Assign a division, customer and category


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Management project information Assign a division, customer and category

On the site Management, in the area Project you can assign a division, customer and category. These entries help you to easily find, filter, sort and group the projects in the project list.

For more information on how to find or filter projects see Search and find projects. For information about how to sort and group projects, please see Create a view.

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Add a division

  1. Open an existing project or create a new one.
    For more information on how to create a project see Create a project.
  2. On the Management page, in the Project area, click Division.
  3. In the Division Structure dialog box choose an internal or external division for the responsibility of the project.
    For more information on how to create, edit or delete a division in InLoox PM see Adjust the division structure.
  4. Click OK.

This feature is only available in InLoox Enterprise Edition.

If you have already saved new divisions in the InLoox PM options, you can see them in the quick selection of the Division command. Click the Arrow  and choose a division from the drop-down list. Click Delete selection, if you want to clear the selection.

Determine a customer

  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. On the Management page, in the Project area click Customer, to open the dialog box.
  3. Do one of the following in the Customer dialog box:
    • Add one of the customers from the list that is already set.
    • Click New to add another customer. In the New Customer dialog box type a new name in the Name box and click OK.
    For more information on how to create, edit or delete a customer in InLoox PM see Create or manage a customer.
  4. Click OK.

If you have already saved new customers in the InLoox PM options, you can see them in the quick selection of the Customer command. Click the Arrow  and choose a customer from the drop-down list. Click Delete selection, if you want to clear the selection.

Choose a category

  1. Open an existing project or create a new one.
    For more information on how to create a project see Create a project.
  2. On the Management page, in the Project area click Category. The Category dialog box will be displayed.
  3. Choose one or more categories from the list in this dialog box.
    The categories are free-definable classification criterion for the projects.
    For more information on how to create, edit or delete a category in the InLoox PM system see Manage categories.
  4. Click OK.

Use the quick selection by clicking Arrow . In the drop-down list choose a category you want to add. Click Delete all categories to clear the selection.