{"id":1604,"date":"2021-08-11T17:36:49","date_gmt":"2021-08-11T17:36:49","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=1604"},"modified":"2021-08-11T17:36:49","modified_gmt":"2021-08-11T17:36:49","slug":"creating-and-managing-groups-in-orgplus-planning","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/creating-and-managing-groups-in-orgplus-planning\/","title":{"rendered":"Creating and managing Groups in OrgPlus planning"},"content":{"rendered":"\n<p>Just like folders, Groups are a way to organize your plans in the planning module.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Adding a Group<\/h2>\n\n\n\n<p>To create a\u00a0Group,\u00a0click on the plus sign. This will open the\u00a0<strong>Add Group<\/strong>\u00a0panel to add a group, as shown below. Type your group name and then click\u00a0<strong>Save<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"253\" height=\"78\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-4.png\" alt=\"\" class=\"wp-image-1605\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-4.png 253w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-4-50x15.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-4-60x18.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-4-100x31.png 100w\" sizes=\"auto, (max-width: 253px) 100vw, 253px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Adding plans to your Group<\/h2>\n\n\n\n<p>You can organize plans into the new groups. To add plans a new group, click on the\u00a0<strong>Properties<\/strong>\u00a0icon to the right of the plan.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"626\" height=\"27\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-5.png\" alt=\"\" class=\"wp-image-1606\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-5.png 626w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-5-300x13.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-5-50x2.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-5-60x3.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-5-100x4.png 100w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/figure>\n\n\n\n<p>The\u00a0<strong>Plan Properties<\/strong>\u00a0panel will display.\u00a0 Click on the\u00a0Group\u00a0dropdown to select the new group name and then click\u00a0<strong>Save<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"518\" height=\"167\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-6.png\" alt=\"\" class=\"wp-image-1607\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-6.png 518w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-6-300x97.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-6-50x16.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-6-60x19.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/08\/image-6-100x32.png 100w\" sizes=\"auto, (max-width: 518px) 100vw, 518px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Deleting a group<\/h2>\n\n\n\n<p>To delete a group, click the name of the folder, then the delete icon to the right of the Groups. <\/p>\n\n\n\n<p><em><strong>WARING!\u00a0 Deleting a group will delete all plans associated with that Group.\u00a0 Once deleted, a plan cannot be recovered.<\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Just like folders, Groups are a way to organize your plans in the planning module.&nbsp; Adding a Group To create a\u00a0Group,\u00a0click on the plus sign. This will open the\u00a0Add Group\u00a0panel to add a group, as shown below. Type your group name and then click\u00a0Save. Adding plans to your Group You&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[25],"ht-kb-tag":[],"class_list":["post-1604","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-planning"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1604","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=1604"}],"version-history":[{"count":1,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1604\/revisions"}],"predecessor-version":[{"id":1608,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/1604\/revisions\/1608"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=1604"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=1604"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=1604"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}