---
title: "Create project groups"
slug: "create-project-groups"
updated: 2026-10-15T00:53:15Z
published: 2026-10-15T00:53:15Z
canonical: "help.servicetitan.com/create-project-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create project groups

## Overview

Project Groups allows you to group related projects under one view, eliminating the need to switch between reports and projects.

[Project Groups overview Video](https://fast.wistia.net/embed/iframe/eicvi7f505?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators, office employees, managers, and accountants
- Primarily for Residential Construction and Commercial Construction business types
- Applies to all trades

#### Feature configuration

- This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist [here](https://docs.google.com/forms/d/e/1FAIpQLSdqo3HEj5EQlZPVHt2rODBF49jM1mXGBfGsuPzbkx1DtoZhhQ/viewform).
- The *View Project Portfolio* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- All projects in a group must be assigned to the same customer record in ServiceTitan.
- This feature is currently in Private Preview and is subject to change.

## Create a Project Group

1. Go to the navigation bar and click **Projects**.
2. Click **Create Project Group**. ![Buttons for creating a project group and a project are displayed on the interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-771uo5jh.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. Enter a name for the Project Group.
4. Search for and select a customer from the **Customer** dropdown. ![Creating a project group for Jack Turner with customer selection options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-f5kbb23g.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
5. Click **Create**.

## Add existing projects to a group

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Table displaying project groups with highlighted project name and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-ksb62gwb.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. Click **Manage Project Group**. ![A cursor points to the 'Manage Project Group' button on a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-57kl1e87.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
4. Click **Add Existing Project**. ![User interface showing options to add or create projects for Jack Turner's group.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-frc8pr7a.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
5. Select the projects you want to add to the group.
6. Click **Add**. ![Select projects to add to Jack Turner's list, showing project details and statuses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-ki26b3hk.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)

## Create new projects and add them to a group

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Project management interface showing Jack Turner's projects and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-bmoqqk1z.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. Click **Manage Project Group**. ![A cursor points to the 'Manage Project Group' button in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-yvsduv42.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
4. Click **Create New Project**. ![Jack Turner's project management interface showing options to add or create projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-ox2lv1w4.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
5. Select the customer's location for the project. If you need to create a new location, click **Add Location**.
6. Click **Next**. ![User interface for selecting a location with highlighted customer details and navigation button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-25ds3f8a.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
7. Enter the Project Details, Contract Information, and Additional Details, where applicable, and click **Create Project**.

## Create project sub groups

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Project management interface showing Jack Turner's projects and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-70iv09qw.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. Click **Manage Project Group**. ![A cursor points to the 'Manage Project Group' button in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-5hyzp2yd.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
4. Click![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)**Add Sub Group.** ![User interface showing option to add a subgroup under Jack Turners projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-z13ok4yx.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
5. Enter a name for the sub group and click **Add.** Repeat this step for every sub group you want to create.
6. Click **Save**. ![Input field for subgroup name in project management interface with save option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-wkwienfq.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
7. From the *Manage Project Group* screen, click the sub group(s) you created and Add Existing Projects or Create New Projects for it. ![User interface for managing project groups and adding new projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-f3y1kozc.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)

## Move or remove projects from a project group

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Table displaying project groups with highlighted project name and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-wq6fqin7.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. Click **Manage Project Group**. ![A cursor points to the 'Manage Project Group' button in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-n4flp7t6.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
4. Select the project(s) you want to move or remove. ![Interface showing project management options for Jack Turner's projects, including move and remove options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-itilqoqc.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
  - To remove the project(s) from the group, click **Remove Project** and click **Delete** to confirm your choice. ![Confirmation dialog asking to remove projects with Cancel and Delete options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-wl1qktop.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
  - To move the project(s) to a different sub group or back to the primary group, click **Move Project.** Select the group you're moving the project(s) to from the **Current Group** dropdown and click **Move** to confirm your choice. ![Interface for moving projects between groups with options to select and confirm action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-katmh0xt.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)

## Delete a project group

In order for a project group to be deleted, it must have no projects inside of it.

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Table displaying project groups with highlighted project name and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-ij962fn5.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. Remove all of the projects inside the group.
4. (Optional) Delete any sub groups by clicking **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-zsigba95.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D) > Delete**. Click **Delete** to confirm your choice. ![Menu options for managing project groups, including rename and delete actions highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-ikzsplfs.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
5. Return to the project group's *Dashboard* and click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-wp46v8ew.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D). ![A hand clicks the trash icon to delete a project group option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-brmscf5k.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
6. Click **Delete Group** to confirm your choice. ![Confirmation dialog asking if the user wants to delete a group with options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-vrmzjcsu.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)

## Edit a project group's columns

To edit what columns are visible to you in a project group:

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Project management interface showing Jack Turner's projects and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-7sluk1sr.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. Click **Edit Columns.** ![Buttons for managing project groups and editing columns in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-objzwzy6.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
4. Click **Lock Column** to prevent a column from being hidden or moved. ![User interface for editing project group columns with options to lock columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-w2y5tacu.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
5. Click **Hide Column** to prevent a column from appearing in the Projects table. ![Table displaying project details with options to hide columns and manage visibility.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-xd6kpkd0.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
6. Click, hold, and drag a column to change its order in the Projects table. ![A user selects the 'Project Type' column in a project management table interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-xvbfr53d.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
7. When finished, click **Apply**. ![Table displaying project details including status, dates, and permit information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-oubonct5.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)

## Review a project group's statuses

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Table displaying project groups with highlighted project name and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-ih0f0mga.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. From the side menu, click **Dashboard.**
4. Review the *Project Status* column to see what status and substatus each individual project is in.

> [!TIP]
> **Tip:** You can expand or collapse the data for any groups or sub groups by clicking the black arrow next to their name.

![Project overview showing statuses for Alpine Community projects, including bids and progress.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-euclxi78.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)

## Review a project group's financials

1. Go to the navigation bar and click **Projects**.
2. Click the **Project Group** tab and click one of your existing groups. ![Table displaying project groups with highlighted project name and customer details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-xb4qb8zx.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
3. From the side menu, click **Financials.**
4. Click **Refresh Table** to get financial data. ![Overview of financial data for Jack Turner's projects with refresh option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-1mow8tt5.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)
5. Wait for the refresh to finish and click **View** from the pop-up or click **Financials** again.
6. Review the *Project Summary*.

> [!TIP]
> **Tip:** You can expand or collapse the data for any groups or sub groups by clicking the black arrow next to their name.

![Project summary table showing expenses, invoiced amounts, and balances for various projects.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-project-groups-image-jve6umvp.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A19%3A42Z&se=2026-10-31T04%3A19%3A42Z&sr=c&sp=r&sig=zca4VFDMLlFO03FnephSd7VON4Sa4u2cOLY5uOh48oI%3D)

## Want to learn more?

See [Project Portfolio](/construction/docs/project-portfolio).