Grouping Projects (Subscription)

1

To begin, start by clicking on two or more projects in your list of opportunities. Two new buttons will appear: Change Status and Group.
To group your selected projects, click on Group, and then Add to Existing Group (shown below).

Open

Project Selection - List View

2

Next, a pop-up window will appear, allowing you to add a Group Name for the projects you just selected. The Group Name must be unique; no two groups can have the same name. 

Open

New Group Name Screen - List View

3

A message will appear, confirming that your unique project grouping was successfully created (see example group below).

4

The projects are now grouped together and appear under the assigned Group Name. Project Groups will appear sorted in whatever way you selected (i.e., Project Name, Bid Date, Bid Status, etc.).

1

Start by selecting the project stage where you want to group your projects. The Bidding tab is selected in the example below.

Next, as with the List view, start by clicking on two or more projects in your list of opportunities. Two new buttons will appear: Change Status and Group. To group your selected projects, click on Group, and then Add to Existing Group.

2

Next, a pop-up window will appear, allowing you to add a Group Name for the projects you just selected. The Group Name must be unique; no two groups can have the same name. 

3

A message will appear, confirming that your unique project grouping was successfully created (see example group below).

4

The projects are now grouped together and appear under the assigned Group Name. Project Groups will appear sorted in whatever way you selected (i.e., Project Name, Bid Date, Bid Status, etc.).

All project groups will appear in the collapsed view, revealing only the top-level information. This is true regardless of the expanded/collapsed state of the groups during the last visit. During a session, you can choose to expand each group individually or all groups as needed.