Create, edit and use groups

Groups are there to sort tasks, time tracking entries and budget items into specific categories with predefined purchase and sales prices. Groups allow you to better structure data and help you keep an overview of your income and expenses across different groups

The purchase and sales prices defined in each group are also used by the automatically created budgets and financial plans Expenditures (Plan, Resources) and Expenses (Actual, Time Tracking).

IMPORTANT Changes to the groups take effect immediately and are also applied to existing projects!

Add group

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Settings.
3. Click on Organization.
4. Under the General tab, you can click New on the right under Groups to add a new group.
5. In the Add group window, enter the new name in the Group name field.
6. Click Save.
7. Now you can set the purchase and sale price. Click in the number field and enter the value.

Edit group

1. In InLoox Web App, click your profile picture in the bottom left corner.
2. Click on Settings.
3. Click Organization.
4. Under the General tab, click in the name field of a group under Groups and enter the new name.
5. Change the values of the group's purchase and sales prices by clicking in the respective number field and entering the new value.
6. Click Enter to confirm the entry.

Delete group

1. In InLoox Web App, click on your profile picture in the bottom left corner.
2. Click on Settings.
3. Click on Organization.
4. Under the General tab, click the red trash can to the right of the group you want to delete under Groups.
5. Confirm the deletion by clicking Yes.

IMPORTANT If you delete a group from the settings, this will immediately be implemented in all affected tasks and budget items. This means that you will have to reassign these tasks and items to another group. Also, the group and associated amounts will no longer be displayed in the budget item.