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Projects - Create Project Groups (Status Group)

Article Index

Create Project Groups (Status Group)

You may create Reporting Groups for Projects. These Projects may be activated in batches and documents.

Once the batches and / or documents are posted (updated to the ledger), you may generate various reports for each Projects on the Sidebar of Projects.

To Create Project Groups (Status Groups):

  1. Click on the Setup → Groups menu. The Groups (Account Group 1 (default)) screen will be displayed. 
  2. Click on the Status Group button. The Status Group screen is displayed:
  3. If you wish to rename the Reporting Group Name - Status Group, over-type the description with your new description. This will change the description of the button for Status Group.   
  4. To add a new Group to the root directory or list, select the REPORTING GROUP ROOT on the list and click on the New button.   
  5. Enter the name of your Project and click on REPORTING GROUP ROOT on the list.   
  6. Repeat the process until you have entered all the Project Groups, etc.   
  7. Click on the OK button to save your changes and close or exit this screen.

You may click on the Print button to print a list of your Projects.