Reorder and group items
Add groups, rename them, reorder items and groups, move items between groups.
Groups give a sheet structure. A Plumbing sheet typically has groups like Master Bathroom, Powder Room, Main Kitchen. Inside each group sit the items.
Add a group
At the top of the sheet (or between existing groups), click + Group.
Type the group label (e.g. Basement Suite Bathroom) and press Enter.
Add items to the group with + Item at the bottom of the group.
Rename a group
Double-click the group header, type the new name, press Enter.
Reorder groups
Drag a group header by its handle to a new position. The order persists for everyone in the workspace and is reflected in exports.
Reorder items within a group
Drag the row by its handle (the dotted icon at the start of the row) to a new position.
Move an item to a different group
Drag the item's row by its handle and drop it onto the destination group's header. The item moves with all its data and attachments.
Delete a group
Click the group header's menu (the three-dot icon at the right of the header).
Choose Delete group.
Confirm, deleting a group deletes all its items.
Deleting a group is destructive. Every item in it (and every attachment on those items) is removed. On locked sheets, deletion requires a change reason.
How groups behave on different scopes
Groups belong to the sheet they're on, not to the project. So:
- On a per-unit sheet, each unit has its own groups (Unit A's Master Bathroom is separate from Unit B's, even though they're both called Master Bathroom).
- On a per-project sheet, the groups are shared by definition.
When you copy a sheet or convert scope, groups are cloned/split along with the items.
Defaults vs free-form
Each category schema ships with default groups and starter items. You're free to ignore, rename, replace, or delete them, the schema's groups are suggestions, not constraints. The DB stores group keys as free text.