How Do I Group Projects?

You can group projects in Web Suite based on shared or common attributes –type, industry, location, etc. You can use groups to filter records included in the lists and some reports. In addition, groups save time and effort when setting up fee schedules and budgets.

To create a project group:

1. Open Project screen from the Lists menu.
2. Decide what attributes you want to use to build a project group. List the projects having that attribute.
3. Click the ID of a listed project and then click Group to open the Project Groups screen.
4. Click New to create a new group.
5. Enter an ID and Name for the project group.
6. Click Save and then Return.
7. Back on the Project Groups screen, select the relevant projects in the Available Items list and move them to the Assigned Items list using the Add button .
8. Click Save and then Return.
9. After creating groups, you can specify a Default Group for the project on the Details tab by selecting one from the drop-down. You can also assign the selected project to one or more groups by checking them in the Groups drop-down.
10. When you have finished, click Save and then Return.