Adding a New Project Group - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

New project groups can be added to a user's list of project groups. This option creates new project groups and does not add existing project groups.

To add a new project group:

  1. From the Plan Review Administration tab, click Manage Project Groups.
  2. From the Portal Users pane, select the Active Users tab.
  3. Select a user from the list of users. The list of project groups the selected user belongs to is displayed in the Project Groups pane.
  4. Click Add. The Add Project Group dialog box is displayed.
  5. Enter the name of the new project group in the field.
  6. Click OK. The new project group is added to the Project Groups pane for the selected user.
    Tip:

    To assign the new project group to a project, see Assigning a Project Group to a Project.