XTM Cloud v 13.0

Creating a project group

To create a new project group:
  1. Go to Projects > Project list > Advanced search.

  2. In the Advanced search tab, fill in the relevant fields and click Search.

  3. Click Save as.

  4. In the Save as popup, set the following parameters:

    1. In the Type parameter, select Project group

    2. In the Visible parameter, select one of the following options:

      • Only to me - for the group to be visible only to the group creator

      • To all Project Managers - for the group to be visible to all Project Managers

    3. In the Name textbox provide a unique group name.

    4. From the Sort by dropdown list, select one of the sorting options.

      To add or remove sorting options, see customizable columns in the project list.

    5. From the Sort order dropdown list, select one of the sorting options:

      • Ascending (default)

      • Descending

  5. Click Save.