Create a New Project

In InLoox, every new project is created in the New Project dialog. There you enter a name, set the start and end dates, and decide whether to create a project directly or to submit a project request. The dialog also lets you load a planning template and start an automation for the new project.

VIDEO-TUTORIAL: Create a New Project

VIDEO-TUTORIAL: Templates

warning

If the New Project button is not visible or is disabled, you do not have the Create projects or Create project requests permission. Contact your InLoox administrator. Permissions can be configured in the Account Settings.

Create a project

Follow these steps to create a new project in InLoox:

1. Click the blue New Project button in the toolbar at the top left.

   

2. Fill in the fields of the New Project dialog:

   

   • Name — the name of the project. This field is required.
   • Create as project request — submits the project for approval instead of creating it, see Submit a Project Request. The checkbox is only visible if you have the Create project requests permission. If you may only create requests, it is already selected and cannot be changed.
   • Start Date and End Date — pre-filled with the current date and one month later. The end date must not be before the start date.
   • Project Managers — the people who manage the project. You are automatically added as project manager.
   • Division — assigns the project to a division. The field is only visible if the Division feature is licensed for your account.
   • Template — a planning template whose elements are loaded into the new project, see Planning Templates. The field is only visible if at least one planning template is available to you. Without a selection, the project is created empty.
   • Automation — a rule with the trigger Started manually that runs for the new project, see Automation. The field is only visible if at least one such rule is available to you.

3. Click Create.

4. The new project appears in the project list. A selected template is loaded and a selected automation is started in the background, so a large planning can take a moment to appear.

5. The project opens on the right side in split view. You can resize the split view by sliding the separator left or right. Alternatively, click at the top right to switch to fullscreen view.

6. At the top of the project, you can change the project name, the start and end dates, and the status at any time.

note

A project name can be up to 255 characters long. The Name field in the New Project dialog stops accepting input at 255 characters. If you enter a longer name elsewhere, for example in the project name field in the project details, InLoox saves the first 255 characters.

For details on managing project information, toolbar functions, and project settings, see Edit a Project.

Submit a project request

If you want to submit a project for approval instead of creating it directly:

1. Click the blue New Project button in the toolbar at the top left.
2. Select Create as project request in the dialog. The dialog is then titled New Project Request.
3. Enter the project details — you can fill in all the same information as when creating a project.
4. Click Create. The project request appears in the project list and opens in the split view.
5. Click at the top right (where you also add project members) and select a person in the Project request reviewer field.
6. The project request can then be approved by the reviewer or the responsible person.