Adjust the bars view


Du er her: InLoox Support Knowledge Base Online Help InLoox for Outlook 7.0 Online Help InLoox PM 7 Project list features Bar diagram view Adjust the bars view

InLoox PM provides you with the timeline view to get an overview of the temporal distribution of your projects.

This article shows you how to adjust the timeline view.

Article content

Work with the bars view

  1. In the project list, in the Start tab, in the View Types group, click Bars.

    In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar and then Timeline 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.
    • Delete project  Remove a 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 to create projects quickly. You can modify them afterwards.
    • Categorize a project  Choose a project from the Timeline overview and click Categorize in the Categories group. Choose from the drop-down list between Recurring Project, Key Project and New Business. Assign a category to a project without opening it.

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

    • Print a timeline view  In the Current View group, click Print to start the quick print feature of the timeline 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.
    • Adjust the timeline view  In the Timeline Details group you will find the following features:
      • Today  Switches to current date.
      • Month view  Switches to month view.
      • Week view  Switches to week view.
      • Day view  Switches to day view.
      • Zoom in or zoom out  Enlarge or reduce the time period of the timeline.
    • Group the projects  Group the projects by certain criteria such as a customer, priority, etc.

      For more information see Group projects.

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

      For more information about reports, see the category  Reports.

Features in the timeline overview

The following features can be found in the timeline overview:

Features in the context menu

The context menu provides you with almost all basic features that can also be found on the InLoox PM Ribbon, such as New Project..., Open, Delete Project, Refresh, Copy and Paste, Expand and Collapse All Groups, Show Filter, Group. It has also provides the features Today, Day View, Week View and Month View. Right-click in the timeline to open the context menu.

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