Project Groups

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The Group option will bring up the Project Groups screen. Here you can create new project groups or edit existing groups. Projects can be grouped in any manner. Grouping is a powerful feature of BillQuick Online that enables you to quickly filter project records for review or to limit records included in reports. Groups can be a very effective device for managing your business and enhancing BillQuick Online. Items can be included in more than one project group. For example, you can group projects by category (for example, 1040 Tax Prep, Network Installation, Computer Drafting) for easier comparison of performance, write-up/down, etc. Project grouping possibilities are as unique as your business needs.

 

The following are descriptions for each Project Groups field:

 

Project Group:

ID of the project group. Select one from the drop-down list.

 

Include All:

Select this check box to include all existing projects in the selected group. In addition, if this check box is selected, any new projects that are added to the database  are automatically added to the selected group.

 

Name:

The name of the project group is displayed here after selecting the group ID.

 

Inactive:

Select this check box to make the selected group inactive. Inactive groups do not appear in the time and expense entry screens, nor do they appear in the Project Control and Employee Control screens.

 

Available/Assigned Items:

Available projects are in the left list box and selected or included projects are in the right list box. Arrowhead buttons between the lists move selected projects back and forth.

 

BillQuick Online automatically creates a group ALL which includes all the projects that are in the list, and is automatically updated when any project is deleted or added.

 

Project Groups Button Panel

 

Help:

Opens the BillQuick Online Help in Project Groups section.

 

Print:

Opens a report in the Report Viewer, where you can preview and print the report.

 

Options:

 

Show Active Only:

You can check this option to view only active projects in the Available Items grid.

 

Rows:

Number of records displayed in the grid depends on the selection made here. You can view a maximum of 1000 project records in the grid. BillQuick Online memorizes this setting for you.

 

Delete:

You can delete an entire project group by filling in the Project Group ID and then clicking Delete.

 

Save:

After you have completed entering or modifying the groups, click save to save or update the information.

 

New:

Click to open the New Project Group screen wherein you can add a new Project group into the BillQuick Online.

 

Return:

Closes the Project Groups screen. Remember to click Save before closing.

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