Use and manage groups

Groups in Fusion Online help you organize and manage users, projects, tasks, and resources more effectively. They simplify filtering in views, streamline permission management, and ensure consistency when working across teams and projects.

Fusion supports four types of groups:

  • User Groups

  • Project Groups

  • Task Groups

  • Resource Groups

Each group type has a specific use but follows a similar structure and is managed from the Admin > Groups section of the application.

Group administration

Permissions required to manage groups

Managing groups requires specific permissions based on the group type:

  • To manage User Groups, you must be a User Administrator or System Administrator.

  • To manage Project, Task, or Resource Groups, you must have the Manage Groups permission for the organization that owns the group. System Administrators also have access to manage these groups.

Project, task, and resource groups are organization-specific, so the permission must be granted per organization.

Why use groups?

Groups are powerful tools for:

  • Simplifying view filters – Use groups to quickly filter large sets of users, tasks, or projects in dashboards and custom views

  • Managing permissions – Assign access rights using groups instead of managing individuals one by one

  • Maintaining structure – Apply consistent labels and categories across Fusion to keep everything organized

When adding or checking in a project from Fusion Desktop, any Project, Task, or Resource groups associated with the project will be automatically added to Fusion Online if they do not already exist.

User Groups

User Groups are used to:

  • Assign permissions to multiple users at once (recommended method for managing access)

  • Organize users by department, team, role, or region

  • Drive visibility and access across projects and tasks

To create or edit a User Group:

  1. Go to Admin > Groups > User Groups

  2. Click + create new group or select an existing one

  3. Add or remove users from the group

  4. Use the Permissions tab to assign access rights

Project Groups

Project Groups allow you to:

  • Categorize projects for filtering in views

  • Reference a group when assigning project-level or task-level permissions

To create or edit a Project Group:

  1. Go to Admin > Groups > Project Groups

  2. Click + create new group or select an existing one

  3. Add or remove projects from the group

Task Groups

Task Groups allow you to:

  • Categorize tasks for filtering in views

  • Reference a group when assigning task-level permissions

To create or edit a Task Group:

  1. Go to Admin > Groups > Task Groups

  2. Click + create new group or select an existing one

  3. Add or remove tasks from the group

Resource Groups

Resource Groups allow you to:

  • Categorize resources for filtering in views

  • Reference a group when assigning task-level permissions

To create or edit a Resource Group:

  1. Go to Admin > Groups > Resource Groups

  2. Click + create new group or select an existing one

  3. Add or remove resources from the group

Resource groups are assigned per project. This means that a resource with the same name can belong to a group in one project and not belong to that group in another. To maintain consistency across projects, you can use the Import feature on the Project Details > Resources page to bring in resources (and their group memberships) from a template or another project. This is also helpful for synchronizing group assignments across multiple projects.

See Also

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