Ledger & Invoices: Set With Group Projects

Overview

When a project is billed "With Group", you must identify the related projects. The "Set With Group Projects" dialog appears during:

Initial project setup in ledgers
When you click the Set With Group Projects button (available only when grouping changes during the project lifecycle).

This dialog allows you to search for projects and add or remove them from the selected group.

Change Billed As to With Group (this automatically opens the dialog), or
Click Set With Group Projects button (button is active only when Billed As = With Group).

Search for Projects
Use Project, Master, or Billed Project fields to find projects.
Manage Search Results
- Add: Click Add to include a project in the Related Projects list.
- Add All: Adds all displayed projects.
- Remove: Removes a project from the Related Projects list.
- Navigate the pages with First, Prev, Next, Last buttons.
- Enter new criteria and click Search (results blur until you click Search).
  
  Notes:
  - Rows with N/A cannot be added (They part of a Billed with Master group or the primary of another group).
  - A row marked Primary is the current primary project and cannot be removed until a new primary is selected.
Grouped Projects section
- Select Primary Projectfrom the dropdown (default = Billed Project on the project form).
  - Dropdown includes all related projects plus the current primary.
  - Changing the primary adds the old primary project to the Related Projects list.
- Clear All: removes all related projects.
- Clear Selected: Removes selected projects (use CTRL for multi-select).
- Save or Cancel
  - Save: Updates all projects in the group:
    - Billed As = With Group
    - Billed Project = Primary Project.
  - Cancel: Discards all changes

Use this when most projects under a master account are billed together, but some are excluded.

(if many projects are excluded, use Basic Usage instead.)

Search and open the Master Project ledgers page.
Set Billed As = With Master and Save.
- This will set all related projects to be billed with the master.
Change Billed As to With Group.
- The dialog opens automatically.
- All related projects (with same Billed Project) are added to the Related Projects list.
Remove excluded projects from the list.
Change the Primary Project to the project designated for the partial master billing.

Removed projects revert to:
- Billed As = As Individual
- Billed Project = respective project.

Note: Only one group can be set up automatically this way. For additional groups, use Basic Usage.