How to show and edit work packages | InLoox PM 7

As a project planner, you can inform project resources about assigned work packages and about the changes in project.

For more information on how to assign a resource to a work package, see Add resources.

InLoox PM 7 provides you with the following notification types:

• InLoox PM
• Email
• Outlook task request
• Outlook appointment request

Find the detailed description of these types below.

You will get the message InLoox Work Packages after you have chosen InLoox PM as notification type.

• Display planning data  In the InLoox PM Work Package dialog box, double-click an entry or click Open details to display the work package details. The following planning data are displayed:
  • Project name and number
  • Time frames or date
  • Work package name
  • Your own effort/work amount (in hours)
  • Current synchronization
  • EventTypeText, e.g. if the planning element was changed
• Synchronize work package with an Outlook elements  Choose one work package from the list and click one of the following Outlook elements in the Synchronize with area:
  • Tasklist
  • Calendar
• Display the work package details  Choose one work package from the list and double-click it or click Open details. The following data is displayed in the Work Package Detailsdialog box:
  • Project name and number
  • Details about planning element: Element Name, Start and End; Description

  • Details about work package: added Resource, Work Amount, Status

    • This information is delivered from the project planning.
    • Change the status, if you have already done this task. InLoox PM keeps this information synchronic with the planning and displays a completed planning element with the green check mark
    • You can also open the related project by clicking Open Project
• Open the related project  Choose one work package from the list and click Open project.

  The notification type is selected by the project planner. Users without InLoox PM can only be informed via task request, meeting request or email. The project planner can also decide not to inform the resource.

You will get an E-mail after you have chosen E-mail as notification type, for example with the subject "New element (Strategic Project #2007-0002) : Max Smith (msm@test.com)".

The sender is the project director.

The E-mail contains the following planning data:

• Project name and number
• Description
• Duration
• Your own effort
• Location
• Involved resources

You perform one of the following actions:

• Accept and create an entry in your calendar or task list manually.

or

• Decline and reply in free form in an E-mail.

You will receive a task in your Outlook task list after you have chosen an Outlook task request as notification, for example with the title "New element ( Strategic Project #2007-0002) : Max Smith".

The sender is the project planner.

The task contains the following planning data:

• Project name and number
• Description
• Duration
• Your own effort
• Location
• Involved resources

You can perform one of the following actions:

• Enter a value in the Status, Priority and % Complete fields. You can also create a reminder for this task.

or

• Delete a task or mark it as completed.

You will get an appointment after you have chosen Outlook appointment request as notification type, for example with the title "New element (Strategic Project #2007-0002) : Max Smith".

Sender is the project planner.

The appointment contains the following planning data:

• Project name and number
• Description
• Duration
• Your own effort
• Location
• Involved resources

You can perform one of the following actions:

• Create a reminder or change other options in the Outlook appointment.

or

• Decline or delete it from the calendar.