Create planned benefits in the project

TIP Please read the articles Financials - Project Expenses and Benefits at a Glance and Fundamental Data for Financial Plans before you start creating expense and benefits plans.

If you want to create a new benefits plan, proceed as follows:

1. In the project, click on the Financials tab. There you will find three dots under Planned.
2. Click on the three dots and select Add Benefits  Plan.
3. InLoox will now create the expected benefits. Select the benefits plan.
4. Click New Line Item and edit it by double-clicking on the individual data fields of the columns.
5. Alternatively, you can also copy and paste an existing item. Select the entry to be copied, click on the purple copy icon and then on the purple paste icon . This function has been available since InLoox 11.14 (September 2024).
6. Or click on the edit icon (pen symbol) to open the side panel, where you can rename the line item, change the resource allocation, add a description, add documents, use the custom fields for budet line items, copy the link to this line item, delete the line item or close the side panel.