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Getting started with groups/projects containing several jobs...

In LSP.expert, you can create 'groups' of jobs.

Caroline Bries avatar
Written by Caroline Bries
Updated this week

In LSP.expert, there is no notion of 'projects' as such, but rather a notion of 'groups' in which you can gather jobs. All your groups can be found in the Groups tab.

To know how to create a new group containing jobs, see this article: https://help.lsp.expert/en/articles/1730207-how-can-i-create-a-group-project-containing-several-jobs

To know how to add a job to an existing group, see this article: https://help.lsp.expert/en/articles/1730222-how-can-i-add-a-job-to-an-existing-group-of-jobs

Some interesting things to know:

  • You can edit the name and colour of a group by clicking on the group in your list of groups and by editing the Overview panel of this group.

  • You can remove a job from a group by clicking on the three dots at the end of the job line in the details of the group.
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  • If the group contains outsourced jobs, the system tells you, in the details of the group, the total of suppliers, the total amount and your total margin.

  • You can add a common PO number for all the jobs in the group by editing the Billing panel of the group in the details of the group.

List of jobs

In your list of jobs, you see that the jobs belonging to a group are identified with a coloured icon (the colour of the group).

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