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: : Creating a Project Group
Creating a project groups consists in grouping several projects under the same entity. Several types of projects can be grouped within a project group.
Example of a project group with 2 internal projects
HARDWARE |
PRINTER |
Printers and cartridges |
|
VEHIC |
Company vehicle |
- Go to Management > Project groups >
and enter a project's group name and code.
- If you want to add your project group in a higher level group, indicate it in the Grouping field.
- Enter the project group external reference to link it with your existing project groups.
- Enter the project group closing date in the End date field.
- Enter the project group's maximum and minimum amount.
- In the % Alert field, enter an alert percentage. Thanks to this value, it is possible to edit the list of project groups that reached this percentage in terms of order document.
- Enter the project group's notification date.
- Indicate the project group status: Disabled/Enabled/Finished
- Enter custom comments about the project group and save.
- Under the Grouped services tab, click on
to automatically create a service provider order from a project.
Then, from the Edit menu, you can:
- See the list of all the projects contained in this project group.
- View the project group's budget control.
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