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Analysis Groups (Project)

You can generate a report that includes only projects that belong to specific analysis groups. This enables you to ensure that your reports focus only on the information you need.

There are several types of analysis group:

• Project Analysis Groups.
• Client Analysis Groups.
• Employee Analysis Groups.

You can assign a project to project analysis groups in their project details record's Project Analysis Groups section.

You can set up project analysis groups to suit your organisation's needs. Any project analysis group you set up will be available in the Project Analysis Groups section.

Project Analysis Groups Example

Let's look at a simple example of how you set up and use Project Analysis Codes.

Suppose that your organisation has several different project managers, and you need to run project reports focusing on project managers.

Let's see how you set up analysis codes to meet this requirement.

Step 1: Create Project Analysis group called 'Manager'

1. Open the Utilities view in the left-hand pane.
2. Click Analysis Groups in the left-hand pane.
3. Click New.
4. In the Analysis Group field, type Manager.
5. In the Analysis Type field, select Project.
6. Click Submit.

You have created the Manager project analysis group.

Step 2: Add project analysis codes to 'Project Manager'

1. Open the Utilities view in the left-hand pane.
2. Click Project Analysis.
3. Select Project Manager in the Groups drop-down list.
4. Click New.
5. In the Analysis Code field, enter a manager, such as Bill Carr.
6. Add in any other relevant codes in the same way.
7. Click Submit.

You have added project analysis codes to the Manager project analysis group.

Step 3: Assign a project to a Manager analysis code

1. Open the Edit view in the left-hand pane.
2. Click Projects in the left-hand pane.
3. Click Edit.
4. The Projects window opens in the main workspace. Open the Analysis Groups tab.
5. The Project Manager drop-down list is now available in this section because you have set up the Project Manager analysis group. The items in the drop-down list are the Manager analysis codes you added to the analysis group.
6. Select the relevant manager.
7. Click Submit.

You have assigned a project manager to the project.

Now you can now use the Project Manager project analysis group when you are running reports. it enables you to target projects with specific managers.

Copy from Template

The Copy from Template drop-down list enables you to select a project template containing pre-defined project analysis settings you want to apply to this project.

See also

Project Details Screen

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