Project Search

Project Groups

Projects are unique with their own set of requirements and goals. However, many projects have similarities too. Grouping projects lets you view common projects together. Be it the same client or same owner or any other criteria that suits your business.

Create a Project Group

Project groups can be created from the Portal Settings page.

  1. Navigate to Projects and click in the upper-right corner and select Manage Groups.
  2. Click or Drop projects(s) to create a group.
    • Alternatively, drag and drop projects to +Click or Drop projects(s) to create a group.
  3. Enter Group Name.
  4. Click Create Group.

Add Project(s) to a Project Group

Add projects to groups with a simple drag-and-drop.

  1. Navigate to Projects and click in the upper-right corner.
  2. Select Manage Groups.
  3. Drag a project from the Active Projects window and drop it into the desired project group.

Edit a Project Group

  1. Navigate to Projects and click in the upper-right corner.
  2. Select Manage Groups.
  3. Hover over the group name to see the edit option.
  4. Click  to change the group name.

View Projects in a Project Group

  1. Navigate to Projects and click in the upper-right corner.
  2. Select Manage Groups.
  3. Click on the project group to view all the projects within it.

Reorder Projects in a group

  1. Navigate to Projects and click in the upper-right corner.
  2. Select Manage Groups.
  3. Select the desired project group and click . Drag and drop projects and click Save Order.

Reorder Project Groups

  1. Navigate to Projects and click in the upper-right corner.
  2. Select Manage Groups.
  3. Hover over Groups: and click . Drag and drop the groups and click Save Order.

Delete a Project Group

  1. Navigate to Projects and click in the upper-right corner.
  2. Select Manage Groups.
  3. Hover over the project group and click to delete the project.
    • However, any projects associated with the project group will not be deleted. Projects will be moved into Active Projects. A warning message is displayed, when you delete a project group.

Create a New Project and Associate a Project Group

When creating a new project you can associate to a group or add it to a new group. To learn more about creating a new project click here.

Ungroup Projects From a Project Group

  1. Navigate to Projects and click in the upper-right corner.
  2. Select Manage Groups.
  3. Drag and drop projects from their groups to Active Projects. The projects are now ungrouped.

Associate a Project to a Client Group

You can click the Group Projects by Client tab to view the client projects and associate projects to the desired client group. Drag and drop the project into the desired client group.

Note:

  • Projects that are not associated with any client group are available in Active Projects group.

Project Search

You can search for projects using Project Search. However, it is case-sensitive.

 

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