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:
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.
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.
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.
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:
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.
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.
Reset the fields via Drag&Drop back into the dialog box.
For more information see Create a view.
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.
Be sure that all needed changes are made before clicking Print. The document will be sent directly to the printer by clicking Print.