Enterprise Help Centre

How to create a project group

Project groups are a way to organise and manage access to RFQs that you create within Felix.


Tip:  You can learn more about project groups and how they are used by reading our guide, Understanding project groups.

Create a project group

To create a project group:

  1. Navigate to Projects & Quotes > Project Groups from your Felix dashboard
  2. Click the Add New Project Group button in the top right
  3. Enter a name for the project group in the Title field
  4. Check the box beside your chosen viewing permissions
  5. Check the box beside your chosen editing permissions
  6. Click the Save button

Import project groups

Tip:  Importing project groups is only allowed for users within your organisation who hold administrator permissions.


To import a list of project groups:

  1. Navigate to Projects & Quotes > Project Groups from your Felix dashboard
  2. Click the Actions button in the top right corner
  3. Select Export Project Groups List Template from the drop-down menu to download the template
  4. Fill in the template as required, making sure to match each column's header with a property     
  5. Save the completed template in .csv format
  6. Navigate to Projects & Quotes > Project Groups from your Felix dashboard
  7. Click the Actions button in the top right corner
  8. Select Import a Project Group from the drop-down menu
  9. Click Choose File and select the filled-out template from your computer
  10. Click the Import Project Groups button


Note:  Once the import is successful, a confirmation banner will appear on the Import Project Groups page.


Tip:  Use a 0 (Zero) to indicate No. Use a 1 (One) to indicate Yes.

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