Create Planned Benefits in the Project

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Read the articles Financials Overview and Fundamental Data for Financial Plans before you start creating expense and benefits plans.

To create a new benefits plan, follow these steps:

1. In the project, click on the Financials tab. Under Planned, you will find a three-dot menu.
2. Click on the three-dot menu and select Add Benefits Plan.
3. InLoox creates 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 copy and paste an existing item. Select the entry, click the purple copy icon, and then the purple paste icon . This feature has been available since InLoox 11.14 (September 2024).
6. To edit the data fields of the new item, double-click directly in the respective field. Alternatively, click 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
   • Change the quantity, unit, or sales and purchase prices
   • Use custom fields for budget line items
   • Copy the link to this line item
   • Delete the line item

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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.