How to edit the work packages view in InLoox PM 7

Clarify tasks and responsibilities with work packages. Assigned team members know exactly what to do, and when to do it. Work packages are in synch with the project schedule and can also be linked to Outlook appointments and tasks. Giving feedback about the progress into the project schedule couldn’t be easier.

1. Click InLoox PM tab on the Outlook Ribbon and then Show Work Package List in the Extras group.

   In Outlook 2003/2007 the work packge list is automatically displayed, if you are added as resource to the work package click.
   

   

2. Do one or more of the following:

   • Change work package view  Choose from the drop-down list:

     • My open work package  Displays personal work package with state "open" (i.e. "to be carried out")
     • My completed and inactive work package  Displays personal work package with state "completed".
     • Project manager's view (open work package)  Displays work packages of all members of projects of which you are manager (*) with state "open" (i.e. to be carried out").
     • Project manager's view (completed and inactive work package)  Displays work packages of all members of projects of which you are manager (*) with state "completed".

     All open work package assigned to you are displayed. These work packages containing planning elements. It is possible to create new work package in the Planning page, in which, for example, you can assign a resource to a activities and inform them via the dialog box InLoox.

   • Refresh  Via the Refresh button    all changes will be updated and the view reloaded.
   • Display work package details  Choose one work package from the list and click Open Details  .
   • Open an associated project  Choose one work package from the list and click Open Project .
   • Mark work package as complete  Choose one work package from the list and click Work Package Completed .
   • Book a time tracking entry  Choose one work package from the list and click Add Time Tracking Entry to Project  .
   • Synchronize with Outlook elements  Choose one work package from the list and click Synchronize. Choose from the drop-down list With Outlook Task or With Outlook Appointment.
   • Print a work package view  Click Print to start the quick print feature of the archive view.
   • Open an InLoox PM help  Click Help .

   • Search work packages   Use the filter feature.

     For more information see Search and find projects.

   • 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 resert the grouping.
3. On the InLoox PM Time Tracking area you can use the InLoox PM stop watch.
   For more information see Record personal time efforts with the stop watch.

The following feature can be found in the work package list:

• Open a work package  Double-click on an entry in the work package list. In the Work Package Details dialog box you can open an associated project and see the following details:

• • Project name and number
  • Element Name, Start and End of the work package
  • Description
  • Resource
  • 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.

• 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&Drop into the dialog box.

Information rules in the project list

• The work packages are marked in red, if they are overdue.
• The work packages are marked in black are on time or completed (according to the selected view).