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Creating and Managing Project Groups

Group related Projects together so you can manage them as one job in CompanyCam.

A Project Group bundles related Projects — like a multi-building job or a job split into phases — into one place. Create a group so you can manage every Project in it without jumping back and forth.

This feature is available on select plans.

On the web

Creating a Project Group

Note: Admins and Managers can create, edit, and delete Project Groups.

  1. Open your Project Feed and click the Groups tab.
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  2. Click + Create at the top of the Groups View or click the + Icon at the top of the left navigation menu and select New Project Group.
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  3. Name the group, then pick the Projects to include.
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  4. When selecting Projects, you can include Existing Projects as well as create New Projects for the Project Group.
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  5. Click Review.
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  6. Look over the group, then click Submit.
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Adding or removing Projects

  1. Open the Project Feed and click on the Groups Tab.
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  2. Click on the Group you'd like to edit.
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  3. In the Projects section, click Edit Projects.
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  4. Check or uncheck Projects to add or remove them.
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  5. Click Save.
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Creating a new Project in a group

  1. Open the Project Feed and click on the Groups Tab.
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  2. Click on the Project Group you'd like to edit.
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  3. Click the three-dot icon next to the group's title.
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  4. Select Add New Project to Group.
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  5. Name the Project, add an address, and click Create Project.

Deleting a Project Group

  1. Open the Project Feed and click on the Groups Tab.
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  2. Click on the Project Group you'd like to delete.
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  3. Click the 3-dot icon in the top-right.
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  4. Select Delete Project Group.
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In the app

Creating a Project Group

  1. Tap the + button.

  2. Select Create Project Group.

  3. Name the group, pick the Projects to include, and select Save.

  4. From there, you can see your new Project Group and select a Project to view it.

View your Groups

  1. On the home screen, tap Groups.

  2. Tap on the Group you'd like to view.

  3. Tap on Project to open it.

Adding or removing Projects

  1. On the home screen, tap Groups.

  2. From Groups, tap the group you want to manage.

  3. Tap the 3-dot icon at the top.

  4. Tap Edit Project Group.

  5. Tap the checkbox next to each Project you want to add or remove.

  6. Tap Save.

Creating a new Project in a Group

  1. On the home screen, tap Groups.

  2. From Groups, tap the group you want to add a new Project to.

  3. Tap the 3-dot icon at the top.

  4. Tap Add New Project to a Group.

Deleting a Project Group

  1. On the home screen, tap Groups.

  2. From Groups, tap the group you want to delete.

  3. Tap the 3-dot icon at the top.

  4. Tap Delete Project Group.

  5. Tap Delete to confirm.

FAQs

Can I add a Collaborated Project to a Project Group?

Whether you can add a Collaborated Project depends on your side of the collaboration. If you're the owning company that sent the invite, you can add the Project to a group. If you're the invited company, you can't.

Who can see a Project Group?

Standard Users can view a Project Group, see its progress, and open the Projects inside it. Restricted Users only see the Projects they're assigned to within the group.
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What happens to my Projects if I delete a group?

Deleting a Project Group doesn't delete the Projects inside it — they stay in your Project Feed, just no longer grouped.

💡 Need more help?
​​Contact our Support team — we're here Monday through Friday.
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