How to edit and manage planning templates in InLoox PM 7

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In the InLoox PM options, you can edit planning templates that you have already saved.

For more information on how to create a planning template, see Save a planning template.

To manage templates it is necessary to have InLoox PM administrator permissions.

  1. Open the InLoox PM Options dialog box.
    For more information on how to open the InLoox PM options, please see Open the InLoox PM options.

  2. Below Planning, click Templates. On the right side you will see the Planning Templates area.

  3. Do one of the following:
    • Change the name of the saved template. Choose one template from the list and click Rename. In the Rename Planning Template dialog box, in the New Name field type a new name for this template and click OK.
    • Remove permanently one template from InLoox PM. Choose one template from the list and click Delete.
    • Save a template in your local documents. Choose one template from the list and click Export.
    • Load a template from your local data. Click Import and choose a template in the Load Planning Template dialog box, then click Open.
    • Click Download to download a planning template from the InLoox website.
  4. Click OK or Apply to save the changes in InLoox PM.

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