A project group is a logical grouping of related projects that serves to organize and manage projects sharing common characteristics.
Screen #1– Pipeline – Project Groups
Add a Project Group
Create a Project Group
- Navigate to the Pipeline Page and choose “Create new.”
- Select “Project Group.”
- Enter Project Group name (required).
- Enter Group project ID (optional).
- Select Parent project group (optional).
- Add Group items representing Projects (optional).
- Add Tag(s) (optional).
- Add Description (optional).
- Click the “Create” button.
Screen #1– Add the Project Group
[ht_message mstyle=”info” title=”Note” show_icon=”true” id=”” class=”” style=”” ]Project Groups will appear in the Pipeline once items have been added to them[/ht_message]
View the empty Project Groups
- Navigate to the Pipeline page.
- In the top right corner, click on the Settings icon.
- Select the option Show Empty Project Groups.
Screen #2– Show Empty Project Groups.
Edit a Project Group
To edit a Project Group do the following
- Navigate to the Pipeline page.
- Click on the Project Group name to open its card.
- Make the desired changes.
- Click the Save button.
Screen #3– Edit the Project Group
Nest a Project Group
To nest a project group within another project group, select the parent group where you want to nest the Project Group.
Screen #4– Nest the Project Group
Delete a Project Group
To delete a Project Group do the following
- Click on the three dots next to the Project Group.
- Select the Delete button.
[ht_message mstyle=”info” title=”Note” show_icon=”true” id=”” class=”” style=”” ] Please note: If there are projects under this Project Group, it won’t be removed, but will instead show in the pipeline as without Project Group. [/ht_message]
Screen #5– Delete the Project Group