Project Groups
You can group projects based on criteria,
requirements, clients, users and various other project needs. By
grouping projects, you can segregate multiple projects and efficiently
manage your project groups.
Benefits:
- Sort projects into categories
- Filter projects by groups
Create a Project Group
Create a new project group based on your business requirements.
- Click on the Projects tab in the left panel and click
in the upper-right corner. - Select Manage Groups.
- Click + icon to create a group.
- Enter the group name for the projects that you want to group together in the Group Name.
- Click Create Group to create a project group.
Manage Project Groups
After
creating a project group, you can effectively organize and manage the
groups according to your preferences. All the actions are right within
the groups to get your work done on time.
- Hover over the required project group and click
to edit the project group. - Hover over the required project group and click
to remove the project group. - Click
to drag and drop the project groups based on your choice, and then click Save Order to save the project group order. - Click a project group and view the list of projects associated with the project group.
- Search for projects using Project Search in the upper-right corner of the Active Projects. (i.e.) However, it is case-sensitive.
Create a New Project and Associate a Project Group
Create a new project and associate it with a project group.
- Click New Project in the upper-right corner in Projects.
- Enter the Project Name.
- Select the Project Owner in Owner field.
- Select a project template in Choose a Template field.
- If you create a project from an existing project template, the Project Start Date option is enabled.
- Select a start date for the project in Project Start Date field.
- Enter a brief summary about your project in Project Overview field.
- Select the Show this project overview by default checkbox, if you wish to display the project overview summary in the project Dashboard.
- Select the budget option to estimate project in Project Budget. Projects can be estimated Based on Amount or Based on Hours.
- Select a project group in Group Name to associate the project.
- Hover over the Group Name, and then click Add New Group to create a new project group.
- Indicate the privileges to access the project in Project Access.
- Click Add Project to create a new project.
Reorder and Alphabetically Sort Projects
Remove Project From a Group
- Click the desired project group to view its associated projects.
- Drag and drop the projects into Ungrouped Projects section.
To remove a single project, you can hover over the project and select right next to the project to remove only that project from its project group.
right next to the project to remove only that project from its project group. Associate a Project to a Client Group
- Click the Primary Client tab to view all client groups.
- Drag and drop the ungrouped projects into the desired client
group.
Projects that are not associated with any client group are available in Active Projects group.
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