To create a project group to utilise with your quotes and projects:

  1. Go to the project group dashboards (Projects -> Project Groups) from the WorkGuru menu.
  2. Click the +Create New Project Group and fill out the following information:
    1. Name:  The name of your Project Group
    2. Description:  Additional information to help identify your Project Groups
    3. Parent Project Group: You can group project groups hierarchically.
  3. If you have existing jobs in the WorkGuru that are not allocated to an existing Project Group, they will be listed in a table below.  You can select the projects you want to add to the new project group.   You can also add a project to the new group from the projects add or edit details page.
  4. Confirm your new Project Group by clicking Save.