Creating a project group
Creating a project group consists in grouping together several projects. Several types of projects can be grouped into a project group:
HARDWARE |
PRINTER |
Printers and cartridges |
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VEHIC |
Company vehicle |
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1
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Go to Management > Project groups > then enter a code and a name for the project group. |
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2
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If you want to add your project group to a grouping of project groups, indicate it in the Grouping field. |
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3
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Enter the external project group's reference to link it to your existing project groups. |
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4
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Enter the project group's closure date in the End date field. |
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5
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Enter the project group's maximum and minimum amount. |
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6
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Enter an alert percentage in the % Alert field. This value enables you to modify the list of project groups which purchase orders have already reached the percentage that was set. |
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7
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Enter the project group's notification date. |
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8
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Indicate the project group status: Disabled / Open / Completed. |
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9
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Enter personal comments about the project group and save. |
Then, from the Edit menu, you can:
- display the list of all the projects contained in this project group;
- access the project group's budget control.