Microsoft Office Tutorials and References
In Depth Information
Sorting Project details
Sorting Project details
Sorting is the simplest way to reorganize task or resource data in Project. You can sort tasks
or resources by predeined criteria, or you can create your own sort order with up to three
levels of nesting. For example, you can sort resources by resource group (which is the value
in the Group field—Design, Editorial, and so on—in our Lucerne Publishing example) and
then sort by cost within each resource group.
When you sort data, the sort order applies to the active view regardless of the specific table
currently displayed in the view. For example, if you sort the Gantt Chart view by start date
while displaying the Entry table and then switch to the Cost table, you’ll see the tasks sorted
by start date in the Cost table. You can also sort in most views that do not include a table,
such as the Resource Graph view.
Like grouping and filtering, which you will work with later in this chapter, sorting does not
(with one exception) change the underlying data of your plan; it simply reorders the data
you have in the active view. The one exception is the option that Project offers to renumber
task or resource IDs after sorting.
It’s fine to renumber tasks or resources permanently if that’s what you intend to do. For
example, when building a resource list, you might enter resource names in the order in
which the resources join your project. Later, when the list is complete, you might want to
sort them alphabetically by name and permanently renumber them.
In the new children’s book plan in our Lucerne Publishing example, each resource is
assigned to one of several resource groups. These groups have names such as Design,
Editorial, and others that pertain to a book publisher. For your plans, you might use
resource groups to represent functional teams, departments, or whatever most logically
describes collections of similar resources.
Sorting all resources by resource group enables you to see the costs associated with each
resource group more easily. This can help you plan your project’s budget. You can also sort
resources within each group by cost from most to least expensive.
The scenario: At Lucerne Publishing, you’d like to examine resource costs in the new
children’s book launch plan in detail. In addition to seeing the cost values per resource
based on their pay rates and assigned work, you’d also like to see the cost values organized
by the resource groups that map to departments at Lucerne. These include groups like
Editorial and Production .