Microsoft Office Tutorials and References
In Depth Information
Grouping Project details
9 On the View tab, in the Data group, click Sort , and then click by ID.
Project re-sorts the resource list by resource ID.
Reordered ID numbers give you a visual indication that a task or resource view has been
sorted. If you see that a sort has been applied but you don’t know which one, you can
look in the Sort By dialog box. You cannot save custom sort settings that you have
specified as you can with grouping and filtering. However, the sort order that you most recently
specified will remain in effect until you re-sort the view.
Grouping Project details
As you develop a plan, you can use the views available in Project to view and analyze
your data in several ways. One important way to see the data in task and resource views
is by grouping. Grouping allows you to organize task or resource information (or, when
in a usage view, assignment information) according to criteria you choose. For example,
rather than viewing the resource list in the Resource Sheet view sorted by ID, you can view
resources sorted by cost. Grouping goes a step beyond just sorting, however. Grouping
adds summary values, or roll-ups , at intervals that you can customize. For example, you can
group resources by their cost, with a $1,000 interval between groups.
Grouping changes the way that you view your task or resource data, allowing for a more
reined level of data analysis and presentation. Grouping doesn’t change the underlying
structure of your plan; it simply reorganizes and summarizes the data. As with sorting, when
you group data in a view, the grouping applies to all tables that you can display in the view.
You can also group the Network Diagram view, which does not contain a table.
Project includes several predeined group definitions for tasks and resources, such as
grouping tasks by duration or resources by standard pay rate. You can also customize any
of the built-in groups or create your own.
The scenario: At Lucerne Publishing, you continue your examination of resource costs. You
found sorting by resource group to be helpful because the resource group values map
to departments within Lucerne Publishing. Now you’d like to further customize the view
of resource cost information by aggregating it by group. This new grouping is one you
anticipate using in the future, so you want to also save it for future use.
In this exercise, you group resources and create a custom grouping definition.