Groups and Clients

Projects can be organized in two ways - by Group or by Client. Whether you use one or both of these classifications is entirely up to you. By default, Projects are organized by project Group, but you can switch to sorting by Client by clicking on the Clients option above the project list.

Each company you define in the People section can also be a client. If a client is not specified when you create a Project, that Project will be considered an internal project and the system will behave as if the Owner Company is the client.

If you prefer a Group view, click on the Group button and you'll be able to see currently defined groups as tabs on the right side of your workspace. By clicking on the Group tab, the system will display only Projects that belong to that group.

To manage project groups, click on the Manage Groups tab at the bottom of the list. This opens a simple dialog where you can create new groups or rename / delete existing ones:

Everything that you do here will automatically be applied to the Group Tabs on the page.

Project Group Visibility

Not all project groups are visible to all users. To determine which project group it should display, activeCollab uses the following rules:

  1. User with the System Role that has admin_access or project_management permissions set to Yes will be able to see all project groups.
  2. Other users will see only Project Groups which contain projects they are working on. All the other groups will not be visible to them, and they will not be able to access them.

Project Groups ignore Project Status. That's why some users may be able to see a group even if there are no active projects in it, as it may contain other projects with a status of Completed, Canceled or Paused. The same rule also applies when you wish to delete a project group, and you will not be able to do so unless you first remove all projects from it.