Assign a division, customer and category


Du er her: InLoox Support Knowledge Base Online Help InLoox Web App 7.0 All support topics for InLoox PM 7 Web App Management Assign a division, customer and category

In the project, on the site Manage 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 Manage 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 Web App see Adjust the division structure.
  4. Click OK.

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 Manage 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 Web App see Create or manage a customer.
  4. Click OK.

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 Manage 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 Web App see Manage categories.
  4. Click OK.