To create a project group to utilise with your quotes and projects, go to Projects -> Project Groups in the WorkGuru menu.

Click the Create New button and fill out the following information:

  • Name:  The name of your Project Group
  • Description:  Additional information to help identify your Project Groups
  • Project Allocation:  If you have existing jobs in the WorkGuru that are not allocated to an existing Project Group, they will be listed in a table and you can allocate to the new Project Group by selecting the relevant Projects.

Confirm your new Project Group by clicking Save.