Project management

InLoox PM

InLoox Web App

Management

Create a new project

Define project status

Define custom fields

Select a team from the contact list

Add a department to a project

Create automatic author and date documentation to lay down objectives and mission of a project

Set a Client or a Fixed Deadline

Assign categories

Mind Map

Use a mind mapping and brainstorming module to visualize project ideas and concepts

Project Planning

Carry out project time planning with Gantt-diagrams

Synchronize milestones and processes of project management automatically with Outlook calendar resp. task list

Assign several resources to a work package

Assign work breakdown structure codes

Copy and paste InLoox elements

Edit degree of progress (%) for already processed elements

Define dependencies between planning elements via drag and drop

Fix activities or milestones in the project plan

Change the planning page view by the "Enlarge/Reduce"-feature

Use the Import and Export features for Microsoft Project

Show or hide the Critical Path of a project

Automatic resource communication in case of changes to the project schedule for internal and external resources via e-mail (Outlook notification)

Receive constant feedback about the progress from Microsoft Outlook into the project schedule

Receive constant feedback about the progress from the work package list into the project schedule

Add a document to a planning element

Project Time Tracking

Time tracking directly in the project

Create a reminder for automatic follow-up of the time tracking item

Create a reminder for the time tracking item in the Outlook calendar

Document Management

Manage documents directly in the project

Manage documents with the document folder view in familiar structures

Manage documents out of the Outlook inbox

Open documents

Read in folder contents

Clear folders

Create new folders

Budgets

Budget projects with approval of planned and actual expenses and revenues

Carry out project accounting incl. ongoing billing, for example for services

Create project-related offers and invoices and follow-up

Copy existing budgets

Budget templates - load complete offers, invoices or project calculations incl. budget positions in one step

Define budget status (for example approved, rejected, open) freely

Edit position status (for example non-billed, billed, not billable)

Budget Overview

Genereate graphic budget overview of financial flow

Execute automatic plan-/actual-comparison

Reports

Free report designer included

Wide range of report templates included

Generate reports

Activate saved reports

InLoox Views

Grouping, sorting, filtering and full text search in the project list

Project Dashboard with configureable information areas

Project archive for completed or canceled projects

Multi-project timeline view

Time tracking

Save/organize views

Extras

Resource overview

Graphic multi-project resource management and capacity utilization integrated in the Free/Busy-Schedule of Microsoft Exchange Server

Generate work package lists for project directors and teams automatically

Restore or delete project recycle bin

General

100 percent integration in Microsoft Outlook

Project marketing with professional and individually customizable e-mail templates and text modules

Cross-linking tasks, appointments, e-mails and working packages, milestones, projects or contact persons by quick access panels

Automatic alert in case of missed deadlines

Automatic alert in case of cost overruns

Role- and account-based security concept

Using the InLoox database status on the server database

Support of SharePoint Portal Server and Sharepoint Portal Services

Compatibility with Microsoft Exchange Server and Microsoft Windows Server