Create planned expenses 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.

In the project, click on the Financials tab. There you will already find an Operational Expense Plan (OpEx, Planning) under Planned. This plan is automatically created by InLoox based on the project tasks, their estimated effort and group.

If you want to create a new Operational Expense Plan (OpEx, Planning) for your project, do the following:

1. Click on the three dots and select Add Operational Expense Plan (OpEx) from the menu.
2. InLoox creates the Operational Expense Plan (OpEx), which you can rename.
3. Select this expense plan and click New Line Item. InLoox will now create a new expense entry based which you can edit by clicking into the respective fields.
4. In the expense plan card you can see the total amount of planned expenses, which updates automatically when you change existing items or add a new item.

If you want to create a new Capital Expenditure Plan (CapEx) for your project, do the following:

1. Under Financials, click Planned and then click the three dots.
2. Click Add Capital Expenditures Plan (CapEx).
3. InLoox creates the expected Capital Expenditure Plan (CapEx), which you can rename.
4. Select the new Capital Expenditure Plan (CapEx) and click New Line Item to create the individual items.
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. Double-click to edit the individual data fields of the new item.
7. 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.