Loading, importing and exporting planning templates


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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.

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Load project planning from InLoox template

Import templates and save them as InLoox template

Export templates

Send template as email attachment

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.

  1. To do this, create a new project and then click Templates under Planning.
  2. Select an InLoox template.
  3. In the Load template window, define the time frame for the planning. Select Automatic Calculation if you want the start date to be the same as the creation date.

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.

  • Load resource data - The resource assigned to the task and the estimated effort, if any, are taken from the InLoox template. If you do not check the box, these fields will remain empty in the tasks.
  • Remove completion data - The Completed marker will not be transferred. No planning element will be marked as completed in the new planning.

Import templates and save them as InLoox template


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.

Import Microsoft Project ® template

You can import a planning template created with Microsoft Project ® into InLoox.

  1. To do so, click Import Templates in the ribbon and select the Microsoft Project file format you want to import.
  2. Select the file from your server and click Open. The planning will now be displayed in the Gantt chart.
  3. To save this planning as an InLoox template, click Save Template in the ribbon and give the template a name. Confirm with OK.

All InLoox users working on your database can now access this template.

Import InLoox template

An InLoox planning file ends with *.inlooxplanning. To import such a file, follow the same steps as described above.

Export templates


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:

  • InLoox planning file
  • Microsoft Project XML file
  • Image in *.png., *.jpg, or *.bmp format

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.

Send template as e-mail attachment


This feature will be available soon.

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