Adjust the bars view InLoox PM 7

InLoox PM 7 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.

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.

     • To find out more about project categories, see Assign a division, customer and category.
     • You can also create your own category for the projects. For help, see the chapter Manage categories

   • 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..

     • For more information, see How to add further information in the status / date area.
     • You can save or edit a new project status type in the InLoox PM options. For more information see Change the project status.

   • 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.

The following features can be found in the timeline overview:

• Open a project  Double-click on one item in the time line overview or right-click on the item to open the context menu and choose Open from the list.

• Create a new project  Double-click on the empty space in the time line overview or right-click there to open the context menu and choose New Project... from the list.

  For more information see Create a project.

• Search the projects  Type a text in the search bar to find quickly the respective information, also within a project.

  For more information, see Search and find projects.

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.

Keyboard shortcut

• F4  Create a new project.
• F2  Refresh the project list.
• CTRG+P  Print the project list.
• CTRG+C  Copy a project into the clipboard.
• CTRG+V  Paste a project from the clipboard to the project list.