: :  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
Project groups Project code Project name
HARDWARE PRINTER Printers and cartridges
  VEHIC Company vehicle

 

  1. Go to Management > Project groups > and enter a project's group name and code.
  2. If you want to add your project group in a higher level group, indicate it in the Grouping field.
  3. Enter the project group external reference to link it with your existing project groups.
  4. Enter the project group closing date in the End date field.
  5. Enter the project group's maximum and minimum amount.
  6. 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.
  7. Enter the project group's notification date.
  8. Indicate the project group status: Disabled/Enabled/Finished
  9. Enter custom comments about the project group and save.
  10. Under the Grouped services tab, click on to automatically create a service provider order from a project.

Then, from the Edit menu, you can: