About project groups

• A project is a framework for tracking and managing the financials for a type or area of business.
• A dimension is a classification system for organizing, sorting, and reporting on information in meaningful ways.
• A dimension group is a particular set of members in a dimension, or a set of members that meet certain criteria. For example, you can create projects groups for projects located in a particular geographic location or projects with a specific customer base ,or of a certain nature, such as manufacturing or retail projects.

Video: Dimensions - what they are and how they work

If you're not familiar with dimensions, the following video introduces dimensions and how they can help you gain insight into your project financials:

• What are dimensions and how do they work?

Project groups in reports and dashboards

Defining a project group gives you additional control over what appears in reports and dashboards. In general, any project group that you create appears as additional filter choices.

Project groups allow you to do the following:

• Manually select a set of members, such as specific customers, vendors, or locations.
• Filter to include members that meet certain criteria, such as items of the same type or customers of the same type.
• Control the order in which the members appear in report columns and rows.
• Take advantage of dimension counts to post to statistical journal entries automatically.

Learn more about dimension groups

To learn more about dimension groups, see the following help topics:

• Add a dimension group
• Manage dimension groups
• Frequently asked questions: Dimension groups