Create project groups

  • Updated on Mar 27, 2026
  • Published on Mar 12, 2026
  • 3 minute(s) read
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Overview

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

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.

  • 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.

  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.

  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.

  3. Click Manage Project Group. A cursor points to the 'Manage Project Group' button on a user interface.

  4. Click Add Existing Project. User interface showing options to add or create projects for Jack Turner's group.

  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.

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.

  3. Click Manage Project Group. A cursor points to the 'Manage Project Group' button in a user interface.

  4. Click Create New Project. Jack Turner's project management interface showing options to add or create projects.

  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.

  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.

  3. Click Manage Project Group. A cursor points to the 'Manage Project Group' button in a user interface.

  4. ClickAdd Sub Group. User interface showing option to add a subgroup under Jack Turners projects.

  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.

  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.

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.

  3. Click Manage Project Group. A cursor points to the 'Manage Project Group' button in a user interface.

  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.        

    • 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.

    • 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.

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.

  3. Remove all of the projects inside the group.

  4. (Optional) Delete any sub groups by clicking More > Delete. Click Delete to confirm your choice. Menu options for managing project groups, including rename and delete actions highlighted.

  5. Return to the project group's Dashboard and click Delete  . A hand clicks the trash icon to delete a project group option.

  6. Click Delete Group to confirm your choice. Confirmation dialog asking if the user wants to delete a group with options.

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.

  3. Click Edit Columns. Buttons for managing project groups and editing columns in a user interface.

  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.

  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.

  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.

  7. When finished, click Apply. Table displaying project details including status, dates, and permit information.

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.

  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: 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.    

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.

  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.

  5. Wait for the refresh to finish and click View from the pop-up or click Financials again.

  6. Review the Project Summary.        

    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.    

Want to learn more?

See Project Portfolio.

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