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.
- Name: The name of your Project Group
- Description: Additional information to help identify your Project Groups
- 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.