How to save a planning template in InLoox PM 7

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You can easily exchange project schedules between InLoox PM and Microsoft Project. InLoox PM users do not need any additional software - neither is Microsoft Project necessary.

And this is how you do it:

  1. Open an existing project or create a new one.

    For more information on how to create a project, see Create a new project.

  2. In the project, on the Start tab, in the Section group, click Planning.
  3. On the Planning page, on the Template tab, in the Action group, click Save Template.
  4. In the drop-down list you can choose between the following formats:
    • InLoox PM
    • Picture
    • Other Format, e.g.  Extensible Markup (XML).
  5. If you choose the InLoox PM format the Save Template dialog box will be displayed.

  6. In the Enter the name of the template field, type a name.
  7. Click OK.
    The template is saved in InLoox PM. InLoox PM saves not only planning elements, but also all resources and their notification options.

    For more information on how to change a template, see Manage planning templates.