Add Grouping Criteria to Role Requests

To add grouping criteria to an estimate:

1. On the Builder subtab, go to the Estimate Builder.
2. Click Manage Resource Grouping.
3. Select the checkboxes for the fields you want to group resource requests by when adding to opportunity or creating a project.
4. As you make selections, view the Resource Request Preview section to see your changes reflected in real-time.
5. Click Save.