Understanding Project Groups and Project Types
When to use high-level project groups versus specific project types for reporting.
Overview
XMP offers two ways to classify projects for reporting: project groups and project types. They work together but serve different levels of detail.
Project Groups
Project groups are high-level — useful for bundling projects you want to manage or report on together. Examples:
- All projects for a particular client
- All build-stage projects across the business
See How to Create Project Groups.
Project Types
Project types are more specific — use them for finer reporting slices. Examples:
- Specific types of build, design, or survey work
- Electrical, rigging, or groundworks department projects
See How to Set Up Project Types.
Best Practice
Be more specific with project types and looser with project groups. Groups roll up many projects; types distinguish what kind of work each project represents.