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Add Group
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| ID | Name | Budget | Used | Remaining | Target | Health | ||
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Budget: {totalformatted}
Expenses: {expensesformatted}
Available: {availableformatted}
Target: {targetdate}
{updatedetails}
Status Updated {updateslast}
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| {projectid} | {title} {grouppathdisplayx} | {totalformatted} | {expensesformatted} | {availableformatted} | {targetdate} | |||
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Edit
Add Sub-Group
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| Name | Role(s) | Status | |||
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{displayname}
Share Invite sent by {shareby} on {sharesent}
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{email} |
{title}
{roles}
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{status}
Re-send Invite
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| User | Overdue | Due | |
| {displayname} | {email} | {overdue} | {due} |
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Group tasks are used to keep track of schedule tasks that are common across multiple projects.
| Name | Mandatory | Starts With | Controlled | Inherited | Action |
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Schedule of Rate Codes are used to configure pre-agreed rates for unit items. In SOR view, you can add SOR quantities to projects, and later use these to track quantities complete, create invoices, etc.
| Code | Title | Unit Cost | Unit Sell | Min Qty | Max Qty | Inherited | Status | |
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You can hit Tab to move from Code to Title, and hit Enter when you have written the Title to add the SOR
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To bulk import SORs you will need to completed the SOR Bulk Import Template
| Row | Code | Title | Unit Cost | Min Qty | Max Qty | Inherited | Status | Error |
| {row} | {code} | {title} | {unitcost} | {minqty} | {maxqty} | {inherited} | {status} | {error} |
To bulk import projects you will need to completed the Project Bulk Import Template
Your Bulk Project Import file was checked successfully. Click the button below to finalise:
| Line | Field ID | Title | Value | Details |
| {line} | {fieldid} | {title} | {value} | {errordetails} |
Let's start by creating your first group.
If a user doesn't appear here, goto Users & Permissions to add them.
| Name | |
| {value} | {email} |
| Type into search to view users | |
| No users found, or user already part of Group Team | |
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| Add | Role | Parent |
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{title} |
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You can share Groups with Users outside of your Organisation