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. To edit the individual data fields of the new item, double-click directly in the respective field. Alternatively cou can click on the edit icon (pen symbol) to open the side panel. There you can e.g. rename the line item, change the resource allocation, add a description, add documents, change the quantity, change the unit, adjust sales and purchase prices, use the custom fields for budet line items, copy the link to this line item, delete the line item or close the side panel. Using the Linked Items feature, you can connect the budget line item to relevant items from the current or other projects in InLoox – such as tasks, time entries, mind map nodes or planning elements. The links are bidirectional, allowing you to jump directly to the connected content at any time.