Groups

Use this form to define and manage a profile for a group.

Groups are composed of individual users who are assigned to data objects, such as projects, within applications. Groups usually represent major programs or projects within an organization or functional groups, such as the project management office.

There is a special group called WORLD that automatically means all users in the system. This is an easy way to give all users access to a template or standard calendar. You are unable to add or remove users from the WORLD group because it automatically already has all users. You can disable the WORLD group in SECURITY > System on the Settings tab.

PM Compass uses a special group called PMC_CHANGEMGT_ADMIN. Any user in this group can edit data in the workflow form or in the Change Details view as long as the user has access to the project, the workflow step is In Review or the workflow has not yet been started. Users in this group can only edit data. They cannot advance the workflow.

This form presents information in two views (Groups Detail View and Groups List View), which dictate how PPM Administrator displays group records. For details on how to switch between views, see the corresponding description in the table below.

To access this form, see Display the Groups Form.

Field	Description
Find Group	At the top of the Groups Detail View, enter a partial or complete group ID in the Find Group field to find and select an existing record or set of records that you want to view or edit. You can also click the filter drop-down arrow on the left side of the field to search for all available groups. For more information, see Use the Find Field. On Groups List View, however, this field is read-only. Next to it, the total number of records in the search results displays. To find users, click at the upper-right corner of the grid.
	Use these arrow icons to scroll through the records in the search results and display a different record to display on Groups Detail View. The numbers indicate which record you are viewing out of the total number of records in the search results. On Groups List View, however, only the total number of records display.
+New Group	Click this button at the upper right of the form to add a group. Enter information for the group on the various tabs on Groups Detail View.
	Click this icon to display the Groups List View. Fields are displayed in columns in a grid, rather than on separate tabs of the form. In each grid, you can display and edit data for multiple records at one time, with data for each record displayed in a row. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. For more information, see the Columns on the Groups List View description on this page. You can add, remove, or change the order of the columns in the grid. You can also export the data in the gird as a CSV file and download it. For more information about the common buttons and options and how they function, see Basics .
	Click this icon to switch to Groups Detail View, and edit the contents of a single record. All fields for the selected record are displayed on the form, typically on one or more tabs. Initially, the detail view is used by default when you open hub forms. For more information, see the Tabs on the Groups Detail View description on this page. You can copy, delete, or export the record to an XLSX file and download it.
Group ID	When you select an existing group to view on the Groups form, the group ID displays at the top of the form below the form header.
Other Actions	Depending on whether you are on Groups List View or Groups Detail View, you can perform actions such as copying, exporting (all or selected) to CSV or XLSX, or deleting users by accessing this drop-down menu and choosing the appropriate option. For more information, see Other Actions Drop-Down Menu.
	These grid header options allows you to expand to full screen, filter the list, download the data to CSV, and select columns by clicking the corresponding icon. For more information, see Working with Grids and Exporting Data.
Save	This button only displays when you make changes to a record, replacing Other Actions on Groups Detail View . Click it when you are done with changes. On Groups List View, you can select another row, switch to Groups Detail View, or go to another form to save your changes.
Tabs on the Groups Detail View	Use these tabs to set up detailed information for new users on Groups Detail View: GENERAL: Use this tab to create or modify a group profile on this tab. USERS: Use this tab to assign users to or remove users from a group. OPEN PLAN: Use this tab to define permissions that a group must have to access the options within the Open Plan application. SECURITY: Use this tab to define the permissions that a group must have to access the options within the PPM Security application.
Columns on the Groups List View	Use these columns and options to manage user records in the Groups grid on Groups List View. GROUP ID: This column displays the group’s unique ID. GROUP DESCRIPTION: This column displays the group description. # OF GROUP USERS :This column displays the number of users assigned to the group. MANAGER : This column displays the user ID of the assigned manager of the group. To easily find a user, you can use the Search option at the bottom of the list. Selecting Search displays the Users Search dialog box. To refine the results of your search, you can click Filter on the dialog box. Clicking the Select Record button selects the highlighted user and returns you to the main page. PRIMARY ROLE: This column displays the primary role assigned to the group. Click the drop-down arrow to select a different primary role. You can click to display a context menu options that allows you to copy or delete a selected row from the grid or assign users to groups.