature which allows end users to change the detail level of data displayed in a dashboard item This feature enables users to drill down to display the details or drill up to view more general information To enable drill down use the Drill Down button in the Data tab NOTE If the selected dashboard item contains several types of elements that can be used for drill down the Ribbon will provide the appropriate buttons to switch between these types e g Arguments and Series buttons for the Chart To return to the previous detail level drill up use the Drill Up button a in the dashboard item s caption or in the context menu 21
56. to be 90 00 Hours Minutes purchased from a service provider Still waiting for a quote nitt e i Notify Rita Meyer Gordon Newman Post comment e Documents W Project Managers New link n d Confirmation of the flat fee msa Additional o Expose competitor analysis docx J Create assign and organize team tasks in work packages without having to create a timed project plan Simply leave a comment to share important work package related details If time planning becomes necessary you can easily add work packages to an activity via Drag n Drop Enable the auto notification mode and be informed of all changes to your work packages Agile project management with Kanban Contact new sponsors Invite offers for press kits 4 Approve competition analysis Rita Meyer Max Schiller Susanne Klaws Duration 16 hours Duration 8 hours Duration 2 hours 0 2014 08 00 03 17 2014 08 00 2014 16 00 03 17 2014 16 00 2014 18 00 ss s Kk Agile teams can now organize themselves with a customizable Kanban view Change the status and the assignment of a task simply via Drag n Drop All team members see at a glance which tasks are pending which ones are currently in progress and which ones are already done 156 InLoox 3 Clarity and Convenience Better overview with the project list MANAGER Condition x PROJECT NAME NUMBER CUSTOMER NAME Column DURATION REMAINING hd 4 MANAGER Gordon
57. to resources 66 InLoox xX SSS ee ee 4 Click OK In the work pacakge the new name will be displayed NOTE On the Edit ta in the Edit group click Remove Resource to delete a resource from the work package IMPORTANT All added resources receive automaticallly notifications about new edit or deleted work packages Add ressources from the departments and teams 1 Select one work package from the list or create a new one 2 Click the Resource tab in the side panel 3 Inthe Divisions and Teams area you have the following possibilities to add resources Add from the predefined division TP How to add resources to the predefined divisions see Adjust the division structure o Select a resource from the divisions and drop it in the No resource assigned row in the work package IMPORTANT The administrator permissions are needed to add or edit the devisions Create new teams The teams help you to orgnaize the structuring of the reources You can give them different names in order to find quickly the needed resource IMPORTANT All created teams are visible system wide and only for you The other users can create their own teams 1 Click plus symbol in the area below In the Add Team field enter a new name e Click resource symbol to add resources gt e oO DN In the Address Book dialog box select a resource and click Select and then OK InLoox PM provides you with the InLoox PM addr
58. to the resource which you have already added In this dialog box you can create a new contact or to get in touch with the resource via email or call nLoox PM transfers the picture if a contact has one in the exchange server e Delete resource Select one resource you want to remove and click Remove Resource in the Edit group on the Edit tab e Mark work package as done If you are ready with the work package click Done in the Edit group on the Edit tab Now you see the Done smybol on the work package in the view Moreover the work package will be automatically displayed in the Done column of the kanban view TP To learn more about kanban method see Manage the work packages via kanban method e Define a status to the work package You can assign a status to one work package Select a work package from the list and click Status in the Edit group 60 InLoox xX Features on the View tab e Print a work package list On the View tab in the Common group click Print to start the quick print feature of the mind map view e Expand or reduce the work package view Change the view by using the Expand All or Collapse All buttons in the Edit group on the Edit tab to have a clearly structured work package view e Show resources On the View tab in the Resources group click Resources to check the resource utilization Features on the Templates tab e Load a saved reports You can also load a template from the gallery view in the Work Packag
59. using an API provided by the Dashboard Item Resizing You can resize individual items within a specific layout group or an entire group by dragging their edges Item Positioning You can change the position of a dashboard item via drag and drop using one of the following approaches e If the caption of the dashboard item is visible click it and hold down the left mouse button while dragging the item e If the caption of the dashboard item is not visible click the icon in the top left corner and hold down the left mouse button while dragging the item Depending on the required dashboard item position a new layout group is created if required to maintain the arrangement of items Thus the dashboard item can be inserted to the desired area of a new or existing dashboard layout group The drag and drop indicator shows possible positions for the dashboard item ne aa and sequentially displays areas that can be occupied by the dashboard item The image below illustrates how a dashboard item is dragged NOTE You cannot move the layout group to a position within its own subtree Dashboard item caption Each dashboard item has a caption that is displayed at the top of this item The caption contains static text along with other information as well as command buttons 213 InLoox xX Dashboard item name Drill down level Values Date item ainda name Export i Drill up Plan Actual Comparison Effort FirstMan
60. view click Favorite to see the marked document IMPORTANT The created favorite view is not visible for other users e Copy and paste Create quickly documents with the help of Copy and Paste feature on the Edit tab in the Edit group e Open a document Choose one document from the document list on the right side On the Edit tab in the Edit group click Open WARNING You need the administrator permission to open the document 120 InLoox xX Send a document via email On the Edit tab in the Documents group click Send As Mail In the drop down list select Send Link s if you want to send only document path or Send Document s to send the document as an attachment Create a new subfolder Choose a folder from the document folder tree view on the left side On the Edit tab in the Documents group click New Folder In theCreate New Folder dialog box type a new name and click OK InLoox PM creates automatically a new subfolder in the document folder view Open a document folder On the Edit tab in the Documents group click Open Folder to open the document folder in Windows Explorer or the web browser in the case of a SharePoint document library Features on the View tab Print a document list On the View tab in the Common group click Print to start the quick print feature of the document list on the right side Expand or reduce the document folder view Change the view with the help of Expand All or Collapse All on the View
61. view is only visible for you Categorize a project In order to assign a category to one project e g circular project or new business click Categorize in the Tags group and choose one category in the context menu TIPS To find out more about project categories see Assign a division customer and category You can also create your own category for your projects For further instructions on how to create your own categories see Manage categories Change status You can also change the status or the degree of completion of the selected project in the project list Click Change Status and choose from the list the respective status e g started or completed Set a priority You can set the level of importance of a project In the Tags group select a Low or High priority Copy and paste a project These buttons can be found in the Actions group The Copy and Paste features help to create projects quickly You can modify them afterwards Archive a project Move a marked project via Archive to the InLoox PM archive view All archived projects are displayed then in the tree structure on the left side of the window Click Archive under Projects Delete project Remove the selected project with a click of the Delete button Change the view of the project list Select between List and Cards view in the Arrangement group Double click to open a project 22 InLoox xX e Print the project list Click Print in the Current View g
62. will invoke the Filter Editor dialog Use this dialog to build filter criteria with a convenient tree like interface 206 InLoox xs E i Filter Editor And DivisionName Begins with Marketing DivisionName Begins with IT Or DivisionName Begins with HR Clear filtering To clear filtering in the Designer select the target dashboard item and do one of the following e Click the Clear button in the Data tab e Right click on a dashboard item and select Clear from its context menu OLAP filtering specifics You cannot apply filtering by building complex filter criteria in OLAP mode Instead you can filter dimension attributes and hierarchies by manually selecting the values you wish or do not wish to include in the dashboard For dimension attributes the Filter Editor contains a list of all values You can select the values that you wish to display For hierarchies a tree is displayed instead allowing you to filter individual values at any hierarchy level 207 InLoox xX a Se Top N The Top N feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular parameter 1 To display the top values in a dimension select Top N from the data item menu DivisionName Argument 48 Sort Ascending Sort Descending Sort by gt Name Top N Wv No Grouping Series Alphabetical 2 Inthe Top N Values dialog check the
63. with almost all basic features that can also be found on the InLoox PM Ribbon such as New Entry Edit Create Reminder Open Associated Project Refresh Show Filter It has also provides the features Expand and Collapse All Groups and Switch to Project list Right click in the time tracking list to open the context menu 4 New Entry gt Edit Create Reminder Open Associated Project A Refresh Expand All Groups 3 Oe 1 1 M Collapse All Groups Switch to Project List Edit Filter 79 Choose Fields e Choose Fields This feature sorts and organizes the entries by selected data On the Choose Fields dialog box click one field e g Customer and drag it into the column headers Reset the fields via Drag and Drop back into the dialog box Create a reminder You can create a reminder for each time tracking entry e g call again 1 Click the InLoox PM tab on the Outlook Ribbon then click Time Tracking NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Timeline in the InLoox PM project list 228 InLoox xX ee aa ee a ee 2 Choose an entry from the Time Tracking list 3 Inthe Start tab in the Actions group click Create Reminder NOTE In Outlook 2007 click Create Reminder in the InLoox PM project list 4 Inthe New Reminder dialog box perform the following actions New Reminder amp Date and duration Remind m
64. 1 InLoox xX a SG ea Dashboard layout This section describes the features related to the dashboard layout The section consists of the following topics Dashboard title Dashboard items layout Dashboard item caption Dashboard title The Dashboard Title is located in the Dashboard Title Area which is displayed at the top of the Dashboard The dashboard title can contain text or image content DATA ITEMS A Yr Work Packages F Chart 1 F PlannedCostsRe all Value all 1 To change the title settings click the Title button on the Home tab 2 This invokes the Dashboard Title dialog which allows you to change the text within the dashboard title add an image etc NOTE If you add an image to the dashboard title using the Load button the dashboard XML file will contain the URL to access the image If you add the image using the Import button the dashboard XML file will contain an image as a byte array TPS The dashboard title area can contain command buttons e Print button allows end users to print export the dashboard e Parameters button allows end users to modify dashboard parameter values To learn more about parameters see the Using dashboard parameters topic 212 InLoox xX Se ee ee ee Dashboard items layout The Dashboard Designer provides the capability to arrange and resize dashboard items in various ways using simple drag and drop operations You can also arrange and resize dashboard items
65. 10 02 11 02 2 Days NOTES e The activity which is to be changed to a grouping must not contain any links or dependencies e The time period for the grouping is automatically adjusted to take account of items at lower levels Edit a summary activity To edit a summary activity proceed as follows 1 Right click on the selected activity and click Edit in the context menu For more information on how to create a project see Create a project 2 Inthe side panel on the Edit tab you can adjust the summary activity to your requirements gt Basic Information x ne Name Project plan Description FA Time Frame a Calendar Standard lv Gi Status a Progress 0 F done H Advanced a WBS code manual Location A a Documents a New link ral Notification a Img 99 InLoox xX General information on the summary activity in the Basic information area 1 Inthe Name box type a name 2 In the Description field enter some important information on the summary activity e g the targeted deliverables or internal remarks TP InLoox PM provides you with a range of formatting features For the detailed description see Create and change comments in the Customize comments section Defining work calendar to the summary activity in the Time frame area 1 Select Standard as a calendar or choose a user defined working time calendar from the list in the Calendar box Processing status of the summ
66. 261 InLoox xX ae ee Customize notification fields There are proper templates for each notification type Customize individually each notification template with different fields A field is a wild card for project information Fields can be added or deleted from a notification template Please proceed as follows to add a field 1 Open the InLoox PM options Click Notifications and then Templates On the right sight you see the Notification list POR IN Select a template type from the list and click the Design button to get to the InLoox PM Notification Designer 5 On the right side you see the list of variables Click Variables Now you see a list of all available fields For more information please see the Notification Designer Help The following fields are available for notifications Field name Description Contents DisplayName Display name Name of the work packages planning elements documents and project notes Description Description Multiple line description of the planning element EndDate End planning End date of the planning element element Flag Flag Flag for the planning element none green yellow red GroupName Group Group to which the planning element belongs The group is a sort criterion or a project cost center TP An internal price per hour is in file for each group For more information on how to customize the internal prices and the available groups please see Generate and edit gro
67. 262 Customize notification ty POS essiens eenaa EESE iter usted ak NT EEA EEANN EEA ENEE 264 Change the langnage sedatie heno eese esera hd hice kee ig hea SAEN AEs 267 Generate personalized VIEWS cccccccceeeeeeeeeeeeeeeeeeee eee aaaeeeeeeeeeeaaaaaaeeeeeeeeeaaaaaeaeeeeeeedeeeaaaaaeeseeeseeneaaee 268 Create custom TElGS sceri ea a A 271 Customize the InLoox PM language file cccesecceeeeseeceeeeseneeeeeseneeeseseeeeeseseeeeeeseeeeesneeseeeseeeaeetens 272 Generate and edit QrOUPS c scccecccsesceccesencewenssecevenscccevedeseceveveccievenasecevenscccevedneaceede beat eeeevendeneebeadeueeveeeeerees 273 Open the INLOOX PM options cccecceeeeeeeeeeeeeeee eee eeeeeeaaaeee eee eeeeaaaaeeeeeeeeeeaaaaaaeeeeeeeeseeccaaaeeeeeeeeeeeeaaes 275 Open the InLoox PM options in Outlook 2007 ceeeeeceteeee eee eeeeeeeeeeeee eee eeeeeaaaeeeeeeeeeeeeeecaaeeeeeeeeeeeeeeaee 276 Work omine with MLOOX PMs sex sos cosect cack icutcckc sett edee ioe eak Sock dace scutScks duet pdavichs Sens tek ceeveahi tebe sides abi deze dstaes 276 metall EO OX PM es sits ceceecceates a da tascesveus teh tatenepeccnatittatasuersereatit adinneetaeeate tatamuarsenatattites 277 Install INLOOX PM sierosa a eodedlecidaudcce bestltssiueisccevchastledeeatiisdvatiscevthacteeesieetestent 277 Request support for the InLoox PM installation c cccccceeeeeeeeeeceeeeeeeeeeeeaaaeeeeeeeeessecaaaeeeeeeeeeeeeeeaeeees 278 Copy database file for InLoox PM 8 Persona
68. 4 Hours 40 00 8 60 00 4 EXPENSE REVENUE Expense Count 2 4 PLAN ACTUAL Actual Count 1 Expense actual time tracking 2 11 2014 4 PLAN ACTUAL Plan Count 1 Planned expenses resources e Expense actual time tracking InLoox PM creates automatically an Expense actual time tracking The time tracking items in this budget are disposed according to the activities and groups to which they belongs NOTE The Editing of the expense actual time tracking is limited e Expenses planned resources InLoox PM creates automatically an Expenses planned resources for the extisting planning with work packcages The total work time of all work packcages is multiplied by the group purchasing price All activity expenses are cumulated by group Features on the Edit tab e Create a planned expense On the Edit tab in the Budget group click New Planned Expense to record expenses The resources will be used from the planning e Create a planned revenue On the Edit tab in the Budget group click New Planned Revenue A planned revenue serves a planning or proposal preparation e Create an actual expense On the Edit tab in the Budget group click New Actual Expense to record actual expenses 131 InLoox xX e Create an actual revenue On the Edit tab in the Budget group click New Actual Expense An actual expense can be also generated e g with the expense positions from the time tracking Normally an actual expen
69. ARNING Effects of editing or deleting a status e Adding a new status has no effect on existing projects e The new status is visible in the whole system e Changing the sequence of states has no effect on existing projects e Changes to the state e g name color take immediate effect in all relevant projects e Deleting a state causes all projects using it to remain without state until the user makes a manual correction Create and edit a work package InLoox PM provides you with the flexible project work You can create different types of the project planning One of them is to create the list of the work packages After you can add the work packages into the Gantt chart and have in this way the scheduled events You can have your work packages only as a to do list without integrating them to the Gantt chart You can combine both versions of the planning 1 Inthe project on the Start tab in the Section group click Work Packages 2 Inthe Start tab in the Section group click New to create a new work package On the right side you can the side panel for editing General information on the work package in the Basic Information area 63 InLoox xX 1 Inthe Name box type a name for the work package 2 Inthe Description box enter some important information e g the targeted deliverables or internal remarks TP InLoox PM provides you with a range of formatting features For the detailed description see Create and change c
70. Click Details in the dialog box Jv R An exception occurred Source Inloox Message Object reference not set to an instance of an object Application version 7 0 0 Target site Void SecureRibbonMenu Views ProjectActionUserControl SecureRibbonMenu e at Janus Windows GridEX GridEX OnSelectionChanged EventArgs e at Janus Windows GridEX GridEX s Int32 at Janus Windows GridEX GridExSelectedItemCollection Add Int32 position at IQmedialab Common Windows Controls 1QGndView SelectFrstRow lt Email report Continue 3 All the exception data that the system has compiled are displayed 4 Click the button Send report by email to send us the error via your email program This mail does not contain any personalized information or database contents except your sender email address This allows our technical staff to contact you directly and to solve the exception in direct collaboration with you This information is sent to our technical staff InLoox X BE To InLoox Exceptions E Send Cc Subject InLoox Exception 8 0 0 An error occurred while executing the command definition See the inner exception for details Message An error occurred while executing the command definition See the inner exception for details Source mscorlib Application version 8 0 0 Target site System Runtime Remoting Messaging IMessage EndinvokeHelper System Runtime Remoting Messaging Message Boolean Message An e
71. Copy positions from the existing budget documents Create a budget position in the budget position list 1 Open a project with the existing budget 2 Inthe project in the Start tab in the Section group click Budgets 3 On the Budgets page choose a budget from the budget list to which you want to add a position Click New Budget Position or Edit Position 4 On the side panel do the following Position a Select a group then an template Group Template Bi Basic information Name New Budget Position Description lt lt Pricing a Quantity 1 00 Unit s v Purchase price 0 00 Total 0 00 Disposition pr 0 00 Total 0 00 Q Details Performed by Yuli kolov v Provisiondate 2 18 2014 11 46 AM lv Oo Custom Fields v 137 InLoox xX Definition of the group and template in the Position area 1 Select one group from the Group list to which the position belongs The group defines the structuring of position within the system 2 Select the position you want from the Template list General information to the budget position in the Basic Information area 1 In the Name field type a name to change the short position name 2 Inthe Description area you can add the important information on this position TP InLoox PM provides you with the range of the formatting features For the detailed description see Create and change comments in the Customize comments section Determinat
72. EaR Resources Add resources You can assign work packages to your project team members and determine the distribution of work You can add only one resource to a work package Assign work packages using one of these ways Article content Add a resource via dialog box Select Contact Add ressources from the departments and teams Add a resource via dialog box Select Contact 1 Select one work package from the list or create a new one TP See Create abd edit a work package in order to create a new one In the group Edit click Select Resource In the Select Contact dialog box choose one name from the list InLoox PM provides you with the InLoox PM address book as well as with the contacts from Microsoft Outlook and Exchange Server TPS Do one or more from the following to select effectively the resource Activate Show workload box If you have activated it once it will be still activated even by the next opening o In the lower area you can see the workload chart for the selected resource o You can adjust the shown time period in the selected range by moving the slide controls o Activate the Exchange Calendar box to see the appointment information from the Outlook calendar Use the Skills feature to assign resources according to their skills Click the Search by Skills drop down list and select the respective check box Then select a resource from the list and click OK For more information see Assign skills
73. Enabled check box and specify the following settings Mode Specifies whether top or bottom values should be displayed Count The number of values to be displayed Measure The parameter according to which the top or bottom values will be determined Show Others If enabled all values that are not the top bottom ones are consolidated in the value Others value Formatting data Dashboard allows you to customize various data format settings for numeric and date time values Formatting numeric values 1 To specify a format for numeric values select Format in the data item menu 208 InLoox xX TotalPositions g n Sort Ascending JZ Sort Descending Sort by gt Format This invokes the Numeric Format window 2 Inthe Format type field select the required format type 3 Other format settings are only in effect for specific format types 1 Unit The unit to which values should be converted 2 Precision The number of fractional digits that should be displayed 8 Currency Defines the currency sign and format settings that should be used to display currency values To learn about currency formatting specifics see the Currency formatting specifics section below of this document 4 Currency culture For currencies used in a region with several cultures specifies the culture that defines format settings 5 Include group separator Specifies whether or not separators should be inserted between digit groups Formatt
74. InLoox gt lt InLoox PM 8 User Manual Published Mai 2014 Copyright 2014 InLoox GmbH You can find up to date information at http www inloox com Contents Support and CONTACL niiina aSa ERa eea Na EEEa AE EE A a Aane EENEN 8 Contact the INLOOX PM SUPPOFtasstiiiiiiisn painattaa aa aAa aaaea a Aaaa Daaa RA sanai AAA Ekina 8 Handle exCepti NS iassa aa aaa aaa aaan aaa AN aaae a EK Saa E aaa an aa aa Na aiaa 9 Eror Messagg Secissns anaa R A ead enna eetesandhaserademareeaasie ds 10 Rate a Bolota PM P E E T E E E T 12 Recommend MLOOX PM sesisisrineorsesieisririninnsesiois idae iasra dniae ri rapinis ani resio Biche ans A ites 12 Getting started with INLOOXx PM sricsicc ccs cereccueseevcceeseeeectesereceeeseevecna aN aANT Eaa AAEN AEA ESEE 13 RIDDOM TOO Da esrara veacdesey succes vasdvcy ey sauteeevecadevs fvestisiveneciaieeseieee hueten eerie ere 15 Work with the InLoox PM RIDDON siiiieiesdeteenstiteceviveckenediectecttivete teeesdtesttivertenscietestineivaeeacial E 15 Work with the InLoox PM Toolbars aa a TREER 17 Projects tsean eie E E O E E TAEA EE 19 Createsa Projet sincs sisri aga esd iai iaar raaa ra Naa aA raD au vay eden de aAa aa a ee ten ence ee ee en esto 19 General features and printing of the project list cece cece eee e ee eeeeee eee seer eeeeeeaaeeee sees eeeeeaaaeeeeeeeeeeeeeeaae 21 General features and printing of the project list in InLoox PM for Outlook 2007 2 eeeeeeeeeeee
75. InLoox PM planning On the right side next to the project you will find this InLoox PM information 250 InLoox xX Element Description This Outlook element is linked Activate this check box if you want to keep the start and end date of to an InLoox PM planning this Outlook element synchronized with the start and end date of the element InLoox PM planning element Project name Name of related project Number Number of related project Item name Name of the InLoox PM planning element Start Start of the InLoox PM planning element End End of the InLoox PM planning element Description Description of the InLoox PM planning element Resource A team member that is assigned to this work package Work amount h Workload of the resource Status Shows you whether the particular resource has completed his her task NOTES e Start and end date that have been changed from synchronized Outlook elements will be overwritten if the project plan is changed e The user no longer has to move a synchronized Outlook element Quick access panel for contacts 251 InLoox xX In InLoox PM you can link Outlook contacts with the respective projects So you can see in the Outlook address book the role assumed by a certain contact whether he or she is a project director team member customer or partner Fi Additional TT Related projects Birthday v SAF a BP Note PROJECT N PROJECT NAME FIRST MAN 4 STAFF Project
76. MacGregory ENE 4 esearch Q imite offers for press es 33 Tom Smith el New snapshot e February 21 February 25 Current state Record the current state of your Gantt planner compare the project plan of different points in time and instantly restore a previously saved status 161 InLoox X T Project groups 4 Product launch H A4 Ev gt Website f hh 4 Information bro A Write droch 0 sami 8 ano PROKCTNAME AweDsTaRT TE DASA cme S Product Folder 3 28 2014 ea New building 6 1 2014 D gt 4 Review Customer analysis 4 15 2014 7 m 1 aaa Customer Relations 2014 15 4 Info brochure H 2014 0004 Meda Consulting Content I 2014 0014 customer Center 2015 Text H pet Connect the plans of interdependent projects to identify cross projects dependencies and resource bottlenecks This allows you to maintain a consistent overall Timeline 6 UxKiv or New Acti New Milestone New Work Edit Delete Done os Package J Snapshot Edit w9 w10 wi Assign duties ix of inpiementaton O Medaaraias Feb 2014 Mar 2i jLirP NAME start eno Feb2014 Mar2i F28 a 01 EE 4 Project Plan 228 201 3 19 20 ja amy gt Kick Of 2 28 201 2 28 20 D Assign duties 2 28 201 3 1 201 T Highlight important activities and milestones e g to gain an overview or to present a condensed version of the project plan to customers All highlighted activities
77. Managers Count 2 2014 0014 Trade Fair Stand 15 Rita Meyer 2014 0010 Produktrelease Rita Meyer 4 STAFF Team Count 1 2014 0002 Product Launch Rita Meyer This is how you can use the quick access panel for contacts 1 Open a contact from your Outlook contact list from InLoox PM contact list To open it click first InLoox PM tab then Contacts in the Views group 2 Now you see a list of all projects this contact is assigned to The standard grouping depends on the contact s role in the project TP For a detailed description of the InLoox PM items on the quick access panel see Quick access panels for tasks and calendar in the InLoox PM items in the Outlook task list the Outlook calendar section Quick access panel for E mails InLoox PM provides you with rapid and comfortable assignment of e mails to the project document storage If you have already added the e mail you see its link 252 InLoox xs Y Filter projects OJ Recent projects m Sear woje pD NUMBER PROJECT NAME MANAGER fficially approved 2014 0002 Media Consulting Gordon Newman 2014 0004 Product Development Tom Schwarz 2014 0009 Customer Database Rita Meyer Email template Choosetemplate Project Approval Y insert Add email to project V Create new time tracking entry v Add to document store Operation tem including attachments v Subfolder v New Status Note Links New Please follow these steps to rec
78. OTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar 29 InLoox xX 2 On the Start tab in the Actual Views group click Save to save the adjusted view of the project list TP For more information on how to save a view see Generate personalized views 3 The saved view will be displayed under Projects in the tree structure on the left part of the window Choose one view e g Projects project manager view You will see an overview of all projects to which you are assigned as a project manager Use filters 1 Click Project list on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 On the Start tab in the Actual Views group click Filter 3 This invokes the Filter Editor dialof box which allows you to build filter criteria 4 To learn how to work with Filter Editor see the following examples 1 This example shows you how to create a simple filter criteria When invoking the Filter Editor for a grid control if no filtering has yet been applied the Filter Editor will contain a new filter condition referring to the project view or side where it was opened The Filter Editor displays now the comparison operator AND the condition s link PROJECT NAME together with the logical operator Begins with F gt Filter Editor re And PROJECT NAME Begins with Media Consulting 2 Enter a text in the fi
79. S oeuw i Pian Settings START fr VIEW TEMPLATES REPORTS Si D Eu M EGEA wRYYS R Meda Consulting 2014 0003 In Print Show Critical Display Today Display Display Zoomin ZoomOut Sortby Group Fiter Outime Resources 55 Choose Fields Path Slack Al Selected by by leva Common Detals Ch Zoom Arrange Resou e 4 qi i ll gt o NAME ssa END x WORK DURATION T ia aE 4 Project plan 1002 18 03 y 4 Media analysis 10 02 20 02 8 Days 7 Hours oe E Communication 1002 1402 5 Days ieee EE gt Ratings 1702 20 02 3Days7Hous A i j ESE 4 Financing 1002 1802 Do _ _ _ _ gt Credits 1002 1202 2 Days 6 Hours p ma Sponsors 10 02 10 02 1 Day Fae Implementation 1002 10 02 3 Days 4 Hours The critical path is displayed in red and all other markings will be hidden You can see for how many days you can move planning elements until they become critical On the View tab in the Details group click Display Slack In the project plan in the Is critical column all planning elements belonging to the critical path are marked with critical Set a work time calendar InLoox PM adapts to the working times of your company In the InLoox PM options you can set individual working time models to display for example part time work shift work or weekend work 1 Open the dialog box InLoox PM Options 2 Under Planning cl
80. SP code Name of resource Resources Start planning element Work amount Customize notification types Contents TP For more information on how to customize the format of this number please see Adjust the project number Priority of the project Start of the respective project Specifies the state of project development PSP code Work Breakdown Structure code Free text field for identification of phases and milestones in large projects The name of the resource or recipient of the message as stored in Outlook e g Max Schiller List of all resources involved in a planning element including the email address e g Max Schiller max schiller firma de Gordon Newman gn mailaddress com Start date of the planning element Work amount which is done by the recipient resource of the planning element You can notify resources via e mail task request or meeting request There are templates for the different types of planning elements and events which you can customize Please proceed as follows to customize a notification template 264 InLoox xX 1 Open the InLoox PM options PF ON Click Planning Notifications Templates On the right sight you see the Notification list Select a template type from the list and click the Design button to get to the InLoox PM Notification Designer 5 Now you can modify the selected notification template For more information please se
81. The saved report is now displayed in the Report List in the Saved Reports dialog box Change the saved report Choose one from the Report List and click Edit In the Report dialog box filter the report data as you want and click Save Report Remove the saved report from the Report List by clicking Delete 5 Click Save to save the changes Manage the report templates You can customize the report templates as you want in the InLoox PM options InLoox PM provides you with such different templates like schedule budget overview plan actual comparison cross projects time sheets memos status report cover letter billing and offer templates From the first moment you have the right tool for your project daily routine IMPORTANT A user requires read access and permission for using report templates to export the project data For more information on how to assign permissions and the lis of available permissions see Setup permissions and List of permissions 1 Open the dialog box InLoox PM Options 2 Under Reports click Templates On the right side you will see the Reports area 244 InLoox xs Options mos General Options FR Permissions aki Reports Mand Map Work Packages New NAME MANAGEMENT MI LIST LISTS PL TI DO BUDGETS gt Planning nance Meee bad Gali severseeseeeereseverscrssccereweaeneneeserg Documents Edt Budgets Document fist v Reports Design Expenses revenues Y Templates Let
82. To learn more see the Master Filtering topic in the Interactivity section for the corresponding dashboard item 214 InLoox xX Drill Up button allows you to return to the previous detail level when the drill down capability is enabled for this item To learn more see the Drill Down topic in the Interactivity section for the corresponding dashboard item Work packages view Topics Manage the work package view Set up the work package refresh interval Manage the work package view Clarify tasks and responsibilities with work packages Assigned team members know exactly what to do and when to do it Create assign and organize team tasks in work packages without having to create a timed project plan InLoox PM prvides you with the view over all projects TIP For more information see Work packages Article content Work with the work package view Features in the work package list Work package side panel Work with the work package view 1 To open the work package view do one of the following Click InLoox PM tab on the Outlook Ribbon and then Work Packages 215 InLoox xX NOTE In Outlook 2007 the work package list is automatically displayed if you are added as resource to the work package click Click Work Packages in the tree structure on the left under Projects 2 Doone or more of the following Open an associated project Choose one work package from the list and click Op
83. achments Item without attachments Only attachments and Item and attachments separately TP For more information about management methods see Add Outlook elements to InLoox PM in the Management methods area 2 In the Subfolder drop down list choose a subfolder You can also create a new one by clicking New 1 Inthe Create a New Subfolder dialog box select the directory in which you want to create a new folder 2 Click Create New Folder and enter a new name 3 Click OK In the Status field enter instructions e g complete or awaiting release 4 Click Links to link the Outlook element with project elements Click New on the left to the Links field In the Assign Document Relation box select between mindmap nodes work packages time tracking items and paning elements Add and then OK InLoox PM displays a document as a paper clip on the page you have chosen You can also open the document directly from this page 4 Click OK Customize email templates With email templates you can insert pre defined and project based information text snippets into a new email Email templates can be added or modified in the InLoox PM options Article content Work with E mail templates 254 InLoox xX Manage E mail templates Work with E mail templates This is how you can use the email template feature in new emails 1 Open anew email Select a project in the quick access panel Select an email template Add the sel
84. age in the Edit group click New Activity NOTE Create your planning faster by adding new activities by using the Copy and Paste feature in the Edit group 4 In the side panel on the Edit tab you can adjust the activity to your requirements 92 InLoox xX p Basic Information x Name Project plan Description D Time Frame a Calendar Standard v Constraint Start v As soon as possible o On w 09 02 2014 22 59 v pap Status a Progress 100 9 F doneon 19 02 2013 00 00 Y Ww Advanced a O WBS code manual Location is Documents a New link z z A Notification a ea General information to the activity in the Basic information area 1 Inthe Name box type a name 2 Inthe Description field enter some important information on the activity e g the targeted deliverables or internal remarks TP InLoox PM provides you with a range of formatting features For the detailed description see Create and change comments in the Customize comments section Time conditions to the activity in the Time frame area Define its duration and dependencies regarding other planning elements The current date will be set by default in the new project 1 Select Standard as a calendar or choose a user defined working time calendar from the list in the Calendar box 2 In the Duration box enter the duration in days and enter the hours in the box on the right side 3 In the Schedule box define the c
85. ager BR Zz Tk a Clear master filter n ag e To show or hide the caption of a dashboard item click the Show Caption button in the Design tab e Or right click the item when designing the dashboard and click the Show Caption menu item The caption of the Dashboard item contains the following information and buttons depending on the dashboard item type Names Dashboard Item Name represents the static text within a dashboard item s caption Data Item Container Name represents the name of the data item container To learn more about data item containers see the Data Sections topic for the corresponding dashboard item You can change default names using the Edit Names dialog To invoke this dialog right click the item when designing the dashboard and click the Edit Names menu item Interactivity Drill Down Level shows the current detail level of data displayed in a dashboard Information item Command Export to button allows you to print or export a dashboard item To learn how to Buttons print individual dashboard items see Print the project list Values button invokes a drop down menu that allows you to switch between provided values in the pie card gauge and maps dashboard items To learn more see the Data Sections topic in the Providing Data section for the corresponding dashboard item Clear Master Filter button allows you to reset filtering when a dashboard item acts as the Master Filter
86. ages via kanban method Agile teams can now organize their own work packages via freely configurable kanban view With the kanban method you can quickly and efficiently complete your tasks Moreover you have an overview 70 InLoox xX about the processing status of your work packages A further advantage of kanban is that the project tasks are organized as the individual work steps s H Media Consulting 2014 0006 InLoox PM Project fi O Ea PS o eee A search project 2e IEN t EJ m 3 C e 3 Copy Z X oe Y o New Edit Delete i Paste Select Remove Done EditStatus Divisions Resource Resource and Teams Edit Settings Prepare Kick Off Meeting Invite offers for press kits Approve competition analysis E Max Schiller Susanne Klaws D Ei bura 2 hours Bee 8 hours 17 2014 08 00 You can work with kanban as follows Open an existing project or create a new one In the project on the Start tab in the Section group click Work Packages On the work package list the following statuses as Not Yet Started In Process and Done are set by default Add new work packages On the Edit tab in the Edit group click New You can easily change a status by moving the work package via drag amp drop You can add new columns with new status to the kanban On the Edit tab in the Edit group click Status NOTE This new status is visible only for this project If you want to add or change a status for the wh
87. ahen oucicecy dade Soebalecendvacieevs iidecs Hnneeieeniciedviyeansieneiyiee sens 163 Bec ase tiok o a ote E E A E T de tae ck ehh hed stacked hea eis 165 Adj st the dashboard Vie Wasserstand ea a enai aA iaaa Aa taaa A 165 Dashboard standard Vio WS sissies nissan aaa E EN aE Tas 166 Create anew GaShbOar dsscecssonsesiaba AS meee 168 Designing dashboardS viicassacaiseterdadav denned av didnt ar ERASAN aiaa CASTEN ENEA eA E EAEN E aaa DAAE 169 Going A o aai Rr E EAN Ei 170 Creating a dala SOUCO wii iiicti it eect est eet io eee EENAA EARTEN ENESE 171 Create Data SOurGe Wizard eiiis biena innan inana EEEa E AER DANAEA Rain 172 Creating a data source in OLAP MOJE asissarairiiaraienarineekinaa krenan TNN kA AAEE AA KNIN AR AA ARKANA AARE 173 Composing adda SOUlCO eresien sens tcceinacidesinnsdcgtibeqatidivendeiasbenietaions 173 Providing Qala ris sectsctssceczsagceencenesedetcagseerexnessenedinscatevnescers sex ER 174 Data Source filtering cciec crise nineties ea dni dad wv aaia a EEEa TEEN iaa aiea 175 GAC UAT e ca ores zcxe cs E T A E fas eeu A aioe tec Sees ctu caus cenddeet tatu esse tee 175 Using dashboard parameters siicicccccscceeencnasetneneseeenengstuebendsuus E SEEEN EEN aE AETERNA 177 Creating Parameters E E T A A E E E che desis E TT 177 Passing Parameter VAlUCS erinin AAA EER 178 Providing a user interface for requesting parameter values sssssssssiisesrrrsesrrrsrrinnsrrintnrrrnnnrn 179 Creating dashboard Heme v5 sisi ees side
88. al Edition InLoox PM 8 4 Replace the default path in Additional parameters with the directory of your choice 5 Click on Test Connection to test the database file path 6 Ifthe test is successful click on Next to continue 7 Select Set connection for InLoox PM InLoox gt You can now continue with saving the database rfcenaton as connection file or sagutry file or establich a Connecton wth the database rftsenanon _ Seve Gatabase nformation as connection tite connect into C Save Gatabese eformaton as segatry fle eg Set cometon for Loc PM O Sat connection for hloc Web App 8 Click on Next 279 InLoox xX The connection has been successfully changed and InLoox PM is now ready to be used on both devices Security and privacy Topics Set up permissions List of permissions Create an InLoox PM account Log on as InLoox PM user Select a suitable system for data storage Back up project data Lock a project Clean up project locks Set up permissions In InLoox PM you can configure finely structured and freely definable permissions So you can clearly define responsibilities and make sure that only authorized users gain access to sensitive data You can set permissions in InLoox PM Workgroup and Enterprise Server in the InLoox PM options NOTE nLoox PM is delivered without permissions being set So every user can see and change all permissions This might be
89. an name it directly in the mind map view or by right clicking the mouse an choosing Edit in the context menu e Remove an entry In the Entry group click Delete Entry to remove the selected entry from the list e Copy and paste Create quickly entries with the help of Copy and Paste in the Entry group e Create a new list In the List group click New list e Edit a list In the List group click Edit List to add further information to the selected list e Remove alist In the List group click Delete List to remove the selected list Features on the View tab e Printa list view In the Common group click Print to start the quick print feature of the list view e Expand or reduce the list view Change the view with the help of Expand All or Collapse All in the Common group to make clear the list view e Search the information via analytical filter In the Common group click Filter e Change the view of the list Select between List and Cards view in the View group 57 InLoox xX Features on the Reports tab e Create a report On the Reports tab in the Create group click Create Report to load the mind map data as a report Create a new list You can structure and organize with the list feature all project information even before generating work packages and a timed project plan 1 Open an existing project or create a new one TIP For more information on how to create a project see Create a project On the Start tab click List On
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91. anning changes e g appointment changes are automatically synchronized Competition analysis Media Consulting 2014 0003 Rita Meyer Task 7 m e O x l Wichtigkeit hoch Wichtigkeit niedrig ATIEREN BERPR FEN Biy R AIOE P tS N Details Als erledigt Aufgabe Statusbericht Serientyp Kategorisieren Nachverfolgung markieren zuweisen senden e E gen Aufgabe verwalten Serie Kategorien Zoom a ting 2014 0003 Rita Meyer InLoox X Status Nicht begonnen Prioritat Normal Serledigt 0 _InLoox Pm updates start and end date of this item automatically Ohne it Rita M on n i an ait V This Outlook item is linked to an InLooxPM planning item Fa Project a Project name Media Consulting Open Project Number 2014 0003 Planning item a Item Name Competition analyss Start Monday February 10 2014 3 00 PM End Friday February 14 2014 12 00 PM Description Article content Synchronize with the task list the calendar out of the project Synchronize with the task list the calendar out of the InLoox PM workpackage view or pane InLoox PM items in the Outlook task list the Outlook calendar Synchronize with the task list the calendar out of the project Please follow these steps to synchronize the Outlook task list or the Outlook calendar out of a project 249 InLoox X 1 Open the respective project by clicking Projects in the Outlook Ribbon Now select the respective project f
92. are presented chronologically on a timeline Additional information directly in the Gantt chart Apr 2014 NAME Ei TIME SPENT 4 Market Research 8 Days 4 Competitor Analysis 4 Days gt Approve competition analysis 2 Days p 25 Tom Smith InLoox PM 8 saves you the trouble of gathering information and shows all relevant planning elements such as resource capacities assigned work packages or plan actual comparisons directly in the Gantt chart 162 InLoox X le ee ee eee Optimized Mind Mapping a Search project p Q Sua a Create Work Copy to NewMind EditMindMap Delete at All Nodes A End Nodes a Selected Nodes DE inanci Include already promoted nodes The Mind Maps in InLoox PM 8 are easier to use and more powerful than ever Import MindManager files freely arrange nodes and copy the Mind Map structure to the project plan or convert Mind Map nodes to work packages Manage Resources Team and department workload Jan 2014 Name z Mo 27 Di 28 Mi 29 Do 30 AS Marketing v EESE io 4 amp Ela MacGregory 3 Eo KES PowerPoint presentation e2 oe EE Text completion 33 100 4 amp Rita Meyer 100 33 Assign tasks 3 Approval of ad material 10 Define work groups and departments and monitor their real time workload On a group level you can see how the workload and spare capacities are distributed across teams and departments 163
93. art type Expense vs revenues displays the ongoing comparison between the amounts in management planning and budgets pages The list represents you all amounts cumulated by revenues planned revenues actual revenues and expenses planned expenses actual expenses time tracking actual expenses Element Planned expenses resources Planned expenses other Planned revenues Actual expenses time tracking Actual expenses Actual revenues Description Expeneses of all activities from the planning page They include the resources with recorded working time Method The total work time of all resources is multiplied by the group purchasing costs All planned expenses from the budget page Method Budget documents of type planned expenses are totalled All planned revenues from the budget page Method Budget documents of type planned revenues are totalled Actual expenses time tracking from the budget page Method Actual expenses time tracking are calculated automatically Time tracking items from the time tracking page multiplied by the group purchasing costs Actual expenses from the budget page except actual expenses time tracking Method Budget documents of type actual expenses are totalled Actual revenues from the budget page Method Budget documents of type actual revenues are totalled 154 InLoox X a a New features Inspired by the suggestions of project mana
94. ary activity in the Status area Define the progress or activate the done check box to display the processing status of the summary activity More information on the summary activity on the Advanced area 1 In the Location field enter a location 2 Inthe WBS code box enter a work breakdown structure code to identify activities and milestones in large projects In this case you can define the subsumption 3 You can use the field with the automatic WBS code in the project list Add a document to the summary activity 1 Click New link to add the document 2 Inthe Select Entry dialog box select one document from the list and click OK TP All displayed documents in the dialog box are saved on the Documents page For more information on how to add the document to the project see Create and edit a document 38 The added document ist displayed in the Document area on the side panel Click it to open this document Click Delete symbol K to remove it Sending a notification to a resource 100 InLoox xX IMPORTANT All added resources receive automatically notifications about new edit or deleted summary activity In the area Notifications you can inform other resources e g project planner about a summary activity and about the changes in them o Click the command to add resources o Inthe Select Conact dialog box click on the name and then click Select and OK o The notification will be send on the selecte
95. ate An activity will be finished on or after a specified date Use this constraint to ensure that an activity does not finish before a certain date An activity starts on or after a specified date Use this constraint to ensure that an activity does not start before a certain date An activity starts on a specified date Sets the early and the late start date to the date that you choose and anchors the activity in the schedule An activity will be finished on a specified date Sets the early and the late end date to the date that you choose and anchors the activity in the schedule Backward scheduling Backward scheduling is a technique to calculate the project plan from the due date You can assign the work packages in a way that the entire project will be finished exactly to the due date In the backward scheduling a new planning element starts as late as possible This planning element which is the last one in the planning chain stays at the end of the project plan The idea of the backward scheduling is to determine the latest possible end date of this planning element to meet the planned due date The latest end and start date of each planning element in the project plan is consequently calculated 105 InLoox xX SS ee ee ee ee Therefore the project plan is calculated until the latest possible date of the planning start by considering any necessary lags between planning elements The slacks critical planning e
96. ate Planning overview Document list Time tracking Budget overview Expenses revenues Turnover list Project completion Application in InLoox PM For exporting planning items from the planning page or across all projects in the InLoox PM project list For exporting documents from the document page For exporting time tracking entries from the time tracking page across all projects in the InLoox PM project list For exporting data from the budget page or across all projects in the InLoox PM project list For exporting budgets of type expenses and revenues from the budget page or across all projects in the InLoox PM project list For exporting turnover lists from selected projects in the InLoox PM project list Correspondence at end of project Interaction between InLoox PM and Outlook elements Topics Quick access panels for tasks and calendar Quick access panel for contacts Quick access panel for E mails Customize email templates Add Outlook elements to InLoox PM 248 InLoox X E Quick access panels for tasks and calendar InLoox PM enables you to link Outlook tasks and appointments by using quick access panels InLoox PM synchronizes all information automatically Calendar items can be connected with planing elements in the InLoox PM project planning You don t even have to open a project to gain real time information about the respective project Project pl
97. ate a new one 2 Onthe Management page in the In charge area add team members for the project Choose a contact from the InLoox PM address book 3 Click Save and Close With role based permissions the InLoox PM contacts get access to those projects where they are involved as team members Add manage or delete an address book You can add or manage the InLoox address books in the Contacts view The InLoox address book is a collection of address books or address lists created from your InLoox PM contacts 1 On the Outlook Ribbon click the InLoox tab 2 On the InLoox Ribbon in the Views group click Contacts NOTE In Outlook 2007 click InLoox Folder in the InLoox Toolbar and then Contacts in the InLoox PM project list 3 On the Start tab in the New group click Address book NOTE In Outlook 2007 click Address book in the InLoox PM project list Choose Manage Address Books from the drop down list In the Address Books dialog box perform one of the following actions F Address Books mmeo p d B Z Address Book List Ne NAME VISIBLE FOR ALL USERS modiy eee 4 ae Delete Create a new address book Click New In the Create Address Book dialog box type a name in the Address Book Name area 236 InLoox xX Activate the Visible for all users check box if you want to share this address book with the other users Click OK Edit an existing address book Choose an address book from the list and c
98. ate should be short and unambiguous e The description in the Name field can include wildcard characters e g size is x units Manage budget positions for templates The budget documents contain the budget positions which can be called up by the users in all InLoox PM projects on the budget page The budget positions can be edited or deleted in the InLoox PM options as required IMPORTANT To manage the templates you need the InLoox PM administrator permissions 1 Open the dialog box InLoox PM Options 2 Under Budgets click Templates and then Budget positions On the right side you will see the Budget positions area Options General Options A Permissions _ Budget positons Mind Map 1 Work Packages Planning New NAME z Edit Sample Asset Delete Budget templates 3 Do one of the following Add anew budget position by clicking New o Inthe New Position dialog box type a new name in the Name field Type additional information in the Description field o Enter the number you want in the Quantity field o In the Pricing list click New to add a new position In the New Unit dialog box enter a Name Purchase price and Disposition price and click OK 143 InLoox xX o Choose a group in the Group s list The created pricing model will be loaded if you select this position in the New Budget Position Edit Budget Position dialog box in the project o Change the budget positions list by clic
99. can solely constitute a comprehensive designer application The Dashboard Designer provides an easy to use wizard that helps you configure a connection to the database 173 InLoox X Creste Data Source Specify data connection parameters Provider Microsoft SQL Server y Server name localhost Authentication type Windows authentication v User name Password Database y Connection name Connection 1 Next gt After the connection has been established use the Query Designer to select data that will be used in the dashboard Designing dashboard items To populate the dashboard with charts pies gauges and other elements just click the desired data items in the Ribbon SEMOOR 9 Taa t Gr Chart Pies Gauges Cards Choropleth GeoPoint Range Image TextBox Map Filter Insert Drag and drop data that you wish to display within each item into a Data items area Now the dashboard is ready Providing data The topics in this section describe how to provide the data to be visualized in the dashboard This section contains the following topics Data source filtering Calculated fields 174 InLoox xs a ee ee Data source filtering Apply filtering To apply filtering to a data source click the Filter button in the Data Source tab This will invoke the Filter Editor dialog which allows you to build filter criteria r Filter Editor o And CreatedDate Is great
100. carrying an attachment but no details of the attachment such as name or type Saves storage space Attachments can neither be displayed nor saved in InLoox PM F Removes superfluous correspondence Correspondence including notes can neither be read nor saved in InLoox PM EP Correspondence is kept Attachments can be seen in the document list with name and type 259 InLoox X Method Action Pros amp cons Relationship between correspondence and attachments is lost Customize and configure Topics Notifications Change the language Generate personalized views Create custom fields Customize the InLoox PM language files Generate and edit groups Open the InLoox PM options Open the InLoox PM options in Outlook 2007 Work offline with InLoox PM Notifications Themen Anpassen einer Benachrichtigungsvorlage Anpassen von Feldern in Benachrichtigungsvorlagen Anpassen von Typen in Benachrichtigungsvorlagen 260 InLoox xX Sa ae ee Customize a notification template Notifications enable the communication of project information You can send them to those resources whom the project planner wants to inform automatically InLoox PM provides you with various kinds of notifications for work packages planning elements documents and notes Resources can receive information via email task request or InLoox PM reminder The notification t
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102. ces Sum Alphabetical wee a n 0 45 dCostsResources Sum InLoox xX Note that the Hidden data items area is divided into two sections Dimensions and Measures TIPS e Hidden dimensions appear in the Filter Editor dialog allowing you to create filter criteria based on their values For more information see Filtering e Hidden measures appear in the Sort by submenu to sort dimension values by them and in the Top N Values dialog to use them in Top N conditions Binding dashboard items to data in OLAP mode In OLAP mode the cube schema is fetched automatically and the Data Source Browser displays the entire OLAP cube structure To visualize data drag and drop measures attributes or hierarchies to the appropriate data sections in the DATA ITEMS area as described in the Binding dashboard items to data in the designer topic Note that OLAP measures can only be placed in the Values section while dimension attributes and hierarchies can be placed within other data sections 200 InLoox xX OLAP hierarchies allow you to customize each of their levels separately To access hierarchy level options invoke the data item menu for the hierarchy and then use the submenu that corresponds to the desired level Data shaping This section describes how to perform various data shaping operations such as grouping sorting and filtering in the Dashboard Designer The section contains the following t
103. ck Projects at the bottom of the screen and then click Timeline in the tree structure on the left NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Timeline in the InLoox PM project list amp 5 z Projects Outlook WM O xX HOME SEND RECEIVE FOLDER VIEW INLOOX PM Recent Dashboard Projects Work Resources Time Timeline Contacts Archive Views Reports Stopwatch Work Log Help Projects Packages Tracking gt gt Package Pane onas F Common Views Extras a Today 4 X Projects Dashboard 6 2014 0003 Media Consulting T5 Projects Work Packa amp Rite Meyer Howard Mullerhas been added 1 46PM 3 Resources 2 Time Tracki Yesterday SS Timeline 3 Contacts 2014 0005 Customer Database od 8 07AM The project plan has been Gordon Newman R Now you can see the recorded changes to the projects as a single entry e Click project name to open it e Tha contacts are marked in blue Click it to open e The added documents are marked in pink Click the hyperlink to open them e The following information from the Manage project page are marked in green project name and number division customer category status schedule start and end 231 InLoox xX ea a ea a ne ee ee e The saved comments are marked in red Click it to view e You can also delete any entry by clicking the cross symbol The following features are available in this view e Display change
104. ckage deadlines You decide how and when you receive a notification This ensures a smooth project flow and that all team members can start their work at the right time Document XA Ph ee Er gt O 2 X IE Lt e New Edit Delete Makas i paste Open Sendas NewFolder Open Folder Edit Documents Define your personal list of prioritized documents that you use most often Additionally you can now organize your documents via Drag n Drop You can enable the auto notification mode to be informed about changes to project documents 160 InLoox 3 Lists Description Done Project goals and results A List Appoint team members w Ta kia off J Compile contact information z Create a preliminary project plan o Visible only to me Meeting agenda C pE Fields Determine meeting participants ia Place date and duration of the meeting ae 5 Descrioton Text b xX were meeting room olfeld E x Order catering ba a Send out invitations co ee Kick Oft Meeting pptx New relation Create check lists for your projects in a list and index card view This way you can structure and organize project information even before generating work packages and a timed project plan Draft and Plan Planning snapshot Rita Meyer 03012014 5o amp Mar 2014 o NAME E EES 4 Project Plan A AHY vaot Assign duties 4 Market Research 4 Competitor Analysis Approve competition es 25 Ella
105. click Budgets On the Budgets page in the budget list choose a budget On the Template tab in the Action group click Save Template E etree Type Expense actual Presetpositions All positions Selectedpositions F Visible for all users oox cn 145 InLoox X Ea Type a new name in the Name field Choose a budget type in the Type drop down list Choose whether you want to have in your template all positions or only selected Select Visible for all users control box if you wish Click OK O Oe ao o Budget overview Display the budget overview Compare planned and actual time and expense values on a real time basis View single activities resources or even entire projects you won t lose deviations of your project anymore Article content Tabular overview Graphical overview Tabular overview 1 Open a project with the existing budget In the project on the Start tab in the Section group click Budget Overview 3 On the View tab in the Budget Overview group click Table x Media Consulting 2014 0006 InLoox PM Project m o Fe START VIEW REPORTS A Search project com 7 E e i amp 2 B J 42 2 223 Fog Table Chart ByType 8y Group ea bee tisha Planned expenses Plannedexpenses Planned Planned Actual expenses Actual Actual Print Label resources other revenues margin tme tracking a revenues margin __ Budget Ove Chart Type Da
106. ct in all relevant projects 139 InLoox xX e On the deletion of a status the relevant budgets have no status until a user selects a new one in the project on the budget page over the New Budget Edit budget dialog box Generate an invoice InLoox PM enables to create send and follow up project oriented offers and invoices Also ongoing Billing is possible based on project time tracking Automatic billing numeration avoids forgetting any expenses or charging them twice Article content Generate an invoice Issue a report for the budget Generate an invoice Open an existing project with the budget In the project on the Start tab in the Section group click Budgets Choose a budget from the budget list to which you want to generate a bill actual revenue PO Neos On the Edit tab in the Action group click Generate Actual Revenue Alternativly you can generate a bill from the context menu via Generate Acutal Revenue Right click in the budget list to open the context menu and chooseGenerate Actual Revenue 5 Choose from the drop down list between All Positions and Selected Positions 140 InLoox X 6 The actual revenue is generated together with the positions of the budget document you have chosen EXPENSE REVENUE PLAN ACTUAL a POSITION UNIT NAME DATE AMOUNT amp BUDGET N 7 howe 4 EXPENSE REVENUE Expense Count 2 2 hours 4 PLAN ACTUAL Actual Count 1 3 hours ee agiep 4 hours N
107. cuments Budgets Reports Outlook emails Contacts Skils Migration gt g Contact management Activate this setting for enable the InLoox PM contact management Create new InLoox PM contacts and contact authentication with the InLoox PM contact management V Enable InLoox PM contacts Activate the Enable InLoox PM contacts check box Click OK or Apply 5 Restart your Outlook Now you can see the Contact button on the InLoox PM Ribbon in the InLoox PM tab in the View group Add a contact The InLoox PM contact manager gives users the possibility to create an InLoox PM contact for each project member even if they are not available as Outlook or Exchange contacts You can save the InLoox PM contacts and edit the information about people and organizations you communicate with The procedure of creating and editing is the same 1 On the Outlook Ribbon click the InLoox PM tab 2 On the InLoox Ribbon in the Views group click Contacts NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Contacts in the InLoox PM project list 3 On the Start tab in the New group click New Contact NOTE In Outlook 2007 click New Contact in the InLoox PM project list 4 To assign anew contact to the address book choose first an address book from the drop down list Address Book then click New Contact 233 InLoox X 5 Inthe New Contact dialog box perform one of the fo
108. d office of InLoox GmbH Munich Bavaria for agreements with business owners traders This also applies if the Customer does not have a general place of jurisdiction in Germany or if his place of residence or usual abode is unknown at the time the proceedings are brought forth 12 Safeguarding Clause If any provision of this Agreement should be or become invalid such invalidity shall not affect the validity of the other provisions of this Agreement even if essential provisions are concerned The Parties agree to replace the invalid provision by a legally effective regulation which comes as closest to the contractually stipulated legal and economic intent of the invalid provision and ensures the operability of the Agreement in the sense of what both Parties had intended The same shall apply in the event that the Parties have not discovered a gap in the provisions at the time the Agreement was concluded or if such a gap becomes known or occurs later In that case the Parties shall be obliged to generate a written supplement to the Agreement in the sense of the aforementioned Date 2013 05 24 InLoox PM license terms At the time of the installation you have entered a valid license key TIP For more information about the installation see Install InLoox PM The license key consists of five groups of six alphanumeric characters each in the following format 111111 222222 333333 444444 555555 Your license key is valid as follows e f
109. d or reduce the mind map view Change the view with the help of Expand All or Collapse All in the Common group on the View tab to make clear the mind map view e Restore the mind map view On the View tab in the View group click 1 1 to set back the original zoom level e Enlarge or reduce the mind map view On the View tab in the View group click Zoom In or Zoom Out to change the zoom level of the view e Zoom the mind map On the View tab in the View group click Fit to Screen e Show resources On the View tab in the Resources group click Resources to check the resource utilization Features on the Templates tab e Load a saved reports You can also load a template from the gallery view in the InLoox PM Templates group e Save an existing data of one mind map into the gallery view On the Templates tab in the Templates group click Save Template and choose the needed format from the drop down list This template will be displayed in the gallery view e Load an existing mind map template from your data On the Templates tab in the Export Import group click Import Template to load the existing mind map in your local data 74 InLoox xX e Save an existing mind map as a template in your data On the Templates tab in the Export Import group click Export Template to save a mind map in order to insert it as a picture or in other format to PowerPoint Word or in the other project e Send a mind map via email On the Templates tab in the Expo
110. d resource as an email when sie save and close the project The email notification set by default The message contains the following planning data o The name of the summary activity o Project name and number in the subject o Description o Duration Work with the work packages in the planning How to assign a work package to planning elements with InLoox PM Open an existing project or create a new one In the project go to the Section group on the Start tab and click on Planning First create a planning by adding an activity or a milestone Bo mS You can add a work package to a planning element as follows Create anew work package Go to the Edit group on the Edit tab and click on New Work Package Go to the side panel of the Edit tab to add important work package specific information TIPS 1 Find quickly the certain work packages via search feature Enter the name in the Search work packages 2 Afte you have added a work package to the planning its work load will be displayed in the Gantt chart 3 For more information on how to assign a work package to resources see Add resources 101 InLoox xX 4 You can also define the budget for the work package on the Work Package page 5 For more information on how to add further work package related information see Create and edit a work package Add an existing work package To display existing work packages go to the side panel of the Work
111. d views This is how you can use a personalized view On the Outlook Ribbon click InLoox PM tab In the Views group click More Views NOTE In Outlook 2007 click Actual Views in the InLoox PM Toolbar Select a view from the drop down list e g Project controlling InLoox PM loads the saved view with customized data in the project list Proceed as follows in order to manage views wo On the Outlook Ribbon click InLoox PM tab In the Views group click More Views NOTE In Outlook 2007 click Actual Views in the InLoox PM Toolbar Click Manage Views in the drop down list In the Views dialog box do one or more of the following Edit view double click the view you want ot edit or click Edit Remove view Remove permanently one view from InLoox PM Choose a view from the list and click Delete Reset views Click Reset views if you do not want alle changes to be accepted 269 InLoox xX Export view Save a view in your local documents Choose one view from the list and click Export Load view Load a view from your local data Click Import and choose a view file in the Import File dialog box then click Open Download view Click Download to download an exisiting view template from the InLoox website Customize a view In the Outlook Ribbon on the Start tab in the InLoox PM group click Projects to open the project list Now you can customize the project list view with the following possibilitie
112. database system regarding offline availability and replication TP You find step by step guides about InLoox PM configuration for offline availability in the Support section of the InLoox website In case of problems please contact our installation support For the contact information see Request support for the InLoox PM installation Install InLoox PM Topics Install InLoox PM Request support for the InLoox PM installation Copy database file for InLoox PM 8 Personal Plus Install InLoox PM IMPORTANT Please note that Outlook must already be installed and fully operational before you can install InLoox PM The installation usually takes no longer than five minutes per client The server installation only required for InLoox PM Workgroup Server and Enterprise Server can be performed directly from the client In the Whitepapers of the InLoox PM Website you find step by step guides for the InLoox PM installation e for InLoox PM Personal e for InLoox PM Workgroup Server e for InLoox PM Enterprise Server 277 InLoox xX The Download section also contains an MSI package for the deployment via software distribution to multiple clients TP In our Support center you will find assistance in solving installation problems In case of problems you can also contact our installation support For more information please see Request support for the InLoox PM installation Request support for the InLoox PM i
113. e Date Time 3 4 2014 2 38 PM T Also remind E Detais Completion of the analysis 1 Inthe Date and duration area choose from the Remind me drop down list an option In the Date Time box choose the date and time for the reminder Optionally you can send a reminder to other persons 1 Activate the Also remind check box 2 Click and choose from the Select Contact dialog box a name 3 Click OK In the Details area type additional notes Click OK Now you can see the new reminder in your Outlook calendar at the time you have entered Record personal time efforts with the stop watch Record your personal working times up to the minute with the InLoox PM stop watch Afterwards you can book the recorded working time to a project This facilitates the consistent and complete documentation of activities for purposes such as billing 229 InLoox xX R InLoox x 01 15 Pause Reset Timer Book On Project 1 Click the InLoox PM tab on the Outlook Ribbon and then Stop Watch in the Extras group 2 Now the stop watch box is displayed at the bottom 3 Perform the following actions in this dialog box Click Start to start recording You can pause the time tracking by clicking Pause You can reset the stop watch by clicking Reset 4 Click Add to Project if you have finished time tracking 5 On the dialog box Add to Project perform the following actions 1 Inthe project lis
114. e Password button You can also change your user name in the User name field 4 Inthe InLoox PM Authentication dialog box type your current password in the Current password field Type the new password in the Password field Type the new password again in the Retype new password field Click OK Now you can use your new password for the InLoox PM Authentication Log on as InLoox PM user Choose between Windows Authentication and InLoox PM Authentication to logon to InLoox PM TIP Create an InLoox PM account to be able to logon as InLoox PM user For more information see Create an InLoox PM account 1 On the InLoox PM tab in the Extras group click Log on as NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Log on as 2 On the InLoox PM Authentication dialog box choose InLoox PM Authentication 292 InLoox xX F InLoox PM Authentication InLoox x Windows authentication InLoox authentication User name p a Password Type your user name for the InLoox PM authentication in the User name field Type your password in the Password field 5 Activate the Always use this credentials check box if you want to save your authentication data in the system 6 Click OK TIP As an InLoox PM User you can change your password anytime See Create an InLoox PM account in the Change the InLoox PM password section Select a suitable system for data storage As of versi
115. e Edit tab in the Edit group click Edit e Create and edit a milestone To create a new milestone click New Milestone on the Edit tab in the Edit group To edit an already existed one select a milestone from the planning list and click Edit in the Edit group TPS Use the multi selection for simultaneous editing of the planning elements Click the first planning element you want to edit and hold the Ctrl key on the Keyboard while clicking on all the planning elements you want to edit Then click Edit on the Edit tab in the Edit group e Remove a planning element Select the planning element from the planning list you want to remove On the Edit tab in the Edit group click Delete e Assign or delete a work package Select a planning element from the planning list and click New Work Package in the Edit group on the Edit tab If you want to delete the work package click Remove Work Package in the Edit group A planning element contains now an assigned work package e Create your planning faster Use the Copy and Paste commands from the Edit group on the Edit tab to copy already existing planning elements and insert them into a new planning You can edit the newly created elements as you want 84 InLoox xX e Change the order of the planning elements Use the arrows Up and Down in the Arrange group By clicking on these vertical arrows you can move the selected item up and down in the list e Group the planning elements Create or
116. e Grid dashboard item allows you to introduce cell merging and banded rows and specify the visibility of column headers and grid lines To do this use the Design Ribbon tab Data Design SU Het Horizontal Vertical Merge Banded Column Lines Lines Cells Rows Headers Cells The Horizontal Lines and Vertical Lines buttons control grid line visibility Use the Column Headers button to toggle column header visibility You can also enable the Grid to merge adjacent cells with identical data To do this use the Merge Cells button To paint the background of odd and even rows differently use the Banded Rows button NOTE Note that banded rows are not available when cell merging is enabled 182 InLoox xX Master filtering The Grid dashboard item supports filtering by rows When Master Filtering is enabled an end user can click a grid row or multiple rows by holding down the CTRL key to make other dashboard items only display data related to the selected record s TP To learn how to enable Master Filtering in the Designer see Master filtering Drill Down The built in drill down capability allows end users to change the detail level of data displayed in dashboard items on the fly TP To learn more see Drill Down The Grid dashboard item supports drill down for rows When drill down is enabled an end user can click a grid row to view the details Drill down requires that the Columns section contains several dimens
117. e Templates group e Save an existing data of one work package into the gallery On the Templates tab in the Work Package Templates group click Save Template and choose the needed format from the drop down list This template will be displayed in the gallery view e Load an existing work package template from your data On the Templates tab in the Export Import group click Import Template to load the existing work package from your local data e Save an existing work package as a template in your data On the Templates tab in the Export Import group click Export Template to save a work package in your local data e Send a work package via email On the Templates tab in the Export Import group click Send Template by Email to send a mind map e g to your colleagues Features on the Reports tab e Create a report On the Reports tab in the Create group click Create Report to load the mind map data as a report Features in the context menu The context menu provides you with almost all basic features that can also be found on the Work Package page such as New Edit and Delete It has also features such as Select or Remove Resource and Done as well as Status Right click in the time tracking list to open the context menu 61 InLoox X D New gt Edit X Delete 8 Select Resource x Remove Resource wv Done Edit Status Divisions and Teams Keyboard shortcut e STRG C Copy a work package into the clipboard
118. e You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value Master Filtering Dashboard allows you to use any data aware dashboard item as a filter for the entire dashboard Master Filter TP To learn more see the Master filtering topic that describes filtering concepts common to all dashboard items When filtering is enabled an end user can click a shape or multiple shapes by holding down the CTRL key to make other dashboard items display only data related to selected shape s 192 InLoox xX a a ee a Geo point map Data sections in the Geo Point Map DATA ITEMS Mapi Latitude Longitude Value Latitude the data section accepts geographic latitude points Longitude the data section accepts geographic longitude points Value the data section accepts values related to geographic points Layout Alle buttons for customizing the dashboard item are on the Design tab Data Design i a f S j u il Show Legend E LoadMap Import Default 5 Map Map Legend Open Dashboard ships with a set of default maps showing various parts of the world The following maps are included e World Countries a world map e Europe a map of Europe e Asia a map of Asia e North America a map of North America e South America a map of South America e Africa a map of Africa 193 InLoox xX e USA a map of the USA
119. e data source wizard allows you to create a new data source by specifying the required connection parameters for instance the server name the database name user credentials the path to a data file etc Creating a data source and connecting to data Creating a data source in OLAP mode Composing a data source 171 InLoox xX Creating a data source and connecting to data You can connect to various types of databases and data files using the Create Data Source wizard This wizard allows you to establish a connection to the data store by providing the required connection parameters NOTE nLoox PM provides you with its own project data sources on the side panel left in the dashboard designer Create Data Source Wizard 1 Data Source Name On the first page enter the data source name and click Next Create Data Source Enter a name for your data source Date Source 1 2 New or Existing Data Connection On this page specify whether to use one of the existing connections or create a new connection and click Next NOTE This page only appears if you have already established a data connection in the current application 3 Connection Parameters If the application has not yet been connected to a database or you have chosen to create a new connection in the previous step the connection parameters page will be displayed 172 InLoox xX 1 First select the required data provider from the Pr
120. e dialog box will be displayed F Save Template me gw Template Template name Prototype Mind Map In the Enter the name of the template field type a name Click OK The saved template is displayed on the Mind Maps page on the Template tab in the InLoox PM Template group in the gallery view TIP For more information on how to change a template see Manage mind map templates Manage mind map templates In the InLoox PM options you can edit mind map templates that are created in the projects MPORTANT To manage the mind map templates you need InLoox PM administrator permissions 1 2 Open the dialog box InLoox PM Options Under Mind Map click Templates On the right side you see the Mind Map Templates area 82 InLoox xX Work Packages Planning Documents Budgets Reports Email templates Contacts Notifications Custom fields Locks as Mind Map Template Rename NAME i Arrangements delete refabricates Export Import Download Create new templates from any project Select the option Seve from the project s Mind Map page 3 Perform one of the following actions Change the name of the saved template Choose one template from the list and click Rename In the Rename Mind Map Template dialog box in the New Name field type a new name for this template and click OK Remove a template permanently from InLoox PM Choose one template f
121. e in the Management group 3 Locate a picture you want to add and double click it NOTE The picture is automatically sized to fit the picture space 47 InLoox xX a a ar ee Add project team members By assigning project team members such as members of the project team project partners customers etc you are able to distribute the workload of the project to the co workers and to inform project members which projects they are assigned to or following up its process Your employees will know for which parts of the business they are responsible By setting up a project team you define access permissions to the project 1 Open an existing project or create a new one 2 Onthe Management page in the Staff area do the following Assign a project manager Click Manager and then in the Choose Resource dialog box choose an address book from the Address Book drop down list Select from the list one or more names for the project Assign a team Click Team and select from the list one or more internal co workers Assign a customer Click Customer and select from the list one or more customer contacts for the project Assign a partner Click Partner and select from the list one or more persons whom you want to add to the project as project partners Assign more team members Click More and specify any other contacts e g quality control staff heads of department or other stakeholders NOTES In the Staff area the f
122. e package or seal of the Software refrain from installing the Software click on the No button of the installation process and uninstall the Software when the corresponding inquiry occurs during the installation and return the properly purchased Software together with packaging license key and receipt voucher to the Software vendor within 30 days of the purchase of the Software Subsequently you will receive full reimbursement of the purchase price you paid 2 Subject Matter of the Agreement 1 Subject matter of this Agreement is the granting of the rights of use in accordance with 3 depending on the type of license purchased in each case and its extent of functions By purchasing this Software you become the owner of the Software storage medium e g a CD ROM but not of the Software itself The Software is licensed not sold The Software shall always remain the intellectual property of InLoox and or the respective right owner As a purchaser of the Software you shall only be entitled to use the proprietary object i e to use the Software as agreed upon InLoox grants this right of use in the form of a license 2 The Customer has checked whether the Software specification meets his desires and requirements before concluding the Agreement He knows the essential functional qualities and conditions of the Software 3 Product descriptions and presentations in test programs are service descriptions but are not warranties War
123. e project modified plan Milestone deleted InLoox PM generates this message if a milestone is deleted from the project plan on the Planning page Project note InLoox PM generates this message if a project note is added to added a Management project page Project note InLoox PM generates this message if a project note is removed removed from Management project page Change the language InLoox PM is a multilingual system The operating language adjusts automatically to the Region and Language Options in the Windows Control Panel The language can be changed manually during operation of InLoox PM at any time without the need to restart Please follow these steps to change the operating language Article content Outlook 2010 2013 View Outlook 2007 View Outlook 2010 2013 View 1 Click the File tab Click InLoox PM Click Change language gt ON Select a language e g German English French Italian Spanish or Russian from the list 267 InLoox xX InLoox PM changes the language of all dialog boxes and screens Outlook 2007 View Please follow these steps to change the operating language 1 Click Tools in the InLoox PM Toolbar Click Language Select a language e g German English French Italian Spanish and Russian from the drop down list InLoox PM changes the language of all dialog boxes and screens Generate personalized views Organize sort and group projects e g by assig
124. e the Notification Designer Help Message name Work package done Work package note added Work package added Work package resource added Work package modified Work package resource removed Work package deleted Work package note deleted Application InLoox PM generates this message if a work package is done This way the project controller can see which resource has done his work InLoox PM informs about new work package note is added in the Work Packages project page InLoox PM informs about new work package that is added on the Work Packages project page from the mind map and in the planning InLoox PM generates this message if a resource is added to a work package InLoox PM generates this message if a work package is changed on the Work Pakcages project page or directly in the project plan InLoox PM generates this message if a resource is removed from a work package InLoox PM generates this message if a work package is deleted from the Work Packages project page or from the project plan on thePlanning page InLoox PM generates this message if a work package note is deleted from the Work Packages project page 265 InLoox xX Message name Document added Document deleted Document modified Activity Predecessor done Activity added Activity done Activity modified Activity deleted Milestone Predessecor do
125. eate address books Read own address books Use existing All reports can be used The InLoox PM report generator None reports filters the data for which the user does not have permission out of the report e g if no right to read budgets has been granted no budget data will be included in the exported reports Create and edit Allows the creation changing and deletion of report Only available for report templates templates user based permissions Administrator Controls access to master data maintenance and Only available for administrator functions These include the following menu user based commands in the InLoox PM Ribbon in Outlook 2007 permissions InLoox PM Toolbar and Options Edit planning templates Right to rename and delete InLoox PM planning templates Edit budget assets Right to create change and delete InLoox PM budget assets Edit budget state Right to create change and delete InLoox PM budget states Edit notifications Right to change Notification templates Edit categories Right to create change and delete InLoox PM categories Edit custom fields Right to create change and delete custom fields 289 InLoox xX Restriction or Description Permission Prerequisite Remove project locks Right to remove data record locks Recycle projects Right to restore or permanently remove deleted projects Licenses Right to add and delete InLoox PM license keys Options Right to change the InLoox PM
126. eceeeeeeeeeeeaeeeeeeeeeesaaaaaaeeeeeeeeeaaaaaaeeeeeeeeeeaaaaaaeeeeeeeeeesenaeeeees 81 Manage mind map templates ccccceeeeeeeeeneeeeeeeeeeeeceaaeeeee eee eeaaaaaeeeeeeeeeeaaaaaaeeeeeeeeeegaaaaeeeeeeeeeseenaeeeees 82 Planni asenna ds tasecedeenstt fadd etenceentcl da teceeeveas thet Sata nteaveeatid Gta teeedene til Gadd atenteentcl Ge eneeeee heh adie 83 Work with the planning essea AO 83 Work withthe Gantt CMA sirsenis DRE EES EE A EEA ena aE EEA SEELA 88 Greate planning elementerne 91 Greate and editan atv ty unora Rna O O 92 Create and edita MilOStONG esson E EAK 95 Create and edit a summary ACTIVITY 0 cece ee eenee eee eene ee eeeeaeeeeeeeaaeeeeeeaaeeeeeaaeeeeeeaaeeeseenaeeeeeenaeeeeeeaees 98 Work with the work packages in the PIANNiNg eeeeceeeeeeeeeeeeneeeeeeeneeeeeeaaeeeeesaaeeeetenaeeeetenaeeeeeaaes 101 Create dependencies between planning elements cccceeeeeeeeeeneeeeeeeeeeeeaaeeeeeeeeseeeenaeeeeeeeeeas 102 Backward SCHOGUIMMG socion iini Seitansdeercastisditeneaedneaadiiiets 105 Show the critical Dathan aa raaa ann aaa aaa aaa E aa aKa aS Aa nE aAa TA aa aA Oa NEE 106 Sota WOrk Ume CalON GaN escenas ORA 107 See AS E E E E E aes beiveerees 109 Planning templates iieis eieiei ania iade inirapan an aes adeir Rre EEEa ESEN 110 Import a planning template snpra asin remaina aana na ainara aaa RAAE E AAE A ENa EE ENEE ENa 110 Save a planning template ceeeeeceeceeeeeeeeeeneeeeeeeeeeeaaaaae
127. ect comments on the Management page Restriction or Prerequisite Prerequisite Read projects Prerequisite Read projects Prerequisite Read projects Prerequisite Read projects Prerequisite Read projects Prerequisite Read projects Prerequisite Edit projects Prerequisites Edit projects Edit Management Prerequisites 286 InLoox xX Description Delete own project notes Lock projects Edit list Edit mind maps Edit work packages Edit planning Edit time tracking Edit own time tracking entries Permission Allows you to remove your own project comments on the Management page but not to remove other users project comments Project can be locked for other users Users without the respective permission may not edit locked projects and cannot remove the lock Right to modify the entries in the list of one project Allows adding changing and deletion of all mind maps of a project This permission allows you to add modify and remvoe work packages Allows adding changing and deletion of all planning elements of a project Allows adding changing and deletion of a time tracking entries of a project Allows adding changing and deletion of own time tracking entries of a project Restriction or Prerequisite Edit projects Edit Management Prerequisites Edit projects Edit Management Prerequisites Edit projects
128. ected template by clicking Insert a fF oO DP The text template will be added to your email and the project manager of the selected project will be inserted to the email recipients Manage E mail templates You can create rename or delete email templates in the InLoox PM options 1 Open the dialog box InLoox PM Options 2 Under Email Templates click Templates On the right side you will see the Email templates area E Options General Options Permissions Email templates 2 Mind Map Work Packages ii NAME Documents Edit Project condusion Budgets Project launch 5 Reports Design Project status Emails Templates Deete Contacts Notifications lt Custom fields Export Locks L key Import 3 You can choose from the following actions Add a new template by clicking New On the New Email Template dialog box please follow these steps 1 Enter a name in the Template Name field 255 InLoox xX 2 Define the email field rules such as Recipient CC Recipient BCC Recipient and Subject Click Fields and choose from the drop down list the field you want e g lt PROJECT_MANAGER_O gt 3 Click OK Change the saved template by clicking Edit In the Edit Email Template dialog box you can make your changes see the first point Customize the template content for a report with the InLoox PM email designer Choose a template from the list and click Design TP For instruction
129. ed data This feature can be found in the Common group on the View tab e On the Choose Fields dialog box click one field e g Customer and drag it into the column header e Reset the fields via Drag and Drop into the dialog box e Filter the time tracking entries Use the Filter feature in the Common group to quickly find the needed document Features on the Reports tab e Create a report On the Reports tab you can create a report 115 InLoox xX Inthe Create group click New Report In the New Report dialog box on the Report tab choose a template from the Use this template drop down list Filter the data in the Time tracking tab and click Create In the Reports group select a saved report from the gallery view e g Time tracking Information rules in the time tracking list e Atime tracking item can be marked with one of these flags PPP e Apaper clip shows that one or more documents are linked to the time tracking item Click on the Paper clip and then on the button lad to open a list of the linked documents e The total duration of all items is displayed above the time tracking list e The list is sorted by date in descending sequence and can be grouped and sorted just like an Outlook list Features in the context menu The context menu provides you with almost all basic features that can also be found on the Time Tracking page such as New Edit Delete Copy and Paste or Create Reminder It has also featur
130. ed to visualize values using sparklines Layout To control how cards are arranged use the Content Arrangement group in the Design Ribbon tab Design eal ee A i Auto Arrange Arrangein Arrange Columns n Rows Content Arrangement e By default the Auto Arrange option is enabled which automatically resizes cards to fit within the dashboard item e You can also specify the number of columns in which cards are arranged Click the Arrange in Columns button and specify the appropriate number in the Count field e Similarly you can arrange cards in a specific number of rows 189 InLoox xX a a ee Choropleth map Data sections in the Choropleth Map DATA ITEMS Map 1 Attribute lt 6 Value gt Attribute the data section contains the Attribute data item which allows you to associate map shapes with data source field values Maps data section contains data items whose values are used to color map shapes Map shape colors vary based on the map type Layout Alle buttons for customizing the dashboard item are on the Design tab Dat Desgn m on x a N S p B BE A Show Legend LoadMap Import Default Map Map Legend Open A Legend is an element of a chart that identifies its series You can specify whether or not a chart should display a legend In the Designer use the Show Legend button in the Legend group To specify the legend s position and orientation select one of the p
131. eeded data from each column For more information see see Search and find projects 218 InLoox X a Set up the work package refresh interval With InLoox PM you can set manually the refresh interval for work packages in the work package list IMPORTANT A modification can only be done by an InLoox PM user with administrator permissions 1 Open the InLoox PM Options dialog box 2 Under General options click More options On the right side there is the More options area Activate this setting to insert a new Outlook item category after Add to Project Copy to Calendar and Copy to Task V Create new category in Outlook element Mark project as time critical if V Project is not done 7 Project end is overrun ee ea V Not completed project activities exceeded CAIR Set work packages refresh interval in minutes Locks siS 3 Set up the interval which is shown in minutes 4 Click OK or Apply The data will be saved in the data base and is valid for all InLoox PM users 219 InLoox xX a Resources Topics Work with resources Change the colour scheme of the resources Work with the workload diagram Work with resources Manage the resource capability and work load more efficiently with the visual resources overview It integrates both project work packages from InLoox PM and appointments from the Microsoft Exchange free busy service T
132. eeeeeeeeesaaaaaaeeeeeeeesaaaaaaeeeeeeeesesenaaeeeeeeeeegs 112 Manage planning templates ecec ssi sicicadeecencs ta ecedeiectenedisteceveindeiieesdessvteesebedeeisceetesteertacdaddatessasinaadavencns 113 BCT aul ilgsloy lt ale emeeperrerrepee nererrerrre pre rerp a 114 Work with the time traCking visiecstcccseseesvassgescacvesstpenseupenneseudt sax eetenne S ne aecee beeceuet ea 114 Create and edit a time tracking CIty eceeeeeeeeneeeeeeeeeeeeeeeeeeeeeeeaeeeeeeaaeeeeeeaaeeeeeeaeeeesecaeeeeseeaeeeeeeeaeeess 117 PO CUISINES AE E EE E E E E E T 119 Work with the document liSt c c cciccesecesceeceectecneecceetiieeeseeteeausecneesevecteeesseurieeesdeedeeeeavsrenesaeteseeasereneeasiiee 119 Create and change the document folder Path eeescceeseseeeeeeneeeeeeeaeeeeteaeeeeseaaeeeeeeeaeeeeseeeeeeeeeneeeens 124 Create A SUDIOIASE cade cass fi ta cteereceaced fataudes cunacis a iawepeseeatiy cadenencaenitatditas 127 Create and edita documen cessent AAE A a daa dees 128 Cleaning the document liSh isc sssecvecees cecvadencevacies saviceccztvaceedeesndeateeieiss eavidectceewaes ceuved easipiensetvu seer eetestese 130 Zea A E E ested ied anvil E T 131 Work withithe budget Jiske e aaa aa draenei ainiin aapi 131 Work with the budget positions list 0 2 eeceeeeeeneeeeeeeneeeeeeeaeeeeeeeaeeeeeeaaeeeeeeaaeeeeeseaeeeeeeeaeeeeeeeeeeeeeeaaees 134 Create and edit a budget POSITION ceecceeceseeceeceseeeeeeeneneeeeesaneeeeeseeeeesesaeeeeesageeeeesaa
133. eeeeesneeaeeeseneneeetes 137 Manage the budget Status sossun AEDE 139 Generate Am MVOC Osini a Haddaa da dadasteh nscehivnecderayh cacden bids 140 Manage budget documents for templates ce ceeeeceeeeeeeeeeeeeeneeeeeeeeeeeeeaaeeeeeeaaeeeeesaaeeeeseaaeeeeeeaaeeeeeaas 142 Manage budget positions for templates 0 0 0 eeeeceeeeceeeeeeeeeeeeeeeneeeeeeaeeeeeeeaaeeeeesaaeeeesenaeeseseeaeeeesenaeeeeeeaas 143 Load a budget tem Plate waisavice casts nevsncecnedsnescedesasszen cea giztectedvgegisadsstestesieeecndgieee seernedseaiseeenaereeie tees smeceesicie 144 save a budget template seesscseczevencedexvesucs ges cadeeey due ay espue E 145 BUGGEE OVOIV IO Werets 5c 22s tage ces E tchuck xu panech oh gheoreg age Aes E E E seheoredes 146 Display the budget OVEMNVIOW iiic sccccc ieee aniraa a naaa AESA ENEA EAN EENE ESAE ANTEN AEAN 146 What do the fields and chart types of the budget overview Mean ssesssssssrissserrssrrinssrrrnnnrrrnnsrrennne 148 Now ToalUlG Sencor E iaweeeaevadis cadamencarsatatites 155 TheHighlights in Version Beraren N A EEES 155 Clarity and CONVONICNCE iz ieceseevevvecees cecvadepcevacies eavicecczteneedsdassndecceetees R RaR 157 Communicate and DOCUMENT sesccccesenceecevencencuscccevedesecencveccieceusseceeceeccvevendeccenevscateeeevedevevbeadeueeventveres 159 Diar and PAD cake czy sceeecsta ste ee cece sastec Sees cee co iania ie ia a aes adei Ree eee Rae 161 Manage ROSOUNCES sisi secs cass vecicusa dete ctens sc
134. ees 24 Conditional formatting saeeeesescezes Sencha cevbaeddcysgaeiepys devices wadcueyvbuevaeys sudveeysaacvexy dusts caebevel saasrvedeuk bivet aad eaaadaveanaye 27 SEarchrand Tind PrO SCtS 53 isesveereeashartiteswsthinceasdapdssascestnensdasssseactehteandayassasteeseeasbay AA aa aA araara aeaa 29 Copy and delete projects sisisi aaeeea a eaaa a e A e aE AT Aa E OENE Ek aaRS 31 Copy and delete projects in Outlook 2007 c cccceeeeeeeeeeeeeeee eee eeeeeeeaeeeee eee eeecceaaaeeeeeeeeeeegeaaeeeeeeeeeeeeeeaae 32 Managermerit cvecececeviccdectevenccevetdaceve ensar eNi aR EEEN AENA NEENA EEEN EANES ESA AAAA evade aia eaNL 33 Assign a project name and NUMDeEf cccceeeeeeeeeeeeeeeeeeeeeeaaaeeeeeeeeeeceaaaaaeeeeeeeeeeggaaaeeeeeeeeeeeneaaeeeeeeeeees 33 Adjust the project NUMDET sinsi os cies se ecwccaccecetias sioeetccaeeenyssseescerdeueuaessseeselicecacvessseeylactei eneesyecuansaepees sage 34 Change the number format ssceczscvesteeevenect chuvtvteeeviitecintveacdenvonect sauvnvedeevivaeces eesti shvienctaiee stints hacen eeecdeaeoeets 37 Assign a division Customer and CateQOry ccceeeeceeeeenneeeeeeneeeeeeeaeeeeeeeaaeeeeeeaaeeeeseeaeeeeeeeaaeeeeseeeeeeenaeees 39 Adjust the divisi n StCUCtUre sasise anned n aaa ran adaa aaa aa Aa Aaa E EAEE aa N aadA aaa AAEN EEE 41 Greate and manage A CUSTOMEM ccc nestcecsanceenenesecenedascag ea pasdcete sence ANAE AEAEE ORLEN BISAT ERASAN EEEn OSAA SES 42 Adjust the CUStOMEr N MDET ccc
135. eichern Drucken Support InLoox PM help InLoox PM project management help InLoox PM TP Users require administrator permissions to change global settings For more information see Set up permissions User settings can be changed by any user Open the InLoox PM options in Outlook 2007 In the InLoox PM options you can make changes to the basic parameters and you can set up permissions in InLoox PM The administrator opens the InLoox PM Options as follows 1 Click Tools in the InLoox PM Toolbar 2 Click Options in the drop down list TP Users require administrator permissions to change global settings For more information see Set up permissions User settings can be changed by any user Work offline with InLoox PM With InLoox PM Workgroup Server and Enterprise Server users work directly on a database server You can however configure individual workstations to use InLoox PM when it is disconnected from the network When reconnecting with the company network an automatic synchronization is carried out 276 InLoox xX IMPORTANT Not all database systems support offline availability or replication InLoox PM offers the data structures that are needed for synchronization and replication but uses the synchronization features of the database system In certain circumstances you might need to change the database system or the related software to take advantage of offline availability Check the documentation of your
136. el 2 Select a division or a team and drag it into the utilization view 224 InLoox X BR 3 In the view the group utilization is now displayed 4 Via Drag amp Drop you can also remove the selected division or team back to the side panel 5 Show and hide resources in the utilization overview by clicking Planning symbol A jan 2014 S Name oS Divisions and Teams x Mo 27 Oi 28 Mi 29 Oo 30 fr 31 AY Marketing TEE SN L Your Company 4 amp fie MacGregor 3s Eo He a Powetort preseraon uso wos EE si Management SS mem R 4 amp Rite Meyer he i sia Marketing Assign tasks Bw Baie Meyer Petia MacGregory Approve of ad materia 4 3 Project team 4 FA Gordon Newman _ Competitor analysis cea Exchange Calendar Add Team 7 2 New Team lt 200 B Gordon Newman 150 New Team 100 fa Jeremy Smith The following features are available e The view always filters the resources and workloads by the time period specified by Select time period e Duration and degree of the workload are shown by the bars in the upper right part Yellow bar workload 1 100 Red bar workload 101 149 Dark red bar workload over 150 e The example shows the overloading of the resource Ella Macgregory which results from the occupation in two activities If appointments are on record in the Outlook calendar of an Exchange resource the resource counts as fully loaded 100 in the given time pe
137. eld behind the logical operator e g Media Consulting 3 Click OK InLoox PM filters the projects by the selected criteria e g Project name begins with 30 InLoox xs a ee ee ee 5 You can also group the filter criteria e g by the comparison operator OR Learn how to do this 4 Click the logical operator Begins with and select OR from the list 5 Click the symbol Add to add another criteria 6 Click the condition s link PROJECT NAME and select the field NUMBER from the list 7 Click the logical operator Begins with and select Equas E Filter Editor EE PROJECT NAME Begins with Media Consulting NUMBER Equals 2014 0003 8 9 Now click the value box and enter a number e g 2014 0008 InLoox PM filters the projects by the two selected criteria e g Project name begins with OR Number equals NOTES e Use the symbols Add or Remove to create and customize filter criteria e All filter results are also displayed on the side panel of each opened project Copy and delete projects You can copy or delete the projects in the project list The description below explains how to do it Article content Copy a project Delete a project 31 InLoox xX eS i eS gc Copy a project 1 Click Projects in the Outlook Ribbon to switch to the InLoox PM project list 2 Choose the project from the project list that you want to copy 3 Use one of the following actions to copy the
138. elect the report from the gallery view by clicking it in the Report group TP For more information see Create a report 132 InLoox xX rr en ee Information rules in the budget list e An entry contains the following data type planned expenses planned revenues actual expenses actual revenues sequence number date status name amount budget neutral created by created on changed by changed by e Each entry has a unique number e Each entry has a status which is freely definable e The total amount of all positions included in the budget is displayed e The list is sorted by date in descending order You can group or sort it as an Outlook list Features in the context menu The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon such as New Planned Expense New Planned Revenue New Actual Expense New Actual Revenue Edit Budget Delete Budget Generate Actual Revenue Copy and Paste Choose Fields It has also such features as Expand and Collapse All Groups Status where you can define whether the budget is Approved Rejected or Open Right click in the budget list to open the context menu New Planned Expense New Planned Revenue New Actual Expense New Actual Revenue 2 Edit Budget XX Delete Budget EE Copy ys Paste Generate Actual Revenue gt fm Budget Status Expand All Collapse All 7 Choose Fields Keyboard shortcut e CTRG C Copy a budget into
139. ements 5 Reports Postprocessing Outlook emails Export Prefabricates H Contacts Notifications Import Custom fields Locks Download 3 Perform one of the following actions Change the name of the saved template Choose one template from the list and click Rename In the Rename Work Package template dialog box in the New Name field type a new name for this template and click OK Remove a template permanently from InLoox PM Choose one template from the list and click Delete Save a template in your local data e g to send it to other users Click Export and choose a local storage location on the Save Work Package template dialog box to save the template Click Save Load a template from your local data Click Import and choose a template in the Import File dialog box then click Open Click Download to download the mind map templates from the InLoox website 72 InLoox xX 4 Click OK or Apply to save the changes in InLoox PM Mind maps Work with the mind map Eu Mind Maps Click Mind Maps to open the Mind Map page On this page you will find the following features 3 p S X ES New Node EdtNode Delete Reset Node Node EDIT E Node Features on the Edit tab FORMAT A Search project 3 S yA E a om gt S ss y aste Progress fiag Create Work Copy to NewMind amp EdtMind Map Delete Packages Planning Map Mind Map Promote Mind Map e Add new node On the Edit tab in the Node
140. emplates contain predefined text elements which can be changed deleted or modified 1 Open the dialog box InLoox PM Options 2 Below Notifications clickTemplates On the right side you see the Notification list area F Options me General Options Permissions L Notification list 5 Mind Map ou Work Packages 7 Planning Enabled Name Email Task Request Appointment Request PO Sa Budgets 3 Reports Section Planning Outlook emails Download v Activity Predecessor Done 7 H Contacts oe 7 Activity Added 7 f Activity Done v More optons J Activity Modified J 3 Choose one of the following options Edit the notification text by clicking Design In the InLoox PM Notification Designer you can make the respective changes NOTE For more information on how to work with the InLoox PM Notification Designer see Designer Help which you can find there Save a template in your local documents To do this choose one template from the list and click Export Click Download to download the planning templates from the InLoox website Activate one of the following control boxes in the columns Email Task request or Appointment request This way you define the type of the notification Deactivate the template in the line e g Work Package Done in the certain area Such deactivated template cannot be used in the project anymore 4 Click OK or Apply to save the changes in InLoox PM
141. en Project in the InLoox PM group Display work package details Choose one work package from the list and click Open Details in the Actions group Mark work package as complete Choose one work package from the list and click Mark Complete in the Actions group Synchronize with Outlook elements Choose one work package from the list and click Synchronize Choose from the drop down list With Outlook Calendar or With Outlook Task Book a time tracking entry to a project Choose one work package from the list and click Add Time Tracking Entry in the Actions group Change work package view Choose from the following in the Display group o My Displays personal work package o My teams project manager s view Displays work packages of all members of projects of which you are a manager o All project manager s view Displays work packages of all members of projects of which you are not a manager Display the done work packages Click Include Complete in the Display group to see all work packages that marked as complete Print a work package view Click Print in the Current View group to start the quick print feature of the archive view Refresh Via the Refresh button in the Current View group all changes will be updated and the view reloaded Filter the needed information Click Filter in the Current View group 216 InLoox xX a aa ee ee Features in the work package list The following feat
142. ent 2 Inthe Select Entry dialog box select one document from the list and click OK 64 InLoox xX 3 The added document is displayed in the Document area on the side panel Click it to open this document Click Delete symbol ANto remove it Sending a notification to a resource IMPORTANT All added resources receive automatically notifications about new edit or deleted work packages In the area Notifications you can inform other resources e g project planner about assigned work packages and about the changes in them o Click the command to add resources o Inthe Select Conact dialog box click on the name and then Click Select and OK o The notification will be send on the selected resource as an email when sie save and close the project o The email notification set by default The message contains the following planning data The name of the work package Project name and number in the subject Description Personal duration Adding a note to a work package a4 Select a work package from the work package list Click the symbole Full Screen Mode in the top left In the text area type your notes below the main information to the work package A O N You can also send a notification dierctly from the work package User a quick selection to add project responsibles TP To learn more about adding the responsible persons to the project see Add project team members 65 InLoox xX
143. er information to the selected item e Remove atime tracking entry On the Edit tab in the Edit group click Delete to remove the selected entry from the time tracking list NOTE Use multiselection to edit several time tracking entries simultaneously Click therefore on the first entry that you want to edit Then keep the CTRL key on your keyboard pressed and select the other entries that you want to edit Then right click to open the context menu and click the command that you want to execute e Copy and paste Create quickly time tracking entries by using the Copy and Paste feature in the Common group These features can be found on the Edit tab in the Edit group e Highlight a time tracking entry Select one entry from the list and click Flag in the Edit group on the Edit tab Choose one color from the drop down list Now you can see the selected flag next to the entry in the list e Create areminder On the Edit tab in the Time Tracking group click Create Reminder to create a reminder in your Outlook calendar Features on the View tab e Print a time tracking view On the View tab in the Common group click Print to start the quick print feature of the time tracking list e Expand or reduce the time tracking view Change the view by using the Expand All or Collapse All buttons in the Common group on the View tab to have a clearly structured time tracking view e Choose Fields This feature sorts and organizes the project by select
144. er than or equal to 2 12 v To clear the data source filter use the Clear Filter button in the Data Source tab Passing Parameter Values You can use the Filter Editor to filter a data source according to the current parameter value Filtering Limitations The limitations of a data source filter are as follows 1 Fitering cannot be applied to a data source created in SQL View You need to include the required conditions to the WHERE clause when editing a data source 2 OLAP data sources do not support filtering Calculated fields This document describes how to add calculated fields to a dashboard data source Calculated fields allow you to apply complex expressions to data fields that are obtained from the dashboard s data source 175 InLoox xX Creating a calculated field Editing a calculated field Creating a calculated field After you have created a data source using the Create data source wizard you can add a new calculated field based on the existing data source fields 1 To create a calculated field select the required data source in the Data Source Browser and click the Add Calculated Field button in the Ribbon s Data Source tab Or right click the Data Source Browser area and select Add Calculated Field in the context menu ob Mi Budgetpo E Calculated Fields Va 20 Changed Add Calculated Field Budge 2 This invokes the Expression Editor dialog which allows y
145. es of the budget overview mean Compare planned and actual expenses and revenues with the help of the budget overiew The graphic representation gives you an instant overview of your budget status Below you will find the detailed description of the table and chart types NOTES 148 InLoox xX e Click on the corresponding buttons in the chart data area to make series invisible or visible e Inthe Budget Overview group click on Show Values to display series labels and currencies Article content Description of the tabular overview Chart type by type Chart type by group Chart by date Chart type expense vs revenues Description of the tabular overview The overview area gives an ongoing comparison between the amounts of the management planning and budgets pages in the table The list represents you all amounts cumulated by group Column Description Group Each group has one row NOTES Amounts in the columns 2 10 are cumulated by group The row amount shows the totals from each column An internal price per hour is recorded for each group If you insert an individual price per hour for the resources the group costs will be ignored Planned expenses Expenses of all activities from the planning page Planning page They include resources the resources with recorded working time Method The total work time of all resources is multiplied by the group purchasing price for each activity All act
146. es such as Expand and Collapse All Groups Choose Fields and Edit Filter Right click in the time tracking list to open the context menu O New ER Copy ip Paste te Re Expand All IBZ Collapse All Edit Filter gt Choose Fields 4 Keyboard shortcut e CTRG C Copy atime tracking entry into the clipboard e CTRG V Paste a time tracking entry from the clipboard to the time tracking list 116 InLoox xX NOTE If the lock icon is displayed in the list you don t have read permissions In this case no time tracking entry will be displayed Create and edit a time tracking entry Read here how to post costs and working hours in InLoox PM The system assigns the effort to the project plan automatically and stores a separate cost record If you want to record your personal actual hours proceed as follows 1 Open an existing project with an existing planning TP For more information on how to create a planning see Create planning elements 2 Inthe project on the Start tab in the Section group click Time Tracking 3 On the Time Tracking page in the Common group click New 4 On the side panelselect one of following options Date and Duratan a E Duration eci 03 00 End date tim 2 18 2014 5 44 PM v Description Text correction info brochure CS Allocation a Work packages v Group x Details a Flag None v Performed by Sabine Pfleger vee 7 v Is billable E z New link on Custo
147. es that make project editing easier and faster As a standard you can see only those projects in the project list that are accessible for you Article content Important features of the InLoox PM Ribbon Project list features Print in the project list Important features of the InLoox PM Ribbon E Projects Click Projects on the Outlook Ribbon to switch to the InLoox PM project list You will find the following features on the tab Start in the InLoox PM Ribbon 21 Neue E Mail Elemente Project Project Projects Favorite Status Y Filter Formatting InLoox xX START SENDEN EMPFANGEN ORDNER ANSICHT INLOOX PM ELA fa vw Hy m Bco Ey X E ie S E i826 rd Refresh Neue New Open Recent Mark as Categorize Change Archive Delete List Cards a Conditional Save Reports Stopwatch Work Package List Neu InLoox PM Tags Actions Arrangement Current View Extras Create a new project Click New Project in the New group to start a new project in InLoox PM Open a project Click Open project in the InLoox PM group Access quickly the last project Click Recent Projects in the InLoox PM group Select from the dropdown list the project you wanted Create the list of prioritized projects Select a project from the project list and click Mark as favorite in the Tags group All marked projects are displayed then in the tree structure on the left side of the window Click Favorites under Projects NOTE The created favorite
148. esign tab gt ot Clip Stretch Squeeze Zoom Size Mode The following table illustrates each size mode in two cases when the image is smaller than the dashboard item and vice versa Clip The image is clipped if it is larger than the image dashboard item Stretch The image within the image dashboard item is stretched or shrunk to fit the size of the image dashboard item Squeeze If the dimensions of the image dashboard item exceed those of the image it contains the image is shown full size Otherwise the image is resized to fit the dimensions of the image dashboard item Zoom The image is sized proportionally without clipping so that it best fits the image dashboard item If the aspect ratio of the image dashboard item is the same as the aspect ratio of the image it will be resized to fit into the image dashboard item while maintaining its aspect ratio Otherwise the closest fitting side of the image either the height or the width will be sized to fit the dashboard item and the remaining side height or width will be sized proportionally leaving empty space 196 InLoox xX SS a en Text box Use the Text Box dashboard item to display rich text within a dashboard Editing text Design A Edit Sett To edit text within the text box click the Edit button in the Ribbon s Design tab the corresponding item in the context menu or double click the Text Box dashboard item dashboard item to displa
149. ess book as well as with the contacts from Microsoft Outlook and Exchange Server TP Use the Skills feature to assign resources according to their skills Click 67 InLoox xX a ee ee the Search by Skills drop down list and select the respective check box Then select a resource from the list and click OK For more information see below Assign skills to resources 5 When you added resources to the team select one and drop it in the No resource assigned row in the work package NOTES You have also following features on the side panel to add teams o You can change the name of the group by clicking edit symbol on the left from the team o You can delete each team by clicking remove symbol xX Assign skills to resources Using the InLoox PM skill management you are able to assign any qualifications and skills such as language skills special Knowledge of industry sectors certifications and many more to project members Consequently you can search for team members with certain skills in your company and deploy them for specific project tasks And this is how you can generate skills in InLoox PM and assign them to certain project members 1 Open the InLoox PM options dialog 2 Under Contacts click Skills On the right side you will find the Skills area as well as the Skill Assignment area A Skills ___New NAME DESCRIPTION German native speaker Native speaker ofthe German language Relational databases Knowled
150. ew Planned Expense 5 hours New Planned Revenue 6 hours gt EXPENSE REVENUE Revenues Count 1 I New Actual Expense 7 hours 8 hours p7 New Actual Revenue Edit Budget gt lt Delete Budget Generate Actual Revenue gt All Positions j Budget Status Selected Positions Bz Expand All 2 Collapse All 7 Choose Fields Issue a report for the budget Issue a report to each budget document and send it as a document via email 1 On the Budget page in the budget list choose a budget to which you want to issue a report 2 Click the Reports tab 3 Do one of the following In the Create Reports group click Create Report in the New Report dialog box in the Report tab choose a template from the Use this template drop down list Filter the data you wish in the Budgets tab and then click Create In the Reports group choose a report you want from the gallery view e g Offer In the Print Options dialog box choose the output format e g Excel PDF or Word document Click Start Such report templates as Expenses Revenues Budget overview or Transaction list are included into the standard delivery 141 InLoox xX Manage budget documents for templates Add change or delete the budget documents in the InLoox PM options The recurring budget positions can be added to this budget documents MPORTANT To manage the templates you need the InLoox PM administrator permissions 1 Open the dialog box InLo
151. ewman a number of projects but may not edit any of them InLoox PM permissions are very flexible and allow a wide variety of scenarios to be covered without high administration effort If you have questions on the assignment of permissions we will be pleased to help TP Our contact information can be found under Contact on the InLoox web site Set user based permissions Set user based permissions e Set permissions for a user In the User based permissions section click New 1 Inthe Permissions dialog box click the Arrow z to select the user 2 Choose from the drop down list between Active Directory user Exchange user or InLoox PM user o Active Directory user 2 Inthe Select User dialog box click Object Types NOTE You can also use this button Lusi to open the Select User dialog box 283 InLoox xX a ee 2 Inthe From this Location box click Locations and select Entire Network Click OK 2 Type the required user name into the Enter the object name to select field 2 Click Check name A user name that has been recognized by Windows is shown underlined 2 Click Advanced if you need to search for a user name 2 Click OK o Exchange user In the Select Contact dialog box select an address book and then the respective name from the list Click OK o InLoox PM user In the Select Contact dialog box select an InLoox PM address book and then the respective name from the list Click OK TP Fo
152. ext list item InLoox PM inserts automatically the next bullet or number To finish the list press ENTER twice or press BACKSPACE to delete the last bullet or number in the list Add further elements Add hyperlinks symbols or images to your comments to make your information more visual and to provide information more easily 1 On the Format tab in the Insert group click one of the following Hyperlink If you want to link a file a website or a picture click Hyperlink In the Text to display field enter the text that will be displayed in your comment In the Address field select a file path or enter the URL of a web site Symbol Using this command you can enter the following o Symbols that are not on the keyboard such as and o Special characters that are not on the keyboard such as an arrow ora dash o Unicode characters If you are using an expanded font such as Arial or Times New Roman the symbols in the list are displayed then in the selected font In the list you can also select the language characters such as Arabic or Russian Cyrillic letters if available Picture Browse to the folder where the picture that you want to add is saved select the picture and then click Insert You can resize the picture directly in the comment History In the drop down list you can see the saved text from the other descriptions You can create new comments or descriptions by using these texts 53
153. filter in each column e g Adjusted 5 Inthe Custom AutoFilter dialog box you can define the values as well as logical operator 55 A analysis p Kg Q Search Results x Type Name Description a Foundat 4 Type Planning Count 2 B Competitor analysis Compebtor analysis 5 Me a analysis Media analysis Custom AutoFilter Show rows where Name Description Is ike v media analysis 1 Choose one condition e g is equal The default filter operator is and You can combine two different logical operators by using the filter operator or 1 Enter a value in the field behind e g analysis InLoox PM filters the project by the selected criteria 4 You can further refine your search by clicking Only this Page or All Pages in the Section group at the Search tab 5 Click discard icon in the search results list to clear your the search Or click Close Search on the Search tab in the ribbon NOTE To use the search results click the linked Type information InLoox PM for Outlook will switch to the page where the result is saved 56 InLoox xX List Work with the list List Click List to open the List page On this page you will find the following features xen Fie START EDIT IEW REPORTS co C mr ei x XA Copy ZA 2 New Entry Delete IR paste NewList EditLlist Delete Entry Lis Entry List Features on the Edit tab e Add new entry In the Entry group click New Entry You c
154. following 1 Open the dialog box InLoox PM Options 2 Under General options click Customer and then Customers On the right side you see the Customers area Options General Options Project number ay Customers Project statuses NUMBER NAME Customers a ms ae rs 0002 Seller Cose _ Divisions te E Zapf Collection 3 Do one of the following nsert a new customer in InLoox PM by clicking New In the New customer dialog box enter aname in the Name field InLoox PM automatically assigns a number to the new customer Change the name of an existing customer Choose the respective customer from the list and click Edit Remove a customer from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in IInLoox PM 42 InLoox xX WARNING Effects of editing or deleting a customer e The renaming of a customer takes immediate effect in all relevant projects e The deletion of a customer takes immediate effect in all relevant projects Adjust the customer number In the InLoox PM options you can customize and configure the InLoox PM features inter alia the customer number In the InLoox PM Options in the Customer number area you can define the number format rules Article content Adjust a customer number Mode description for prefix and suffix Examples of common formats Adjust a customer number 1 Open the dialog box InLoox PM
155. g from the contract or correspondingly curtail the payment and in accordance with 7 demand damages or reimbursement of expenses e Insofar as the above has not been otherwise agreed further liability on the part of InLoox within the meaning of liability for defects is excluded In particular liability for defects does not apply if and to the extent that the Software is improperly used by the Customer or used in a defective or incompatible hardware or software environment The same applies in the event that the Customer undertakes unauthorised modifications of the Software g The statute of limitation for claims for defects is one year as of the statutory commencement of the limitation period 7 Liability The following limitations of liability apply in case of claims for damages of the Customer arising from liability for defects or from any other reasons 1 InLoox is liable for intent and gross negligence in accordance with the statutory provisions The same applies to injury of life body or health as well as to claims arising from warranties or from the German Product Liability Act Produkthaftungsgesetz ProdHaftG 2 Moreover InLoox is only liable for culpably infringing contractual obligations the fulfilment of which renders a correct execution of the contract possible and the Customer can always trust on said material obligations being observed cardinal obligation This includes in particular the obligation to fulfil
156. ge ofrelationaldatabases espe CMS Knowledge of atleast one content mana Experience as project manager Was responsible forat least one project 1 Skills o To create anew skill please click New in the Skills area In the New Skill dialog box in the Name field you can name the respective qualification and add a description in the Description field Please confirm with OK and the newly created skill will appear in the list 68 InLoox xX SSS ee ee o To adapt an already existing skill click the respective skill in the list and click Edit You are now able to change the naming of the skill in the Name field and to change the description of the skill in the Description field Confirm with OK and the changed entry will appear in the list o To delete an already existing skill permanently click the respective skill in the list then click Delete and confirm with Yes 2 Skill Assignment o Click New in the Skill Assignment area o Inthe InLoox PM Skill Assignment dialog box click lt select a resource Mark the respective name in the list and click Select and then OK o Then activate the check box es of the skill s in the Skills area that you want to assign Click OK and the newly created assignment will appear in the list o To modify the assignment mark the respective entry in the Skill Assignment area and click Edit To select a different resource click and mark the respective name in the list and click Select OK To mod
157. ge the name of the existing subfolder Choose one of them from the list and click Edit Change the chosen item in the Edit Subfolder dialog box Remove a subfolder from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM 127 InLoox xX WARNING Effects of changing base path or rules e Existing subfolders are not deleted or renamed when the subfolder configuration is changed e In existing projects new structures only become effective when new documents are added Create and edit a document InLoox PM saves storage space and avoids duplicate records simultaneously As the software works with file and object links documents are not saved in Microsoft Outlook and Exchange Server InLoox PM saves storage space and avoids duplicate records simultaneously As the software works with file and object links documents are not saved in Microsoft Outlook and Exchange Server The InLoox PM document storage and management technology is based on intelligent links within Microsoft Outlook Microsoft Windows and Microsoft SharePoint Server The advantages of this method are e Virtually no additional storage space required keeping InLoox PM projects lean e File rights are inherited If for example you add a file from a protected network folder or SharePoint store to the InLoox PM storage the file can still only be read and updated by authorized users at no additional cost e Backup and existing versi
158. gers from all around the world InLoox PM 8 for Outlook offers powerful new features and an easy to use user interface The following topcis are available Topics The Highlights in Version 8 Clarity and Convenience Communicate and Document Draft and Plan Manage Resources The Highlights in Version 8 Dashboards at a whole new level APP Chart Tools Cose Map Map B History Insert Project v DATA ITEMS HD ptan Actual Comparison Effort at ui Values Pane 1 e Effort a oa E Effort Planned aly I Eftort Time Tracking gt E Calculated Fiekis pa 0 8 Effort Time Tra i CientName H oerdei t E 0 6 fap CllentNumber l Value dt 2 os ClosedBy fa CreatedBy O 0 2 Arguments E vi t Project 155 InLoox xs Create custom tailored Dashboards choosing from different diagram options and data sources This way you always have an overview of key figures data and target values that are essential to your projects success clearly structured and real time up to date Work packages amp team tasks Compile Excel file amp p ict Basic Information on Name Compile Excel fle Consulting Description Compile an Excel file with all 2 r es 2 Days relevant competitors containing Start 4 2 2014 8 00 AM the number of employees and turnover End 4 8 2014 4 30 PM Duration 2 Days 0 Information on turnover and the number of employees has
159. ges to the requirements of your company you have to modify them in the resource files You can find them in the program folder on the InLoox PM client 272 InLoox xX IMPORTANT e Changing the files can cause problems with the program especially if data are deleted e When you re install InLoox PM the client setup will overwrite any changes you have made to the language files List of the language files delivery staus Filename Contents InLoox xml English German Spanish Italian French Russian Please follow these steps to customize the InLoox PM resource files 1 Close Outlook on the client concerned 2 Open the relevant language file with the InLoox PM Resource Editor This tool can be found in the Download area of the InLoox PM website Make the required changes to the file and save it Test the changes on the InLoox PM user interface Distribute the file among other InLoox PM clients as required Generate and edit groups In the InLoox PM Options you can define groups that are available in every InLoox PM projects on the project pages Work Packages Planning Time Tracking Budgets and Budget Overview The groups help you to structure the data in a more meaningful way and allow an ongoing automatic comparison between work packages time tracking entries planning elements and budget positions They can also also carry a currency code IMPORTANT Please note the possible effects when changing settings These a
160. get positions list Choose Budget positions in the drop down list Expand or reduce the budget positions view Change the view with the help of Expand All or Collapse All on the View tab in the Common group to make clear the budget positions view Choose Fields This feature sorts and organizes the project by important data On the View tab in the Common group click Choose Fields On the dialog box click one field e g Type and drag it into the column headers Reset the fields per Drag and Drop into the dialog box Filter the budget positions Use the Filter feature in the Common group to quickly find the needed budget Features on the Templates tab Load budget positions as a template On the Templates tab in the Action group click Load Template Save budget positions as a template On the Templates tab in the Action group click Save Template Information rules in the budget positions list An entry contains then following data sequence number description group amount quantity unit unit price unit selling price optional for budget types planned expenses and actual expenses billed optional for the budget types planned expenses and actual expenses is billable position in the list 135 InLoox xX created by created on changed by changed on provision date for actual expenses time tracking only this is the start date of the time tracking item e Each entry has a unique number e The total a
161. group click Lock project 3 On the Start tab in the Actions group click Save and close Clean up project locks InLoox PM applies to projects in process a so called record lock feature Under certain circumstances this lock can remain in place for example when a VPN user unexpectedly got disconnected from the network To clean up all record locks in InLoox PM proceed as follows IMPORTANT Please make sure that all users have saved and closed all of their InLoox PM projects before you start to clean up project locks 1 Open the InLoox PM options Click Locks In the Delete locks section click Unlock projects gt oO N Confirm the safety query with Yes 295 InLoox xX 5 Click OK or Apply to save the changes Legal notices and agreements Topics Copyright License Terms of InLoox GmbH End User License Agreement EULA InLoox PM license terms Copyright InLoox Copyright 2001 2014 InLoox GmbH All rights reserved Windows and the Windows logo are trademarks of the Microsoft group of companies Report Print engine List amp Label Version 17 Copyright combit GmbH 1991 2011 IMPORTANT InLoox PM is protected by copyright Unauthorized duplication or unauthorized selling of this software program or a part of it is punishable This will be prosecuted with civil and criminal penalties and can produce severe claims for compensation as result License Terms of InLoox GmbH End User License Agree
162. he Format area define the formatting e g BackColor red All projects with the actual expenses are marked in red if they meet this rule i e their content is greater than a specified limit value 27 InLoox X Extended Formatting The extended formatting allows to compare different fields from the project list by using different formula This example shows you how to use a formula to format a cell Two fields actual and planned expenses will be compared 1 On the side panel in the Condition area in the Expression field click Select a formula It invokes the Expression Editor dialog box which allows you to specify an expression that will be used to obtain calcualted field values Here you can construct the required expression Click Ok no a amp N r t3 Expression editor mero XxXx HQ F lt 22 gt OOOQ Functions An v Operators Pelds Abs a Constants AcosQ AddDays AddHours AddMiliSeconds AddMinutes AddMonths AddSeconds AddTiks AddTmeSpan v lt gt On the Expression editor dialog box in the lower left click Fields Right from it select Total Expenses Actual from the list by double clicking it Select one relational operator e g greater than gt Now select Total Expenses Plan from the list by double clicking it In the Format area select BackColor e g green The defined formatting will be applyed on those projects where the actual e
163. he InLoox support team please see Contact the InLoox PM support Error messages Below you find a list of InLoox PM error messages and proposed solutions If you cannot solve the problem on your own please do not hesitate to contact our support service who can be reached online at http www inloox com support Article content Errors in connection with the database Errors in connection with licenses Errors in connection with reports 10 InLoox X aS a Errors in connection with the database Error message Solution Check that the network is accessible Error The InLoox PM database is not available Check whether the offline configuration if there is any Error on establishing link with the server is correct Contact your system administrator You are using InLoox PM client version X X The InLoox PM database version is Y Y The InLoox PM client version being used does not Please ensure that you are using the match the database version on the server Please appropriate version of the product or contact YPdate the InLoox PM client your system administrator Errors in connection with licenses Error message Solution The license code input does not tally o The license code you have put in is for an earlier or later version of with version of InLoox PM being InLoox PM used A licencing error has occurred _ The license key you have put in is no
164. he InLoox PM Toolbar to switch to the InLoox PM project list You will find the following features in the menu bar 2 InLoox PM Projects Dashboard Projects Time Scale Work Packages Resources Time Trading Timeline Archive Contacts X New Project Open X Delete i Markas Favorite Ef Print Refresh Archive SP Edt Filter Fo e Create a new project Click New Project in the menu bar e Open a project Click this button to see all related project information e Delete project Remove a selected project with by clicking the Delete button e Copy and paste You can copy and paste one project or several projects at the same time e Create the list of prioritized projects Select a project from the project list and click Mark as favorite in the Tags group All marked projects are displayed then in the tree structure on the left side of the window Click Favorites under Projects NOTE The created favorite view is only visible for you e Print the project list Click Print in the Current View group e Refresh Via the Refresh button all changes will be updated and the view will be reloaded e Archive a project Move a marked project via Archive to the InLoox PM archive All archived projects are displayed then in the tree structure on the left side of the window Click Archive under Projects e Filter Show or hide the filter using this button Project list features The following features can be found in the project list
165. he rule in the Rule field by adding one of the following fields from the Field drop down list o lt PROJECT_NAME gt Project name o lt PROJECT_NUMBERs Project number o lt COMPANY_NAME gt Customer name of the project o lt CURRENT_YEAR gt Current year four digits o lt DIVISION gt Division name o NOTE The Standard parameter lt COMPANY_NAME gt lt PROJECT_NUMBER gt lt PROJECT_NAME gt points automatically to the following folder structure lt BASEPATH gt Customer1 201 1 001 Project 1 lt BASEPATH gt Customer1 201 1 002 Project 2 lt BASEPATH gt Customer2 201 1 008 Project 1 Select SharePoint Server site o Base path Path to a SharePoint server site e g htto companyweb or http www my sharepoint com site_int o Document library rule Structure for creating SharePoint document libraries A fixed text may be input which causes all projects to use the same library or a rule see file server rule above Creating a separate SharePoint document library for each project has the advantage that the data access permissions can also be defined separately o Subfolder rule optional Path name within a SharePoint document library If no text is input the master folder of the document library is assumed If only one SharePoint document library is to be used it is useful to apply a rule see File Server above since otherwise the documents from all projects would be copied to the same folder WARNING Effec
166. help navigation pane 16 InLoox xX a a gees Views in the tree structure The InLoox PM tree strcuture is displayed on the left part of the window All the views are thus saved central and always available in each Outlook folder Work with the InLoox PM Toolbar In Outlook 2007 you find the InLoox PM Toolbar The InLoox PM Toolbar is always accessible and provides the following commands i QiInloox PM Folder Recent Projects Project List Beports Jools 2 Time Scale Work Packages Resources Time Tracking Timeline archwe Cortacts e InLoox PM Folder switches to the InLoox PM projectlist in the InLoox PM folder The InLoox PM InLoox PM Projects Dashboard Projects folder is comparable with an email calendar or task folder The InLoox PM folder can be located on the network server or on your own hard disk depending on the installed version e Recent projects displays the list of the projects you recently opened organized by numbers InLoox PM saves a maximum of ten projects in this view Click one item to open the related project e Current View provides you with a list of different views of the project list You can also save new views or manage the existing ones Choose whether you want to make it visible for all users or only for yourself e Add to project Add Outlook elements such as emails tasks or calendar entries to a project e Reports The report designer issues reports
167. his way you always have an instant and complete overview of all project resources be it team members rooms or tools 1 To open the resource overview do one of the following On the InLoox PM tab in the Views group click Resources Click Projects at the bottom of the screen and then click Resources in the tree structure on the left The resource overview loads all resources system wide with added work packages The overview is structured according to the divisions and the resources are displayed according to this structure TP To learn how to add the resources to the divisions see Adjust the division structure NOTE In Outlook 2007 click Extras in the InLoox PM Toolbar and choose Resources from the list 220 InLoox XxX Hs Resources Outlook 0 1x me HOME SEND RECEME FOLDER VIEW INLOOXPM x ea 0 EF Dashboard T Resources 3 e A al Q I Projects EF Time Tracking Projects Recent Add to Reports Stopwatch Work log Help Projects Project Work Packages Timeline A Views Package Pane onas Common Views Extras a m Jan 2014 Feb 2014 aS Divisions andT az Mo 27 Di 28 Mi 29 Do 30 Fr 31 Sa 01 aa a E Marketing TE TOS Your Company 4 amp Bla MacGregory 33 ES EE B PowerPoint presentation s2 too EUEN a09 Management Tert completion 33 100 jaraai HR 4 Rita Meyer 100 33 Assign tes By a eo Approval of ad material 100 Brita Meyer s tel 2 le n neoni
168. hout decimal point Decimal number decimal number with decimal point Checkbox yes no value Date date value without time List set of free text values strings 271 InLoox xX 2 Currency decimal number with decimal point and currency symbol 5 Optionally you can define a default value by selecting Edit default from the drop down list 1 Inthe Edit Text dialog box enter a default value 2 The field type List also allows you to Change the order of the list items O Specify whether users may enter own values Allow add new items O Specify whether empty selections are valid Allow empty selection O 6 Select OK Edit an existing custom field 1 Select the custom field you want to change 2 Click on Edit Please note that you can only modify the default values Remove an existing custom field 1 Select the custom field you want to remove from the list 2 Click on Delete 4 Select OK or Apply to save the changes IMPORTANT If you delete a custom field all contents of it in all projects are permanently removed from InLoox PM NOTE Each custom field is shown in its respective project next to a box that allows you to enter a custom value Customize the InLoox PM language files InLoox PM uses so called resource files for all texts and messages that are displayed These are located in the program folder on the InLoox PM client If you want to adapt the displayed texts and messa
169. ick Columns and select some for the print review e Expand All Collapse All On the View tab in the Common group click Collapse All to minimize a group in the planning Click Expand All to display it in the detail Use this feature to get a better overview of your planning e Choose fields This feature sorts and organizes the project planning by selected data e On the Choose Fields dialog box click one field e g Customer and drag it into the column headers e Reset the field per Drag and Drop back into the dialog box e Show critical path On the View tab in the Details group click Show critical path TP For more information see Show the critical path e Display slack On the View tab in the Details group click Display slack Now you can see for how many days you can postpone the regarding planning element until it affects the overall duration of the project e Today Click Today in the Change to group to switch to the today s view The plan is positioned so that the red day line is on the left side of the Gantt chart e Display All Click Display All in the Zoom group to adjust the date interval of the Gantt chart to the project end or start first and last element e Display the selected planning element only Select a planning element from the planning list On the Zoom tab in the View group click Display Selected 86 InLoox xX a ee Ce ee eT e Zoom On the View tab in the Zoom group click Zoom in or Zoom
170. ick Working times On the right side you see the Working times area 3 tic ss a a a Night shift Day shift Part time 50 percent Part time 60 percent Disposal shift In each area you can choose the following options 107 InLoox xX 1 Calendar o Add anew calendar On the Calendar area click New On the New Calendar dialog box in the field Name enter a new name and click OK Now the new calendar is displayed in the drop down list in the Calendar area You can add to the calendar Working times Working days and Days off o Edit acalendar Select a calendar from the drop down list in the Calendar area and click Edit On the Edit Calendar dialog box in the Name field change a name and click OK o Remove acalendar Select a calendar from the drop down list in the Calendar area and click Delete 3 Working times 1 Select one day from the list and Click Edit 2 Inthe dialog box Edit Working Dayco the following o Select tthe No workday option for a day off o Select the Workdayoption for a work day 1 Select the 24 hours option for the permanent operation 2 Select the Working timesoption to define them 1 Click Add and enter Start and End in the New Working Time dialog box Click OK 2 To edit already existing working times select an entry from the list and click Edit 3 To delete existing working times permanently select an entry from the list and click Remove o Click OK
171. iew Acos ______Seetg ER Project a Note Name Number 2014 auto F Division Customer No notes available Category ef amp Stafi a Manager Unknown Team gt Customer Partner More Ea Status Date a Status Open hd Sart Thursday April 17 2014 End Friday April 18 2014 D Custom a 14 InLoox xX a Ribbon Toolbar Work with the InLoox PM Ribbon You have your Outlook offne during the work day InLoox PM makes for your easier to access the project management add in You can find the follwing InLOox PM features on each Outlook tab Projects Opens a project list Recent projects displays a list of the projects you opened recently organized by the project numbers InLoox PM saves ten projects maximum in this view Click one item to open a project Add to project Add Outlook elements such as emails tasks or calendar entries to a project TIP More information can be found under Add Outlook elements to InLoox PM Do the following to open the InLoox PM Ribbon 1 Click the InLoox PM tab in Outlook to display the InLoox PM Ribbon The InLoox PM Ribbon is designed to help you to quickly find the commands and views you need to handle your projects Commands are organized in a way that you can quickly switch between different views and features g pare START SENDEN EMPFANGEN ORDNER ANSICHT INLOOX PM N L 4 r a J SS A a a a1 E V ia o 5S
172. if you want to make your dashboard visible for all users 168 InLoox xs 6 This will invoke the Dashboard Designer dialog box 7 Wenn the new dashboard is ready click Save and Close in the Dashboard Designer on the Home tab The new view is displayed in the Dashboard tree view on the left GS DATEI START SENDEN EMPFAL Neue Neue New Recent E Mail Elemente Project Projects Neu InLoox PM 4 Projects 4 7 Dashboard f Completion E ExpensesRevenues f MilestoneTrendAnalysis StatusOverview fr Work packages Designing dashboards This section guides you through the process of creating a dashboard PlanActualComparisonEffort To open the Dashboard Designer click New Dashboard or Edit dashboard on the Start tab The following topics are available Topics Getting started Creating a data source Providing data Using dashboard parameters Creating dashboard items 169 InLoox xX Binding dashboard items to data Data shaping Interactivity Dashboard layout Getting started In this lesson you will learn how to create your dashboard using the Dashboard Designer 1 First open the Dashboard Designer 2 The dashboard designer should appear as follows aa na O AB E 4 Ss yu E amp wD GS ll O Ss a X j Saveand Close Pivot Grid Chart Pies Gauges Cards Choropleth GeoPomt Range Image TextBox Title e
173. ifies if the number of the created expression project has the right format If the number doesn t correspond to the specified format the user is asked to correct the project number Examples of common formats Example Configuration Four digit year combined with sequence Prefix number e g Project 2011 008 Rule Customer d 4 Standard components value Customer 2011 or Customer 2012 Project 2011 fixed prefix with year Sequence number Number of digits 3 Sequence number maximum 3 digits with leading zeroes Suffix none Sequence number with country code Prefix none components Sequence number Number of digits 5 Sequence number maximum 5 digits with leading zeroes Suffix Country code DE AT FR Rule 4 w 2 Standard value DE Simple sequence number Prefix none 36 InLoox xX Example Configuration Sequence number maximum 6 digits with leading zeroes 2 Sequence number Number of digits 6 Suffix none Free format Prefix any text Sequence number none Suffix none WARNING Effects of changing the number format e New projects are created automatically with project numbers in the new format e Existing projects retain their old numbers e Once assigned sequence numbers cannot be used again Change the number format In the InLoox PM options in the area Project number you can define the format rules for project numbers Please note the possib
174. ify the assigned skills activate or deactivate the check boxes of the respective skills o Toremove an assignment permanently from InLoox PM mark the entry in the list click Delete and confirm with Yes NOTE As soon as you have created a skill entry in the InLoox PM options and you have assigned it to one or several resources you can search for the respective skill anywhere you can add a resource in InLoox PM Call up and manage resources In the resource overview you can control the resource utilization directly in the project sides Work Packages Mind Maps and Planning Resources can be employees or objects used for work such as rooms vehicles or machines InLoox PM differentiates between internal resources i e Exchange Server mailboxes and external resources i e email and fax contacts InLoox PM uses the free busy feature of Microsoft Exchange Server for internal resources and integrates the information busy tentative and out of office into the workload diagram The opening of the Resources overview 1 Inthe project on the Start tab click Work Packages Mind Maps and Planning 2 Then on the View tab in the Resources group click Resources 69 InLoox Xx TP The description of the features from the dialog box can be found here Work with resources pgs Resources Outlook 7 me Xx Fe HOME SEND RECEIVE FOLDER VIEW INLOOXPM x On Q TF Dashboard T Resources Z1 Contacts RA gl y 2 E Projects EF Time
175. igned work packages and about the changes in them o Click the command to add resources In the Select Contact dialog box click on the name and then click Select and OK o The notification will be send on the selected resource as an email when you save and close the project o The email notification set by default The message contains the following planning data o Project name and number in the subject o The name of the activity 94 InLoox xX o Description o Personal duration o Location o WBS code o Flag o Group NOTES e Add Outlook tasks and appointments to the InLoox PM Planning via Drag and Drop The duration of this new activity is an actual effort drawn from the Outlook task or the duration of the Outlook appointment e Select the last planning item in the planning and click on your keyboard to create a new planning item Create and edit a milestone By defining milestones you can specify when and how important project results have to be achieved Please follow these steps to define milestones in InLoox PM 1 Open an existing project or create a new one 2 Inthe project on the Start tab in the Section group click Planning 3 Create a planning by adding milestons In the Planning page in the Edit group click New Milestone NOTE Create your planning faster by adding new activities by using the Copy and Paste feature in the Edit group 4 In the side panel on the Edit tab you can adju
176. in the project list Keyboard shortcut e F4 Create a new project 26 InLoox xX a ee ee eee e F2 Refresh the project list e CTRG P Print the project list e CTRG C Copy a project into the clipboard e CTRG V Paste a project from the clipboard to the project list Conditional formatting By applying the conditional formatting to your project list you can quickly highlight the project information that meets certain conditions This feature can be used as a warning system for the project control and displays a critical data 1 Inthe project list on the Start tab in the Current View group click Conditional Formatting 2 Inthe drop down menu select one Add Preconfigured Formatting will be displayed later after one have been saved Add Simple Formatting Add Extended Formatting The following part describes each of these formatting type by using the examples Simple Formatting The simple formatting compares different columns and values This command defines the formatting such as colors fonts images etc using arguments equal not equal greater than between etc In this example the projects will be displayed in red if their actual expenses are greater than a specified value 1 On the side panel in the Condition area in the Column field select Total Expenses Actual In the Condition field choose an argument Greater than In the Value 1 field enter a value for comparison e g 5000 gt ON In t
177. ind Map meo _ pna Ea Mind Map Name Project Created by Yuliya Sokolovska Modifyby Yuliya Sokolovska Mind Map Custom 4 In this dialog box click Custom to edit custom fields which have been already saved in InLoox PM Create another mind map 1 To create another mind map in your project you can use the following possibilities n the Mind Map group click New Mind Map Right click the mouse and choose New Mind Map from the context menu Click ii in the lower menu bar Keyboard shortcut Press STRG M to create a new mind map 2 For further information on how to enter data in the opened New Mind Map dialog box please see the upper part of the article Create and edit a node A mind map consists of different nodes which are connected to the parent nodes A name of a new mind map is automatically set as the name of the central node TIP For more information on how to create a new mind map please see Create a mind map Structure your mind map by adding new nodes or editing the existing ones 76 InLoox xX Article content Add a node Edit a node Add a node 1 Choose one of the following options to create a new node On the Edit tab in the Node group click New Node Right click on the Mind Maps area and click New Node in the context menu Use the keyboard shortcut STRG N 2 Inthe Mind Maps area the new node will be displayed which is connected with the node that is current
178. ing date time values To specify a format for date time values use the Format submenu in the data item menu This submenu lists the available format types that depend on the selected group interval Currency formatting specifics The Dashboard allows you to specify currency format at two levels for individual data items and for the entire dashboard 1 Data Item Currency To specify which currency to use for a particular data item select Format from the data item menu In the Numeric Format dialog select Currency in the Format type field and use the Currency combo box to select the required currency 209 InLoox xX For regions with several cultures you can also select the culture that will be used to format currency values You can also apply the default dashboard currency by selecting Use dashboard settings in the Currency field 2 Dashboard Currency You can also specify the default currency for the dashboard This setting will be applied to dashboard items that have no currency defined To set the dashboard currency click the Currency button in the Ribbon This invokes the Dashboard Currency window In this window select the required currency using the Currency combo box For regions with several cultures you can also select the culture that will be used to format currency values You can also specify the client culture that should be used for the dashboard by selecting the Use clie
179. int author SharePoint operator SharePoint document library SharePoint site SharePoint subfolder Information rules in the preview area e Choose a document from the document list in order to see it in the preview area The preview area allows you to see the whole document with several pages e Use Copy and Paste features in the document on the preview area Features in the context menu The context menu of the document list provides you with almost all basic features that are also available on the Documents page on the Ribbon such as Open File New Edit Delete Mark as Favorite Update Document List Clean Up Document List File Properties Copy and Paste It has also such features as Expandand Collapse All Groups Choose Fields and Settings from the document Right click in the document list to open the context menu Cr Open L New Edit X Delete T Ye Mark as Favorite EB Copy i Paste gt Update Document List Clean Up Document List Expand All Collapse All T Edit Filter pil Choose Fields Settings Keyboard shortcut e CTRG C Copy a document into the clipboard e CTRG V Paste a document from the clipboard to the document list NOTES e Use the filter feature to quickly reach the needed data from each column For more information see Search and filter in a project 123 InLoox xX e You have no read permissions if the lock icon is displayed in the list In this case no i
180. invoked dialog click the Add button to add a new parameter 3 Specify the following settings Settings Description API Name Specifies a parameter name Parameter Name Value Specifies a parameter value Parameter Value Type Specifies the parameter s type Parameter Type LookUpSettings Specifies the parameter s look up editor DashboardParameter LookUpSettings settings 177 InLoox xX Description Specifies the parameter s description DashboardParameter Description displayed to an end user Visible Specifies whether a parameter s editor is DashboardParameter Visible visible within the Dashboard Parameters dialog Then click OK to include the created parameters in the dashboard Look up editor settings There are three types of look up editor settings that can be specified for a parameter Select the required type from the LookUpSettings drop down list e No Look Up set the Value to use a static value as a parameter e Static List click the ellipsis button to add static values for the current dashboard parameter In this case the Value specifies the default parameter s value e Dynamic List allows you to use a list of values from the existing data source as a parameter You need to select the required DataSource from the list of available data sources and data members for the dashboard parameter s display name and value respectively In this case the Value specifies the default parameter s value Passing
181. ion Then he adjust the distribution of the resources TIP For more information on how to use the fields see Work with the planning in the Features on the View tab e Move or extend planning elements Keep the SHIFT key on your keyboard pressed and drag the planning element in the required position So the successor and predecessor will not be influenced by the changes e Center the selected planning elements Click on the selected element in the Gantt chart e Zoom in and out the view Press CTRG and scroll the mouse wheel for zooming e Edit dependency Double click on the link line in the Gantt chart The Edit Dependency dialog box is displayed where you can change the type of dependency and the lag Features in the context menu The context menu provides you with almost all basic features that are also on the Planning page such as New Activity New Milestone New Workpackageor Remove Workpackage Edit Delete Done Flag Synchronize with It has also such features as Expand and Collapse All Choose Fields Copy and Paste Right click in the Gantt chart to open the context menu a New Activity New Milestone La Edit X lt Delete dp New Work Package E Copy i Paste Done gt Flag gt Color B Synchronize With gt Expand All Collapse All 7 Choose Fields 89 InLoox xX Information rules in the project list e The current time is represented by a vertical yellow line e The pro
182. ion of the price for the budget position in the Pricing area TP In the Pricing area all the fields are filled out automatically if you have chosen the position with the already added price model For more information on how to set up the standard pricings model see Manage budget positions for templates 1 In the Quantity field enter the quantity of the selected item e g 95 or 2 384 You can also issue a credit items by entering a negative amounts 2 In the Unit s enter a value The selected unit is linked to the according price per unit Select a unit if there is more than one or change the unit price manually 3 NOTE All prices are without VAT because InLoox records only net earned premiums 4 Enter Purchase and Disposition price In the Total field you can see now the position amount Price per unit multiplied by quantity More information to the budget position on the Details area 1 In the Performed by field click to add a person s name who creates this budget position document NOTE Use quick selection to add a new resource Click Arrow E You can see in the drop down list all resources which have been added to the project 2 Inthe Provision date choose a date for the provision services or delivery date 3 NOTE This date is set automatically as a start date by actual expenses time tracking for the time tracking item 138 InLoox xX Further information to the budget position on the Custom tab o C
183. ion with 2 does not occur or if it should end InLoox shall be entitled to demand from the Customer the return of the provided goods or demand a written assurance that they have been destroyed and that all copies have been destroyed along with the written assurance that this has been effected 10 Secrecy 1 The Contracting Parties undertake to treat all objects they receive from the other Contracting Party or objects they gain knowledge of e g software documents information which are legally protected contain business or company secrets or are designated as confidential confidentially even beyond the expiration of the Agreement unless these objects are publicly known without any infringement of the obligation of secrecy The Contracting Parties shall store and save these objects in such a way that any unauthorised access by third parties is excluded 302 InLoox xX 2 The Customer permits access to the subjects of the Agreement only by his personnel or third parties requiring access in order to perform their assigned tasks He shall inform these persons about the need for these objects to be kept confidential 11 Applicable law legal venue The law of the Federal Republic of Germany shall be applicable excluding the United Nations Convention on Contracts for the International Sale of Goods The place of performance and legal venue for all disputes arising from and in connection with this Agreement shall be the registere
184. ions at the top from the least detailed to the most detailed dimension NOTE In OLAP mode you can perform drill down for either a hierarchy data item or several dimension attributes Chart Data sections in the chart DATA ITEMS Chart 1 Value tll Argument Series Values the section contains data items against which the Y coordinates of data points are calculated Arguments the section contains data items that provide values displayed along the X axis of the chart Series the section contains data items whose values are used to create chart series 183 InLoox xX a a ee ee Layout This section describes the features available in the Chart dashboard item and provide extensive information on how to customize charts All buttons are displayed on the Design tab Rotate Design bog P ja Pwr tog i TT Ww X Axis Y Axis Show Legend aul cll uuu Settings Settings Diagram Legend Series Type You can rotate the Chart so that the X axis becomes vertical and the Y axis becomes horizontal Use he Rotate button in the Diagram group The Chart dashboard item displays two axes by default the X axis and the Y axis The X axis is the axis of arguments The Y axis is the numerical axis of values Click X Axis Settings to invoke the X Axis Settings dialog The setting Show X axis allows you to hide and show the X axis The setting Show title allows you to hide and show the X axis title Y
185. iption field enter some important information e g the targeted deliverables or internal remarks Work packages Work with the work package list S Work Packages In the project on the Start tab click Work Packages to open the work package list On this page you will find the following features 59 InLoox xX File STAF EDIT VIEW TEMPLATES EPORTS X mc ew 33 Copy a ax Jf J y bh New Edt Delete IR Paste Select Remove Done Edit Status Divisions Resource Resource and Teams Edit Settings Features on the Edit tab e Create new work package To create a new work package click on the Edit tab in the Edit group New To edit an already existed one select a work package from the list On the Edit tab in the Edit group click Edit e Remove a work package Select one work package you want to delete and click Delete on the Edit tab in the Edit group e NOTE Use the multiselection for deleting of the work packages Click the first one you want and hold the Ctrl key on the keyboard while clicking on all the work packages you want to delete Then click Delete on the Edit tab in the Edit group e Assign a resource to the work package Select a work package from the list and click Select Resource in the Edit group on the Edit tab TIPS For more information on how to add resources see Add resources Click the picture or resource name on the work package in the wok package list to add a resource Call out the information
186. ive lag means to bring forward Example You want to prepare a marketing brochure Two activities are supposed to overlap so that the activity Illustrate starts 3 days before the activity Write texts is completed NOTE See the upper section Edit dependencies in the Gantt chart in ordder to know how you can edit lags Constraints Use constraints for each activity in order to control the start and end date InLoox PM provides you with the constraint types you see in the list below For new planning elements the constraint As soon as possible is set up as default value for the forward scheduling and As late as possible for the backward scheduling You can combine the different constraint types with the different types of dependencies Constraint type Description As soon as An activity begins as early as possible This activity is calculated from the start date possible 104 InLoox xX Constraint type As late as possible End no later than Start no later than End no earlier than Start no earlier than Start on End on Description An activity begins as late as possible This activity is calculated from the end date An activity will be finished on or before a specified date Use this constraint to ensure that an activity does not finish after a certain date An activity starts on or before a specified date Use this constraint to ensure that an activity does not start after a certain d
187. ivity expenses are cumulated by group 149 InLoox xX Column Planned expenses other Planned revenues Planned margin Actual expenses time tracking Actual expenses other Actual revenues Actual margin Description All planned expenses from the budget page Method Budget documents of planned expenses type are totalled and or cumulated by group All planned revenues from the budget page Method Budget documents of planned revenues type are totalled and or cumulated by group Variance between planned revenues and planned expenses planned expenses resources and planned expenses other Method planned revenues column minus planned expenses resources column plus planned expenses other column Actula expenses time tracking from the budget page Method Actual expenses time tracking are calculated automatically Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by group Actual expenses from the budget page except actual expenses time tracking Method Budget documents of actual expenses type are totalled and or cumulated by group Actual revenues from the budget page Method Budget documents of actual revenues type are totalled and or cumulated by group Difference between actual revenues and actual expenses actual expenses time tracking and actual expenses Method actual revenues column minus actua
188. ject controlling Export the report to Microsoft Excel 1 Click Reports tab In the Reports group in the gallery view click Budget Overview In the Print Options dialog box choose settings you want e g Excel as an issue format Click Start a R wo NM Choose whether you want print save or send the document per email Graphical overview 1 Open a project with the existing budget 2 Inthe project in the Start tab in the Section group click Budget Overview 3 On the Budget Overview page in the Budget Overview group click Chart 147 InLoox xX Ame hee 6 Bi he Cet By Type 4SyGroup BOs pemes Mannedespemes Mamedexpensces Pinmed Achmlemenses Acualespesses Aci Revenue resources other revenues tme tracking othe eve udoet Overvie Chart Type Chart Deta Budget overview by date 4 You have the opportunity to view different budget chart types In the Chart Type group choose the desired chart between By Type By Group By Date or Expense vs Revenue Control budgets Create a graphical overview to control several projects Do following steps 1 Click Projectlist on the Outlook Ribbon to switch to the InLoox PM project list overview NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Inthe InLoox tab in the View group click Dashboard 3 Inthe Dashboard view adjust your individual overview TP For more information see the category Dashboard view What do the fields and chart typ
189. ject end is marked in red e A time period is then in red in the planning if the planning elements are over the project end in the planning e Ablue bar shows the status of the activity in percent e Working times within start and end dates of the project are colored with a white background e Non working times are colored in grey e f you add a work package to the planning you will see its workload in the Gantt chart e nLoox PM allows you to start your planning earlier than the project start and to finish it later than the project end In both cases the planning for this time period is colored in red Keyboard shortcut e CTRG4N Create a new activity e CTRG N Create a new milestone e CTRG A Select all planning elements e CTRG C Copy a planning element into the clipboard e CTRG V Paste a planning element from the clipboard to the Gantt chart e CTRG arrow to right Moves the selected element to right e CTRG arrow to left Moves the selected element to left e CTRG arrow upwards Moves the selected element upwards e CTRG arrow downwards Moves the selected element downwards e Mark the last element in the project plan arrow downwards Creates new planning element e Insert Inserts new planning element NOTE If the lock icon is displayed on a planning element you cannot edit it as the other user now work on it 90 InLoox xX Description of the symbols Symbol Description S A check mark shows that the elemen
190. ject information by clicking on certain project from the list Symbols in the dashboard view Tx Clear filter E Dashboard parameter B Export feature The view will be exported as PDF or image Dashboard standard views The InLoox PM dashboard provides you with the standard views about all relevant and project related information to analyze control and compare your projects You have always all key data developments and target values at a glance up to date and clearly designed 166 InLoox xX E Meo yag START SENDEN EMPFAS m 2 Neue Neue New Recent E Mail Elemente Project Projects C Neu InLoox PM lt 4 Projects 4 Dashboard f Completion ExpensesRevenues f MilestoneTrendAnalysis PlanActualComparisonEffort i StatusOverview Create your personal dashboard with an individual selection of widgets The dashboard provides you with a graphical overview and lists TP Create your personal dashboard For more information see Create new dashboard In this table you find the descriptions of the standard views to monitor the project information Widgets Description Expenses revenues Shows the system wide all planned expenses and revenues compared with the actual values The dashboard provides you with different time views month quartet and year Percent complete This dashboard displays the comparison between the planned and actual percent co
191. ke part in the visual representation of data HIDDEN DATA ITEMS Dimension Measure The Dimension class represents a data item whose values are not intended to be summarized The dashboard would not summarize the dimension values but process each one individually This means that dimension values are eligible for sorting or grouping The Measure class represents a data item whose values are summarized before they are used in the dashboard The dashboard will calculate an appropriate summary function against measure values For instance measures are used to provide data for the chart s Y axis Assume that you have a dashboard containing a chart that shows the planned resource costs in a company by department Now imagine that you need to sort departments by the team members To do this you will need to add the First team member measure to the Chart so that its data is not displayed but only used for sorting Drag and drop the First team member data field onto the Measures section in the Hidden data items area This will create the First team member Count measure which will be available in the Sort by menu 199 PlannedCostsResou Value DivisionNamne Argument Name Series HIDOEN DATA ITEMS Dimension First team member Count Measure alt Chart 1 0 95 0 9 33 Sort Ascending Sort Descending 45 Sort by Self Top N V First team member Count W NoGrouping PlannedC ostsResour
192. king Edit Delete Up or Down Click OK after you made all changes you wanted o Click OK Edit the already existing budget position in the Budget positions list Choose one from the list and click Edit In the Edit Position dialog box you can make changes you want see the first point Remove the budget position from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM NOTES e The name of each budget position should be short and unambiguous e The description in the Description field can include wildcard characters e g size is x units Load a budget template Define recurring budgets The templates allow you to load complete offers invoices or project estimates in one simple step Open the project with the existing budget In the project in the Start tab in the Section group click Budgets On the Budgets page in the budget list choose a budget E 0 NS On the Template tab in the Action group click Load Template 144 5 InLoox X Gr gg LoadPreset Preset Revenues planned SHORT DE POSITION Design ist 1 Design 2nd 0 In the Load Budget Template dialog box the included position of the templates are displayed In the Name drop down list choose a name of the template for the budget 6 Click Load Save a budget template e O D Open the project with the existing budget In the project in the Start tab in the Section group
193. l PIUS ecscceeeeeseeeeeeeneeeeeeeaeeeeeeeaeeeeeeeaeeeeeeeaaeeeeeeaeeess 278 Serti ANG PRIVACY E E cf teatuey te uct ete cana E as cose ceed oi peessex tes sts ate cast cteacet T 280 Set UP Permi SSiN Skara a EE A case duc E EAA EEE A cece ewes pes EENE E 280 bist OF permissions aeaee E de a a aa a A a 285 Create an MLOOX PM ACCOUNT arasina EEE REAR ERARA 290 Logon aS INLOOX PM USER senssa aa aN ENEE a aS 292 Select a suitable system for data StOrage cccceeeecceceeseeeeeenseeeeeeeseeeeeeeseeeeeseseeeeeeeseeeeeseseeeeeeeseeeeeees 293 Back Up project data ivi cssdececcdy iiiaae nania anaE ced epevet aateser A venvittind am AEAEE raaa Ea aSa DEA Eas 294 Lock a project Clean Up project IOCKS ccccccceeeeeeeceeeeee eee eeeeeeceaaeeee eee eedeeaaaaaaeeeeeeeteeeceaaaeeeeeeeteeeeaees 295 Legal notices and AgQreemMent i ccciccesecevcseceuesccecsceveduevee dances cevesdeuyevenecd ANLA SEINE rA aA E aia NS 296 Baen aoi A Pere Carrere CPE Reet E A ee cre rerr rere cere ee reece reer T E T rere errr ET 296 License Terms of InLoox GmbH End User License Agreement EULA cccceeeeeceeeeeeseeeeeeeneeeeeeeaes 296 INLOOX PM license torfi Serena cu desdacc begiddeceeeiaaeeebdedonc Meatiieevatiscevtiieesdepetecedesioe 303 InLoox xX LS ee eee Support and contact Contact the InLoox PM support Thank you for choosing InLoox PM the Project Management Software integrated in Microsoft Outlook and the Web Microsoft
194. l expenses time tracking column plus actual expenses column 150 InLoox xX Column Description Cost variance Difference between actual margin and planned margi plan vs actual f Method actual margin column minus planned margin column Status A negative amount in the 10th column debit credit is marked red In this case the actual margin is lower than the planned margin This can mean the following depending on the project focus expenses exceed revenues revenues are lower as expected Expenses are higher as expected It is possible to display the total costs revenues profit and cost overruns in the InLoox PM project list Chart type by type The chart type By type gives an ongoing comparison between the amounts of the management planning and budgets pages The list represents you all amounts cumulated by group Element Description Planned expenses Costs of all activities from the planning page They include the resources with resources recorded working time Method The total work time of all resources is multiplied by the group purchasing costs for each activity All activity expenses are cumulated by group Planned expenses All planned expenses from the budget page other l Method Budget documents of planned expenses type are totalled and or cumulated by group Planned revenues All planned revenues from the budget page Method Budget documents of planned revenues type are totalled and
195. ld in the budget positions list Edit a budget position Choose one budget position from the budget positions list On the Edit tab in the Budget Positions group click Edit Position Alternatively double click on an item in the budget positions list Delete a budget position Choose one budget position from the budget positions list On the Edit tab in the Budget Positions group click Delete Position Alternatively press DELETE key Copy and paste Create quickly budget positions with the help of Copy and Paste feature on the Edit tab in the Budget Positions group Change a budget position status Choose one budget position from the budget positions list On the Edit tab in the Budget Positions group click Position Status On the drop down list click the wanted status 134 InLoox xX Move a position upward Choose one budget position from the budget positions list and click arrow Move Up in the Budget Positions group Move a position downward Choose one budget position from the budget positions list and click arrow Move Down in the Budget Positions group Create an actual revenue Click Generate Actual Revenue in the Action group An actual revenue can be also generated e g with the revenue positions from the time tracking Normally an actual revenue is a bill Features on the View tab Print a budget positions list On the View tab in the Common group click Print in the Common group to start the quick print feature of the bud
196. le effects when changing settings For more information see Adjust the project number Article content Format rules Sample formats 37 InLoox xX Sa ee ee eee Format rules Character Data type and significance Any single character d COUNT Any numeric 0 9 with COUNT digits COUNT stands for any positive integer e g 5 w COUNT _ Any character string A Z a z 0 9 underscore _ with COUNT characters COUNT stands for any positive integer e g 5 D COUNT Any character string A Z a z special characters umlauts spaces with COUNT characters Numerics are not allowed W Single special character A Z a z or numeric 0 9 are not allowed STRING STRING stands for a fixed character string specified by the user e g project department_A PID ASTRING Expressions placed between and must not be empty and must be of the defined length The only permissible input in this example is STRING Without and STRING1234 or an empty text is also a valid input Sample formats Format Examples _ d 4 right Ab_1234 _0000 wrong 12 1234 ab abcd SAMPLE right SAMPLE1234 SAMPLEABCD SAMPLEab12 SAMPLE 38 InLoox xX Format Examples wrong SAPMLE1234 1234SAMPLE w 2 d 2 right ab 12 AB 12 01 12 a1 99 wrong 12 ab 66 12 12 W 2 SEPERATOR D 2 right SEPERATOR12 12SEPERATOR12 abSEPERATOR wrong TRENNab 12SEPERATORab abSEPERATOR12 Assign a division cus
197. lements as well as the critical path can be determined due to this calculation TP For more information on the critical path and slacks see Show the critical path Do the following to create a backward scheduling gt 3 amp A Direction No Notifications Project Snapshot Group wv Forward Scheduling Planned Start 07 02 201408 00 v Backward Scheduling 1 On the Settings tab in the Settings group click Direction 2 Select Backward Scheduling from the drop down list 3 Enter an end date for the planning Choose the date in the Planned End box InLoox PM calculates the project plan from the end date until the start date 4 Create the first planning element by clicking New Activity or New Milestone in the Edit group on the Edit tab This first element is the last one in the project plan and has no successor Determine the latest completion date of each predecessor in the planning TP For more information on how to create planning elements see Create planning elements Show the critical path The critical path marks activities and milestones which in case of delay immediately lead to the exceeding of the planned project end You can display the critical path only in an already existing planning 1 Open an existing project or create a new one 2 Inthe project on the Management page in the Section group click Planning 3 On the View tab in the Details group click Show Critical Path 106 InLoox X NOTE
198. lent new program version or the equivalent previous program version which had not contained the faults is to be accepted by the Customer when this is reasonable In the case of defects in title InLoox shall give the assurance that it will provide the Customer with legally unchallengeable option to use either the Software or equivalent software at its option b The Customer shall support InLoox in the analysis of faults and removal of defects by specifically describing problems which occur providing InLoox with complete information and granting it the necessary time and opportunities to remove the defect InLoox may also remove the defect on site or at its place of business at its discretion The performance of InLoox may also take the form of remote maintenance The Customer must ensure the necessary technical prerequisites at his own expense and after due prior notification provide InLoox with access to his computer equipment 300 InLoox xX c InLoox may levy additional charges when the Software is modified employed outside the environment provided for or incorrectly operated It may demand compensation if no defect is found or if it is incorrectly insufficiently informed of a fault The burden of proof lies with the Customer in accordance with 254 German Civil Code BGB d If InLoox ultimately refuses to remedy the defect if it ultimately is unsuccessful or if this is unreasonable for the Customer he may withdraw in writin
199. lick Modify The further procedure is the same as in the point above Remove an existing address book Choose one address book from the list and click Delete 6 Click OK Now you can see all changes in the drop down list Address book The new address book is also saved in the tree structure on the left part of the window under Contacts Adjust the contact view The contact view displays all existing address books and their contacts It also provides with different features to comfortably manage contacts and address books Article content Work with the contact list Features in the contact list Work with the contact list 1 On the Outlook Ribbon click the InLoox PM tab 2 On the InLoox PM Ribbon in the Views group click Contacts 237 InLoox xs NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Contacts in the InLoox PM project list G amp START SENDEN EMPFANGEN ORDNER ANSICHT INLOOXPM os amp AX gy om m Refresh Neue Neue New Recent New Edit Delete Import Address E Mail Elemente Project Projects Contact Contacts Y Filter book Neu InLoox PM Actions Current View Contact lt 4 Projects M Dashboard 4 Projects Gordon Newman vy Favorites pi Timeline 1 Project Requests E Archive newman net net gt Trash mA T Projektlise_YS 7 Work Packages eB Resources EB Time Tracking Rita Meyer HS History Contacts meyer Ginloox
200. lick Report Structure 2 Inthe Report Structure area above double click Table Projects Time Tracking 246 InLoox xX In the Table Contents dialog box in the Data Line tab choose one line and click s In the Edit Table dialog box in the Data and Functions tab in the tree structure click Fields then Projects and afterwards Time Tracking 5 Under Time Tracking choose the ChangedBy field and click Insert and then OK The added field is displayed in the right side of the Table Contents dialog box in the Contents field 6 Inthe Edit Table dialog box in the Header Line tab click and choose Text from the drop down list 7 Inthe Edit Table dialog box in the Data and Functions tab enter into the lower text field the text including quotation marks Changed by 8 Click OK 9 Click again OK 10 In the InLoox PM Report Designer dialog box click File and then Save 11 Click again File and then Close 5 Click OK or Apply to save the changes in the InLoox System Types of report templates InLoox PM provides you with different types of report templates The description of each template is available in this table Report template Application in InLoox PM Project kick off Correspondence at start of project Letter Correspondence concerning the project Project status Outlook email with current project status Meeting Meeting organization document Memo Memorandum 247 InLoox xX Report templ
201. lick in the previously created custom box and enter a new value for it Manage the budget status You can add a status to each budget document There are three statuses such as open approved and rejected in the InLoox PM by default In the InLoox PM options you can change the budget statuses and add a new one 1 Open the dialog box InLoox PM Options 2 Under Budgets click Budget statuses On the right side you will see the Budget statuses area Options General Options A Permissions O Budget statuses Work Packages 3 Planning New NAME BUDGET NEUTRAL Documents Budgets Dedined y Templates Delete Budget statuses Open 3 Do one of the following Add anew budget status by clicking New In the Budget Status dialog box in the New name filed type a new name Select the Budget neutral control box if you don t want to include the budget to the totals in the budget overview Edit the already existing status in the Budget Statuses list Choose one from the list and click Edit In the Budget Statuses dialog box you can make you changes see the first point Remove the status from InLoox PM by clicking Delete TIP Use the filter feature to quickly reach the needed data from each column For more information see Search and filter in a project Click OK or Apply to save the changes in InLoox PM WARNING Effects of editing or deleting a budget status e The renaming of a status takes immediate effe
202. llowing actions gt New Contact CONTACT Eia 5 A 3 P ra eate Projects New Contact Save and Image Allow a5 Gose lo ficat Login Actions Permissions BA Genera gp Mitoni Title Initials Birthday v Firstname Name Note Company Department Position QB a Display As Website Zp City Country 1 Inthe General area enter the general information to the contact such as Title First name Name etc 2 Adda picture to a contact 1 On the Contact tab in the Actions group click Picture add then click Add Picture 2 Browse to find the picture and double click on it NOTE Use also the space for the picture next to the General area 3 Inthe Internet and Phone area enter the following information Email Website Phone Fax Pager NOTE For multiple phone numbers use the fields Phone 2 and Mobile 234 InLoox xX 4 In the Address area type the business address information of this contact in the respective fields Optionally you can add a birthday reminder in the Additional area Type a note in the Note area if you want TP InLoox PM provides you with a range of formatting features For the detailed description see Create and change comments in the Customize comments section 6 As soon as you have entered all information perform one of the following actions Create more contacts On the Contact tab in the Actions group click New contact Finish entering new contact
203. ly selected New Node Media consulting 3 You can label the new node NOTES e Create your mind map faster by adding new nodes by using Copy and Paste in the Node group e Drag and drop a node at any position on the mind map to freely Edit a node 1 Choose one of the following options to edit a node In the Node group click Edit Node Right click the mouse in the Mind Maps area and click Edit Node in the context menu 2 On the right side you can the side panel for editing 77 InLoox xs SS ee ee Basic Information x Name Media consulting Description m Status Progress 50 v Flag v a Documents a New link a Resources a New resource B Bite Mever x Oo Custom Fields a Create v General information to the node 1 Inthe Name box type a name for the work package 2 In the Description box enter some important information e g the targeted deliverables or internal remarks TP tnLoox PM provides you with a range of formatting features For the detailed description see Create and change comments in the Customize comments section Highlighting the node and defining its progress 1 Click Progress to display a list of different degrees of completion and choose the suitable degree 2 Choose from the Flag list a color to mark the node in the mind map Adding documents 1 Click New link to add the document 2 Inthe Select Entry dialog box select one document from the list a
204. m Fields a Text 2 v General information on the time tracking entry on the Date and Duration area 117 InLoox xX o Inthe Date and Duration area select the Start and End date time NOTE Choose between Duration and End date time by clicking on one of them in the Date and Duration area and choose the other opportunity in the drop down list o In the Description field enter a text e g the location of the service the team member name the meeting results or internal remarks TP InLoox PM provides you with different formatting features for the Description field text For more information about these features see Create and change comments in the Customize a comment section Assignment to work packages or planning elements on the Allocation area 2 Define wwhether you want ot assign to a work package or to a planning element 1 Click Work package button and select Work packages or Activitiesfrom the drop down list e For the Work packages option select one work package between assigned or not in the next field to the button e For the Activity option select the certain element by the name from the planning list in the next to field the button 2 Select a group in the Group filed to which this entry belongs More information on the time tracking entry on the Details area o Choose from the Flag drop down list a color to mark the item in the time tracking overview o Inthe Performed by box choose a name of the per
205. mber Mode description for prefix and suffix Examples of common formats Setting a project number 1 Open the dialog box InLoox PM Options 2 Under General options click Project number On the right side you see the Project number area 34 InLoox X B Project number F Prefix Any text Fix text 2014 Regular expression y anaia Rule AS Work Packages Default 2014 Planning Documents Budgets V Auto increment sequence number Reports Outlook emails Stat 10 Contacts Digits 4 gt Notificati Custom fields Locks M Suffix Any text License key Web App Options Fix text DE User settings Regular expression Regular expression we 2 Default 11 3 Choose the respective option by activating the related check box For the project number choose Prefix leading character string Sequence number or Suffix trailing character string For the number setting you need at least a Prefix or a Sequence number Combine a Prefix or Suffix with a Sequence number 4 Click OK or Apply to save the changes in InLoox PM Mode description for prefix and suffix Mode Data type and significance Any text Any character string of any length which can be changed Fix text Any character string of any length which cannot be changed e g the word project 35 InLoox xX Mode Data type and significance Regular Input a format and an example InLoox PM ver
206. ment EULA By using this Software Product including installation and copy you declare that you agree with this Agreement as a natural person and legal entity If you do not agree with this EULA you are not entitled use the Software 1 Validity of the Terms of Agreement 1 This End User License Agreement EULA is concluded between you hereinafter also referred to as Customer and InLoox GmbH hereinafter also referred to as InLoox The licensing purchase of Software and obligations precedent to the Agreement shall exclusively be subject to the Terms of 296 InLoox xX a ee Agreement unless otherwise agreed We exclusively refer to the regulations of the General Terms of Business of InLoox which are integrated into this Agreement and form an essential part of it The Customer confirms that he has taken note of the General Terms of Business of InLoox The regulations of the General Terms of Business are extended and or supplemented by the objective License Terms of InLoox with regard to the use of Software and other software specific regulations and the corresponding rights and obligations In case the General Terms of Business of InLoox deviate from this Agreement or if they are inconsistent with it these License Terms shall prevail 2 InLoox licenses sells the enclosed Software to the Licensee Customer exclusively on the basis of the License Terms hereinafter In case you do not agree with these Terms do not open th
207. mount of all entries is then displayed when the list is grouped by according column Drag a column header you want into the area above the budget positions list Features in the context menu The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon such as New Budget Position Edit Position Delete Position Generate Actual Revenue Copy and Paste Expand and Collapse All Groups Move Up and Down It has also such feature as Status where you can define whether the budget is Not billed Billed or Note billable You can also create an invoice via Generate Actual Revenue Right click in the budget positions list to open the context menu New Budget Position gt Edit Position gt lt Delete Position Ea Copy if Paste fia Position Status Generate Actual Revenue gt Expand All Collapse All Edit Filter 4 7 Choose Fields Keyboard shortcut e CTRG C Copy a budget position into the clipboard e CTRG V Paste a budget position from the clipboard to the budget position list NOTE You have no read permissions if the lock icon is displayed in the list In this case no item will be displayed 136 InLoox X a a ee ee ee Create and edit a budget position Each budget contains one or more positions The level of detail that your budget is broken down into is completely up to you Article content Create a budget position in the budget position list
208. mplete The planned percent complete is defined as the sum of the work effort all work packages in the planning work packages lt today the sum of work effort all work packages in the planning The actual percent complete is defined as the sum of the work effort all done work packages the sum of the work effort all work packages Milestone trend Represents the analysis of the dates in a project and compares them with the analysis planned data The dashboard visualizes the date delay of the milestone in the 167 InLoox xX Widgets Description project With this view you can quickly see the deviations from the planned schedule Project status Shows an overview of the progress and the cost effectiveness of your overview projects Plan actual Shows planned and actual hours of your projects comparison Create a new dashboard To open the dashboard view do one of the following 1 Click InLoox PM tab on the Outlook Ribbon and then Dashboard in the Views group NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Dashboard in the InLoox PM project list Click Dashboard in the tree structure on the left In InLoox PM ribbon on the Start tab in the Actions group click New Dashboard In the New Dashboard dialog box enter a name r New Dashbaord Ea Dashboard Name of the new Dashboard Work packages V Visible for all users 5 Activate the check box
209. n The backup copies must be marked as backup copies Copyright notes must not be deleted changed or suppressed The Customer may exclusively use the Software for each license on a standalone computer no matter if it is a workstation notebook or PDA except in such cases where he purchases a network license The use of the Software also implies loading the Software into the temporary memory of a computer or similar object or installing the Software on a permanent storage medium e g hard disk DVD CD ROM or similar However the Parties may come to differently worded agreements in an individual Agreement issued in writing 3 A user manual and any other documents possibly provided by InLoox may only be copied for the company s internal purposes 298 InLoox xX 4 The Customer shall not be entitled to transfer the Software without the written consent of InLoox this applies in particular in the event of sale InLoox shall agree to the passing on of the Software in whole or in part to a third party under the following conditions The Customer hands over the original data storage media if there is one this EULA and the General Terms of Business of InLoox to the third party deletes all other copies in particular on data storage media in read only memories or main memories he definitely stops using the Software and submits a written confirmation of the fulfilment of his duties to InLoox The third party declares to InL
210. n such as New Project Open Project Delete Project Archive Project Refresh Copy and Paste It has also such features as Expand and Collapse All Groups Show Filter Right click on one of the projects in the project list to open the context menu 23 InLoox X B X New Project F2 BE Open Project X lt Delete Project Yr Mark as Favorite Z Archive Project A Refresh F4 Ea Copy ih Paste G Expand All Groups Collapse All Groups Edit Filter 7 Choose Fields e Choose Fields This feature sorts and organizes the project by the required data On the Choose Fields dialog box click one field e g Customer and drag it into the column headers Reset the fields via Drag amp Drop back into the dialog box Keyboard shortcut e F2 Create a new project e F4 Refresh the project list e CTRG P Print the project list e CTRG C Copy a project into the clipboard e CTRG V Paste a project from the clipboard to the project list General features and printing of the project list in InLoox PM for Outlook 2007 The InLoox PM project list provides you with various features that make project editing easier and faster As a standard you can see only those projects in the project list to which you have an access 24 InLoox xX Article content Important features of the menu bar Project list features Print in the project list Important features of the menu bar Click InLoox PM Folder in t
211. ncy Cose Map Map Fiter g History Insert Item Dashboard be Dashboard BR 3 You can use InLoox PM Database or connect to another one TIPS The InLoox PM data source is on the left site panel of the window You can choose between different data sources as Project Work Packages Planning Time Tracking Budget and Budget Position from the drop down list Learn how to create a new data source see Creating a data source 4 Create Dashboard Items and Bind them to Data Learn by example how to create a Comparison of budget types dashboard view 1 Click the wanted dashboard item on the Ribbon e g Chart 2 Select Budget in the InLoox PM Data Source Browser 170 InLoox xX 5 Drag the Amount field to the Values placeholder in the Values section Budget v DATA ITEMS 2 pK a EF Budget Value elt fap Budge TypeName fe Cnangeddy fb CreatedBy Argument fab Name E PosttionType fab Statu Series Et E BudgetDate HIDOEN DATA ITEMS E ChangedDate E CreatedDate F IstBudgetneutral Dimension fis BudgetT ype faa CountBudgetPositions fis Number Auto Measure E Amount he RO fe TotalPosrtons b saz Project 6 Then place the Name and Number fields for projects in the Arguments section After drag the Name field for budget types in the Series section 7 Click Save and Close on the Ribbon The dashboard view Comparison of budget types is now ready Creating a data source The Creat
212. nd click OK TP All displayed documents in the dialog box are saved on the Documents page For more information on how to add the document to the project see Create and edit a document 78 InLoox xX Adding resources 1 Click New resource 2 In the Address Book dialog box select a contact and click OK 3 Now you see the added resource in the Resource area Click it to open the contact details You can also open the details from the node by clicking theResource symbol on it Create a work package in the mind map In the mind map you can create new work packages from the nodes Proceed as follows Open an existing project or create a new one In the project in the Start tab click Mind Maps Create a new mind map On the Edit tab in the Promote group click Create Work Packages oP ee SS Select on of the following options All Nodes All nodes together with the main node of a mind map promote to work packages End Nodes All end nodes of a mind map will be added as new work packages Selected nodes Select the nodes you want to have as work packages Include already promoted nodes Select this option to add nodes which have already work packages once more 6 After you have selected the option you wanted the Work Package Page with new work packages will be automatically displayed On the nodes you can see a Work Package icon TIP For more information on how to add important informations to a new work
213. ne Milestone done Milestone added Application InLoox PM generates this message if a document is added to a Documents project page InLoox PM generates this message if a document is deleted from the Documents project page InLoox PM generates this message if a document is edited on the Documents project page InLoox PM generates this message if a planning element which is a predecessor is done in the project planning This way the project controller can see the progress of the planning InLoox PM informs about new activity that is added to the project planning InLoox PM generates this message if an activity in the project planning is done This way the project controller can see the progress of the planning InLoox PM generates this message if an activity is changed in the the project plan InLoox PM generates this message if an activity is deleted from the project plan on the Planning page InLoox PM informs about completed milestone predessecor in the project planning This way the project controller can see which resource has done his work InLoox PM generates this message if a milestone in the project planning is done This way the project controller can see the progress of the planning InLoox PM informs about new milestone that is added to the project planning 266 InLoox xX Message name Application Milestone InLoox PM generates this message if a milestone is changed in th
214. ned responsibilities deadlines project type priority etc You can save the created project list view and open it again as soon as you use the project list again Article content Standard views included in InLoox PM Generate a personalized view Use and manage personalized views Customize a view Standard views included in InLoox PM Use the standard views provided by InLoox PM These views help you to display data in a flexible way TP Learn more about the other views by default such as timeline project requests and trash see The views of the tree structure in the project list Generate a personalized view InLoox PM enables you to save personalized views Please follow these steps 268 InLoox xX On the Outlook Ribbon on the Start tab in the InLoox PM group click Projects NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar Now you can change the view directly in the project list TP For more information on how to do this see Customize a view in this article On the InLoox PM tab in the Views group click More Views and then Save current view as NOTE In Outlook 2007 click Actual Views in the InLoox PM Toolbar 1 Inthe Save View dialog box enter a view name 2 Activate the Visible for all users check box if you want to share this view with other authorized users 3 Click OK The new view is now displayed in the drop down list More Views Use and manage personalize
215. nformation on templates see the category Planning templates e Save an existing planning as a template in your data or in a gallery view On the Templates tab in the Export Import group click Export Template to save a mind map in order to insert it as a picture or in other format to PowerPoint Word or in the other project You can also save the existing planning by clicking Export Template in the InLoox PM Templates group on the Templates tab e Send a planning as a template via email On the Templates tab in the Action group click Send Template by Mail In the opened email enter the recipient and additional text if you like and click Send The planning is already attached to the email Features on the Reports tab e Create a report On the Reports tab in the Create group click Create Report to create the planning data as a report 87 InLoox xX e Load a report Select the report from the gallery view by clicking it in the Report group Features on the Settings tab e Change planning direction On the Edit tab in the Settings group click Direction Select a planning direction e g Forward Scheduling or Backward Scheduling Then add the Project Start or End e Stop sending notifications On the Edit tab in the Settings group click No Notification Notifications with project information or regarding project changes will not be sent to the project resources e Create project group On the Edit tab in the Settings group click P
216. ng dialog Planning Working times Activity progress can be set in time tracking dialog Templates e s a9 progress witt t edit planning err More optons P Documents Automatic project progress calculation Budgets Reports ic olor management Outlook emails Se Contacts gt Notificati Resources color management Custom fields Default colors Locks License ke Custom colors Web App Options Allocated User settings Over allocated Over allocated max Choose between Default Colors or Custom Colors If you choose Custom Colors you can freely define the colors of Allocated Over Allocated or Over Allocated Max 5 Click OK or Apply to apply the colors to the resources Work with the workload diagram The load chart provides a central overview of the allocation of all relevant resources that is always up to date To open the resource overview do one of the following e Click the InLoox PM tab then click in the InLoox PM Ribbon in the Views group Resources e Click Projects at the bottom of the screen and then click Resources in the tree structure on the left In this case the Resource Overview loads resources system wide NOTE In Outlook 2007 click Extras in the InLoox PM Toolbar and choose Resource Overview from the list You can adjust the utilization view and add any resources from the Divisions and Teams side panel 1 Inthe View group click Divisions and Teams to invokes this side pan
217. nnanannnannnnnanane nanana 223 Work with the workload GidQraim cs ccccessecceeeseeeeeeeeeeeeeeesaeecesesaaeeesesaaeeesesaaeeesessaeeesessneaeseesneaeseennaaes 224 Time tacking VOW ezecctsiscctcesseedeancasnctas ta cdeetenssqetes ca teneenvaanetasautaueaevanotes ta teuenevaraates caddeenenssqetaeaateneeavasnetaraanes 226 Adjust the time tacking VSW ranore cuts eoeaaiecde atid cedpieectd iui ceed Aa as ER EAA aa 226 Record personal time efforts with the Stop Watch cccceeseeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeceaaaeeeeeeeeeesenaaeeees 229 TWIMGIING E E id vedi E T TT 231 eA a e a E E E E E E E E E T 231 ig Eeler PM CONTACTS E E A E E eee 232 Activate the Contact management ccceseeceeeeseeeeeeeseeeeeeeseeeeeesaeeeeeaaeseeeesaeneeseesaeeeseeeeeseseeseeeeeseees 232 Add ote 9 t ol eneemerr tree er rrrereer eeereerrrer ery Pecerec reece errrerercerr recep rrerrct rer cererrrerrrccrer ceri rere ee errrerrreerer ce eee 233 Authorize MLO PM Contact ieiuvicisiente ds dectetccaeedbtcsdegant cides fe iecnetei a cidbaatees 235 Add manage or delete an address DOOK cccceceeeeecceeeeeeeeeeeeeeeeeeeeeeeeeaaaaaaceeeeeeeeessaaaaeeeeeeeeensenaaaeeees 236 Adjust the CONTACT VIEW srice niaior ce ieteeaches Seleconeneensaev eneceiczenaeavevenvecVeneeberd a a NAA aaaea GENNA 237 REPONS a a a a hcahoveasis 239 Create a ep0 a ioc ccens sane eenescecaieeeca eeneicecevnenre a EE Aa AEE EEA EE EAE EEEa 240 Filterreporkdatas aea S e A a
218. ns button next to the data item that contains these values This invokes the Choropleth Map Options dialog You can specify the following settings in this window e Color palette allows you to specify the start and end color of the palette e Scale settings specifies whether a percent scale or an absolute scale is used to define a set of colors You can specify the number of levels that represent the number of colors used to color the map e Preview is used to display a full set of palette colors generated based on the start end colors and the number of levels Use the Allow Edit check box to automatically change the generated colors or specify value ranges for each color 191 InLoox xX a a ee ee ee Delta The Choropleth Map allows you to indicate the difference between the actual and target values of a particular parameter This difference is called delta To specify delta indication settings click the Options button next to the data item container This invokes the Choropleth Map Options dialog When the map type is set to Delta this dialog contains the following settings e Value type You can specify which values to display within map tooltips Use the Value type combo box to select the value that will be displayed as the delta value e Result Indication You can specify the condition that will be used to select the indicator color To do this use the Result indication combo box e Threshold type and Threshold valu
219. nstallation Outlook is a complex software product Difficulties in connection with the installation of InLoox PM are not common but are too complex and too new to have been described in the Help file Please note that we can unfortunately only deal with problems arising from the installation of InLoox PM and not with general Outlook problems Please follow the link to find all of our contact details Copy database file for InLoox PM 8 Personal Plus The InLoox PM 8 Personal Plus edition allows you to install InLoox on two different devices In order for you to access your project data from a second device you need to copy the database files first Please follow the instructions below Open the InLoox PM installation directory on the source device The default directory is C Programs InLoox InLoox PM Copy the files inloox mdf and inloox_log Idf Paste the files to the InLoox PM installation directory on the target device a o YS The database is now ready to be used on both devices If you prefer to save the database files to a different directory a local directory please follow the instructions below 1 Copy the files inloox mdf and inloox_log Idf and paste them to the directory you like 278 InLoox 3 2 Run the InLoox System Manager You can find the required file here http cdn inloox com content download 20639 23207 4 file InLooxSystemManager_2014042 8 zip Select the following Server type LocalDB Person
220. nt system settings item Interactivity This section describes features that enable interaction between various dashboard items These features include Master Filtering and Drill Down The section consists of the following topics Master filtering Drill down Master filtering The Dashboard allows you to use any data aware dashboard item as a filter for the entire dashboard Master Filter End users can select elements in a Master Filter item chart bars pie segments grid records etc to filter data in the rest of the dashboard by the selected values Master filtering modes The Master Filter item supports two selection modes 210 InLoox xX e Multiple Allows you to select multiple elements in the Master Filter item To enable this mode use the Multiple Master Filter button in the Data tab To clear the selection in the Master Filter item use the Clear Master Filter button in the dashboard item caption e Single Allows you to select only one element in the Master Filter item When this mode is enabled the default selection will be set to a Master Filter element You can change this selection but cannot Clear it To enable this mode use the Single Master Filter button in the Data Ribbon tab Filtering across data sources When different items in a dashboard are bound to different data sources you can specify that a particular Master Filter should be applied across data sources This means that it will apply filtering
221. nual for your printer Rate InLoox PM 1 On the InLoox PM tab in the Extras group click the Arrow below Help NOTE In Outlook 2007 click the Arrow in the InLoox PM Toolbar Choose Rate InLoox PM from the drop down list In the opened dialog box set up the number of stars by clicking on them In the Comment box write a comment if you like to Click OK The feedback now is sent directly to the InLoox PM product development oOo fF GS N Recommend InLoox PM Would you like to recommend InLoox PM to you partners suppliers or friends Therefore you can use the Recommend InLoox dialog box 1 On the InLoox PM tab in the Extras group click the Arrow below Help NOTE tn Outlook 2007 click the Arrow in the InLoox PM Toolbar 2 Choose Recommend InLoox PM from the drop down list 3 On the Recommend InLoox PM dialog box click Add 12 InLoox X On the Choose Resource dialog box choose the contacts from your Outlook or InLoox PM address book you want to recommend InLoox PM to Usually you will be offered a standardized text You can change this text Click OK InLoox PM will be recommended via email Getting started with InLoox PM Welcome to InLoox PM Here you can learn how to start your first project with InLoox PM 1 First open Microsoft Outlook from Start Programs Tasks EJ New E mail Message xg Excel 2013 EE New Appointment it New Meeting E Word 2013 New Contact 7 Task Pg Powe
222. o the list of all available projects in InLoox PM Click Projects at the bottom of the screen and then click Projects in the tree structure on the left PROJECT NAME NUMBER CUSTOMER NAME 4 MANAGER Max Schiller Product Launch 2014 0004 Seller GmbH 4 MANAGER Carina Wimmer Trade fair stand 2014 0010 Zapf Collection NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Do one of the following to add a new project In the InLoox PM group click New Project Double click on an empty field in the project list Keyboard shortcut Press F2 in the project list to create a new project in InLoox PM 3 On the Management page in the Project Request area click OK to edit it 20 InLoox xX ap PROJECT REQUEST You are editing a project request OK Pri Name Number 2014 auto Orvision v ustomer Category eo S 5 Stall Pv Reviewer On the Staff area click Reviewer Select a reviewer for the approval from the drop down list In this list you can see only the contacts with the Release project request permission 6 Click Save and Close in the Start tab Now the selected reviewer will be notified about this request The project request is now displayed in the tree structure of the InLoox PM project list NOTE For this method you need two permissions Create and Release project request General features and printing of the project list The InLoox PM project list provides you with various featur
223. ocuments according to your preference Use your own colors and logos to enhance print documents and export data to Microsoft Excel for further editing Communicate and Document Approval workflow PROJECT REQUEST You are editing a project request OK FE Project Name Customer Center 2015 Number 2014 auto 4S Division Support rd Customer 0005 In House Ti Category Key Project Ka g Stafi a Reviewer Gordon Newman Manager Bita Meyer Now team members can submit project requests and have them approved by their supervisor Project managers and executives can easily keep track of the company s project portfolio and team members have more planning security for their projects Auto notifications 24 Confirmation of fiat fee msg p amp Expose_Competitor Analysis docx v E Notifications Can Presentation Design Concept pptx Y Rita Meyer Max Schiller Reduce the amount of e mails phone calls and meetings If you enable the auto notification mode InLoox PM will immediately inform you about changes made to the project plan time tracking entries or project documents 159 InLoox 3 Reminder amp Date and duration Remind me Tomorrow y Date Time 2 19 2014 12 21 PM v J Also remind El Vv Rita Meyer gt Details Max Schiller Please don t forget to involve the graphic designer Get notified about upcoming start dates and work pa
224. oftware InLoox retains the right to provide upgrades for a fee Upon installation of an upgrade users shall not use separate or transfer the previous version to a third party separately Unless InLoox provides other terms and conditions with an update or upgrade the terms and conditions of this EULA shall continue to apply Users may refuse to accept an update or upgrade However upon release of an update or upgrade InLoox may have no further obligation to support the previous version 9 Start and End of the Customer s Rights 1 The ownership of the supplied items and the rights in accordance with 2 and 3 shall not be transferred to the Customer until complete payment of the purchase price Before that he only has a preliminary right of use in accordance with the law of obligations revocable in accordance with 9 2 2 InLoox shall be entitled to revoke the rights in accordance with 2 and 3 for important reasons in particular for the reasons specified in 3 of the General Terms of Business of InLoox or to terminate the Agreement respectively An important reason particularly exists if the Customer does not effect the due payment if he continues to infringe the obligations under 2 and 3 of this Agreement in a substantial way despite written reminders or in the event that a petition of bankruptcy has been filed in respect of the Customer s assets 3 If the right of use in accordance with 3 in conjunct
225. oject Choose Copy from the list Copy via Copy button El in the menu bar 4 Paste the marked project by using one of the following actions Via the keyboard shortcut STRG V via the context menu or via the Paste button in the menu bar NOTE Please choose another project number for the copied project in order to edit it See Set a project name and a number for more information Delete a project 1 Click Inloox Folder in the InLoox Toolbar to switch to the InLoox project list Choose the project from the project list that you want to delete Click Delete in the menu bar or right click on the project and choose Delete Project from the context menu Management Assign a project name and number 1 Create a new project T For more information on how to create a project see Create a project 33 InLoox xX 2 Inthe Project area in the Name field enter the name of your project The project name is a freely definable description of the project NOTE The project name can be used for more than one project 3 Inthe Name field enter the number of your project to identify it in the InLoox PM system This field is a mandatory field You can customize the number in the InLoox PM options TP For more information see Change the number format Adjust the project number In the InLoox PM options you can customize and configure the InLoox PM features inter alia the project number Article content Setting a project nu
226. ok Calendar from the drop down list e Create planning snapshot Record the current state of your Gantt planner at different times Click Snapshot in the Action group on the Edit tab e Link quickly planning elements Select planning elements you want to link and cick Link Automatically in the Action group Such type of planning is called waterfall planning TP You can adjust the constrains between planning elements by clicking dependency in the Gantt chart For more information see Create dependencies between planning elements in the Edit dependencies in the Gantt chart e Remove the defined constraints of planning elements Select from the planning list an element with time constraints and click Remove Constraint in the Actiongroup on the Edit tab 85 InLoox xX e Remove the dependency between planning elements Click Remove Dependency in the Actions group on the Edit tab The defined dependency will be deleted and you can move the elements as you like NOTES e You can undo an action e g if you have accidently deleted one planning element On the top left Planning page click Undo e You can repeat the last action by clicking Redo Features on the View tab e Print a planning On the View tab in the Common group click Print to start the quick print feature of the planning In the Print Planning box in the Ribbon in the Print Range group define the time period as well as other table settings In the Table group cl
227. ole system see Change the work package status On the side panel click New status On the Edit Work Package Status dialog box in the Name field enter a new name In the Flag filed define the color for the status NOTES The color helps to quickly distinguish the status of the work package You can change it in the Edit Work Package Status dialog box Change the order of the statuses on the side panel by moving the arrows Down and Up You can delete each status from side panel by clicking Remove symbol xX All work packages displayed in the right column of the kanban view are done 71 InLoox xX a ee ee ee Manage work package templates In the InLoox PM options you can edit work package templates that are created in the projects On the Work Packages page you can save a new template On theTemplate tab in the Work Package Templates group click Save Template MPORTANT To manage the mind map templates you need InLoox PM administrator permissions 1 Open the dialog box InLoox PM Options 2 Under Work Package click Templates On the right side you see the Work Package templates area E Options meo General Options m Permissions S Work Package templates E Mind Map a Work Packages Create new templates from any project Select the option New gt gt Save Template from the project s Work package statuses Work Package page Planning Rename NAME Documents Budgets Delete Arrag
228. ollowing possibilities are available e Double click the name of the staff member to open the assigned contact e Select a mailing list containing for example all members of the customer s project team Mailing lists are automatically resolved by InLoox PM e Right click on one of the resources to open the context menu and choose Delete or Delete all items to remove the name or names Use Up and Down to change the order of the names Click Details to open the contact information e Use the quick selection to add a new resource Click the Arrow in the button to see the drop down list of all resources that have been added to the project In the new project you will see the resources that are involved in the other InLoox PM projects Click Delete all contacts to clear the selection 48 InLoox xX e Use Drag amp Drop to shift a resource to another box e g from the Partner box to the Customer s box by clicking the respective name and dragging it with the mouse to the field e Pull out a resource out of the box in order to remove it e Press CTRL and drag a resource to another box to copy it Add a status and date Add the following project data in the Schedule area to organize your project list more easily e Status Specify the state of the project develooment Choose between In progress Completed or Discontinued TIPS The display in the project list depends on the status controlls the display of the project list Fo
229. omments in the Customize comments section Additional Information to the work package from the mind map or planning This area displays the information whether the work package is added from the mind map or it is added to the planning activity The information is linked Click on it to open the corresponding page As soon as you have added the work package to the Gantt chart on the Planning page an additional Planningarea will be displayed on the right sidepanel of the Work Packages Page 1 Click the linked name of the work package to open the planning 2 In this area you can see now the start and end time NOTE The work package overtakes the date of the planning item To which it was added If the work package is a planning item the date will be overtaken from the item above 3 The workload of the work package is also displayed It can be changed with the changing of the duration of the planning element Budgeting of the work package 1 Inthe Group dropdown menu choose a group to which the work package belongs It defines the costs for the activity 2 The ls asset billable check box is selected automatically to include the resource costs of this work package to the expenses plan resources 8 Select the Individual check box and set an individual hourly rate for the work package Type the respective values in the Purchase price and in the Selling price field Adding documents 1 Click New link to add the docum
230. on InLoox 6 the InLoox PM data storage has been redesigned to support data storage in SQL databases SQL Standard Query Language to provide an effective permission system and to improve response times The following systems are used by the different InLoox PM editions InLoox PM edition Data storage Personal Via Microsoft SQL Server Compact Edition Data is stored in a file which normally carries the extension MDF SQL Server Database File Filename is InLoox mdf The file is located in the InLoox PM installation folder 293 InLoox xX InLoox PM edition Data storage Workgroup Server Database management systems supported for networked operation are and Enterprise Microsoft SQL Server all versions and editions of SQL Server 2005 2008 2012 and 2014 Server Oracle versions 11g 10g 9i 8i 8 0 including Personal Express and x64 editions MySQL version 5 0 Back up project data To back up all of your InLoox PM data you can use the correspondent tool producer A regular data accortding to the InLoox PM editions backup is carried out as follows InLoox PM edition Procedure Personal It is sufficient to make regular copies of the InLoox PM files on CD ROM or tape The data file which normally has the extension SDF SQL Server Database File must not be opened in any program The standard name of the file is InLoox mdf The file is stored in the InLoox PM installation folder Workgroup Sa
231. on and document management applications can still be used e Open an existing project or create a new one 1 Inthe project on the Start tab in the Section group click Documents TP Choose first the document folder path in the new project to store the new documents For more information see Create and change the document folder path 2 On the Edit page in the Edit group click New 1 Click the arrow on the button to open the context menu Select File Internet link or File link to link to you local data 2 By choosing File click and choose a document you want from the Open dialog box The document will then be displayed in the Document list on the Documents page 3 Or click Edit to edit the document 128 InLoox xX 4 On the side paneldo the following ka Basic Information 3 Path C Projekte 20 14 0003 Meda Consulting Chrysanthemur status Description A Links a New link Media analysis x Notificatons a E alas General information to the document on the Basic Information area 1 In the Path box enter a path or an internet link 2 Inthe Status field enter instructions e g complete or awaiting release 3 Inthe Notes field enter comments and remarks to the document TP InLoox PM provides you with the range of the formatting features For the detailed description see Create and change comments in the Customize comments section Links to other project items on the Links area Create
232. ons Open a project Choose an entry from the time tracking list and click Open Project in the InLoox PM group Create a new entry In the New group click New Entry In the Add to Project dialog box choose a project from the list and click OK In the New Entry dialog box fill out the fields Edit an entry Choose an entry from the time tracking list and click Edit in the Actions group In the Edit Item dialog box make the changes you want Create Reminder Choose an entry from the time tracking list and click Create Reminder in the Actions group Print the time tracking view Click Print to start the quick print feature of the time tracking view Search for the entries by using a filter In the Current View group click Filter Refresh All changes will be updated and the view reloaded via the Refresh button in the Current View group Issue a report Optionally you can also issue a report on this view by clicking Reports in the Reports group Record work times In the Extras group click Stopwatch 227 InLoox xX Features of the time tracking list The following features can be found in the time tracking list e Open an entry Double click on one item in the time tracking list or right click on the item to open the context menu and choose Open from the list e Group the time tracking list Draw the column name into the area above the list Features in the context menu The context menu provides you
233. onstraints of the activity Choose between Start or End 93 InLoox xX 4 The constraint As soon as possible is set up as default value for the Start and As late as possible for the End InLoox PM will automatically display the calculated date in the Time frame section 5 Choose below if you want to set your own date and the constraints In the drop down list choose between On No earlier than No later than Processing status of the activity in the Status area Define the progress or activate the done check box to display the processing status of the activity More information on the activity on the Advanced area 1 In the Location field enter a location 2 Inthe WBS code box enter a work breakdown structure code to identify activities and milestones in large projects In this case you can define the subsumption 3 You can use the field with the automatic WBS code in the project list Add a document to the activity 1 Click New link to add the document 2 Inthe Select Entry dialog box select one document from the list and click OK 3 The added document ist displayed in the Document area on the side panel Click it to open this document Click Delete symbol Xto remove it Sending a notification to a resource IMPORTANT All added resources receive automatically notifications about new edit or deleted activities In the area Notifications you can inform other resources e g project planner about ass
234. onsulting 2014 0006 InLoox PM Project casa pam i z meee A Search project p 27 ZEN gt x yr EA Copy fs l 1 Ey New Edit Delete Makas IA paste Open Sendas NewFolder Open Folder Favorite Email Edt Documents Z2 All Documents rs Yr Favorits a Basic Informabon x Project folder ICON FILENAME we HAS LINKS p MAARA Documents ath C Projects 20 14 0004 Manuais ad stebi msg v iii I Propositions Asset Overview ssx Eg J C Protocols a Aug_14 Protocol of Corporate Meeting docx H Description f Company Brochure docx y d Confirmation of fiat fee msg g Correspondence _Sponsors docx Y CS Links gt g Expose Competitor Analysis docx New link a InLoox_PM_Benchmark_en xisx Y g Kick Off Meeting pptx D Notifications FN a Mortgage Calculator dsx Y g Presentation Design Concept pptx q Quarterly Report docx A A Reply to project contract msg a Target Tracking xisx Protocol of the Corporate Meeting on August 14 2014 at the company s registered office Features on the Edit tab e Add new document On the Edit tab in the Edit group click New e Edit a document On the Edit tab in the Edit group click Edit to change the document e Remove a document On the Edit tab in the Edit group click Delete to remove the selected document from the document list on the right side e Add a document to the favorite folder On the Edit tab in the Edit group click Mark as favorite On the left in the document
235. oox in writing that it has received the aforementioned components and acknowledges them as binding in the legal relationship with InLoox noting the General Terms of Business and this EULA There are no important opposing reasons 5 All other acts of utilisation in particular leasing industrial sale unless explicitly stated otherwise by written reseller agreement authorised dealer agreement lease and distribution of any tangible or intangible property are prohibited without the prior written consent of InLoox InLoox notes that customers who violate copyright laws are liable for all damages that occur as a result of these copyright law violations 6 Any subject matter of the Agreement documents proposals test programs etc of InLoox to which the Customer gains access after conclusion of the Agreement shall be considered intellectual property and must be treated confidentially as a business and company secret of InLoox in accordance with 9 4 Contractual Obligation and Termination of the Agreement In the event of termination due to infringement of this EULA you are obliged to return or destroy all original versions and copies of the Software and all other components and to notify InLoox of the destruction in writing 5 Obligations of the Customer 1 In the event that you are a business owner you undertake to inspect all delivery items of InLoox immediately upon receipt of the goods in accordance with the regulation
236. opics Summarization Grouping Sortin Filtering Top N Formatting data Summarization To obtain numeric values that should be displayed within a dashboard item Dashboard calculates a summary function against the specified measure This topic describes how to specify which summary function should be calculated against a particular measure Summary function types The following summary functions are available Count The number of values excluding Null and DBNull values This is the only summary type that can be calculated against non numeric data Sum The sum of the values aa 201 InLoox xs Min The smallest value Max The largest value Average The average of the values StdDev An estimate of the standard deviation of a population where the sample is a subset of the entire population StdDev StdDevP The standard deviation of a population where the population is the entire data to be summarized 1 StdDevp X 7 n i Var An estimate of the variance of a population where the sample is a subset of the entire population ver Joo ar v n 1 L L VarP The variance of a population where the population is the entire data to be summarized 1 2 Varp X o n Changing summary type By default Dashboard calculates Sum for numeric measures and Count for measures that contain another type of data 202 InLoox xX You can change the summary
237. or cumulated by group 151 InLoox xX Element Description Actual expenses Actual expenses time tracking from the budget page time tracking Method Actual expenses time tracking are calculated automatically Time tracking items from the time tracking page multiplied by the group purchasing costs cumulated by group Actual expenses Actual expenses from the budget page except actual expenses time tracking Method Budget documents of actual expenses type are totalled and or cumulated by group Actual revenues Actual revenues from the budget page Method Budget documents of actual revenues type are totalled and or cumulated by group Chart type by group The chart type By group gives an ongoing comparison between the amounts management planning and budgets pages The list represents you all amounts cumulated by group Element Description All Cumulated revenues planned revenues actual revenues and expenses planned columns expenses actual expenses time tracking actual expenses per InLoox PM used group Method Expenses planned resources per group Expenses planned other per group Expenses actual time tracking per group Expenses actual other per group Revenues planned per group Revenues actual per group 152 InLoox xX Chart by date In the chart By date each row shows the cumulated revenues planned revenues actual revenues and expenses planned expenses
238. or one version of InLoox PM Personal 8 x Workgroup 8 x Enterprise 8 x e for a specific number of users and servers e for an unlimited time 303 InLoox xX WARNING Apply the following restrictions e nLoox PM Personal must not be used as a server e When the maximum number of named users has been reached InLoox PM will no longer function on any user on which it was last installed or started e The license manager on the terminal server counts the number of active users for whom InLoox PM has been licensed InLoox PM monitors the permissible number of users The following message is displayed to indicate that there are too few licenses The maximum number of users has been reached It is not possible to use InLoox PM Please check the license key or ask your system administrator The following procedure makes initially sure that only those active users on which InLoox PM is currently installed are counted 1 On the Outlook Ribbon click the File tab 2 Click InLoox PM Options in the navigation pane NOTE In Outlook 2007click Extras in the InLoox PM Toolbar then click Options 3 Under License key click License key IMPORTANT The License key in the options will only be displayed if you have administrator permissions 4 On the InLoox PM master licenses area choose a license key from the list and click Delete Click OK or Apply If the error message persists InLoox PM must be removed from the excess clients or
239. ord existing and new emails 1 Open an email from your personal Outlook inbox or any other folder by double clicking it 2 Select a project from the quick access panel on the right side next to the email TIPS Use the filter to search for the project For more information see Search and find projects in the Use filters section Use the Recent projects button The drop down list displays projects you opened recently organized by numbers Use the Search projects field to find the needed project information and click the ENTEr button Use the filter feature to quickly reach the needed data from each column For more information see Search and filter in a project Click Clear selection amp if you want to remove the selection 3 Inthe Add Document to Project area you can choose from the following actions Activate the Create new time tracking entry check box in order to add a new time tracking entry to the project Time tracking entries are the records of time spent for a project e g for 253 InLoox xX work carried out TP By clicking OK the New Item dialog box will be displayed Fill out this dialog box with the required information For more information see Create and edit a time tracking item Activate the Add to document store control box With this option you can assign any email attachments files to a project 1 In the Operation drop down list choose between Item including att
240. ords of both modes are added The example below illustrates a common configuration The role team may read projects and read budgets All other roles are ignored for the sake of clarity The user account Gordon Newman is authorized to edit projects and edit budgets TP For more information about permissions see List of permissions Gordon Newman is part of the team in the project Product Development There are three other projects in which Gordon Newman is not involved and therefore does not have the role team Consequently these permissions apply to Gordon Newman 282 InLoox xX Permission Mode Remarks He may read and edit the project Product Development He may also read and edit budgets in this project Gordon Newman has these permissions in all projects in which he is in the team role Gordon Newman cannot see any projects in which he is not a team member He does not have the permission to read projects which is a prerequisite for all other permissions Thus Gordon Newman has no permissions for any other projects The following permissions apply to all other team members involved in the project Product Development They may read the project Product Development and read but not edit budgets They do not have the permission record of the account Gordon Newman Persons who are team members in other projects than Product Development can see in contrast to Gordon N
241. orkdays GP invite offers for press 3 10 201 3 12 20 p 4 Financing 3 3 2014 3 10 20 00 00 Hours Minutes HE gt 14 ri f E Credits 3 3 2014 3 6 20 ne poe i 4 Sponsors 3 6 2014 3 10 20 i GB Contact new sponsors 3 6 2014 3 10 20 As soon as possible Implementation 3 7 2014 3 7 201 O Aslateas possible The new user interface makes editing project data easier than ever Edit information directly in the context sensitive side panel without opening a single dialogue Speed up your project work Q Mode Sequential number Progress Checked by Board of Directors yj InLoox PM 8 makes your life easier and accelerates the editing of project information You can dynamically reload new data and immediately see changes without leaving the project Organize custom fields as needed and select a display name for them Print assistant Y a a 2 Q meum h y A A aap Print Print To 4 1 2014 v Columns Scaling Watermark Export E Mail Close print immediately i tor as preview Printing Print Range Table m SetupPage m Background Export Close svar eno 2 28 201 3 20 20 omv a gt Kaon 2 28 201 2 28 20 February 28 ma BD assignauties 2028 201 3 3201 E Market Research 3 4 2014 3 12 20 i h 158 InLoox X aa ee ee Use the improved print view in the planning mind map and resource overview section to scale and format print d
242. ou can choose whether to use the default text or specify a custom string f the dimension in the Arguments section contains numeric data the Chart can create either a continuous X axis or a discrete X axis Specify the needed type in the contaxt menu for the argument on the Data Item pane Click Y Axis Settings to invoke the Y Axis Settings dialog The dialog contains the following settings o Show grid lines Allows you to hide and show grid lines for the Y axis o Show Y axis Allows you to hide and show the Y axis o Always show zero level Specifies whether or not the axis zero level is visible If this option is unchecked the visible axis range is defined based on the values plotted in the chart o Show title Allows you to hide and show the Y axis title You can choose whether to use the default text or specify a custom string A Legend is an element of a chart that identifies its series You can specify whether or not a chart should display a legend In the Designer use the Show Legend button in the Legend group To specify the legend s position and orientation select one of the predefined options from the gallery in the Design Ribbon tab 184 InLoox xX e The Chart dashboard item supports different types of series from simple bar and line charts to candle stick and bubble graphs To switch between series types in the Designer do one of the following Click an options button near a required data item o
243. ou find a list of different views of the project list You can also save new views or manage the existing ones Choose whether you want to make it visible for all users or only for yourself Reports With the push of a button the report designer issues reports such as project summaries budget lists expense reports and plan actual comparisons in a variety of file formats like Microsoft Excel Microsoft Word HTML PDF and many more You can customize your personal report by data filtering Stop watch InLoox provides you with this feature to record simply all your working times that you spend on project workpackages Start the stop watch when you start to work on a project related task When you are done you can stop the stop watch and post the working time effort directly to the respective project Show workpackage list displays your personal work package overview All open workpackages are generated from the project plan Log on as InLoox PM enables the external project partners which don t have Windows user account in the corporate network to logon to InLoox PM As an InLoox PM user you can choose between Windows and InLoox Authentication Help Click Help to get help information and find useful topics on how to manage and optimize InLoox PM The InLoox PM help provides you with further information and tips on how to edit projects You can either browse or search for help topics and index entries by using the InLoox PM
244. ou to specify an expression that will be used to obtain calculated field values Here you can construct the required expression 3 After the expression has been specified click OK This displays a new calculated field in the data source structure 4 Now you can specify the required calculated field type change its default name etc Editing a calculated field To edit a calculated field use its context menu This menu contains the following items Item Description Edit Invokes the Expression Editor dialog which allows you to change an expression for Expression an existing calculated field Field Type Specifies the type of the calculated field 176 InLoox xX Rename Changes the calculated field name Delete Removes the existing calculated field from the data source Using dashboard parameters You can use dashboard parameters when it is necessary to pass data of a certain type to a dashboard e g to pass a specific value to the data source filter string or a calculated field The topics in this section describe how to use dashboard parameters Creating parameters Passing parameter values Providing a user interface for requesting parameter values Creating parameters This topic explains how to create a new dashboard parameter and specify its settings To create dashboard parameters in the Dashboard Designer do the following 1 Click the Parameters button on the Ribbon s Data Source tab 2 Inthe
245. ource o Via Drag amp Drop you can also remove the selected division and team back to the side panel o Show and hide resources in the utilization overview by clicking Planning symbol el NOTES Information from the free busy feature of Microsoft Exchange Server cannot be opened at any time for any time period for external resources in the offline mode for internal resources 222 InLoox xX Context menu of the resources The context menu provides you with almost all basic features that can also be found on the InLoox PM Ribbon namely Add Resources Delete Resources Reset View Show Exchange Calendar Show Workload Labels and Show Completed Activities It also provides features of the workload diagram like Expand and Collapse All Groups Show Details Right click in the resource list or the workload chart to open the context menu gt Show Details A Reload Overview E Expand All Groups E Collapse All Groups amp Exchange Calendar FS Workload Completed Activities Change the colour scheme of the resources Any user can individually change the colors used in the resource overview 1 Open the dialog box InLoox PM Options 2 Click Planning in the navigation pane and then click Planning details Below you find the Color Management area 223 InLoox xX Options gt General Options Permissions m More options Mind Map 3 i Work Packages Activity flag can be setin time tracki
246. ovider combo box The Data Access library supports more than a dozen different data providers including MS SQL Server MS Access Database Oracle and MySQL 2 The other settings on this page depend on which data provider is used Typically you will need to specify the server name or the path to the database file the user credentials and the database name 3 Finally specify the name of the new connection in the Connection name field and click Next 4 Finish On the last page you can select a table or a view The data from the selected table or view will be used in your application 1 Click Finish to close the wizard Optionally you can run the Query Designer which will help you populate the new data source with data To do this check the Open Query Designer after closing the wizard check box before finishing Creating a data source in OLAP mode Connect to an OLAP Server To bind to an OLAP cube in a Microsoft SQL Server Analysis Services database do the following 1 On the first page enter the data source name and click Next 2 Onthe next page select Microsoft SQL Server Analysis Services from the Provider combo box 1 Specify the server name and user credentials and select the catalog and cube name 2 Next specify the name of the new connection in the Connection name field and click Next 3 On the last page click Finish Composing a data source InLoox PM Dashboard provides the Windows Forms control that
247. owing Group by one of the column header by clicking on it and dropping to the group field above the columns Click on column header and drop it to the column headers of the list to resert the grouping Work package side panel You have always an overview of all work packages with the Work package side panel no matter from wich Outlook folder you works This way you can open the Work package side panel Click InLoox PM tab on the Outlook Ribbon and then Show Work Package List in the Extras group NOTE In Outlook 2007 the work package list is automatically displayed if you are added as resource to the work package click You can find the following features on the side panel e A click on the empty space in the work package list invokes the Ribbon menu e Adouble click on the entry from the list invokes the Work Package Details dialog box NOTES The description of all these features from the Ribbon van be found in the upper section The description the Work Package Details dialog box can be also found in this section e Group work packages For the best overview you can group the work packages Do the following Group by one of the column header by clicking on it and dropping to the group field above the columns Click on column header and drop it to the column headers of the list to reset the grouping e Search work packages Use the Search feature above the work package list TIP Use the filter feature to quickly reach the n
248. ox PM Options 2 Under Budgets click Templates and then Budget templates On the right side you will see the Budget documents area New NAME TYPE CREATED SY VISELE FOR ALL USERS Documents Ede Expenses materia Revenues planned Fita Meyer Budgets Posiboring Expense actual Rita Meyer eas Deiete Services Experse actual Rita Meyer Budget postons penalsaston Experse actual Bite Meyer Budget statuses Tratreng course Revenues planned Rta Meyer 3 Do one of the following Add anew budget document template by clicking New o Inthe New Budget Document Template dialog box choose a budget type in the Type drop down list o Select the Visible for all users control box if you want to have this option o Type anew name in the Name field o You can add a position by clicking New Change the budget positions list by clicking Edit Delete Up or Down Click OK after you made all changes you wanted TIP For the detailed description about the features in the dialog box see Create and edit a budget position Edit the already existing budget document template in the Budget documents list Choose one from the list and click Edit In the Edit Budget Document Template dialog box you can make changes you want see the first point Remove the budget document template from InLoox PM by clicking Delete 142 InLoox xX 4 Click OK or Apply to save the changes in InLoox PM NOTES e The name of each budget document templ
249. parameter values In this topic you will learn how to pass parameter values to a dashboard Filtering You can filter a data source or apply filtering to a specific dashboard item according to the current parameter value using the Filter Editor In the Filter Editor you can compare a field value with the following objects e A static value represented by the icon Click this button to switch to the next item mode another field value to compare the field value with another field value e Another field value represented by the icon Click this button to switch to the next item mode parameter value to compare the field value with a parameter value 178 InLoox xX e A parameter value represented by the icon Click this button to switch back to the initial mode static value to compare the field value with a static value Thus to compare a field value with a parameter value click the button then click the button Calculated Fields You can use parameters when constructing expressions for calculated fields A parameter is inserted into the expression using the Parameters prefix To see a list of available parameters click Parameters in the Expression Editor dialog Custom SQL Queries You can include parameters in a data source custom SQL query in the Query Designer To do this use the parameter name For instance you can include a parameter to a WHERE clause or to a stored procedu
250. pen an existing project or create a new one 2 Onthe Management page in the Comment box type the comment you want to leave Enter here for example the project objective the order type or internal remarks You can format your text comment and add hyperlinks symbols and images Please find the complete instruction in the Customize a comment area below Click Post Comment IMPORTANT As soon as you save your comment with this command you cannot edit it again Now you see the saved comment in the list below Notes Please request a paper sample in advance Notify v Rita Meyer Gordon Newman The following print shops should be considered e www cheap print com e www printshop com e www online printing com gt Please request quotations a Post comment a S x 51 InLoox xX TIPPS e You can send your comment via email to the project manager or team member 1 Click Notify in the lower end of comments 2 Select a contact from the Address Book dialog box and click Select Click OK 3 You can also use the quick selection by clicking arrow in the Notify field In the drop down list select the resources which have been added to the Staff area of the Management project page For more information about adding a staff see Add project team members e Click the arrow on the right to open it e On the View tab in the Common group click Expand or Collapse in order to open or close the
251. project Copy with the keyboard shortcut STRG C Copy with the context menu by right clicking on the project Choose Copy from the list Copy via the Copy button in the group Actions on the Home tab in the InLoox PM Ribbon 4 Paste the marked project by using one of the following actions Via the keyboard shortcut STRG V via the context menu or via the Paste button in the group Actions on the Home tab in the InLoox PM Ribbon NOTE Please choose another project number for the copied project in order to edit it See Set a project name and a number for more information Delete a project 1 Click Project list in the InLoox PM Ribbon to switch to the InLoox PM project list Choose the project from the project list that you want to delete In the InLoox Ribbon on the Home tab in the Delete group click Delete or right click on the project and choose Delete Project from the context menu Copy and delete projects in Outlook 2007 You can copy or delete selected projects in the project list The description below explains how to do it Article content Copy a project Delete a project 32 InLoox xX B Copy a project 1 Click InLoox Folder in the InLoox Toolbar to switch to the InLoox project list 2 Choose the project from the project list that you want to copy 3 Use one of the following actions to Copy with the keyboard shortcut STRG C Copy with the context menu by right clicking on the pr
252. projects 1 To open the project list do one of the following Click Projects on the Outlook Ribbon to switch to the list of all available projects in InLoox PM Click Projects at the bottom of the screen and then click Projects in the tree structure on the left PROJECT NAME NUMBER CUSTOMER NAME 4 MANAGER Max Schiller Product Launch 2014 0004 Seller GmbH 4 MANAGER Carina Wimmer Trade fair stand 2014 0010 Zapf Collection NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Do one of the following to add a new project n the InLoox PM group click New Project 19 InLoox xX Double click on an empty field in the project list Keyboard shortcut Press F2 in the project list to create a new project in InLoox PM 3 Enter a project name and further information on the project 4 Asacreator you will automatically be added as project manager TP The customer list contains the preselection of all companies that participate in an InLoox PM project For more information see Assign a division customer and category 5 Inthe project on the Start tab click Save and Close after you entered all required information TIP Choose this way of ctreating only if you have the Create projects permission To learn more see Set up permissions and List of permissions Create a project request 1 To open the project list do one of the following Click Projects on the Outlook Ribbon to switch t
253. r a placeholder in the Values section In the invoked Series Type dialog select a required series type and click OK Use the Series Type gallery in the Design Ribbon tab Master Filtering Dashboard allows you to use any data aware dashboard item as a filter for the entire dashboard Master Filter TP To learn more see the Master filtering topic that describes filtering concepts common to all dashboard items The Chart dashboard item supports filtering by argument or series values e When filtering by arguments is enabled an end user can click series points to make other dashboard items display only data related to selected argument values Click the Arguments button in the Data Ribbon tab e When filtering by series is enabled an end user can click a series point to make other dashboard items display only data related to the selected series Click the Series button in the Data Ribbon tab Drill Down The built in drill down capability allows end users to change the detail level of data displayed in dashboard items on the fly To learn more see Drill Down The Chart dashboard item supports drill down on argument or series values e When drill down on arguments is enabled an end user can click a series point to view a detail chart for the corresponding argument value Drill down on arguments requires that the Arguments section contains several data items from the least detailed to the most detailed item Click Arguments in
254. r more information on how to create an InLoox PM account see Create an InLoox PM account 1 Select the permissions for the respective user from the Permissions list TP For more information about permissions see List of permissions 2 Click OK e Edit user permissions Choose one user from the list and click Edit Click OK after you have made all changes you want e Remove user permissions Choose one user from the list and click Delete Set role based permissions Please follow these steps to set role based permissions NOTE Role based permissions are only active if there is at least one user based administrator permission 1 Inthe Options dialog box in the Role based permissions section click Edit to change the selected role based permission 2 Select the permissions for the role from the Permissions list 3 Click OK 284 InLoox xX a ea ee ee List of permissions The following permissions apply to InLoox PM Workgroup Server and Enterprise Server Permissions for the actions listed can be assigned to users or roles Description Create projects Create project request Release project request Read projects Access list Access mind maps Access work packages Permission User has the right to create new projects With this permission the user can add a new project request for the release in case he does not have project permissions Right to release the created project req
255. r more information see Generate personalized views You can customize a status For more information see Change the project status e Start and End Select from the calendar a date for the project start or its end The current date is preselected when creating a new project The end date must not be earlier than the start date NOTE The display of the project depends on the project start and end Change the project status The status defines different project states and degrees of completion You can find the project status in the project on the Management page in the Schedule area You can define as many project statuses as you want in the InLoox PM options and connect them to the project progress expressed as a percentage This is how you do it 1 Open the dialog box InLoox PM Options 2 Under General options click Project statuses On the right side you will the Project statuses area 49 InLoox xs Options General Options Project number WE Project statuses Customers o Groups Categories Divisions More options NAME PROGRESS Abgebrochen 100 Ferbggestellt 100 In Bearbeitung 0 Work Packages e gt Elf 3 Do one of the following Create a new project status by clicking New In the New Project Status dialog box enter a name and a progress in The progress is a percentage figure i e an integer between 0 and 100 Edit the existing project status Choose one stat
256. rPoint 2013 i New Tas P Getting Started J Paint 3 Connect to a Projector P Windows Fax and Scan gt All Programs 2 InLoox PM is integrated directly into Microsoft Outlook and is always available with one click 13 InLoox X ae ae ee HOME SEND RECEIVE FOLDER VIEW INLOOXPM 6 Qa u sie Up x Junk New New Projects Recent Addto Esi Delete Reply Re Email Items Projects Project i New Inloox PM Delete Open InLoox PM by clicking the InLoox PM tab in the Outlook Ribbon 3 Then click Projects in the Common group on the InLoox PM Ribbon E tome SEND RECEIVE FOLDER VIEW INLOOXPM i 0 mee Rann BO Projects Recent Addto Dashboard Projects Work Resources Time Timeline Views Reports Stopwatch Work Help Projects Project Packages Tracking Package List Common Views More 4 Click New Project in the New group to enter the basic data for your first project with InLoox START SEND RECEIVE FOLDER VIEW INLOOXPM 1 AG fa a wf u Ei 34 7 a E New New New Open Recent Mark as Categorize Change AI Email Rems Project Project Projects Favorite Status New InLoox PM Tags 5 Complete the displayed Management form with your project data s i e E a New Inloox PM Project fe start EDIT vew REPORTS a a Anal GA f ER D amp AM Saveand Management Lists MindMaps WorkPackages Planning Time Tracking Documents Budgets Budget Close Overv
257. ranties require a written statement from InLoox company management 4 The Customer is not entitled to receive a license for the source program 5 InLoox renders all deliveries and services in accordance with the state of the art 6 InLoox reserves all rights which are not explicitly mentioned in this EULA 7 If the Software is marked Not for resale or Nicht zum Weiterverkauf bestimmt in any way it may neither be resold nor transferred 297 InLoox xX 8 The Software may then be exclusively installed on a network server if the License purchased by the Customer is explicitly designated as server license A server license entitles the Customer to operate one database one set of logically related data on one database management system 9 In the event that the Software is used in a network the Customer must ensure that there is a License for each data processing unit and or each named user having access to the server and the possibility to use the Software The Customer must prevent that two or more individuals gain access to the Software sharing one named user License 10 If the Software is marked Corporate License or Unternehmenslizenz the Customers is entitled to deploy or provide the Software to an unlimited amount of users within Customer s organization The restrictions of 2 8 and 3 shall remain in effect In addition the Customer agrees to sign a Software Service Agreement for
258. rd items on the fly To learn more see Drill Down The Pie dashboard item supports drill down on argument or series values e When drill down on arguments is enabled an end user can click a pie segment to view a detail chart for the corresponding argument value Drill down on arguments requires that the Arguments section contains several data items from the least detailed to the most detailed item Click Arguments in the Data Ribbon tab e When drill down on series is enabled an end user can click a pie to view a detail chart for the corresponding series Drill down on series requires that the Series section contains several data items from the least detailed to the most detailed item Click Series in the Data Ribbon tab 187 InLoox xX Gauges Data sections in the gauges DATA ITEMS Gauges 1 Actual Target Series Gauges the section contains data items used to calculate values displayed by gauges Data items are arranged in containers Each data item container can hold two data items The first item contains actua data and the second item optional contains target data If both items are provided gauges show the difference between actual and target values Series the section contains data items whose values are used to label gauges Layout All buttons for customizing are on the Design tab Design a sues E m A U amp Mm A KR i a Auto Arrange Arrange in Arrange Ful Grailer Half Crodar
259. re Providing a user interface for requesting parameter values The dashboard provides a built in Dashboard Parameters dialog which provides the capability to change dashboard parameter values This dialog is created automatically depending on the parameter type and visibility settings 1 To invoke the Dashboard Parameters dialog in the DashboardViewer click the Parameters Ly button in the dashboard title Depending on the dashboard parameters enabled this invokes the following dialog This will invoke the following Dashboard Parameters dialog F Dashboard Parameters meom 2 Select the required parameter values in the Dashboard Parameters dialog and click the Submit button to apply the changes 3 To reset changes to the default values click the Reset button 179 InLoox X E Creating dashboard items Dashboard items represent elements from the Ribbon used to visualize data within the Dashboard in various ways Adding dashboard items To create a dashboard item in the Dashboard Designer click the corresponding button in the Ribbon 2H OOH O im Grid Chart Pies Gauges Cards Choropleth GeoPoint Range Image TextBox Map Filter Insert This creates an empty dashboard item and displays required data sections to bind this item to data DATA ITEMS Pivot 1 Value Grand Total Grand Total Column Row This section describes the available dashboard items Choropleth map Geo point map
260. re described in this chapter NOTE In this program section you are also able to define purchase and selling prices These are used on the Budget page for example to prepare time tracking entries recorded on the Time Tracking page for billing To manage groups do the following 1 Open the InLoox PM Options 273 InLoox X B E 2 Under General options click Groups On the right side you will see the Groups area e e gt Emails Templates 3 Do one of the following Create a new group by clicking New o In the New Group dialog box in the Name field type a group name o Inthe Purchase price and Disposition price fields enter the prices you want o Click OK The existing groups are displayed in the Groups list according to the order in which they appear in the InLoox PM projects Double click the entry that you want to change or click Edit Select a group you want to remove from the list and click Delete You can change the groups order by clicking Up and Down The selected group will be moved one position upwards or downwards 274 InLoox xX In the Currency area in the Symbol field type a currency symbol which is supposed to be used for amounts of money system wide e g or CHF In the Digits field type the number of digits fractional digits that is supposed to be used system wide TIP Use the filter feature to quickly reach the needed data
261. redefined options from the gallery in the Design Ribbon tab Providing maps Dashboard ships with a set of default maps showing various parts of the world The following maps are included e World Countries a world map e Europe a map of Europe 190 InLoox xX e Asia a map of Asia e North America a map of North America e South America a map of South America e Africa a map of Africa e USA a map of the USA e Canada a map of Canada As an alternative use the corresponding command in the map context menu Dashboard uses a Shapefile vector format to provide custom maps Commonly this format includes two file types To open an existing shapefile use the Load Map or Import Map button in the Ribbon In the invoked dialog locate the required shp file Map attributes After you select the default map or a custom map you can view supplemental information such as the name of the country state etc To do this click the Options button next to the Attribute data item In the invoked Map Attribute Binding dialog click Preview The table in the dialog displays the available attributes for the current map Each set of attribute values is related to a specific map shape Map coloring The Choropleth Map dashboard item colors map shapes depending on the provided values The Choropleth Map automatically selects palette and scale settings to color map shapes If you need to customize these settings click the Optio
262. rganized in the More submenus 0 ClosedDate Year v 0 9 Argument ab Sort Ascending di Sort Descending Sort by b Name op N Y Year Series Quarter Month HIDOEN DATA ITEMS Day More b Month Year Dimension Quarter Year Day Month Year More b First team member Count Format Default Sorting The Dashboard allows you to easily change the sort order of values within a dashboard item You can also enable sorting by parameter values Changing Sort Order The sort order of dimension values is indicated with an arrow Name To change the sort order in the Designer click the data item You can also toggle sorting from the data item menu 205 InLoox xs Name v Series uty Sort Ascending JZ Sort Descending Sort by gt HIDDEN DATA ITEMS Top N W No Grouping Dimension Alphabetical Sorting by Parameter Values Dashboard allows you to sort dimension values by a specific parameter represented by a measure To enable sorting by measure in the Designer use the Sort by submenu in the dimension s menu Filtering Dashboard allows you to apply filtering to each individual data aware dashboard item This topic describes how to enable and reset filtering Apply filtering To configure filtering in the Designer select the target dashboard item and do one of the following e Click the Edit Filter button in the Data tab e Right click on a dashboard item and select Edit Filter from its context menu This
263. riod To hide the calendar deactivate the option Display Exchange calendar e Today s date is shown by a vertical yellow day line e A click on the arrow left from the element displays the workload details These include the work packages and activities to which the resource is assigned and e A double click on an element opens a Details dialog box e A click on an element displays a graphical overview of the workload data within the defined period e The details will be displayed if the cursor is moved over a bar 225 InLoox xX 00 00 Start 02 11 2011 08 End 07 11 2011 08 00 00 Duration 15 days e The percentage indicates the workload of the resource The time period and duration display the length of the workload e A yellow field indicates that a resource is occupied but not over allocated in the specified time period e Ashaded yellow field indicates that a resource is over allocated in the specified time period TP You can edit several entries in the load chart at the same time by clicking the respective entries while holding down the CTRL key Then right click to open the context menu and perform the required action Time tracking view Topics Adjust the time tracking view Create a reminder Record personal time efforts with the stop watch Adjust the time tracking view The time tracking enables you to create time tracking entries without opening a project and provides you with
264. roject Group With this feature you can connect the plans of interdependent projects to identify cross projects dependencies and resource bottlenecks Work with the Gantt chart Get a visual overview of upcoming tasks and the utilization of resources InLoox PM provides you with different features to adjust the Gantt chart in a quick and comfortable way IMPORTANT If you have no reading permissions you cannot see planning elements in the Gantt Chart Article content General features of the Gantt chart Description of the symbols General features of the Gantt chart The following features for changing and editing the planning can be found in the Gantt chart e Edit a planning element directly in the planning list You can change the name and the time frame of the element directly in the planning Click on the planning element row that you want to change and enter the new values e Change the position and duration of planning elements Press CTRG and drag the predecessor successor relationship between activities and milestones with the mouse e Define the duration and work load of the work package Use the Work duration and Workload fields in the planning list 88 InLoox xX The Work duration field displays the planned duration It can be set by project planer The Workload field displays the actual duration of the work package A resource can edit it The project planer can be informed about actual durat
265. rom the list and click Delete Save a template in your local data e g to send it to other users Click Export and choose a local storage location on the Save Mind Map Template dialog box to save the template Click Open Load a template from your local data Click Import and choose a template in the Load Mind Map Template dialog box then click Open Click Download to download the mind map templates from the InLoox website 4 Click OK or Apply to save the changes in InLoox PM Planning Work with the planning InLoox PM facilitates to edit your project planning in a time saving way Combine project planning with the work packages for the detailed project planning Create project groups to overview the deadlines and resource capacity over the projects Find out more about the features on the InLoox PM Ribbon that allow you to create and edit the planning 83 InLoox xX REE ee Planning In the project on the Start tab click Planning to open the Planning page On this page you will find the following features Article content Features on the Edit tab Features on the Reports tab Features on the View tab Features on the Templates tab Features on the Settings tab Features on the Edit tab e Create and edit an activity To create a new activity click on the Edit tab in the Edit group New activity To edit an already existed activity select an activity from the planning list On th
266. rom the list and click Rename In the Rename Planning Template dialog box in the New Name field type a new name for this template and click OK Remove permanently one template from InLoox PM Choose one template from the list and click Delete 113 InLoox X Save a template in your local documents Choose one template from the list and click Export Load a template from your local data Click Import and choose a template in the Load Planning Template dialog box then click Open Click Download to download a planning template from the InLoox website 4 Click OK or Apply to save the changes in InLoox PM Time tracking Work with the time tracking Time Ti In the project in the Start tab in the Section group click Time Tracking to open the Time Tracking page On this page you find the following features ART EDIT VIEW REPORTS ST i P X Ea copy gt a Ne W Edit Delete ifj Paste Flag Create z Reminder Time Trac Edit PERFORMEDBY a DESCRIPTION ACTIVITY FLAG 4 PERFORMED BY Gordon Newman 10 5 h Cooperation partner research Research gt Analysis completion Competitor analysis Correcting the info brochure Information brochure Features on the Edit tab e Add anew time tracking entry On the Edit tab in the Edit group click New 114 InLoox xX e Edit a time tracking entry On the Edit tab in the Edit group click Edit to add furth
267. rom the project list and open it by double clicking it NOTE In Outlook 2007 click the InLoox PM Folder in the InLoox PM Toolbar Then double click the respective project in the project list 2 Inthe project on the Start tab in the Section group click Planning Click the planning element that is supposed to be synchronized On the Edit tab in the Actions group click Synchronize With Outlook Task With Outlook Calendar A new Outlook element will be created in the Outlook task list or the Outlook calendar Synchronize with the task list the calendar out of the InLoox PM workpackage view or pane 1 This is how you can synchronize your Outlook task list or your Outlook calendar directly out of the InLoox PM workpackage view or pane Click the InLoox PM tab and then Work Packages in the Views group NOTE In Outlook 2007 the workpackage list is displayed automatically in the Outlook calendar and task list as soon as you have been added as a resource to the respective workpackage Click the InLoox PM tab and then Work Package Pane in the Extras group 2 Select the workpackage from the list that is supposed to be synchronized 3 Select Synchronize With Outlook Task With Outlook Calendar in the Actions group A new Outlook element will be created in the Outlook task list or the Outlook calendar InLoox PM items in the Outlook task list the Outlook calendar The respective Outlook item now is synchronized with the
268. roup e Refresh Via the Refresh button in the Current View group all changes will be updated and the view will be reloaded e Filter the important project information Click Filter in the Current View group e Define an early warning system Click Conditional Formatting in the Current View group Now you can highlight columns according to personalized rules e Create a new project list view Click Save in the Current View group after you have adjusted the project list e Reports You can Create Reports or view the Saved Reports in the project list by clicking Reports e Work Package Pane Provides you an overiew of the work packages on the side panel no matter wich Outlook folder you now use Project list features The following features can be found in the project list e Open a project Double click on one item in the project list or right click on the item to open the context menu and choose Open Project from the list e Create a new project Double click on an empty space in the project list or right click there to open the context menu and choose New Project from the list TP For more information see Create a project e Find quickly projects with the same initial letters Press the respective letter on your keyboard and switch to another project with the same initial letters in the name Features in the context menu e The context menu provides you with almost all basic features that are also available on the InLoox Ribbo
269. rror occurred while executing the command definition See the inner exception for details Stack Trace Server stack trace at System Data Entity Core EntityClient Internal EntityCommandDefinition ExecuteStoreCommands EntityCommand entityCommand CommandBehavior behavior at System Data Entity Core Objects Internal ObjectQueryExecutionPlan Execute TResultType ObjectContext context ObjectParameterCollection parameterValues at System Data Entity Core Objects ObjectQuery 1 lt gt c__DisplayClass3 lt GetResults gt b__2 at System Data Entity Core Objects ObjectContext ExecutelnTransaction T Func 1 func IDbExecutionStrategy executionStrategy Boolean startLocalTransaction Boolean releaseConnectionOnSuccess at System Data Entity Core Objects ObjectQuery 1 lt gt c__DisplayClass3 lt GetResults gt b__1 at System Data Entity SqlServer DefaultSqlExecutionStrategy Execute TResult Func 1 operation at System Data Entity Core Objects ObjectQuery 1 GetResults Nullable 1 forMergeOption at System Data Entity Core Objects ObjectQuery 1 lt System Collections Generic lEnumerable lt T gt GetEnumerator gt b__O at System Data Entity Internal LazyEnumerator 1 MoveNext at System Ling Enumerable lt Distinctlterator gt d__81 1 MoveNext TP You can of course also contact our support directly in the usual way Please make sure to have the contents of the exception dialog box to hand For more information on how to contact t
270. rt Import group click Send Template by Email to send a mind map e g to your colleagues Features on the Reports tab e Create a report On the Reports tab in the Create group click Create Report to load the mind map data as a report Features on the Format tab e Format the mind map On the Format tab in the Format group you can customize font background and frame color of the selected node e Format the child node On the Format tab in the Format group click Assign Format to Child Nodes to apply the selected format of the mind map to the child nodes e Add a symbol to the node Select one node from the mind map and choose symbol from the Symbols gallery view on the Format tab in the Symbols group e Add or delete a picture to from a node Select a node and then click From File to select a picture Click Remove to delete it Create a mind map On the mind map page of the project you can collect and organize ideas and information visually In a mind map you always have all ideas concepts and drafts at a glance 1 Open an existing project or create a new one 2 Inthe project on the Mind Maps page you find a new mind map In the Edit tab in the Mind Map group click Edit Mind Map to assign a name You can also add a new name by right clicking the mouse and then clicking Edit Mind Map in the context menu 3 In the Edit Mind Map dialog box in the Name field type a name for your mind map 75 InLoox xX F Edit M
271. ry list e The category list is consistent across all workstations This saves manual reconciliation effort between the individual workstations e The list can only be maintained by the InLoox PM administrator which ensures that only standard categories are available To manage a category do the following 1 Open the InLoox PM options 46 InLoox xs a ee Red 2 Under General options click Categories On the right side you see the Categories area E Options General Options Project number Ha Categories Project statuses E Customers eman New nave g Categories Wiederkehrendes Projekt i Divisions Schl sselprojekt e etn TER Ej Permissions 3 Do one of the following Insert a new category in InLoox PM by clicking New In the New Category dialog box in the Name field enter a new name Change the name of an existing category Choose one category from the list and click Edit Remove a category from InLoox PM by clicking Delete 4 Click OK or Apply to save the changes in InLoox PM WARNING Effects of editing or deleting a category e The renaming of a category takes immediate effect in all related projects e The deletion of a category takes immediate effect in all related projects Add a picture to a project 1 Open an existing project or create a new one 2 On the Management page in the Project area click picture symbol or click the Edit tab and then Pictur
272. s NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar to open the project list e Sort the information in the project list Click on a column by which the project list is supposed to be sorted The project list will be displayed according to your choice Click in the column to sort in rising or in descending order by clicking e Group the projects according to the selected criterion Click on a column e g Status by which the project list is supposed to be grouped Drag a column into the area above the column headers The project list will be grouped by the selected criterion Reset the grouping via Drag and Drop into the project list e Add more information to the project list Use the Choose fields feature to organize the project list by selected information Right click on the project list to open the context menu Click Choose fields in the context menu On the Choose fields dialog box click the field you want to add and drag it into the column headers NOTE Reset the fields via Drag and Drop into the project list e Define individual fields You can implement the workflows for all users with this feature Example The development department staff only sees projects with the status Development If the status changes to Bill the project becomes visible to accounting staff for other persons the project remains hidden 270 InLoox xX aaa ee ee Create custom fields InLoox PM 8 allows you
273. s In the Actions group click Save and close Send an email notification to the contact In the Actions group click Email notification NOTE You will find these commands as well as the command Save on the File tab 7 On the Contact tab in the Permissions group you can allow this contact to log in and assign the basic permissions TP For more information on how to create an account see Create an InLoox PM account IMPORTANT e The contact management must be activated in the InLoox PM options in order to create new contacts For more information see Activate the contact management e The Contact dialog box for already saved contacts also contains the Projects assigned with this contact area There you see all projects to which this contact is assigned The standard grouping is set according to the project roles Authorize InLoox PM contact InLoox PM enables project managers to provide InLoox PM contacts with the necessary authorizations The InLoox PM contact can be for example allocated as a resource in a project and be notified of upcoming project tasks 1 Activate the contact management in the InLoox PM options 2 Now you can add new InLoox PM contacts 3 Create a new InLoox PM account in the InLoox PM options 235 InLoox xX 4 Set user based permissions for the created InLoox PM contact Optionally you can set the permissions in the project on the management page 1 Open an existing project or cre
274. s Line and Area series types Design 4S ewe Une Stacked Full Stacked Area Stacked Full Stacked Line Line Area Ares Senes Type To switch between series types in the Designer do one of the following e Use the Series Type group in the Design Ribbon tab e Click the options button next to the required data item in the Values section In the invoked Series Type dialog select the required series type and click OK The Range Filter supports the following series types Line Stacked Line Full Stacked Line Area Stacked Area and Full Stacked Area Image Use the Image dashboard item to add static images to a dashboard Loading an image To load an image into a dashboard item use the Load Image and Import Image buttons in the Ribbon or commands in the context menu Load Image and Import Image respectively Design sl Load Image Import Image Open These commands invoke the Open dialog which allows you to locate the desired image The Load Image command saves the path to the image in the dashboard definition while the Import Image command saves the image itself Image alignment To specify how the image is aligned within the dashboard item use the Alignment group in the Ribbon s Design tab 195 InLoox xX OAc a Oe mir Lo Alignment Image size mode You can specify the image size mode that defines how the image fits within the dashboard item To do this use the Size Mode group in the Ribbon s D
275. s of commercial law 377 of the German Commercial Code and to make complaints in respect of defects with an exact description of the defect submitted in writing Each Customer is obliged to test all modules with regard to usability in the concrete situation before starting any operative use This also applies to programs the Customer receives in the context of supplementary performance or a possible maintenance agreement 2 The Customer shall take adequate precautions to counter situations where the program does not operate properly in whole or in part e g by data backup error diagnosis regular check on the results The Customer shall be responsible for ensuring the operation of the working environment of the program He shall be obliged to carry out the necessary adjustments to his firewall virus scanners or similar data 299 InLoox xX protection mechanisms in his network as well as his server InLoox shall not bear the risk of incompatibility of the Software with the software or hardware used by the Customer 3 You shall not be entitled to use or modify the logo and or trademarks of InLoox unless the company management of InLoox has given its prior agreement to the use or modification of the logo in writing 4 Subject to the provisions of 69 e German Copyright Act UrhG you may not reverse engineer decompile or disassemble the Software 5 You undertake to indemnify and defend InLoox from all claims of third par
276. s of your project In the Display group click Only my projects e Show the old changes In the Display group click Older entries e Define the time period In the Display group click By Date Choose from the drop down list between Today Yesterday and Day before yesterday You can also enter your own data by selecting Custom start date NOTE Click Refresh to update the change history InLoox PM contacts Topics Activate the contact management Add a contact Authorize InLoox PM contacts Add manage or delete an address book Adjust the contact view Activate the contact management Due to the contact management InLoox PM can be used with full functionality without Microsoft Exchange Server and can also be combined with alternative groupware servers Administrators can activate or deactivate the InLoox PM contact manager in the InLoox PM options according to their individual requirements IMPORTANT You need administrator permissions to activate the contact management in the InLoox PM options The InLoox PM contact management is only available in InLoox PM multi user versions InLoox PM Workgroup Server and InLoox PM Enterprise Server 232 InLoox X ee ee ee 1 Open the InLoox PM Options dialog box 2 Inthis dialog box click Contacts On the right side there is the Contact management area F Options re General Options Permissions Mind Map Work Packages gt Planning Do
277. s on how to work with the InLoox PM report designer see Work with the report designer and the help documentation of the designer Remove a template permanently from InLoox PM Choose a template from the list and click Delete Load a template from your local data Click Import and choose a template in the Open Email Template dialog box then click Open Save a template in your local data if you want to send it to other users Click Export and choose a storage location in the Save Email Template dialog box where you want to save it Click Save TIP Use the filter feature to quickly reach the needed data from each column For more information see Search and filter in a project 4 Click OK or Apply to save the changes in InLoox PM Add Outlook elements to InLoox PM Save files links and Outlook elements with InLoox PM and organize them in the corresponding project folder Emails which include attachments can be assigned directly to the project InLoox PM offers a proper feature which is always available from any part of Outlook NOTES e The following standard elements can be posted directly to an InLoox PM project emails contacts tasks journal entries and calendar entries 256 InLoox xX e Non standard message types are not supported by InLoox PM Article content Manage an attachment Management methods Manage an attachment 1 Choose an Outlook element e g an email from your Ou
278. se is a bill e Edit a budget Choose a budget from the budget list which you want to edit On the Edit tab in the Budget group click Edit Budget e Delete a budget Choose a budget from the budget list which you want to remove On the Edit tab in the Budget group click Delete Budget e Copy and paste Create quickly budgets with the help of Copy and Paste feature on the Edit tab in the Budget group e Change a budget status Choose a budget from the budget list On the Edit tab in the Budget group click Budget Status On the drop down list click status you want to have Features on the View tab e Print a budget list On the View tab in the Common group click Print to start the quick print feature of the budget list Choose Budgets in the drop down list e Expand or reduce the budget view Change the view with the help of Expand All or Collapse All on the View tab in the Common group to make clear the budget view e Choose Fields This feature sorts and organizes the project by important data On the View tab in the Common group click Choose Fields On the dialog box click one field e g Type and drag it into the column headers Reset the fields per Drag and Drop into the dialog box e Filter the budgets Use the Filter feature in the Common group to quickly find the needed budget Features on the Reports tab e Create a report In the Create group click Create Report to create the budget data as a report e Load a report S
279. sh Switch to Project List Edit Filter Keyboard shortcut e F2 Refresh the project list e CTRG P Print the project list Reports Topics Create a report Filter report data Manage the saved reports Manage the report templates Work with the report designer Types of report templates 239 InLoox xX Create a report At the push of a button the highly flexible report designer issues reports such as project summaries budget lists expense reports and plan actual comparisons in a variety of file formats like Microsoft Excel Microsoft Word HTML PDF and many more 1 Click Projects on the Outlook Ribbon to switch to the InLoox PM project overview NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Choose one or more project in the project list 3 On the InLoox PM tab in the Reports group click Reports and choose from the drop down Create Report NOTE In Outlook 2007 click Reports in the InLoox PM Toolbar 4 Inthe New Report dialog box in the Selection area choose All project or Selected projects or Projectts matching Fine pect oe Report Work Packages Planning Time tracking Budgets AT Selection All projects Selected projects Projects matching Number contains Name contains er contains Include project requests AS hd Template Use this template Memo Create Report Cancel 240 InLoox xX 5 Optionally you can fil
280. sie save and close the project The email notification set by default The message contains the following planning data 97 InLoox xX o Project name and number in the subject o The name of the milestone o Description o Start or end date of the milestone o Location o WBS code o Flag o Group Create and edit a summary activity You can organize and structure the existing planning by using summary activities A summary activity summarizes several related single activities to a superordinated activity This leads to a clearly structured project plan Article content Create a summary activity Edit a summary activity Create a summary activity To create a summary activity proceed as follows 1 Open an existing project or create a new one 2 Inthe project on the Start tab in the Section group click Planning 3 Select the activities and milestones that you want to subordinate and click Group gt in the Grouping group InLoox PM changes the activity above to a summary activity 98 InLoox X 2 oeH Plan Settings START EDIT VIEW TEMPLATES REPORTS SETTINGS gt xX X Ba Copy e ary L 4 New Activity New Milestone Edit Delete New Work Remove Work fi Paste Done Package Package Edit Arrange r gt Qu Pa el LO NAME START END WORK DURATION e EJE 4 Project plan 07 02 21 03 30 Days 6 Hours FAR 4 GroupA 10 02 27 02 13 Days 59 Minutes FEES Research
281. son who carried out the item Click beside Performed by and choose a name from the Select contact dialog box NOTES 2 InLoox PM saves automatically the name of the person who created the item or last edited it 118 InLoox xX 2 Use the quick selection to add a new resource Click the Arrow to see all resources in the drop down list all resources which have been added to the project o Select the Is billable control box to bill this item on the Budget page The items with this status are included in the actual revenues of the project budget Adding documents 1 Click New link to add the document 2 Inthe Select Entry dialog box select one document from the list and click OK TP Al displayed documents in the dialog box are saved on the Documents page For more information on how to add the document to the project see Create and edit a document 3 The added document is displayed in the Document area on the side panel Click it to open this document Click Delete symbol AXto remove it Further information on the time tracking entry on the Custom tab o Click in the previously created custom field and enter a new value Documents Work with the document list Documents In the project in the Start tab in the Section group click Documents to open the Document page On this page in the Edit tab you will find the following features 119 InLoox xX xsi 8 Document Store Media C
282. st the milestone to your requirements 95 InLoox X Pi Basic Information x Name Project plan Description RA Time Frame a Calendar Standard v Constraint Start v As soon as possible On 07 02 2014 08 00 v m Status a S F done HW Advanced a WBS code manual Progress 0 Location Documents a New link z OA Notifcaton a General information on the milestone in the Basic information area 1 Inthe Name box type a name 2 Inthe Description field enter some important information on the milestone e g the targeted deliverables or internal remarks TP InLoox PM provides you with a range of formatting features For the detailed description see Create and change comments in the Customize comments section Time conditions to the milestone in the Time frame area 5 Define its time and dependencies regarding other planning elements The current date will be set by default in the new project 1 Select Standard as a calendar or choose a user defined working time calendar from the list in the Calendar box 2 Inthe Constraint box define the constraints of the activity Choose between Start or End 96 InLoox xX 38 The constraint As soon as possible is set up as default value for the Start and As late as possible for the End InLoox PM will automatically display the calculated date in the Time frame section 4 Choose below if you want to set your own date and the cons
283. such as project summaries budget lists expense reports and plan actual comparisons in a variety of file formats like Microsoft Excel Microsoft Word HTML PDF and many more You can customize your personal report by data filtering e Tools provides you with the following additional features Language InLoox PM is multilingual Choose between different languages in the list Logon as nLoox PM enables external project partners who do not have a Windows user account in the corporate network to logon to InLoox PM As an InLoox PM user you can choose between Windows and InLoox PM Authentication Recycle projects The recycle bin contains the overview of the deleted projects When you delete a project from the project list the projects are placed in the recycle bin 17 InLoox xX Backup database With this feature you can back up the database to protect your project information against data loss InLoox PM Options With the InLoox PM options you can customize the settings and features for displaying administrating and editing projects e You can find the following buttons in this list under 17 InLoox PM help InLoox PM online Make a suggestion Recommend InLoox PM Rate InLoox PM Report a bug and About InLoox PM InLoox PM views e Dashboard The Dashboard view shows selected basic data all of your projects e Projects switches to the project list overview in the InLoox PM folder This folder is comparable with
284. t choose a project to which you want to add the time tracking entry TIPS o Use the analitycal filter to display only projects that meet the defined criterion For more information see Search and find projects in the Use filters section o Use the filter feature to quickly reach the needed data from each column For more information see Search and filter in a project o Use the command Recent projects The drop down list displays projects you opened recently organized by numbers o Click Clear selection if you want to change the choice 2 Click OK Fill in the New Item dialog box with the required information TP For more information see Create and edit a time tracking entry NOTE The context menu contains several commands to adjust the project list view Right click in the project list to open the context menu 230 InLoox xX a Timeline Work with timeline This feature allows you to trace all changes made to the project Every change made by a member of the project team is recorded in the timeline when the project is saved It provides you with the information about all changes with project name time and description with the hyperlink for the attached documents etc The timeline helps you to stay up to date special when several participants work with the same project To open the timeline view do one of the following e Click InLoox PM tab on the Outlook Ribbon and then Timeline in the Views group e Cli
285. t E tetrer ter te 203 Son e eis csceceiedteectesdeerdenczestatnccibes se sgveus seni gueh pene see ener Gob A Wel deee sen peee en eeaeeeee ees 205 FILES Ges cese 2 dae etn AA E PEA E TE AA dnce oh itebe T E A ofbigehe Maaadetedystete evince 206 TOP N ae aucenusauaeasdas saeesuresaeastansaaesuresteattas sactaereaceaaan G 208 Fommatng dala ncra dusausecebeatiiecnansitcedetvseedeeassieouaatece 208 altel estes IN anin SO 210 Master tilterinG srs eean iaaea dir ad av aAa NEE aea STAAN Esia eTEN iaa ENEN 210 Bala in A E AT A a E T A ET E E T TE 211 Dashboard layout sasina araen deeb ANEETA AEAEE TEAN EEE AE AESA EEA EEEE EES 212 PASO ANG LIS erreneren Aen aeeai 212 Dashboard tone layoUl sscan aa A EER 213 Dashboard Item captjOM is is sienien aaa E aa aa aaa aa aain cacunaeeasdvaest cackaasegs 213 Work PACKAGES VIGW seoresesasiir coc favdenccpsnsce den svedee sx ENARE ANE E lt ccechs ah deneapsuaces cpeesecensasees SERESA RaT 215 Manage the work package ViOW cccccescceeeeeeceeeeeeeceeeeeeeeeeeaeeeeeeeaeeeeeesaaeaeeesaeeeeeesaeseeeseeeseeeseeeseeesnes 215 Set up the work package refresh interval ccccceeeeeeeeeenee eee eeeeeeeeeeeee sees teed aaaaeeeeeeeegeeceaeeeeeeeeeeeeeeaae 219 FRESOUNCOS E A evagcdeevbancess E A E E N E pvivica nh uetacdea vidaed A ungdeetv tea ey 220 WOrK WIT TOSO COS Gurna ianea ea s ins Aettaie seat anniari 220 Change the colour scheme of the resources aassssssssrsnereressreranerannrnrannnrnannnnrannnnnannn
286. t is marked as completed Q An alert shows that the element is already overdue and has not been completed yet gt gt A flag is used to highlight specific elements gt amp The symbol resource shows that resources have been assigned to the element amp The symbol resources have finished work shows that all resources assigned to the element have completed their tasks D A paper clip shows elements to which documents are linked Ez The calendar symbol if constraints have been set for the respective planning element TP For more information see Create planning elements A InLoox PM communicates a conflict with this symbol if a predecessor will be moved Create planning elements Topics Create and edit an activity Create and edit a milestone Create and edit a summary activity Work with the work packages in the planning 91 InLoox xX Create dependencies between planning elements Backward scheduling Create and edit an activity It is recommended to divide the planning into activities An activity is a planning element with a defined start and end date or a defined duration which is narrowed down content wise by the underlying work packages Please follow these steps to divide the planning into several activities 1 Open an existing project or create a new one In the project on the Start tab in the Section group click Planning Create a planning by adding activities In the Planning p
287. t valid for the installed Please check the licence key or refer te _ version of InLoox PM Please request a valid license key to your system administrator The maximum number of clients has Your InLoox PM installation is licensed for a specific number of been reached It is not possible to workstations This number has been exceeded Please obtain a use InLoox PM M supplementary license for the required number of additional Please check the licence key or refer workstations to your system administrator TP For more information on InLoox PM licensing please see InLoox PM license terms Errors in connection with reports Error message Solution 11 InLoox X The report template contains an error An expression used in the Please check the report template with the help of the help template is incorrect documentation for the InLoox PM report designer Please correct the report template The report contains no data The report template is empty Please update the template For more Empty reports cannot be created information please see the chapter Manage report templates and the Please edit the report template help documentation for the InLoox PM report designer No printer is installed A printer must be installed to put out a report Please install the driver Please install a printer to output needed by your printer For more information please have a look at reports the user ma
288. ta Budget Ove Groupgand PLAN ACTUAL Profit8and H Grour PLANNED DPE PLANNED EXPE PLANNED REV PLANNED MAR ACTUAL EXPE ACTUAL EXPE ACTUAL REVE ACTUAL MARGIN COST VARIAN staus Beratung 1 280 00 0 00 0 00 1 280 00 620 00 0 00 0 00 620 00 660 00 w Produktion 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 4 Wartung 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Y Entwurf 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Y Consulting 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Y Total 1 280 00 0 00 0 00 1 280 00 620 00 0 00 0 00 620 00 660 00 A In the table you will see the figures cumulated by Group 146 InLoox xX SSS a ee ee ee eee Control budgets e Check the totals under the columns Actual expenses time tracking Actual expenses other Actual revenues and Actual margin e Budget overruns are highlighted in color making it easy to identify unplanned additional expenses If the line is marked in red the negative result is expected e Use the views to control more projects simultaneously 1 Click Projects on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar 2 Inthe InLoox PM tab in the View group click More Views 3 In the drop down list choose the saved view e g project controlling e As a alternative you can use also Choose fields for the pro
289. tem will be displayed Create and change the document folder path InLoox PM organizes your file or SharePoint Server Every project offers access to related documents Article content Change the document folder path Create the document folder path Create the document folder path With a click of a button you can quickly link the saved documents in you folder to the project by adding or changing a document folder path This feature is also very useful if you want to link a lot of new documents All you need is just update your document page 1 Open an existing project or create a new one 2 Inthe project on the Start tab in the Section group click Documents 3 On the Settings tab in the Document Path group click Folder The added document path is now displayed in the Document Path box NOTE Click X in the Document Path group to delete the document folder path 4 Inthe Choose Document Folder dialog box do the following r Choose Document Folder mor Type _ File server Local computer 3 SharePoint store Ea Location Path 1 Inthe Type area choose between File server Local computer and SharePoint store 124 InLoox X J 2 Inthe Location area click laa Choose the folder you want to be read in 5 On the Settings tab in the Document folder group click Update Document List The folder content will be read in the document section of the project You can start
290. template Mind map templates accelerate the creation of mind maps Load the already available data to a new mind map Open an existing project or create a new one In the project on the Start tab in the Section group click Mind Maps On the Mind Map page on the Templates tab in the Action group click Import Template Poo p m In the drop down list choose one of the following formats MS Project File MS Project Exchange File MindManager MMAP File MindManager XML File XML File InLoox PM Mind Map File These formats allow you to load the template from your local data 5 You can also select the saved templates in the InLoox PM Templates group in the gallery view Export a mind map template You can save a mind map as a template in order to re use it for other projects Save the selected mind map as follows 1 Open an existing project or create a new one 2 Inthe project in the Start tab in the Section group click Mind Maps 3 Onthe Mind Maps page in the Template tab in the Action group click Save Template 81 InLoox xX 4 5 6 7 In the drop down list you can choose between the following formats InLoox Mind Map File XML File Picture Vectorgraphics Use this format in any other file you want and edit it With copy amp paste you can easily export the mind map structure as a vectographic By choosing the Save Template command in the Action group the Save Templat
291. ter the report data in this dialog box TP For more information see Filter the report data 6 Inthe Template area select InLoox PM templates from the drop down list 7 Optionally you can save a report for quick access TP For more information see Manage the saved reports 8 Click Create report after you have made all changes you want 9 Inthe Print Options dialog box choose the settings you want Inthe Print Target area in the Direct to file choose in the drop down list the output format e g PDF Excel or Word Inthe Options area specify individual pages or sets of pages to be printed Click Start Filter report data Report designer issues reports of any level of detail e g by single activities whole projects or for the whole company Consolidation aggregating and filtering are available for detailed reports and only for authorized users NOTE The filtering process for the saved reporst is the same as for the new reports a4 Click Projectlist on the Outlook Ribbon to switch to the InLoox PM project overview NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar Choose one or more project in the project list In the InLoox PM tab in the Reports group click Reports and choose from the drop down Create Report NOTE In Outlook 2007 click Reports in the InLoox PM Toolbar In the New Report dialog box do one or more of the following 241 InLoox xX Filter the report data in the Report tab
292. ter v Emails Templates Delete Meeting YW i eea Memo v Custom fields Export Planning overview A Locks Proiect comoletion 7 License key popert Project kickoff Vv Web App Options Project status v i User settings Donte Time tracking A Y Turnover list A 3 Do one or more of the following Create a new template by clicking New o Inthe Report dialog box in the Name of the report field type a name o Define also for which project page this report template will be created Select the corresponding check box in the Show as quickreport in area ClickOK Change the existing template Choose one from the list and click Edit In the Report dialog box make the changes you want as it is described in the first point Change the template content by clicking Design In the InLoox PM Report Design dialog box make the changes you want TP For some information on how to work with the report designer see Work with the report designer For the hole information see the included help in theReport Designer dialog box Remove the existing template from the list by clicking Delete Save a template in your local documents Choose one template from the list and click Export Load e template from your local data which you have received from other users Click Import and choose a template in the Open Report Template dialog box and then click Open Click Download to download the report templates from our website 4 Click OK or Apply
293. the Outlook Ribbon and then Dashboard in the Views group NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar and then Dashboard in the InLoox PM project list Click Dashboard in the tree structure on the left c START SENDEN EMPFANGEN ORDNER ANSICHT INLOOX PM pan x Qa a Y X Print Neue Neue New Recent New Edit Delete Refresh E Mail Elemente Project Projects Dashboard dashboard Neu InLoox PM Actions Current View 2 On the Start tab perform one or more of the following actions Create a personal dashboard view On the InLoox PM Ribbon in the Start tab in the Current View group click Widgets TIPS o To learn how to add a new dashboard view see Create a new dashboard 165 InLoox xX o Tolearn how to adjust the view in the dashboard designer see Designing dashboard Edit an existing dashboard view Select one view from the tree structure on the left and click Edit dashboard in the Actions group Remove anexisting dashboard view Select one view from the tree structure on the left and click Delete dashboard in the Actions group Print a dashboard view Select one view from the tree structure on the left and click Print in the Current View group Refresh All changes are updated and the view is reloaded when clicking the Refresh button in the Current View group Information rules in the dashboard view In the dashboard view on the side panel you can filter the pro
294. the complete list of budgets and budget position o Choose Budgets matching to filter between Expenses actual time tracking actual other revenues plan expenses plan revenues plan Date and Status You can specify their combination by selecting the corresponding check box o Inthe Show positions area selected the positions you want Already billed Not billed Billable and Not billable 242 InLoox xX 5 Click Create report after you made all changes you want TP For more information on how to create a report see Create a report Manage the saved reports You can save the reports with the predefined filter data for quick report issue Do the following to save a report 1 Click Projects on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar Choose one or more project in the project list On the InLoox tab in the Reports group click Reports and choose from the drop down Save Report NOTE In Outlook 2007 click Reports in the InLoox PM Toolbar 4 Inthe Saved Reports dialog box do the following F Saved Reports mo A Report List New NAME VISIBLE FOR ALL USERS 243 InLoox xX Save anew report by clicking New o Inthe New Report dialog box type a name o Activate the Visible for all users box if you want to share this view with other authorized users o Filter the report data as you want and click Save Report
295. the overview of the time tracking entries from all current projects Article content Work with the time tracking view Features of the time tracking list Work with the time tracking view 1 To open the time tracking view do one of the following 226 InLoox xX 1 Click the InLoox PM tab on the Outlook Ribbon and then Time Tracking NOTE In Outlook 2007 click InLoox Folder in the InLoox PM Toolbar and then Time Tracking in the InLoox PM project list 2 Click Time Tracking in the tree structure on the left under Projects 5 Projects Outlook 76 OX START SENDEN EMPFANGEN ORDNER ANSICHT INLOOX PM i We OD pi 2O GFO eo p s g 2 i 4 G reren EQ Bi A Neue Neue New Open Recent New Edit Save Reports Stopwatch Work bg Help E Mail Elemente Project Project Projects Entry Y Filter Package List as Neu InLoox PM Actions Current View Extras A Search time trading O 4 X Projects E Dashboard PERFORMED BY MS Projects DESCRIPTION ACTIVITY FLAG PROJECT NAME START ENO DURATION DOCUMENTS Work Packages B Resources 1B Time Tracking Timeline 4 PERFORMED BY Gordon Newman 10 5 h 00 tion partner research Research P CAD Analysis 2 24 2014 2 24 2014 04 00 4 30 2014 4 30 2014 02 00 3 3 2014 3 3 2014 Advertising material Trade Fair Stand 8 12 2014 8 12 2014 01 30 Analysis com 3 Contacts Approval of ad materia 2 On the Start tab perform one or more of the following acti
296. this page you find a new list On the Edit tab in the List group click Edit List a fF ON On the side panel do the following Al List X Name New ist V Visible only to me Fields New field Done Checkbox x 4 Description Text x 4 CS Relations A New relation New journal x 6 Tape a name into a Name field 7 Activate the Visible only to me box to hide your list from other users 8 Inthe Fields area you can add a new field that will be overtaken for the new entry in the list 1 Click New field In the New Field dialog box type a name in the Name field Choose the type from the drop down list Click OK AN 58 InLoox xX NOTE Use Down and Up arrows in the Fields area to define the order of the fields 9 Inthe Relations area you can add a link to the other elements from the project sides Click New relation In the Assign Relation dialog box click the wanted tab Select the needed project element Click Add and then OK oa fF WON The assigned relation is now displayed in the Relations area With one click on it you can open the related project page NOTE You can delete each project from the group by clicking remove x symbol Create and edit an entry Add new entries to complete the list Do the following 1 Inthe project on the Start tab click List In the lower area you can see now a new entry with two fields Done and Description You can activate the Done field Feo NM In the Descr
297. ties including reasonable lawyers fees arising or resulting from any use of this Software against the agreement 6 Warranty 1 Delivered Software possesses the agreed upon characteristics is suitable for the applications assumed by the contract and which are otherwise standard and has usual quality of software of this type Not every flaw which is connected with the Software is a defect which implies warranty rights An impairment in the Software s functioning which results from hardware defects environmental conditions improper operation and the like is not a defect An insignificant deterioration in quality will not be taken into account InLoox guarantees that no rights of third parties are violated through the use of the Software by the Customer in accordance with the provisions of the contract 2 Customers who are consumers within the meaning of 13 German Civil Code BGB have in respect to defects of the purchased good the rights set out in the German Civil Code BGB In case that a consumer is entitled to claim damages hereafter 7 applies accordingly 3 In all other cases of liability for defects the following terms apply a InLoox may first attempt to remedy any material defects InLoox may choose to remedy the defect by eliminating it i e also by demonstrating possibilities by means of which the effects of the defect can be avoided or through delivery of a program which does not contain the defect An equiva
298. tlook inbox 2 On the Outlook Ribbon in the Start tab in the InLoox PM group click Add to Project NOTE In Outlook 2007 click Add to Project in the InLoox PM Toolbar 3 Inthe Add to Project dialog box do the following 1 Choose a project from the project list to which you want to add the element TIPS o Use the filter feature to search for the project Click Filter projects in the Projects section For more information see Search and find projects in the Use filters section o Use the Recent projects button The drop down list displays projects you opened recently organized by numbers o Use the Search projects field to find the needed project information and click the ENTEr button o Use the filter feature to quickly reach the needed data from each column For more information see Search and filter in a project o Click Clear selection G if you want to change the choice 2 Inthe Add Outlook element to project area do the following o Activate the Create new time tracking entry check box in order to add a new time tracking entry to the project Time tracking entries are the records of time spent for a project e g for work carried out TP By clicking OK the New Item dialog box will be invoked Fill out this dialog box with the required information For more information see Create and edit a time tracking item 257 InLoox X R o Activate the Add to document store check box With this option you can assign
299. to expand the default data you use in your projects according to the project s unique requirements You can create new fields either for the entire project or for specific areas in the project Mind Mapping planning time tracking documentation and budgeting You can rename custom fields at any point and as oftern as you need to InLoox PM 8 supports several data types for custom fields Please find below instructions for creating custom fields in InLoox PM 8 1 Open the InLoox PM Options dialog box 2 Click on Custom fields The Custom fields setting section will open on the right F Options General Options Permissions Mind Map Planning gt Documents Budgets Reports Outlook emails Contact management gt Notifications Custom fields Locks License key msa a m a Ww Custom fields New NAME TYPE Edt SECTION Budgets Count 1 Project_Budget Decimal number amp SECTION Planning Count 1 Project_Planning Text 3 You can do the following things Create a new custom field 1 Click on New 2 On the New Custom Field dialog box in the Name field type a name for the custom field that you want to create 3 Select the intended location from the Location drop down list of the field i e the list in which it is supposed to be displayed 4 Select a Type from the list Possible types are Text free text value string Integer integer value wit
300. to save the changes in InLoox PM 245 InLoox X SS ee E E Work with the report designer Customize the template content for report in the InLoox PM report designer that is available in the InLoox PM options IMPORTANT Please note that this chapter describes only the first steps for the report designer The complete help document you will find in the InLoox PM Report Designer dialog box 1 Open the dialog box InLoox PM Options Under Reports click Templates On the right side you will see the Reports area 3 In the Reports area choose one template e g Time tracking from the list which you want to change and click Design 4 The following gives an example of how to add an additional data column to the Time tracking report in the InLoox PM Report Designer dialog box r iH amp InlooxPM Report Designer Start Insert Project Su il Assign to Laye A R t R zx Multiple Copy LQ Q zc nser content Select 100 Page X Delete Area Width Clipboard Object Zoom Report Structure x 0 0 t 30 So amp f T y PS BR h L a Eer ey E ir A 0 Sette a4 Project overview a Table Projects 3 Cortrolling list of 30 07 2012 E Table Projects Budget_Overview PIR Propst ia mepuumaer R 2i si ei m i gt Report St Objects Layers Preview Properties x a3 EE 94 C G gi 7 General Settings 3 Project Description default 5 1 In the InLoox PM Report Designer dialog box c
301. to work with it right away Change the document folder path The option page documents defines the rules for the InLoox PM file archiving feature Some customizing options are available The format of the project number affects the Document page It is possible to update the contents of the project folder automatically 1 Open the dialog box InLoox PM Options 2 Under Documents click Document store On the right side you will see the Document store area F Automatically update document list on project startup File Server C Projekte Path will be automatically converted to UNC Rule lt PRO IECT_NUMBER gt lt PROJECT_NAME gt 5 SharePoint Server site http companywed Example htp Awww domain com site sharepoint_site Document library rule lt COMPANY NAME gt Use fix name or fields No slashes allowed Subfolder rule optional lt PROJECT_NUMBER gt lt PROJECT_NAME gt Use taxt or feld Separate subfolder with 7 Coc cmm sor tt E 125 InLoox xX 3 Do one of the following Select the Automatically update document list on project startup control box Documents are read anew when the project is loaded This option slows down the opening of a project but ensures automatically that the Documents page always shows current information Select File Server and click laa to add the folder you want Define t
302. tomer and category On the site Management in the area Project you can assign a division customer and category These entries help you to easily find filter sort and group the projects in the project list Article content Add a division Determine a customer Choose a category Add a division 1 Open an existing project or create a new one TP For more information on how to create a project see Create a project 2 Onthe Management page in the Project area click Division 3 In the Division Structure dialog box choose an internal or external division for the responsibility of the project 39 InLoox xX TP For more information on how to create edit or delete a division in InLoox PM see Adjust the division structure 4 Click OK NOTE if you have already saved new divisions in the InLoox PM options you can see them in the quick selection of the Division command Click the Arrow and choose a division from the drop down list Click Delete selection if you want to clear the selection Determine a customer 1 Open an existing project or create a new one On the Management page in the Project area click Customer to open the dialog box 2 Do one of the following in the Customer dialog box Add one of the customers from the list that is already set Click New to add another customer In the New Customer dialog box type a new name in the Name box and click OK 3 Click OK NOTE If you have already
303. traints In the drop down list choose between On No earlier than No later than TP For more information about the dependency and constraints see Create planning elements dependency Processing status of the milestone in the Status area Define the progress or activate the done check box to display the processing status of the milestone More information on the milestone on the Advanced area 1 In the Location field enter a location 2 Inthe WBS code box enter a work breakdown structure code to identify activities and milestones in large projects In this case you can define the subsumption 38 You can use the field with the automatic WBS code in the project list Add a document to the milestone 1 Click New link to add the document In the Select Entry dialog box select one document from the list and click OK 3 The added document ist displayed in the Document area on the side panel Click it to open this document Click Delete symbol Xto remove it Sending a notification to a resource IMPORTANT All added resources receive automaticallly notifications about new edit or deleted milestone In the area Notifications you can inform other resources e g project planner about milestones and about the changes in them o Click the command to add resources o Inthe Select Conact dialog box click on the name and then click Select and OK o The notification will be send on the selected resource as an email when
304. ts of changing storage type base path or rules e If no projects are yet on file changing these parameters has no effect 126 InLoox xX e New projects or projects for which no document folders exist are managed automatically according to the changed parameters e Existing projects are managed with the existing document folder until the user changes this manually Create a subfolder In the InLoox PM options you can define which subfolder will be displayed on the Documents page by using file storage feature InLoox PM allows subfolders to be created automatically in each document folder of a project TP These subfolders are created new as soon as a user selects a new project folder on the Documents page As many subfolders as required may be created automatically in a hierarchy structure of any depth For more information see Create and change the document folder path 1 Open the dialog box InLoox PM Options 2 Under Documents click Folder structure On the right side you will see the Folder structure area T Ba Permissions es Folder structure Work Packages 5 Planning NAME Documents Edit Graphic Document store Folder structure Delete Budgets Manuals 3 Do one of the following Insert a new subfolder by clicking New In the New Subfolder dialog box type a new name e g Marketing Click OK InLoox PM creates in each project document folder a subfolder named marketing Chan
305. ubsequent elements will reflect the structure of the template In order to do this all constraints in activities and milestones will be removed and replaced with a Start On constraint The automatic planning functions are not used 6 Define the Start date as well as Work times for the planning elements if you have chosen the manual calculation 114 InLoox xX a a ee 7 Select the Load resource data check box to load the resource information of a planning 8 Deactivate the Remove completion data check box if you don t want to see progress information and resources in your planning 9 Click OK NOTES e The start date determines the date for the first earliest activity or milestone from the selected template InLoox PM places the other items according to this time e You can load more than one template to the same planning The multiple loading of the same template is also possible e The following templates such can also be loaded Microsoft Project MPP Microsoft Project XML XML Microsoft Project Exchange MPX Save a planning template You can easily exchange project schedules between InLoox PM and Microsoft Project InLoox PM users do not need any additional software neither is Microsoft Project necessary And this is how you do it Open an existing project or create a new one In the project on the Start tab in the Section group click Planning On the Planning page on the Template tab
306. uests Project visible in the InLoox PM project list Project can be opened Project can be exported if the right to use existing reports is granted Right to read the list of a project Right to read all mind maps of a project Right to read all work packages in the project Restriction or Prerequisite Only available with user based permissions Prerequisite no project permissions Prerequisite project permissions None Prerequisite Read projects Prerequisite Read projects Prerequisite Read projects 285 InLoox xX Description Access planning Access time tracking Access own time tracking entries Access documents Access budgets Edit projects Edit management Edit project contacts Add project notes Permission Right to read all planning elements of a project Right to read all time tracking entries of a project Right to read all own time tracking entries of a project Right to open and read all documents of a project Right to read all budgets budget positions and the budget overview of a project Project can be changed This right is a prerequisite for all actions which allow users or roles to modify data Right to change the project master data on the Management page Project contacts can be added changed or deleted It allows the user to control the roles of persons in a project Allows you to create and change proj
307. uments on the Documents page In the project on the Start tab in the Section group click Documents From the Folder structure list choose the subfolder or All Documents gt ON On the Settings tab in the Document folder group click Clean Up Document List You can also use the context menu as an alternative Choose from this menu Clean Up Document List Right click on one of the projects in the project list to open the context menu 5 In the InLoox PM dialog box click Yes to remove the entries from the Clean Up Document List area from the database WARNING Information can be lost during cleaning 130 InLoox xX a en Budgets Work with the budget list ED Sa Budgets In the project in the Start tab in the Section group click Budgets to open the Budgets page On this page in the Edit tab you will find the following features of the budget list ell xs Q Budget Position Media Consulting 2014 0006 InLoox PM Project m a EA Fie START EDIT TEW TEMPLATES EPORTS BUDGET POSITIONS A Search project 0 O t t t t z 4 x Copy ao New Planned New Planned New Actual M AC Edt Budget Delete i Paste Generate Budget Expense Revenue Expense Budget Actual Revenue Status Acton EXPENSE REVENUE a PLAN ACTUAL a POSI UNIT UNIT QUA SALES PRIC AM lI BILLED NAME DATE AMOUNT BUDGET NEUTRAL 1 Hours 40 00 8 60 00 320 00 V 2 Hours 40 00 8 60 00 320 00 3 Hours 40 00 8 60 00
308. ups 262 InLoox xX Field name IsProjectEndDateFixed Link Location PlannerName Progress ProjectCategory ProjectCompany ProjectEnd ProjectName ProjectNote ProjectNumber Description Fixed deadline project Linked documents Location Name of planner completed Project category Project company Project end Projekt Name Project name Project number Contents Specifies whether the project has a fixed completion deadline Document paths text only of the planning item Free text field States where the planning element is to be carried out The name of the project planner as stored in Outlook e g Rita Meyer Completion degree of a planning element in percent Numeric value between 0 and 100 Category to which the project belongs Free text field of the customer s name in the project End date of the project Short free description of the project The project name can be used several times Multiple line free text for the concise recording and communication of the significant aspects of the project You can create a comment in the Comments area of the Management page Unique number to identify the project 263 InLoox xX Field name ProjectPriority ProjectStart Projectstate PSPCode ResourceName ResourceList StartDate WorkAmount Description Project priority Projekt Start Project status P
309. ure can be found in the work package list e Open a work package Double click on an entry in the list In the Work Package Detailsdialog box you can open an associated project and see the following details Project name and number Planning element o Element Name Start and End of the work package o Description Work package o Resource o Work amount in hours State completed or open The planning item will be immediately marked with the check mark in the planning if you will activate the this work package is completed control box Features in the context menu The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon such as Open Details Open Project Open Associated Project Work Package Completed Synchronize It has also such features as Reload and Show Filter Right click in the list to open the context menu Details anzeigen Zugehoriges Projekt ffnen Arbeitspaket abgeschlossen Zeiterfassungseintrag buchen Synchronisieren gt CE ST ff Aktualisieren Filter anzeigen Felder auswahien _ J e Choose Fields This feature sorts and organizes the projects by important data On the Choose Fields dialog box click one field e g Customer and drag it into the column headers Reset the fields per Drag amp Drop into the dialog box 217 InLoox xX e Group work packages For the best overview you can group the work packages Do the foll
310. us from the list and click Edit Remove the selected project status from InLoox PM by clicking Delete You can change the status position in the list Click Arrow Up to move it upwards or Arrow Down to move it downwards in the list TP Use the filter feature to quickly reach the needed data from each column For more information see Search and filter in a project 4 Click OK or Apply to save the changes in InLoox PM NOTE The project statuses list contains the name and progress of each state The sequence of this list corresponds to the sequence displayed in the projects on the Management page WARNING Effects of editing or deleting a status e Adding a new status has no effect on existing projects e Changing the sequence of states has no effect on existing projects e Changes to the state e g name progress in take immediate effect in all relevant projects e Deleting a state causes all projects using it to remain without state until the user makes a manual correction 50 InLoox xX ai ea ee ee Create and change comments Use comments to leave any additional information on the project Comments contain text based information and the creator s name time and date of the entry as well as hyperlinks symbols or images InLoox PM allows any number of comments from different persons Article content Create a comment Customize a comment Create a comment Create a comment in any project 1 O
311. ve the entire InLoox PM database on the server where it is published You can Server and use any software which supports the backup of databases during operation Enterprise Server scheme and data and which is suitable for your database system Unfortunately it is quite difficult to backup offline copies database replications located on the users computers We recommend to synchronize workstations with the database server at frequent intervals this strategy reduces the risk of losing changes which were made offline 294 InLoox xX MPORTANT Documents stored in InLoox PM must be backed up separately InLoox PM only saves links to these objects a backup of the InLoox PM database is not sufficient to back up the documents as well The backup strategy and software depend on the storage location of the documents files on the local computer the server or the SharePoint document library the number of users and the data volumes Lock a project Clean up project locks InLoox enables you to lock a project if you want to avoid further changes to a project You can delete a project lock anytime To be able to lock a project or to delete a project lock you have to have the permission to Lock projects Article content Lock a project Clean up project locks Lock a project Please follow these steps to lock a project 1 Open an existing project or create a new one 2 Onthe Management page on the Edit tab in the Status
312. venues AG I Expenses Resources Planned I Time Tracking 10K F Caladated Fields E ChangedBy E CreatedBy E Name E PositoriType BudgetDate Month Value ht OK 8K E Status Argument K E TypeName E BudgetDate E ChangedDate E CreatedDate FA istBudgetneutral 53 BudgetT ype ia CountBudge Positions HIDDEN DATA ITEMS E Number Auto 6K 5K Budgetposten E Amount EJ TotalPositions fy Type EA Project February This pane displays data sections of the selected dashboard item and can be used to add rearrange and remove data items Specific data sections display options buttons for each data item Use these buttons to invoke a dialog that allows you to customize the settings of this data item Options button DATA ITEMS Budgetposten Sum hh Data items Value alt Data sections BudgetDate Month Argument TypeName Series To bind a dashboard item to data select the dashboard item Then choose the required data member from the Data Source Browser and drop it onto the appropriate section in the DATA ITEMS pane 198 InLoox xX Budget g _ DATATTEMS a Ub 4 FEA Budget Budgetposten Sum ali gt Calodated Fields CreatedBy t a BudgetDate Month Argument zi f fe E fe d ed ed ed ed Ed Hidden data items The Hidden data items area was designed to perform data shaping operations by measures or dimensions that do not directly ta
313. xample January February March December Values are grouped by the day of the month Example 1 2 3 31 Values are grouped by the hour Example 0 1 2 23 Values are grouped by the minute Example 0 1 2 59 Values are grouped by the second Example 0 1 2 59 Values are grouped by the day of the year Example 1 2 3 365 366 in a leap year Values are grouped by the day of the week Example Sunday Monday Tuesday Saturday Values are grouped by the week of the month Example 1 2 3 4 5 Values are grouped by the year and month Example January 2012 February 2012 December 2012 January 2013 Values are grouped by the year and quarter Example Q3 2013 Q4 2013 Q1 2014 Q2 2014 Values are grouped by date Example 3 4 2014 3 5 2014 3 6 2014 Values are grouped by date with the hour value Example 3 4 2014 0 00 AM 3 4 2014 1 00 AM 3 4 2014 2 00 AM 204 InLoox xX Date Hour Values are grouped by date with the hour and minute values Example 3 4 2014 Minute 0 00 AM 3 4 2014 0 01 AM 3 4 2014 0 02 AM Date Hour Values are grouped by date with the hour minute and second values Minute Second Example 3 4 2014 0 00 00 AM 3 4 2014 0 00 01 AM 3 4 2014 0 00 02 AM Changing group interval To specify the group interval in the Designer invoke the data item menu and select the desired group interval Less common group intervals are o
314. xpenses a greater than the planned one NOTE Activate the check box Apply for cell in order to format the whole cell of the project in the project list 28 InLoox xX Preconfigured Formatting The most preconfigured formatting in the drop down menu are set by default All conditional formatting you have created are saved automatically as templates under preconfigured formatting If you want to remove a template click it and then click Delete Formatting below on the side panel Search and find projects You will find in the project list several options to find a project you are looking for This chapter will introduce you to the search function the use of views and filters when searching a project Article content Search function Use views Use filters Search function 1 Click Project list on the Outlook Ribbon to switch to the InLoox PM project list NOTE In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar Click the field Search projects above the project list Type the project name or other information on the project you want to find Click the Search symbol p The projects which include the entered text are displayed All search results are also displayed ne S p on the side panel of each opened project NOTE If the search is completed you can clean up the search field by clicking Close search Use views 1 Click Project list on the Outlook Ribbon to switch to the InLoox PM project list N
315. y rich text within a dashboard This invokes the Edit Text window in which you can edit the text content and customize its formatting Binding dashboard items to data Dashboard items must be bound to data source fields to display data Each kind of dashboard item has a specific set of data sections such as Values Arguments and Series in the chart Columns in the grid and Values Columns and Rows in the pivot grid Each data section corresponds to a particular dashboard item area or element and should be mapped to data to be displayed within this area element Mapping is performed using special objects called data items A data item identifies data binding When created a data item is mapped to a data source field and is then assigned to a specific dashboard item s data section As a result the dashboard item is bound to the data source field This section consists of the following topics Binding dashboard items to data in the designer Hidden data items Binding dashboard items to data in OLAP mode Binding dashboard items to data in the designer To bind dashboard items to data in the Dashboard Designer use the Data Items pane 197 aA reo Chart Tools fial Home Data Source Data Design KASE j a a aj TW MEINE EdtNames Rotate X Axis Yas i a a abl ai We Settings Settings F Common Diagram Legend Series Type Budget v DATA ITEMS auk a E Budget Budgetposten Sum sii Expenses Re

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