To organize features (Projects, Reports, etc.) of Workzone in a more customized fashion, workspace groups allow you to achieve visibility within specified multiple workspaces, while excluding others (without workspace groups, visibility is limited to a specific workspace or all workspaces).
To create a new workspace group, click the Workspace groups section under Workspaces in the settings (gear icon) in the top right for All Workspaces, then click the Add New Group button at the top of the page. On the page that follows, enter a name for the group then check the boxes next workspaces that should be included. Then click the Create button at the bottom.
NOTE: Two or more workspaces must be selected to successfully create the workspace group, and no more than 50.
To edit or delete a preexisting workspace group, click the Edit or Delete link to the right of the group.
Here is a list of all of the reports that can be displayed for a workspace group:
- To-Do List
- Recent comments
- Comments by Project
- Project List
- Project To-Do List
- Status by Project
- Totals by Status (Projects)
- Completed Tasks
- Totals by Status (Requests)
- Workload by Responsible Party
- Workload by Category
- Hours by Project
- Hours by Responsible Party
- Expenses by Project
- Expenses by Expense Class
NOTE: Workspace groups is an add-on to Workzone. For details on adding this feature to your site please email email@example.com or call 610-275-9861.