How to add and edit work packages | InLoox PM 8

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:

Features on the Edit tab

• 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.

   For more information on how to create or edit a work package, see Create and edit a work package.

• Remove a work package  Select one work package you want to delete and click Delete on the Edit tab in the Edit group.

  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.

• 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.

  • 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 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.
  • InLoox PM transfers the picture, if a contact has one in the exchange server.
• Delete resource  Select one resource you want to remove and click Remove Resource in the Edit group, on the Edit tab.

• 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.

   To learn more about kanban method, see Manage the work packages via kanban method.

• 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.

Features on the View tab

• 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.

   For more information about printing, see Print the project list.

• 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.

• Show resources  On the View tab in the Resources group click Resources to check the resource utilization.

   For more information see Open and manage resources.

Features on the Templates tab

• Load a saved reports  You can also load a template from the gallery view in the Work Package Templates group.
• 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.
• 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.
• 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.
• 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

• Create a report  On the Reports tab, in the Create group, click Create Report to load the mind map data as a report.

   For more information see Create 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.

Keyboard shortcut

• STRG+C  Copy a work package into the clipboard.
• STRG+V  Paste a work package from the clipboard to the work package list.
• STRG+N  Create a new work package.