Project Groups
Project groups in WorkGuru is a powerful workflow tool that lets you group projects together to manage and or invoice centrally. What or how you group proj...
Fri, 6 Jan, 2023 at 3:57 PM
Project Groups can be managed in the project group dashboard. The dashboard lets you search for and refine the project groups by Current, Complete and All ...
Fri, 6 Jan, 2023 at 3:17 PM
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 ...
Fri, 6 Jan, 2023 at 9:57 AM
Editing Project Groups If you need to delete or edit the name and/or description of your project group you can do it from either clicking the edit icon on ...
Fri, 6 Jan, 2023 at 11:04 AM
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...
Fri, 6 Jan, 2023 at 11:09 AM
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...
Fri, 6 Jan, 2023 at 11:12 AM
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 Jan, 2023 at 2:28 PM
Once the projects that make up a project group have been completed, you can mark them complete in the following ways: Complete all Projects in the Proje...
Fri, 6 Jan, 2023 at 2:40 PM
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 prov...
Fri, 6 Jan, 2023 at 2:41 PM