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Create Tracked Expenses 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.

In the project, click on the Financials tab. Under Tracked, you will already find an Operational Expense Plan (OpEx, Time Recording) that InLoox creates automatically based on the tracked working times in the project and the group specified in the task (or the group at the top position in the settings if there is no task reference in the time tracking entry).

Create a New Operational Cost (OpEx) Plan​

  1. Under Financials, click Tracked and then click the three-dot menu.
  2. Click Add Operational Expenditure Plan (OpEx).
  3. InLoox creates the plan, which you can rename.
  4. Select the new plan and click New Line Item to create individual items.
  5. Alternatively, you can copy and paste an existing item. Select the entry, click the purple copy icon, and then the purple paste icon Copy/Paste Icons. This feature has been available since InLoox 11.14 (September 2024).
  6. Double-click to edit the individual data fields of the new item.
  7. Or 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, use custom fields for budget line items, copy the link to this line item, delete the line item, or close the side panel.

Create a Capital Expenditure Plan (CapEx)​

  1. Under Financials, click Tracked and then click the three-dot menu.
  2. Click Add Capital Expenditure Plan (CapEx).
  3. InLoox creates the plan, which you can rename.
  4. Select the new plan and click New Line Item to create individual items.
  5. Alternatively, you can copy and paste an existing item. Select the entry, click the purple copy icon, and then the purple paste icon Copy/Paste Icons. This feature has been available since InLoox 11.14 (September 2024).
  6. 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.