PSA L&P - Projects: How to change a Project's Project Group

How to change a Project Group

  1. First, make sure that the Project Group you want to change to exists.  Go to Setup.
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  2. In Setup go to Project Groups.
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  3. Search for the Project Group you wish to use.
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    • If you cannot locate the Project Group you want, you will need to create it.
    • To create a new Project Group hit New Record, fill out the Description and project code, and then hit Submit.2019-06-27_15-44-41.jpg
  4. Now that you have your Project Group go to Setup.
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  5. Click on Projects.
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  6. Look up the project you wish to Update (Option A or B will help you to locate it).2019-06-27_15-02-44.jpg
  7. Once you've selected your project, click on the drop-down menu for Project Group and select the group you wish to change the project too.2019-06-27_15-50-03.jpg
  8. Click Submit.
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PSA L&P - Projects FAQ

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