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Sage IntacctProjects
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Projects

Project groups, task groups, and employee groups are types of dimension groups within Sage Intacct. These groupings allow for flexible selection of members, either manually or through filters.

Why it matters

Accountants and controllers can use project, task, and employee groups to segment data for reporting and analysis. This enables a more granular view of project performance, resource allocation, and other key metrics by grouping related items together.

When you use it

  • Dimension groups are sets of members within a dimension.
  • Group members can be selected manually or automatically via filters.
  • Project groups relate to projects; task groups relate to tasks; employee groups relate to employees.
  • Task groups allow tracking project work by assigned resources and billable status.

Related concepts

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