Adding custom fields to notification templates in InLoox PM 7


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Project planning features Planning templates Customize notification fields

There are proper templates for each notification type. Customize individually each notification template with different fields. A field is a wild card for project information. Fields can be added or deleted from a notification template.

Please proceed as follows to add a field:

  1. Open the InLoox PM options.
     For more information on how to open the InLoox PM options, please see Open the InLoox PM options.
  2. Click Planning, Notifications, Templates.
  3. On the right sight, you see the Notification list.
  4. Select a template type from the list and click the Design button to get to the InLoox PM Notification Designer.
  5. On the right side, you see the list of variables. Click Variables. Now, you see a list of all available fields.

For more information, please see the Notification Designer Help.

The following fields are available for notifications:

Field name

Description

Contents

Description

Description

Multiple-line description of the planning element.

EndDate

End planning element

End date of the planning element.

Flag

Flag

Flag for the planning element (none, green, yellow, red).

GroupName

Group

Group to which the planning element belongs. The group is a sort criterion or a project cost center.

An internal price per hour is in file for each group. For more information on how to customize the internal prices and the available groups, please see Generate and edit groups.

IsProjectEndDateFixed

Fixed deadline project

Specifies whether the project has a fixed completion deadline.

Link

Linked documents

Document paths (text-only) of the planning item.

Location

Location

Free text field. States where the planning element is to be carried out.

PlannerName

Name of planner

The name of the project planner, as stored in Outlook, e.g. Rita Meyer.

Progress

% completed

Completion degree of a planning element in percent. Numeric value between 0 and 100.

ProjectCategory

Project category

Category to which the project belongs.

ProjectCompany

Project company

Free text field of the customer's name in the project.

ProjectEnd

Project end

End date of the project.

ProjectName

Projekt Name

Short, free description of the project. The project name can be used several times.

ProjectNote

Project name

Multiple-line free text for the concise recording and communication of the significant aspects of the project. You can create a comment in the Comments area of the Management page.

For more information on project comments, see Create and change comments.

ProjectNumber

Project number

Unique number to identify the project.

For more information on how to customize the format of this number, please see Adjust the project number.

ProjectPriority

Project priority

Priority of the project.

ProjectStart

Projekt Start

Start of the respective project.

PSPCode

PSP code

PSP code = Work Breakdown Structure code. Free text field for identification of phases and milestones in large projects.

ResourceName

Name of resource

The name of the resource or recipient of the message, as stored in Outlook, e.g. Max Schiller.

ResourceList

Resources

List of all resources involved in a planning element, including the email address, e.g.

Max Schiller (max.schiller@firma.de)
Gordon Newman (gn@mailaddress.com).

StartDate

Start planning element

Start date of the planning element.

WorkAmount

Work amount

Work amount, which is done by the recipient resource of the planning element.

Projectstate

Project status

Specifies the state of project development