Add Columns to the Planning List
Customize the planning list by showing different columns. By default, when you open the planning for the first time, the columns Name, Duration, and % Done are displayed.
Add Columns
To add columns to the planning list:
- Hover over a column header — a small plus icon appears.
- Click the plus icon. The Select columns window opens.
- Switch on the toggle for each column you want to display. The columns appear in the list immediately.
- Close the window by clicking the X.
- You can adjust the column order using drag and drop. Simply drag a column to the desired position while holding down the mouse button.
The column view will be applied to all your projects.
Custom Fields as Columns
If you have defined custom fields, you can display those created for planning or tasks as columns. These columns function as typed editors for the custom fields — for example, dropdowns can be selected from, and checkboxes can be toggled.
Only custom fields defined for planning or tasks can be displayed as columns. Learn how to create them in the custom fields help article.
Planning List: Column Descriptions
The following overview describes each column available in the planning list:
| Column | Description |
|---|---|
| # | Displays the number of the planning element |
| WBS Code | Shows the work breakdown structure code |
| WBS Code (Manual) | Shows the manually entered WBS code |
| Start | Shows the start date of the planning element |
| End | Shows the end date of the planning element |
| Info | Shows when a constraint exists (except "As soon as possible"). Hover over the pin to see the constraint type and date. Shows when an element is overdue |
| Location | Displays the manually entered location of a planning element |
| Duration | Shows the duration between start and end date in work days (d) |
| Calendar | Shows the selected calendar (Standard, 24/7, Weekend, or custom) |
| Effort | Shows the time in hours (h) allocated to the task and the accumulated time for the planning element based on assigned tasks |
| Resources | Shows the name of the assigned resource |
| Constraint Type | Shows the type of constraint between planning elements (e.g., Start-to-Finish) |
| Constraint Date | Shows the date selected with the constraint |
| Successor | Shows the succeeding planning element if a dependency exists |
| Predecessor | Shows the preceding planning element if a dependency exists |
| Slack | Shows the time difference in days between planning elements |
| % Done | Indicates the percentage of completion |
| Done Date | Indicates when the planning element was marked as done |
Identify Overdue Planning Elements
When planning elements are not completed by their planned end date, InLoox marks these delayed activities, summary activities, and milestones with in the Info column.
If activities or milestones within a summary activity are overdue and cause delays to the summary activity, InLoox also marks the summary activity with .
If the summary activity is collapsed, click — InLoox expands the summary activity and highlights the specific planning element that is causing the delay. This way, you can immediately identify which activity or milestone is overdue and follow up with the responsible person.