User guide

Three personal unit groups have been created. The ProjectA and ProjectB unit groups do not
have subgroups. The ProjectC unit group has one or more subgroups.
To display a list of unit groups in the Unit Groups window:
1. Click the Units tab.
2. Click Groups in the top navigation bar. The Unit Groups window will open. If a unit
group has subgroups (children), an arrow will be displayed next to its name.
• To display a list of groups in the global root group, click Global Root. The first global
unit group listed will automatically be selected. Click on the arrow next to a group to
expand it and display subgroup names.
• To display a list of groups in the personal root group, click Personal Root. The first
personal unit group listed will automatically be selected. Click on the arrow next to a
group to expand it and display subgroup names.
You may customize the number of items per page that appear in this window; see Using the
Customize link in windows on page 30.
To display a list of unit groups in a Units View window:
NOTE: When you create a unit group, you may indicate whether it (and any of its child unit groups) will be displayed
in the side navigation bar.
1. Click the Units tab.
2. Click Groups in the side navigation bar. The Groups - Global Root window will open.
• If a unit group has subgroups (children), an arrow will be displayed next to its name.
When a selected group has subgroups, the window will display either the
immediate children of the unit group or all descendents of the unit group,
depending on the Show group descendants setting.
• If a unit group does not have subgroups, a document icon will be displayed next to its
name in the side navigation bar.
When you click on a unit group in the side navigation bar that has a document icon (that is, it
has no subgroups), a window will open, listing the units in the group. This window can
include the same fields as other Units View windows; see Units View windows fields on page
120. You may enable or disable a field display using the Customize link. See Using the
Customize link in windows on page 30.
When you customize this window, you may also enable/disable the display of descendants.
When enabled and a unit group is selected in a side navigation bar, the window will display
Chapter 15: Grouping Units 243