Managing GCGR Detail Groups
Note: Only Global Admins have the ability to manage GCGR Detail Groups within Ediphi.
In Ediphi, Admins have the ability to create and manage GCGR Detail Groups for their company which can be used in the GCGR module as organizational categories. They help break down line items into specific categories, such as General Conditions (GC) or General Requirements (GR), to make organizing and allocating costs more efficient. See below for how to create and manage GCGR Detail Groups.
In this article
How to Create a GCGR Detail Group
- Hover over the Admin dropdown in the top-right corner, and select GCGR Detail Groups.
- Click the New Group button.
- Enter a name, and a sort order if you wish (sort orders change the order in which they appear in GCGRs). Click Save.
How to Edit a GCGR Detail Group
- Hover over the Admin dropdown in the top-right corner, and select GCGR Detail Groups.
- Click the 3 dots (ellipses) to the right of the GCGR Detail Group you wish to edit, and select Edit.
- Make any changes, and click Save.
How to Delete a GCGR Detail Group
- Hover over the Admin dropdown in the top-right corner, and select GCGR Detail Groups.
- Click the 3 dots (ellipses) to the right of the GCGR Detail Group you wish to delete, and select Delete.
- Once verifying you wish to delete this GCGR Detail Group, click Confirm.
Note: The LABOR ITEMS GCGR Detail Group cannot be deleted because it is a default group. Adding items from GR Labor or Labor Gantt will automatically create a LABOR ITEMS GCGR Detail Group and therefore it cannot be deleted.
Note: Deleting a GCGR Detail Group will delete all associated Line Items across all Projects, and all associated UPC Products. Please check for line items within the GCGR Detail Group (within GCs Detail and GRs Detail tabs in GCGRs, and UPC) before deleting.
If you have any questions, feel free to contact our support team, and we'll be happy to help!