Manage the work package view


Du er her: InLoox Support Knowledge Base Online Help InLoox Web App 7.0 All support topics for InLoox PM 7 Web App Work packages Manage the work package view

Clarify tasks and responsibilities with work packages. Assigned team members know exactly what to do, and when to do it. Work packages are in synch with the project schedule and can also be linked to Outlook appointments and tasks. Giving feedback about the progress into the project schedule couldn’t be easier.

Article content

Work with the work package view

  1. Click Work Packages on the lower left corner of the Projects page that is also a home page.

    Work package list

  2. Do one or more of the following:
    • Display work package details  Choose one work package from the list and click Open in the Common group.

      For more information on the Work Package Details dialog box, see Display and process work packages.

    • Book a time tracking entry  Choose one work package from the list and click Book Entry in the Common group.

      For more information on how to add new time tracking entry, see Create and edit a time tracking entry.

    • Mark work package as complete  Choose one work package from the list and click Done in the Common group.
    • Open an associated project  Choose one work package from the list and click Open Project in the Project group.
    • Change work package view  Choose one in the Scope group:

      • My items  Displays personal work package with state "open" (i.e. "to be carried out")
      • My team's items  Displays work packages of all members of projects of which you are manager (*) with state "open" (i.e. to be carried out").
      • Completed items  Displays work packages of all members of projects of which you are manager (*) with state "completed".

      In order to see all open work packages of the team, the manager should haver read permissions. For more information about read permissions, see Set up permissions.

    • Refresh  Via the Refresh button all changes will be updated and the view reloaded. You can find this command in the View group.
    • Search work packages   Use the Filter command in the View group to quickly find the needed project.

      More information can be found under Search and find projects in the Use filters section.

    • Add more information to the work package view  This feature sorts and organizes the work package view by selected data. Click Choose Fields in theView group.
      • On the Choose fields dialog box, click one field, e.g. Notification type, and drag it into the column header.
      • Reset the fields via Drag and Drop into the dialog box.
    • Open InLoox PM options  Click Options in the Tools group. Here you can change the basic settings for InLoox PM.
    • Group work packages  For the best overview you can group the work packages. Do the following:
      • Group by one of the column header by clicking on it and dropping to the group field above the columns.
      • Click on column header and drop it to the column headers of the list to reset the grouping.

Features in the work package list

The following feature can be found in the work package list:

Features in the context menu

The context menu provides you with almost all basic features that are also on the InLoox PM Web App Ribbon, such as Open (to open the work package details), Open Project, Done, Book Time. It has also following features to adjust the view: Refresh, Expand or collapse all groups, Filter and Choose Fields. Right-click in the list to open the context menu.