How to work and print the project list | InLoox PM 7

The InLoox PM 7 project list provides you with various features that make project editing easier and faster. As a standard, you can see only those projects in the project list that are accessible for you.

Click Projects    on the Outlook Ribbon to switch to the InLoox PM project list. You will find the following features on the tab Start, in the InLoox PM Ribbon:

• Create a new project  Click New Project in the New group to start a new project in InLoox PM.

• Delete project  Remove the selected project with a click of the Delete button.

  For more information see Copy and delete projects.

• Copy, paste and archive a project  These buttons are in the Actions group. Move a marked project via Archive to the InLoox PM archive.

  For more information see the category Project archive.

• Categorize a project  In order to assign a category to one project (e.g. circular project or new business), click Categorize in the Categories group and choose one category in the context menu.

  

  • To find out more about project categories see Assign a division, customer and category.
  • You can also create your own category for your projects. For further instructions on how to create your own categories, please see the chapter Manage categories.

• Change status  You can also change the status or the degree of completion of the selected project in the project list. Click Change Status and choose from the list the respective status, e.g. started or completed.

  

  • For more information see Add a status and date.
  • You can save or edit a new project status type in the InLoox PM options. See Change the project status for more information.

• Change view types  Choose between List and Bars view in the View Types group. The list view displays a real-time project information. With the bars view you have a timeline view to better coordinate multiple projects running parallel.

  For more information see the Bars view.

• Refresh  Via the Refresh button in the Current View group, all changes will be updated and the view will be reloaded.

• Reports  You can Create Reports or view the Saved Reports in the project list by clicking Reports.

  See Create a report and Manage the saved reports for more information.

The following features can be found in the project list:

• Open a project  Double-click on one item in the project list or right-click on the item to open the context menu and choose Open Project... from the list. 

• Create a new project  Double-click on an empty space in the project list or right-click there to open the context menu and choose New Project... from the list.

  For more information see Create a project.

• Find quickly projects with the same initial letters  Press the respective letter on your keyboard and switch to another project with the same initial letters in the name.

Features in the context menu

• The context menu provides you with almost all basic features that are also available on the InLoox Ribbon, such as New Project..., Open Project..., Delete Project, Archive Project, Refresh, Copy and Paste. It has also such features as Expand and Collapse All Groups, Show Filter. Right-click on one of the projects in the project list to open the context menu.

  

• Choose Fields  This feature sorts and organizes the project by the required data.
  • On the Choose Fields dialog box, click one field, e.g. Customer, and drag it into the column headers.

  • Reset the fields via Drag&Drop back into the dialog box.

    For more information see Create a view.

Information rules in the project list

• The completed or cancelled projects are struck through and marked grey in the project list.
• The critical projects are marked with a red point.

Keyboard shortcut

• F2  Create a new project.
• F4  Refresh the project list.
• CTRG+P  Print the project list.
• CTRG+C  Copy a project into the clipboard.
• CTRG+V  Paste a project from the clipboard to the project list.

You can also print the project list. The procedure for printing is the same for dashboard, timeline, time tracking, contacts as well as for project pages - all printing settings and features can be found in the dialog box Print. Select the required settings and options in this box.

1. On the Start tab, in the InLoox PM Ribbon, click Print in the Current View group. The Print dialog box will be displayed.
2. Do one of the following:
   • Click Settings under Choose a printer to change paper size, output format or other settings.
   • If you want to specify individual pages or sets of pages to be printed,  choose the required options in the Page area. Then click Apply.
3. Click Print.

Be sure that all needed changes are made before clicking Print. The document will be sent directly to the printer by clicking Print.