Navigate to Manage > Aero Groups. Find the project you want to edit and click the blue View button on the left. On the Edit Aero Group screen, you can click the More button to add a related Aero or start a related email.
When you are done editing the Aero Group, click the blue Save and Close button and you will be returned to the Manage Aero Groups screen. You can click the Cancel button to close the edit screen without saving.
The fields on this screen are:
Name *Required | A short descriptive name for the Aero Group. |
Assigned To *Required | The name of the team member assigned as the Aero Group manager. Choose from a dropdown list. The project will be listed on that Team member's My Aero Groups screen. |
Start Date *Required | The scheduled start date of the Aero Group. If nothing is chosen, this field defaults to the current date. |
Completion Date | The scheduled completion date. If this is ongoing, you can leave this field blank. |
Company | The name of the Company associated with the Aero Group (optional). |
Status | The current status of the Aero Group (Not Started, In Progress, Completed, Canceled, Deferred). To delete an Aero Group, change the status to Canceled. The Aero Group status is updated manually. |
Project Type *Required | Aero Group type (choose from the drop-down). This is different than an Aero type. |
Est. Price | The estimated amount that will be invoiced for the Aero Group. |
Est. Total Time | The estimated time for the Aero Group to be completed. |
Actual Price | The actual amount received. This is the amount that is used in the Aero Group Time Cost report. |
Billable | Whether or not the Aero Group is being billed by the hour. |
Fixed Fee | Whether or not the Aero Group is being billed on a fixed fee basis. |
Active | Whether or not the Aero Group is active. |
Description | An optional more detailed description of the Aero Group. |
Notes | Click on the blue Notes link to see all comments about the Aero Group. You can enter date-stamped comments here about the Aero Group and save them here. |
Aeros | Click the blue Aeros link to see all Aeros associated with the Aero Group. You can use the sort and filter features of the grid to find specific Aeros. |
Recurring Aeros | Click the blue Recurring Aeros link to see all Recurring Aeros associated with the Aero Group. |
Time | Click the blue Time link to see all the time that has been posted under the Aero Group. |
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