How to Create Project Groups

Overview

Project groups help you manage and report on related projects — for example, all projects for one client, or all build-stage projects in your business.

How to Access

Go to Main Menu → Project Groups.

Creating a Project Group

1. Review existing groups in the table.
2. Click Add new (top right).
3. Enter a name for the project group.
4. Save the group.

Assigning Projects to a Group

1. Go to Main Menu → Projects.
2. Edit the project you want to group.
3. Select the Project group from the dropdown.
4. Save the project.

See Understanding Project Groups and Project Types for how groups differ from project types.

Next Steps

• How to Set Up Project Types
• How to Create a New Project