Understanding project groups
A Project Group is a basic organisational unit within Felix which helps you group and organise your RFQs, as well as manage your staff's access to them.
It is easy to think of a project group as a folder for RFQs. For example, you may wish to organise your RFQs into project groups based on the staff members who collaborate on them, or the locations the projects are taking place.
Project groups can be made visible to only the creator, to a specific list of teams or staff users, or to every organisation user.
An organisation user can belong to multiple project groups simultaneously.
How to access project groups
To access project groups, simply navigate to Projects & Quotes > Project Groups from your Felix dashboard. You will be directed to the Project Groups page where you will be able to see information such as the Project Group ID, Name, Creation Date, Creator and the Number of RFQs related to the project group.
Understanding project group permissions
When a project group is created, the creator is able to set viewing and editing permissions for the group. Each permission is outlined below:
|View||Can view RFQs within the project group, including vendor quotes.|
Cannot modify RFQ properties (e.g. Updating open/close dates, inviting new vendors or allowing quote updates.)
|Edit||Can view RFQs within the project group, including vendor quotes.|
Can modify RFQ properties (e.g. Updating open/close dates, inviting new vendors and/or allowing quote updates.)
|Creator||Accessible to only the Creator of the project group.|
|Team / Staff Users||Accessible to only the chosen teams or staff users.|
|Every User||Accessible to all organisation users.|
Tip: To learn how to create and manage project groups, you can read our guides How to create a project group and How to manage your project groups.