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To enable the Project Groups feature, please contact our Help Desk or your Regional Growth Manager. |
Overview
The Project Groups feature of the XTRF Home Portal allows you to collect several projects and quotes in one entity. Grouping projects is especially beneficial to Project Managers as it helps to:
monitor complex orders with a lot of linked subtasks
manage long-term projects with a predefined budget
keep track of finances on a higher level.
In a nutshell, you just add the selected projects and quotes to a group. This won’t affect the projects or quotes themselves but will allow you to manage and monitor several projects as one entity.
By default, the Project Groups feature will be accessible to all the user groups with the rights to access the Projects domain. To learn more about groups and rights settings, see the User Management | User Groups and Rights article.
Add a Project Group
To create a new group:
Go to the Projects module > Groups tabthe Projects module → Groups tab, and click the Add Group buttonthe Add Group button.
You will be directed to the Add Group page.
Provide a Group Name.
Select one or several clients from the Client drop-down list.
Click the Add Group button. You will be directed to the newly created group page.
Link a project or quote to the group
You can link projects and quotes to an existing group in two ways: on the group page or while creating a project or quote.
On the group page:
If there are no linked projects or quotes, click the Link Project button in the middle of the screen.
If this group already has linked projects, a Link Quotes button appears under the Linked Projects card.
If this group already has linked projects and quotes, click the Link Project or Link Quotes button on the corresponding card.
A pop-up window with a list of projects or quotes appears.
Check the box(es) in the left column to select the desired project(s)/quote(s) from the list. To narrow down the list, click the
icon and use the expanded filters.Click the Link button.
On the Add Project/Quote page:
From the Project Group drop-down menu, select the desired group.
Click the Add Project / Add Quote button.
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You need to select a client for the project or quote before assigning it to the group. The client must be already assigned to the group in question. |
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To check if a project is already linked to a group, see the Order card for Smart projects or the Project > Main Data tab for Classic projects. |
Unlink a project or quote
To delete the association of a project or quote with a group, go to this group page. Select the desired project or quote in the Linked Project/Quotes sections. The Unlink Project/Quote buttons will appear on top of the project/quote list. Click this button and confirm the unlinking.
Delete the group
To erase the group from your system:
On the group page, click the
icon in the top right-hand corner and select Delete.
or
In the Groups tab, select the group in question and click the Delete button that appears on top of the list.
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Deleting the group will affect the group entity only. The linked projects and quotes won’t be deleted. The Project Group field will disappear from the project’s and quote’s Order card or Main Data tab. |
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