How to create and edit a time tracking entry in InLoox PM 7

You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Time Tracking Features in InLoox PM 7 How to create and edit a time tracking entry in InLoox PM 7

Read here how to post costs and working hours in InLoox PM 7. 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.

    For more information on how to create a planning, see Create planning elements.

  2. In the 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. In the New Item dialog box select one of following options:

    • General information on the time tracking entry on the Standard tab
      • In the Date and Duration area select the Start and End date time.

        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.

      • In the Allocation area select the Group or Activity / Milestone option from the planning, to which this item belongs.
      • In the Description field enter a text, e.g. the location of the service, the team member name, the meeting results or internal remarks.
        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.
    • More information on the time tracking entry on the Details tab
      • In the Details area choose from the Flag drop-down list a colour to mark the item in the time tracking overview.
        • 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.
        • In the Performed by box choose a name of the person, who carried out the item. Click beside Performed by and choose a name from the Select contact dialog box.

          • InLoox PM saves automatically the name of the person, who created the item or last edited it.
          • 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.
    • Adding documents on the Documents tab
      • On this tab, click Add to add a new document.

        • For more information on how to add a document, see Create and edit a document.
        • Now, you can see the added document on the time tracking list marked with a paper clip . Click this symbol to open the document. This document is also saved on the Documents page.
    • Further information on the time tracking entry on the Custom tab
      • Click in the previously created custom field and enter a new value.

        For more information on how to add a new custom field in InLoox PM, see Create custom fields.

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 groups.