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XTM Cloud 13.4

Editing a project group by updating its criteria
To update your project group criteria:
  1. Select Projects > Project list.

  2. Select the Advanced search tab.

  3. On the right-hand side, expand the Groups dropdown.

  4. From the Groups dropdown, select a group to display projects in it. The project groups marked with the user icon circle-user-solid.svg are only visible to you.

  5. Update the required Advanced search criteria.

  6. Select Save as.

  7. In the Save as popup:

    • for the Type parameter, select the Project group option.

    • ensure there is a relevant group name in the Name field.

  8. Select Save.

Result: The list of projects in the project group is updated based on the new search criteria.