Groups tab
In the Groups tab, you can see a list of all existing groups along with their status and financial details. Use the filters above the list to narrow it down or search for a particular group.
You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.
To enter the selected group, click on its line in the list.
To add a new group, click the Add Group button in the right-hand corner. For details, see the Use the Project Group feature | Add a Project Group guide.
To delete a group, select the group in question and click the Delete button that is displayed in the right-hand corner.
Deleting the group will affect the group entity only. The linked projects and quotes won’t be deleted. The Project Group field will disappear from the project’s and quote’s Order card or Main Data tab.
To download the list of groups in a CSV file, click the Export button.
To hide the filters, click the
icon.