Project groups need to be created before you can allocate projects and quotes to them as you can't create a group from a project or quote.

From the project group dashboard (Projects -> Project Groups) from the WorkGuru menu.  Click +Create New Project Group

Fill out the new project group fields.

  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. (Optional)

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.

Confirm your new Project Group by clicking Save.