InLoox PM 8 elements in the Outlook Toolbar (Outlook 2007)

If you work with Microsoft Outlook 2007, you can access your InLoox PM project information via the InLoox PM Toolbar. This makes it extremely easy to access all project related information from anywhere within Microsoft Outlook and the InLoox PM Toolbar includes the following features and options:

• InLoox PM Folder - Opens the InLoox PM project list. This folder is comparable to your e-mail inbox, calendar, and task folder in Outlook. Depending on which InLoox PM version you work with, the project list folder is stored on a the network server or on your personal hard drive.
  Tip Read more about the project list features and options in the chapter Project list.
• Recent projects - Shows the list of recently accessed InLoox PM projects. The list is organized by the project numbers. The preview saves up to ten projects.
• Current View - Provides a list of custom views of the project list. Use this feature to create new views and edit existing ones. You can determine whether the your custom views are available to all InLoox PM users or only to you personally.
  Tip Read more how to create and edit InLoox PM views in Creating custom views.
• Add to project - Attach Outlook elements like e-mails, tasks and calendar entries to a related project.
  Tip Read more about how to attach Outlook information to projects in Add Outlook elements to InLoox PM.
• Reports - The InLoox PM report designer generates custom project reports, budget lists, expense overviews and plan/actual comparisons at the push of a button. You can choose from various output formats like Microsoft Excel, Microsoft Word, PDF, HTML and many more. Edit the data to be included in the report with the custom filter option. You can attach the report file to the related project.
  Tip Read more about the reporting feature and designer in Reports.
• Tools - This feature includes the following features and setting options:
  • Language - InLoox PM is available in various languages. Select a language for your user interface from the list of available language options.
    Tip Read more on the language settings in Change the language.
  • Logon as - This feature allows external project stakeholders and partners to access the project database with their InLoox PM credentials even if they don't have a Windows user account in your corporate network. Every InLoox PM user can choose between the Windows and InLoox PM log on options.
    Tip Find out more on the log on options in Creating an InLoox PM account and Logging on as an InLoox PM user.
  • Recycle projects - The recycle bin provides an overview of all deleted projects. When you delete a project from the project list, it is moved to the recycle bin.
    Tip Read more in the recycle bin options in The views of the tree structure in the project list.
  • Backup database - This feature creates a backup file of your project database.
    Tip Read more on the backup options in Backup the project data.
  • InLoox PM Options - Customize the InLoox PM settings and features.
• The drop down menu of this button  includes the following options and features: 
  • InLoox PM Help, InLoox PM Online, Make a suggestion, Recommend InLoox PM, Rate InLoox PM, Report a bug and About InLoox PM.

InLoox PM views

• Dashboard - The Dashboard view provides a real-time overview of selected key data across your project portfolio.

  Tip Read more on the Dashboard and how to define custom settings in the chapter Dashboard View.

• Projects - Opens the InLoox PM project list. This folder is comparable to your e-mail inbox, calendar, and task folder in Outlook. Depending on which InLoox PM version you work with, the project list folder is stored on a the network server or on your personal hard drive.
  Tip Read more about the project list features and options in the chapter Project list.
• Work packages - Opens the list of all project related work packages. The list allows you to manage all work packages across the entire project portfolio.
  Tip Read more on the work package feature and options in Work packages.
• Resources - Opens a graphical overview for multi-project resource management, visualizing the entire resource capacities and utilization. The overview uses the free/busy concept known from the Exchange Server.
  Tip Read more on resource management feature in Resources.
• Time tracking - Opens the entire list of existing time tracking entries you are authorized to access. 
  Tip More information can be found under the Time tracking view.
• Timeline - Opens a project timeline that includes all changes in your projects in a chronological order.
  Tip Read more on the project history feature in Timeline.
• Contacts - InLoox PM contacts include e-mail and postal addresses and phone numbers of project stakeholders, even if they are not available in the Outlook or Exchange registry.
  Tip Read more on the contact options in InLoox PM contacts.
• Archive - Opens a list of all your archived projects.