Project Groups

Project Group Overview
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
Managing Project Groups
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
New Project Groups
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
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 either clicking the edit icon on ...
Fri, 6 Jan, 2023 at 11:04 AM
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...
Fri, 6 Jan, 2023 at 11:09 AM
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...
Fri, 6 Jan, 2023 at 11:12 AM
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 Jan, 2023 at 2:28 PM
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: Complete all Projects in the Proje...
Fri, 6 Jan, 2023 at 2:40 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 prov...
Fri, 6 Jan, 2023 at 2:41 PM