How to edit the InLoox PM 7 archive view

Each archive entry shows information on a project in the archive. Only authorized users can see the projects.

1. Click the InLoox PM tab on the Outlook Ribbon and then Time Tracking.
   In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar and then Time Tracking in the InLoox PM project list.

   

2. Perform one or more of the following actions:

   • Create a new project  Click New Project in the New group.

     The newly created project is displayed in the InLoox PM project list. Click the InLoox PM tab and then Projects in the View group.

   • Delete project  Remove a selected project by clicking the Delete button.

     For more information, see Copy and delete projects.

   • Open, copy and paste a project  These buttons can be found in the Actions group .The Copy and Paste features help you to create projects quickly. You can change them as you want.

   • Restore project  Choose a project from the list and click Restore in the Actions group.

     The restored project is displayed in the InLoox PM project list. Click the InLoox PM tab and then Projects in the View group.

   • Categorize a project  Choose a project from the list and click Categorize in the Categories group. Assign a category to the project without opening it.

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

     • For more information see How to add further information in the status / date area.
     • You can save or edit a new project status type in the InLoox PM options. For more information see Change the project status.

   • Print an archive view  In the Current View group, click Print to start the quick print feature of the archive view.

     For more information about printing, see General features and print of the project list, in the Print in the project list area.

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

   • Issue a report  Optionally, you can also issue a report on this view by clicking Reports in the Reports group.

     For more information about reports see the category  Reports.

The following features can be found in the project archive:

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

• Search the projects  The search bar permits to find quickly any information also within a project. You can also use filter feature.

  For more information see Search and find projects.

Features in the context menu

The context menu provides you with almost all basic features that are also on the InLoox PM Ribbon, such as Restore project(s)..., Open Project, Delete Project, Refresh, Copy and Paste. It has also such features as Expand and Collapse All Groups, Show Filter. Right-click in the list to open the context menu.

• Choose Fields  This feature sorts and organizes the projects by important data.
  • On the Choose Fields dialog box click one field, e.g. Customer, and drag it into the column headers.
  • Reset the fields per Drag&Drop into the dialog box.

Information rules in the project list

The completed or cancelled projects are struck through and marked grey in the project list.

Keyboard shortcut

• F4  Create a new project.
• F2  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.