Save a planning template in InLoox PM Web App 7

You can easily create a planning by using InLoox PM Web App templates.

Do the following:

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. In the project, on the Start tab, in the Sections group, click Planning.
3. On the Planning page, on the Template tab, in the Action group, click Save Templates.
4. In the Save as Template dialog box type a name in the Name field.
   

   

5. Click OK.
   The template is now saved in InLoox PM Web App and can be found in the InLoox PM Template group, in the gallery view. InLoox PM Web App saves not only planning elements, but also all resources and their notification options.
   For more information on how to change a template, see Manage planning templates.