Line Item Templates for Financials

Since InLoox 11.15 (November 2024), you can create line item templates for project financial plans. You need admin permissions in order to access the InLoox account settings and be able to create line item templates.

How to create a new line item template

1. Click on your InLoox profile picture and click on Account Settings.
2. Under Organization, click on the tab Line Item Templates.
3. Click on the New button. In the Add Line Item window, enter the Name of the new line item template. Click on Save.
4. You find this newly created line item template in the list. To edit it further, click on the editing icon (pen symbol).
5. Click on Unit to define, e.g. that this line item is calculated by the hour, or day. Click on Save.
6. Then click into the fields for Purchase Price and Sales Price to add pricing for the unit. Depending on your currency digits settings and currency symbol settings (under Organization >> General >> General), the pricing may e. g. be $190 per Unit.
7. Under Groups, select the group this line item belongs to, e.g. Support, Consulting or Impelmentation. These groups are also created in the account settings under Organization >> General >> Groups. These groups help you organize your line items when you select them in the project financials.
8. Close the window and set the Quantity of the line item. E.g. 1.

The line item template can now be used in the project financial plans. This help article explains how you do that.

How to edit a line item template

1. Click on your InLoox profile picture and click on Account Settings.
2. Under Organization, click on the tab Line Item Templates.
3. Click on on the editing icon (pen symbol) of the line item template you want to edit.
4. In the window you can now change the details and then click Close.

How to delete a line item template

1. Click on your InLoox profile picture and click on Account Settings.
2. Under Organization, click on the tab Line Item Templates.
3. Click on the trash icon of the line item template you want to delete.
4. InLoox asks you to confirm the deletion of the line item template. Click on Delete to really delete it. 

The deletion of a line item template does not affect financial plans in which the deleted item was used.