In contrast to the Time&Budget tabs for projects, opportunities, people and companies, the group view in Time&Budget offers you the possibility to create evaluations of freely defined 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 create an evaluation for 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 report Person Group Internal (If you next open the Time&Budget tab from this group, the last selected report is automatically selected)
🎬 Time&Budget basic configuration
How do I group times recorded in Daylite with Time&Budget?
Should I use tasks or appointments for time recording with Time&Budget?