How to create and edit custom views | InLoox PM 7

Organize, sort, and group projects - e.g. by assigned responsibilities, deadlines, project type, priority, etc. You can save the created project list view and open it again as soon as you use the project list again.

Use the standard views provided by InLoox PM 7. These views help you to display data in a flexible way.

InLoox PM enables you to save personalized views. Please follow these steps:

1. On the Outlook Ribbon, on the Start tab, in the InLoox PM group click Projects.
   In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar.
2. Now you can change the view directly in the project list.
   For more information on how to do this, see Customize a view in this article.
3. On the InLoox PM tab, in the Views group click More Views and then Save current view as. 
   In Outlook 2003/2007, click Actual Views in the InLoox PM Toolbar.
   1. In the Save View dialog box, enter a view name.
   2. Activate the Visible for all users check box, if you want to share this view with other authorized users.
   3. Click OK.
      The new view is now displayed in the drop-down list More Views.
    

This is how you can use a personalized view:

1. On the Outlook Ribbon click InLoox PM tab.
2. In the Views group, click More Views.
   In Outlook 2003/2007, click Actual Views in the InLoox PM Toolbar.
3. Select a view from the drop-down list, e.g. Project controlling.
   InLoox PM loads the saved view with customized data in the project list.

Proceed as follows in order to manage views:

1. On the Outlook Ribbon click InLoox PM tab.
2. In the Views group, click More Views.
3. In Outlook 2003/2007, click Actual Views in the InLoox PM Toolbar.
4. Click Manage Views... in the drop-down list.
5. In the Views dialog box do one or more of the following:
   • Edit view  double-click the view you want ot edit or click Edit.
   • Remove view  Remove permanently one view from InLoox PM. Choose a view from the list and click Delete.
   • Reset views  Click Reset views, if you do not want alle changes to be accepted.
   • Export view  Save a view in your local documents. Choose one view from the list and click Export.
   • Load view  Load a view from your local data. Click Import and choose a view file in the Import File dialog box, then click Open.
   • Download view  Click Download to download an exisiting view template from the InLoox website.

In the Outlook Ribbon, on the Start tab, in the InLoox PM group, click Projects to open the project list. Now you can customize the project list view with the following possibilities.

In Outlook 2003/2007, click InLoox PM Folder in the InLoox PM Toolbar to open the project list.

• Sort the information in the project list  Click on a column by which the project list is supposed to be sorted.
  The project list will be displayed according to your choice. Click    in the column to sort in rising or in descending order by clicking .
• Group the projects according to the selected criterion  Click on a column, e.g. Status, by which the project list is supposed to be grouped.
  • Drag a column into the area above the column headers.
    The project list will be grouped by the selected criterion. Reset the grouping via Drag and Drop into the project list.
• Add more information to the project list  Use the Choose fields feature to organize the project list by selected information.
  • Right-click on the project list to open the context menu.
  • Click Choose fields in the context menu.
  • On the Choose fields dialog box, click the field you want to add and drag it into the column headers.
    Reset the fields via Drag and Drop into the project list.
• Define individual fields  You can implement the workflows for all users with this feature.
  Example: The development department staff only sees projects with the status Development. If the status changes to Bill, the project becomes visible to accounting staff; for other persons the project remains hidden.
  For more information see Search and find projects.