Create a utilization reason group

A utilization reason group contains reasons with similar attributes.

You can create up to 10 sub-levels of a utilization reason group. For example, you can have a utilization reason group with nine parent groups. You can define reasons for a reason group at any level.

Create a utilization reason group

1. Open or go to the Utilization workspace tab.

2. To add the reason group at the top level, do one of the following:

   • Press the Ctrl+N keys.

   • Right-click in the tab and on the context menu click New Reason Group.

   • On the ribbon, go to the Home tab and on the New menu click New Reason Group.

   To add the reason group under another reason group, select the parent reason group and then do one of the following:

   • Right-click the parent reason group and on the context menu click New Reason Sub Group.

   • On the ribbon, go to the Home tab and on the New menu click New Reason Sub Group.

   A new reason group is added.

3. In the new reason group's Properties window, type the name of the reason group in the Description box.

   The reason group name describes the grouping of utilization reasons and identifies the utilization reason group in the data records, so it must be unique.

4. (Optional) Enter values for the spare fields.

5. Save the changes.

You can modify the properties of a utilization reason group in the Properties window.