Modify a Group

You can add Jobs to a Group simply by right-clicking them and selecting Move to Group / <target group> .

While Custom Grouping is active, the following options are available in the lower WIP breakdown grid, either by right-clicking on one or more selected rows, or by right-clicking on a Grouping header (e.g. Grouping: Group 1 ).

  • Move to Group – New Group / Group 1, etc. Transfers selected Jobs to a selected Group. New Group creates a new grouping of WIP from the selected Jobs.
  • Rename Group – On selection of an existing Group, displays the Rename Group window, in which you can enter a new name for that group. Note: The old Group name will still appear in any draft Bill Text.