In this module, learn how to add project groups. These are used to categorise projects when they are displayed in your project list and on dashboards.
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Download PDFStep 1
Head to Project Groups under Global Settings.
Click on New Project Group.
Step 2
Give it a code, name, and description.
If you have set up tracking categories and branding themes in Xero, you can select them here.
Step 3
This project group can be selected when you create a project.
To do this, click More Settings to expand it, and then select your project group from the dropdown.
Step 4
Project groups are used to display data on your dashboards (depending on user permissions) and in your project list.
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