The Group option will bring up the Project Groups screen. Here you can create new project groups or edit existing groups. Projects can be grouped in any manner. Grouping is a powerful feature of Web Suite that enables you to quickly filter project records for review or to limit records included in reports. Groups can be a very effective device for managing your business and enhancing Web Suite. Items can be included in more than one project group. For example, you can group projects by category (for example, 1040 Tax Prep, Network Installation, Computer Drafting) for easier comparison of performance, write-up/down, etc. Project grouping possibilities are as unique as your business needs.
The following are descriptions for each Project Groups field:
Project Group:
ID of the project group. Click
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to select
one from the drop-down list.
Name:
The name of the project group is displayed here after selecting the group ID.
Inactive:
Check this option, to make the selected group as inactive.
Available/Assigned Items:
Available projects are in the left list box and selected or included projects are in the right list box. Arrowhead buttons between the lists move selected projects back and forth.
Show Active Only:
Select the check box to view only the active projects in the available grid.
Web Suite automatically creates a group ALL
which includes all the projects that are in the list, and is automatically
updated when any project is deleted or added.
Find
:
Search for a project in the grid using full or partial ID, code, phase, name or client. Press Tab key. Web Suite jumps to the nearest match in the list.
Include All:
Checking this option includes all the projects in this group. In addition, if this is left checked, any new projects that are added to the database automatically are added to the selected group.
Help:
Opens the Web Suite Help in Project Groups section.
Print:
To preview and print project group report click Print. Preview displays the full screen representations of the report and allows you the choice of printing or exporting the report. Print button provides you with various options: report preview, print setup, printer selection, refresh data, export data, toggle group tree, zoom, find data and page navigation. Web Suite allows you to zoom in three stages (full page, full width, and close-up) to find the most desirable appearance. You can maneuver around the screen by using the horizontal and vertical slide bars at the bottom and right side of the screen.
Click the Printer icon at the top of the Preview window to print the
report. To export data, while in the preview window, click 
. Save the file to the desired
location. You can export the report in various formats, including RPT,
PDF, CSV, XML, Excel and Rich Text Format (RTF).
Delete:
You can delete an entire project group by filling in the Project Group ID and then clicking Delete.
Save:
After you have completed entering or modifying the groups, click save to save or update the information.
New:
Click to open the New Project Group screen wherein you can add a new Project group into the Web Suite.
Return:
Closes the Project Groups screen. Remember to click Save before closing.