Create multiple levels within the same project to manage and group subcategories such as multiple sites, areas of work or disciplines — all under one job number.

Enable Project Groups for your account: 

1. Click on Settings > Company Settings > General and change Project Groups to Enabled: 

2. Choose if you want to allow custom groups to be created for each project:

3.1 Or if prefer to define a list of Group Names that can be used:

3.2 If choosing a limited list of groups that can be used you will need to now input these groups:

4. Then Click Save. 

Adding Groups to your Project: 

5. Navigate to your Project > Go to the Three Dots > Project Structure: 

6. Click on the Groups Checkbox: 

7. Then you can name your groups and add additional groups to your structure:
 

8. Once a group has been added you can then choose to calculate your fee at a Group Level, go to Budget & Fee > Settings > Calculate Fee at Group Level: 

9. You can now Filer your project to view profitability for a specific group: 

We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!