Organize, sort, and group projects - e.g. by assigned responsibilities, deadlines, project type, priority, etc. You can save the created project list view and open it again as soon as you use the project list again.
Use the standard views provided by InLoox PM Web App. These views help you to display data in a flexible way.
Name |
Appearance/Filter/Grouping |
Purpose |
---|---|---|
Active projects |
Filter; all non-completed projects |
To show all active projects, for example to create turnover lists or to support customers. |
Inactive projects |
Filter; all completed projects |
To inspect archived project records. |
Projects by category |
Grouping; all projects grouped by the field Category |
To help to maintain an overview as projects multiply. |
Projects by status |
Grouping; all projects grouped by the field Status |
To display an internal procedure. |
Projects by project manager |
Grouping; all projects grouped by the field Project Manager |
To display internal responsibilities and allocated projects. |
Projects by customer |
Grouping; all projects grouped by the field Customer |
To display external responsibilities and allocated projects. |
Negative gross result |
Filter; all projects in which the total costs are higher than the invoices rendered |
To identify losses and determine financing requirements. |
Open calculations |
Filter; all projects with open budgets of the type Calculation |
To determine turnover potential and follow up on offers. |
InLoox PM Web App enables you to save personalized views. Please follow these steps:
You can also generate a personalized view for other pages accept page Resources.
This is how you can use a personalized saved view:
You can also modify the saved view:
This example illustrates how you can customize the view of any page accept the page Resources. The page Projects with the project list is a home page in InLoox PM Web App. You can customize the project list view with the following possibilities: