Manage Use Groups for your Company
In Ediphi, Use Groups is the best way to manage your estimates and keep everything organized. This article focuses on how to create and manage them within the Admin tab.
In this article
Creating Use Groups
- To create a new Use Group for your company, hover over the Admin prompt on the menu bar at the top of your page and select Use Groups in the dropdown that appears.
- On the next page, select New Use Group.
- Enter a Use Group Name, select a Category (both of these are required), and a Unit Label (optional). You can also Manage Unit Specs. These selected Unit Specs will then be reflected in the Units tab of your Estimate for that specific Use Group. Previously, the unit count was always referred to as "Unit Count", without being contextual to the use group in which it lives.
Once you’re done setting up your Use Group information and its respective Unit Specs, click Save.
Editing Use Groups
- To edit Use Groups for your company, hover over the Admin prompt on the menu bar at the top of your page and select Use Groups in the dropdown that appears.
- On the next page, click on the ellipses for the Use Group you need edited. Select Edit.
When in the Edit screen, you can also Manage Unit Specs for each Use Group (you also have the option to create new Unit Specs). These selected Unit Specs will then be reflected in the Units tab of your Estimate for that specific Use Group. Previously, the unit count was always referred to as "Unit Count", without being contextual to the use group in which it lives.
You also have the ability to add a Unit Label when creating or editing a Use Group, which will affect how that Use Group is presented in the Unit Mix under the Units tab. So for example, if for our Apartment Use Group we add an “Apartments” label:
Then that will override how it shows in the Unit Mix.
Deleting Use Groups
- To delete Use Groups from your company, hover over the Admin prompt on the menu bar at the top of your page and select Use Groups in the dropdown that appears.
- On the next page, click on the ellipses icon for the Use Group you need deleted. Click Delete.
If you have any questions, feel free to contact our support team and we'll be happy to help!