Before you start
Plan Requirements:
This feature is available on select plans. If you’re interested in access, our team is available to help walk you through your options.
Permission Roles:
Admins and Managers can create, edit, delete, and view all Project Groups activities.
Standard Users can view the Project Groups, view the progress within the Group, view the details page, and navigate to individual projects from the Group view.
Restricted Users can only access Projects that they're assigned to within the Project Group.
Platform Availability:
Creating and managing Project Groups is available on both the web and mobile apps.
On the web
Creating a Project Group
Open the Project Feed and click on the Project Groups Tab.
Click + Create at the top of the Project Groups View or click the + Icon at the top of the left navigation menu and select New Project Group.
Name the Project Group and select the Projects you'd like to include.
When selecting Projects, you can include Existing Projects as well as create New Projects for the Project Group.
After you've chosen your Projects, click Review.
Once you've reviewed your Project Group, click Submit to create the Group.
Add/Remove Existing Projects from a Project Group
Open the Project Feed and click on the Project Groups Tab.
Click on the Project Group you'd like to edit.
Scroll down to the Projects section and click Edit Projects.
Select/deselect the Projects you'd like to add or remove to the Project Group.
Once those changes have been made, click Save.
Create a New Project within a Project Group
Open the Project Feed and click on the Project Groups Tab.
Click on the Project Group you'd like to edit.
Click on the Three Dots Icon next to the Project Group's Title.
To create a new Project for the Project Group, click Add New Project to Group.
Name your Project, add an address, and click Create Project.
Deleting a Project Group
Open the Project Feed and click on the Project Groups Tab.
Click on the Project Group you'd like to delete.
Click the Three Dots Icon to the right of the page.
Click Delete Group Project.
View Group Activity
Open the Project Feed and click on the Project Groups Tab.
Click on the Project Group you'd like to view the activity for.
You'll see the Project Group activity on the right-hand side of the page. You can use the filtering tools at the top of the page to view activity by Time Frame and Activity Type.
Share a Project Group Timeline Link
Open the Project Feed and click on the Project Groups Tab.
Click on the Project Group you'd like to share.
Click the Share Icon to the right of the page.
Select Enable Timeline Link.
Disable a Project Group Timeline Link
Open the Project Feed and click on the Project Groups Tab.
Click on the Project Group that has a Timeline Link enabled.
Click the Share Icon.
Select Disable Timeline Link.
In the app
Creating a Project Group
Open CompanyCam, tap on the + Button.
Select Create Project Group.
From here, create a title for your Project Group, select the Projects you'd like to include, and select Save.
From there, you can see your new Project Group and select a Project to view it.
View Project Groups
Under the Workspace section on the homescreen, tap Project Groups.
Tap on the Project Group you'd like to view.
Once within the Project Group, you can tap on a Project to open it.
Add/Remove Projects from a Project Group
Under the Workspace section on the homescreen, tap Project Groups.
Tap on the Project Group you'd like to manage.
Tap on the Three Dots Icon at the top of the page.
Tap Edit Project Group.
Tap the Checkbox next to each Project you'd like to add or remove.
After you've selected your Projects, tap Save.
Create a New Project within a Project Group
Under the Workspace section on the homescreen, tap Project Groups.
Tap on the Project Group you’d like to add a Project to.
Click the Three Dots Icon at the top of the page.
Select Add New Project to a Group.
Deleting a Project Group
Under the Workspace section on the homescreen, tap Project Groups.
Tap on the Project Group you'd like to manage.
Tap on the Three Dots Icon at the top of the page.
Tap Delete Project Group.
Tap Delete to confirm.
Share a Project Group Timeline Link
Under the Workspace section on the homescreen, tap Project Groups.
Tap on the Project Group you'd like to share.
Tap the Share Icon at the top of the page.
Tap Enable Timeline.
Disable a Project Group Timeline Link
Under the Workspace section on the homescreen, tap Project Groups.
Tap on the Project Group that has a Timeline Link enabled.
Tap the Share Icon at the top of the page.
Tap Disable Timeline.
FAQs
Can I add a Collaborated Project to a Project Group?
Can I add a Collaborated Project to a Project Group?
Yes, you can add a Collaborated Project to a Project group, but it depends on whether you're the owning or the invited company within the collaboration.
Owning Company: The company that created the collaboration invitation can add the Project to a Project Group.
Invited Company: The company that was invited to the collaboration cannot add the Project to a Project Group.