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XTM Cloud 13.8

Viewing the list of projects in your project group, in the Project list tab screen
To view the list of projects in your project group in the Project list tab screen:
  1. Select Projects > Project list.

  2. Select one of these tabs:

    • Simple search.

    • Advanced search.

    • Action.

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

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

  5. At the bottom of the Groups dropdown list, select Save.

Result:

The relevant project group name is displayed on the left-hand side of the Groups dropdown. Also, the projects in the selected group are displayed in all Project list subtabs, in the sorting order set in the relevant project group. Even, if you switch to a different XTM Cloud tab, and then go back to Project list. If you have previously performed search in the Simple search tab screen, the buttons will be deactivated and the text field will be cleared. Also, if you have set a default project filter, it will be temporarily deactivated. If you sort projects in the relevant project group in a different way, but do not save the changes by editing a project group, your most recent sorting order will be kept for the session duration.

Note

The list containing the projects in a selected project group only displays the projects to which Project Managers have access.

When a project group is managed from the context menu elipsis.svg in the Projects > Project groups tab screen, Project Managers can also only update these projects, in the selected group to which they have access.