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Planview Customer Success Center

Client Group General tab

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Code

identifies the group and should indicate what it represents. Once the record is saved, you cannot change the code.

Name

is a single line of text that describes the group.

Active

is checked if the group is available for use and is to be included in pick lists and searches.

 

 

NOTE:
The above entries appear on all forms and can, if permitted, be changed at each one.

 

 

Parent Client Group

indicates if this group is part of another client group. If so, select an available group from the drop-down list.

You can set up a complete client group structure by indicating a parent group for several groups. The hierarchy may comprise several levels, with a parent group at one level itself having a parent at the next level up.