Group Projects via client

J

JonnoMo

Hello

Okay here goes... is there any way of grouping clients projects into a
hierarchy?

e.g client "XYZ" has projects a, b, c etc

so when you are connected to project server ans you go file open - you see a
list of all projects is there any way of grouping these?

eg:

Client_1
- Project_1
- Project_2
- Project_3

Client_2
- Project_1
- Project_2
- Project_3

Client_3
- Project_1
- Project_2
- Project_3

Any ideas???

Kind Regards

JMo
 
D

Dale Howard [MVP]

JonnoMo --

You should create a custom enterprise Project outline code called Client and
include your company's list of clients in lookup table. Create this in the
Enterprise Global file and make it a required field. Whenever a PM creates
a new project, he/she will be required to select a client from the Client
field. Whenever a PM clicks File - Open, he/she will be able to group the
projects by client. Hope this helps.
 
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