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:

Project group Project code Project call name
HARDWARE PRINTER Printers and cartridges
  VEHIC Company vehicle
1 Go to Management > Project groups > then enter a code and a name for the project group.
2 If you want to add your project group to a grouping of project groups, indicate it in the Grouping field.
3 Enter the external project group's reference to link it to your existing project groups.
4 Enter the project group's closure date in the End date field.
5 Enter the project group's maximum and minimum amount.
6 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.
7 Enter the project group's notification date.
8 Indicate the project group status: Disabled / Open / Completed.
9 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.