Add columns to the planning list

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Modify the planning list by displaying different fields. By default, the Info and Name fields are displayed as columns when you open planning for the first time.


Displaying fields as columns

1. When you open a project plan, right-click into the planning list to open the context menu and click on Select Fields.

Context Menu | Select Fields

Or open the tab View and click on Select Fields in the ribbon.

Select fields from ribbon

2. The window Customization with the available columns opens. Drag the fields from the window into the planning list.

Drag field into planning list

3. Rearrange the columns by dragging the fields to another position.

Rearrange field in planning list

4. If you want to remove a column from the planning list, open the context menu first and click on Select Fields to open the window Customization again. Then drag the field you want to remove from the planning list into the window. 

Remove field from planning list

NOTE InLoox will remember your customized planning list and display the selected columns in the same order once you create another project plan. 

Overview of fields

The following overview describes each of the fields that you can show in your planning list:

Effort   Effort – shows the time that is allocated to the task and the accumulated time for the planning element based on the assigned tasks Work Duration   Work duration – available time for the completion of the planning element or task
Icon planning element pinned on timeline   Timeline icon – marks the elements that are pinned to the timeline Duration   Duration – shows the duration between start and end date of the planning element in days and hours
Constraint   Constraint icon – shows that there is a constraint between planning elements Type of Constraint   Constraint – shows the type of constraint between the planning elements, e.g. start-to-finish
End date and time of planning element   End – shows the end date of the planning element Done date   Done date – shows the date the element was marked as done
Progress   Progress – shows the stage of completion in percent based on the tasks allocated to the planning element Info   Info icon – shows if an element is done, overdue, locked, or violates a constraint
Calendar   Calendar – shows which calendar is used for this Gantt-chart Flagged   Flagged icon – shows which elements are marked with a flag
Critical   Critical – marks the planning elements along the critical chain as true or false Successor   Successor – shows the succeeding planning element if a dependency exists
Location   Location – free text field for you to enter the location the planning element takes place at WBS Code (Calculated)   WBSCode (calculated) – shows the automatically calculated work breakdown structure code
WBS Code (Manual)   WBSCode (manual) – free text field for your own work breakdown structure code Resources   Resources – shows the name of the assigned resource
Start   Start – shows the start date of the planning element Published planning element icon   Published icon – marks those elements that are used in other project plans
Predecessor   Predecessor – shows the preceding planning element if a dependency exists  Workload   Workload – time needed for the completion of the planning element or task

Eigene Felder anlegen

Sie können für die Planungsliste auch eigene Felder definieren, die Sie dann über das Seitenpanel nutzen können. Damit Sie eigene Felder erstellen können, benötigen Sie Administratorrechte. Mehr dazu erfahren Sie unter Optionen.