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 group 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. 

1. Sort projects into categories
   
2. Filter projects by groups
   
3. Create project group prefix
   

Create a Project Group

You can create multiple project groups or associate multiple projects to a single project group.

Project Group Prefix

Project groups can be assigned a prefix. The prefix is appended to all projects that are part of the group. Enable this setting to create or modify project group prefix.

1. Click on the Projects tab in the left panel.
   
2. Click Project Groups tab.
3. Click New Group in the top-right corner to create a group.
4. Enter the group name and group prefix.
   
   
5. Click Create Group.
   

1. The project group prefix cannot be more than 10 characters and can contain alphabets, numbers, & hyphen only.
   
2. The group prefix is appended to the project when user selects a group while creating a project.
   
3. For existing project groups, the project prefix is prefilled in the group prefix section when you click the edit option and can be modified.
   
4. If a project is moved to a new group, it will take the prefix from the new group.
   

Manage Project Groups

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 enable reorder of project groups. Click reorder icon () next to the group and drag and drop it to its new place. 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.

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 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 button. Now, select Save Order to save the list.

1. Click the desired project group to view its associated projects.
   
2. Drag and drop the projects into Ungrouped Projects section.