Working with planning templates is a convenient way to create project plans quickly and easily. InLoox administrators can also edit planning templates in the InLoox settings.
Load project planning from InLoox template
If InLoox plannings have already been saved as templates on your database, you can use them for a new project.
IMPORTANT: If planning elements with restrictions have been saved in the template, InLoox will adopt these settings when importing the template. Thus, start and end restrictions that may be in the past will be applied and all planning elements will have to be adjusted manually.
If you want to set the start date manually, select Manual Calculation and choose a date from the calendar.
IMPORTANT: If planning elements with restrictions have been saved in the template, then InLoox will NOT take over these settings when importing the template. Start and end restrictions are not applied and all planning elements with the restriction Start = As early as possible are imported. This facilitates the further processing of the planning and is the recommended procedure by InLoox.
4. We recommend that you accept the preselection for both Load resource data and Remove completion data.
To make planning templates available to all InLoox users working on your database, you can import files and then save them as InLoox planning templates. In addition to InLoox planning files, you can also import Microsoft Project ® files.
You can import a planning template created with Microsoft Project ® into InLoox.
All InLoox users working on your database can now access this template.
An InLoox planning file ends with *.inlooxplanning. To import such a file, follow the same steps as described above.
When you export a planning as a template, you save it to your server or local storage.
1. Click Export Template in the ribbon. InLoox offers you three different file formats for the export:
2. Select the format, choose the location and confirm with Save.
TIP If you want to save the planning as an image, first adjust the planning view according to your needs. InLoox maps the current section of the planning that you see in the active Gantt chart itself.
This feature will be available soon.
We will inform you about the upcoming InLoox 11 version updates in our newsletter.