The menu and navigation in the workload have been revised and made more convenient with InLoox 26.1.
The following list describes the buttons and icons from left to right:
Add persons: Either create a team manually and add individual resources to it, or add a division that you have defined in the account settings under Organization > Divisions.
Today: In the calendar view, you can always jump back to today's date.
Left/right arrows: Use the arrows to navigate to the past (left) or future (right) in the selected time period.
Magnifying glasses plus/minus: You can enlarge or reduce the display of the selected time period, e.g. to zoom in from the calendar week to the day view.
Select time period: Adjust the time horizon of the calendar to suit your needs and increase or decrease the time span displayed. You can choose from predefined time spans or set an individual range in the calendar.
Symbols folder/more details: You can use these symbols to show more or less detail in the workload display.
Show percentage: If you select the relative display in percent, the utilization will be shown as a percentage of capacity.
Show hours: If you select the display in hours, absolute values will be shown. In addition, three additional purple buttons will be displayed with this selection, which you can use either individually or in combination: Allocation = allocated/planned effort in hours Capacity = general maximum capacity in working hours Availability = how many working hours are still available (= capacity - allocation)
Collapse/Expand levels: With the central level selection, you can change the view by clicking on Teams & Divisions, Persons, Projects, or Tasks & Events. This allows you to switch to the desired level of detail for all resources at once, which is particularly helpful for larger resource planning tasks.
Project status: Select whether only projects with certain status values (e.g. “in progress”, “planned”, “started” etc.) should be taken into account (multiple selection possible).
Outlook appointments: You can use the slider to include or exclude people's Outlook appointments in the workload calculation.
Project requests: You can use the slider to include or exclude project requests that have not yet been released.
Search: You can search for teams and people using the search field.