Project Groups | Online Help | Zoho Projects

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.


For instance, if you’re working in a company that runs projects across departments like finance, invoices, and accounts. Selecting the projects in a particular category can be daunting, you may go baffled at times. To reduce the cumbersome process, you can groups projects under similar category and fetch them when required. Now, you can group all the project related to finance, budget, accounts, price under Accounts. Project Groups will help you do this in a jiffy. 

Benefits:

  1. Sort projects into categories
  2. Filter projects by groups

Create a project group

Create a new project group based on your business requirements.
  1. Click on the Projects tab in the left panel and click in the upper-right corner.
  2. Select Manage Groups
  3. Click icon to create a group. 
  4. Enter the group name for the projects that you want to group together in the Group Name.
  5. Click Create Group to create a project group.
 
You can create multiple project groups or associate multiple projects to a single 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. 
  1. Hover over the required project group and click  to edit the project group.
  2. Hover over the required project group and click to remove the project group.
  3. Click to drag and drop the project groups based on your choice, and then click Save Order to save the project group order.
  4. Click a project group and view the list of projects associated with the project group.
  5. Search for projects using Project Search in the upper-right corner of the Active Projects. However, it is case-sensitive.

However, any projects associated with the project group will not be deleted instead, they will be moved into Active Projects. A warning message is displayed, when you delete a project group. Click Ok to delete.

Create a new project and associate a project group

Create a new project and associate it with a project group.
  1. Click New Project in the upper-right corner in Projects.
  2. Enter the Project Name.
  3. Select the Project Owner in Owner field. 
  4. Select a project template in Choose a Template field. 
    1. If you create a project from an existing project template, the Project Start Date option is enabled.
  5. Select a start date for the project in Project Start Date field.
  6. Enter a brief summary about your project in Project Overview field.
    1. Select the Show this project overview by default checkbox, if you wish to display the project overview summary in the project Dashboard.
  7. Select the budget option to estimate project in Project Budget. Projects can be estimated Based on Amount or Based on Hours
  8. Select a project group in Group Name to associate the project. 

    1. If required, hover over the Group Name, and then click Add New Group to create a new project group.
  9. Indicate the privileges to access the project in Project Access. Learn more about public and private projects.
  10. Click Add Project to create a new project.
  1. If required, you can also edit the project and modify its Group Name. Learn more about editing projects.
  2. If available, custom fields are populated while creating or editing the projects. Learn more about custom fields.

Reorder and Alphabetically Sort Projects

Reorder projects within a project group as desired. Click the desired project group and then click the  icon to reorder the projects. You can also alphabetically sort the projects by clicking the reorder icon and selecting the Alphabetical Sort link. Now, select Save Order to save the list.

Remove Project From a Group 

  1. Click the desired project group to view its associated projects.
  2. 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.

Associate a Project to a Client Group

  1. Click the Primary Client tab to view all client groups.
  2. 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.

See Also


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