General organizational settings


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Customize the following settings according to your organization and work practices:

  1. Set currency details
  2. Automatically calculate project progress
  3. Mark Outlook-Elements
  4. Enable backdating of time tracking entries
  5. Set color coding for resource workload

You can find the general organizational settings in the Account Settings under Organization:

General organizational settings

Set currency details

Set how many decimal places are displayed and which currency symbol is used.

  1. In InLoox Web App, click on your profile picture in the bottom left corner.
  2. In the right side panel, click Settings.
  3. Click Organization.
  4. Under the General tab, you can change the default value of 2 in the Decimal places field.
  5. In the Currency Symbol field, you can change the default € symbol and enter $, for example.

PLEASE NOTE These settings apply to the entire InLoox account.

Automatically calculate project progress

In order to automatically calculate the project progress from the planning, the automatic project progress calculation has to be activated in the InLoox settings. InLoox uses the planning elements for the calculation. The average progress over the entire planning is calculated.

  1. In InLoox Web App, click on your profile picture in the bottom left corner.
  2. In the right side panel, click Settings.
  3. Click Organization.
  4. Under the General tab, you can activate the slider at Calculate project progress automatically.

PLEASE NOTE These settings apply to the entire InLoox account.

Mark Outlook-Elements

When you file an Outlook item (email, attachment, calendar appointment, task) in InLoox for Outlook as a task, document, project or time tracking entry, a category is created as a marker. For example, an e-mail that has been filed as a task in an InLoox project will be marked Project name.
This way, you can see at a glance in Microsoft Outlook if you have, for example, made an e-mail a project task in InLoox.

  1. In InLoox Web App, click on your profile picture in the bottom left corner.
  2. In the right side pane, click Settings.
  3. Click Organization.
  4. Under the General tab, you can activate the slider at Add new category to Outlook item.

PLEASE NOTE These settings apply to the entire InLoox account.

Enable backdating of time tracking entries

When you create a time tracking entry, InLoox uses the current date and time as the creation date and time. By default, you can backdate time tracking entries up to 30 days from these values.
If you want to change this, follow these steps:

  1. In InLoox Web App, click on your profile picture in the bottom left corner.
  2. In the right side pane, click Settings.
  3. Click Organization.
  4. Under the General tab, in the Allowed backdating of time records for (days) field, enter the value in days.

PLEASE NOTE For this setting to take effect, you must enable the Allow backdating in times permission at the user, role, or department level. Read this help article on how to set permissions.

PLEASE NOTE These settings apply to the entire InLoox account.


Set color coding for resource workload

  1. In InLoox Web App, click your profile picture in the bottom left corner.
  2. In the right side panel, click Settings.
  3. Click Organization.
  4. Under the General tab, go to Resource overview.
  5. Activate the slider next to Enable custom colors. Now you can select a desired color for the three utilization levels Occupied (1% - 100%), Over Occupied (101% - 149%) and Over Occupied (more than 149%).

PLEASE NOTE These settings apply to the entire InLoox account.