Set job groups for estimating jobs
Job groups allow you to identify and sort projects that are similar. For example, you can create job groups for commercial or industrial work, or by year. Assigning job groups to jobs makes it easier to sort a long list of jobs.
In the Estimating Job Maintenance dialog box, select the jobs for which you want to set job groups.
To select multiple jobs, hold down Ctrl.
To select a range of subsequent jobs, hold down Shift.
- At the bottom of the dialog box, click Set Group Name.
- Select if you want to update the primary group or the secondary group.
- Type a name for the group.
- Click OK.