In contrast to the Time&Budget tabs for projects, opportunities, people and companies, the group view in Time&Budget offers you the possibility to analyze collections of objects.
Four types of groups are supported:
- Groups of projects
- Groups of opportunities
- Groups of people
- Groups of companies
An corresponding group report is available for each group type.
For example, if you want to analyze several customers at the same time, proceed as follows:
- Create a new group in Daylite
- Add the desired contacts to this group
- Select the Time&Budget tab
- Choose the reports Person Group Internal or Person Group External
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