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Home > Quoting > Advanced Topics > Set Up Process Groups

Set Up Process Groups


A Process Group is a 
grouping of Processes

For example you may decide to have a Process Group called Assembly. And you may have a various Processes in that Process Group, e.g. Preassemble, Assemble, Install, etc.

 To set up a new Process Group, from the main menu go to Set Up > Process Groups.

       


To add a Process to a Process Group, from the main menu go to Set Up > Process.  Next to the Process you wish to edit, click Edit.

       



Change the Process Group Name to the one you require.






See also