Set up your project groups

Step 1

Head to Project Groups under Global Settings.

Click on New Project Group.

Step 2

Give it a code, name, 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.