Define grouping levels

Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Grouping Levels.

1. To add a new grouping level, click Add.
2. Enter the Name of the grouping level.

3. Use the Display Features tab to select the information that you want to display and record for the grouping level.

   For example, you can display general information such as the description and status, display costing information such as cost budgets, or display charging information such as revenue budgets.

4. On the Additional Information tab, tick the items of additional information that you want to display and record with groups of this type.
5. Use the Defaults tab to specify the default status of the grouping level.
6. Click OK to save the new level that you have created.

7. To save the grouping level, click OK.

   How to copy the grouping level details

   1. To copy the grouping level, click Copy.

      The copied item has the same name as the original with the addition of 1, 2, 3 and so on.

   2. Enter a new Name, if required.
   3. If required, change the details on the Display Features, Additional Information, Integration and Defaults tabs.
   4. To save the copied item, click OK.