Create and edit custom views


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Customize and configure Create and edit custom views

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.

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Standard views included in InLoox PM

Use the standard views provided by InLoox PM. 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.

Generate a personalized view

InLoox PM enables you to save personalized views. Please follow these steps:

  1. On the Outlook Ribbon, on the Start tab, in the InLoox PM group click Projects.
    In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar.
  2. Now you can change the view directly in the project list.
    For more information on how to do this, see Customize a view in this article.
  3. On the InLoox PM tab, in the Views group click More Views and then Save current view as
    In Outlook 2003/2007, click Actual Views in the InLoox PM Toolbar.
    1. In the Save View dialog box, enter a view name.
    2. Activate the Visible for all users check box, if you want to share this view with other authorized users.
    3. Click OK.
      The new view is now displayed in the drop-down list More Views.
     

Use and manage personalized views

This is how you can use a personalized view:

  1. On the Outlook Ribbon click InLoox PM tab.
  2. In the Views group, click More Views.
    In Outlook 2003/2007, click Actual Views in the InLoox PM Toolbar.
  3. Select a view from the drop-down list, e.g. Project controlling.
    InLoox PM loads the saved view with customized data in the project list.

Proceed as follows in order to manage views:

  1. On the Outlook Ribbon click InLoox PM tab.
  2. In the Views group, click More Views.
  3. In Outlook 2003/2007, click Actual Views in the InLoox PM Toolbar.
  4. Click Manage Views... in the drop-down list.
  5. In the Views dialog box do one or more of the following:
    • Edit view  double-click the view you want ot edit or click Edit.
    • Remove view  Remove permanently one view from InLoox PM. Choose a view from the list and click Delete.
    • Reset views  Click Reset views, if you do not want alle changes to be accepted.
    • Export view  Save a view in your local documents. Choose one view from the list and click Export.
    • Load view  Load a view from your local data. Click Import and choose a view file in the Import File dialog box, then click Open.
    • Download view  Click Download to download an exisiting view template from the InLoox website.

Customize a view

In the Outlook Ribbon, on the Start tab, in the InLoox PM group, click Projects to open the project list. Now you can customize the project list view with the following possibilities.

In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar to open the project list.