Project Groups

New Project Groups
To create a project group to utilise with your quotes and projects: Go to the project group dashboards (Projects -> Project Groups) from the WorkGur...
Wed, 30 Jun, 2021 at 4:17 PM
Edit or Delete Project Groups
Editing Project Groups If you need to delete or edit the name and/or description of your project group you can do it from Projects -> Project Groups fro...
Tue, 13 Oct, 2020 at 4:14 PM
Adding Projects to Project Groups
Projects can be added to a project group when creating or editing a project.  Select the relevant group from the Project Group dropdown. Note: the proje...
Wed, 30 Jun, 2021 at 4:20 PM
Adding Quotes to Project Groups
Quotes can be added to a Project Group when creating or editing a Quote.  Select the relevant group from the Project Group dropdown. Note the project gr...
Wed, 30 Jun, 2021 at 4:16 PM
Invoicing a Project Group
One of the key reasons to use project groups is the ability to centrally invoice across multiple projects.   Project groups allow you to raise invoices per ...
Fri, 6 Nov, 2020 at 11:56 AM
Completing a Project Group
Once the projects that make up a project group have been completed, you can mark them complete in the following ways: Selectively Complete Projects fro...
Fri, 6 Nov, 2020 at 3:41 PM
Nested Project Groups
WorkGuru's project groups can be grouped together for reporting purposes to display forecast vs actual values as a dashboard.   This can be used to pro...
Wed, 30 Jun, 2021 at 4:11 PM