14 posts tagged with "area:planning"

Plans that used to be maintained in Excel now go straight into InLoox. In the Planning tab, you can import planning data from a Microsoft Excel (.xlsx) or CSV (.csv) file and continue working with it in the Gantt chart.

This shortens the path considerably when you are getting started with InLoox: your existing project schedule does not have to be retyped, it comes across with its structure intact. During the import, the Map Excel Columns window is where you assign the columns of your file to the planning fields in InLoox.

Not every template is meant for everyone. You now decide who can use a planning template: a newly saved template is private and visible only to you, and you then release it deliberately to the people and groups that actually work with it. Previously, every saved template was immediately available to everyone in the account.

Three levels of publication are available:

• Private (not published): Only you can see and use the template.
• Entire Organization: Everyone in your account can see and use the template.
• Specific departments, groups and persons: Only the recipients you select can see and use the template.

Under Manage templates, an icon next to each template shows its current publish status at a glance. A different owner can be assigned as well.

When saving a template with a name that already exists, InLoox now shows a Name already exists confirmation dialog. You can choose to Overwrite the existing template or Cancel to keep it unchanged. This prevents accidental overwrites of existing templates.

If a delay is shown for a summary activity in the Gantt chart (indicated by the hourglass icon), clicking on it will now take you directly to the deepest child element causing the delay.

This means you no longer need to manually search for the source of a delay in complex project plans — you are taken straight to the relevant planning element.

In the yearly and monthly views, the calendar week (CW) is now displayed in addition to the date. This means CW information is available in almost all zoom levels (except for the multi-year view).

In the Gantt view, you can now use multi-select to edit several elements simultaneously. This saves time and makes planning even more efficient. Specifically, you can:

• Assign or change a color for multiple planning elements
• Mark multiple elements as completed
• Delete multiple planning elements
• Assign a resource to several tasks in the plan at once

You can now easily export your Gantt planning to Excel – ideal if you want to share project plans outside of InLoox.

All columns and contents you have displayed in the Gantt view will be exported, giving you full control over what information is included in the Excel file.

The Gantt print function now offers more flexibility and information:

• Print only selected rows: You no longer have to print the entire plan – simply select the rows you need and print just those.
• All columns available: All columns are now available for printing, including custom fields (previously only selected columns were available).
• New "Header and Footer" option: When enabled, the printout will also include the project name, print date, name of the person who printed it, and the page number.

New Options for Activity Labels in the Gantt Plan​

In the Gantt view, you can now flexibly decide where the labels of your planning elements should appear. Choose to display them either to the left or right of the activity bar – or hide the labels completely if you prefer a clean, minimalistic view.

With InLoox 12.2, you can now print your Gantt charts in A0 format. This way, even extensive project plans are available in maximum size – perfect for large-scale projects and project walls.

As you know, you can create snapshots of your Gantt plan to capture the current state. From now on, you can assign custom names to these snapshots to better track what changes each version might include.

Simply double-click the name, enter your preferred title, and you're done!

In the Gantt planning, you now have access to a new column: "Effort (Work Days)", in addition to the existing "Effort (Work Hours)". This gives you the flexibility to plan either in detailed hours or in clear, full-day units – depending on what best suits your project approach.

InLoox notifies you when a task falls outside the timeframe of its assigned activity, for example, if the task's end date has been manually extended and goes beyond the end of the activity. A corresponding warning appears directly within the task.

This deviation is now also visible in the Workplace and in the Kanban card: an orange warning triangle appears next to the due date, making scheduling conflicts immediately noticeable.

Previously, tasks removed from the Gantt plan were only unlinked from the timeline – but remained listed in the task overview.

With InLoox 12, you now have more control: When removing tasks from the Gantt view, InLoox will ask whether you want to remove the task from the plan only or delete it entirely from the project. If the checkbox is selected, the task will be permanently deleted – no need to manually clean up the task list afterward.

This option also applies when deleting an activity that contains tasks. You can choose whether only the activity should be removed, or whether the related tasks should be deleted as well.

With InLoox 12, you can now add followers to activities and milestones – a feature that was previously only available for tasks.

From now on, you can subscribe yourself or other team members as followers of planning elements to receive automatic email notifications whenever changes are made. This helps all stakeholders stay informed when, for example, dates, dependencies, or descriptions are updated – even in complex schedules with many participants.

This feature is especially useful for project managers, PMOs, or subject matter experts who are not directly assigned to a planning element but still need to stay up to date on time-sensitive changes or status updates.