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Create Tracked 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 revenue plans.

To create a new tracked benefits plan, follow these steps:

  1. In the project, click on the Financials tab. Under Tracked, you will find a three-dot menu.
  2. Click on the three-dot menu and select Add Benefits Plan.
  3. InLoox creates the Tracked Benefits plan. Select the benefits plan.
  4. To edit the data fields of the new line 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 and 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.