Set up your project groups

In this module, learn how to add project groups. These are used to categorise projects when they are displayed in your project list and on dashboards.

Step 1

Head to Project Groups under Global Settings.

Click on New Project Group.

Step 2

Give it a codename, and description.

If you have set up tracking categories and branding themes in Xero, you can select them here.

Step 3

This project group can be selected when you create a project.

To do this, click More Settings to expand it, and then select your project group from the dropdown.

Step 4

Project groups are used to display data on your dashboards (depending on user permissions) and in your project list.


Posted: Tue 28 Feb 2023