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Working with Grouping

Like filters, groups help you find information faster in views that contain lots of data. Like the name implies, groups allow you to group data in a view. For example, you might want to see your Gantt Chart view grouped by a custom field called Location. This new view of the Gantt Chart view would show you all the same tasks, but now they would be clumped together to show you all the tasks that occur in certain areas in a single grouping.

Creating New Group

Click Project, Group By, More Groups.

Select whether you will be creating a Task group or a Resource group.

Click the New button.

Enter a name for your new group.

Decide whether you want the group to appear in the Project, Group By menu.

Decide whether this group will be grouping Task/Resource fields or Assignment fields.

From the drop-down menu in the first row, select the field you want to be at the top level of your group structure.

If you checked the box in step 6, select whether you will group by Task/Resource fields or Assignment fields.

The Order field determines whether the group display of data is sorted in ascending or descending order.

Define the font for the test in the group level that is selected in the grid.

Select the color of the group level in the view.

Define a display pattern for the color. This is the level of shading that will be applied to the color bar for the group.

For all fields EXCEPT the first field, you can define an interval for the group that can allow you to limit the groups levels.

The Show Summary Tasks check box determines whether the tasks that appear in a grouping should be shown with their summary tasks.

Click OK when you are finished defining the group.



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