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  1. Select the + button to open the Group detail form.
  2. Enter a descriptive Label.
  3. Enter a four (4) character Abbreviation. (Alpha and numeric characters only.)
  4. Choose an Item Color.
    1. The Group’s color determines the sketch colors used for plan review.
    2. We do not recommend using gray or black tones for group colors.
  5. Ensure the ‘is Default’ toggle is off. Group lists will not utilize the default setting.
  6. To sort the group values alphabetically in dropdown controls, set Set to the sort order to zero.
  7. Click the Save button (required).

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