Create Advisory Project groups

You can create project groups in your Advisory Projects screen to help you organize projects into a group for easy tracking and filtering. You can group projects by any column in the project list.

Create project groups

  1. In Advisory, click Projects in the menu bar.
  2. Click the Show Group Panel button if the Grouping area is not open at the top of the projects list.
  3. Drag column headings to the Grouping area to group projects by status, current due date, client ID, or other criteria.

    Drag any columns that you want grouped.

The project list will be grouped by the first column in the Grouping area and then the subsequent columns.

View grouping information

To view groupings, click to expand the project information.

Remove columns from a group

To remove a column from the group, click for the column in the Grouping area.

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