Project 2013 Advanced

Project 2013

Lesson 1 - Filtering/Sorting/Grouping Information

Notice that all the work resources are listed first, followed by all material and then cost resources. Also notice that the types are sorted by name in ascending order.

Sort again by selecting the by ID command from the Sort submenu on the View ribbon.

G ROUPING R ESOURCES OR T ASKS

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Discussion

You can group tasks or resources to better organize your project information. In many task or resource views, Microsoft Project includes a list of default grouping criterion that you can use to group data. For example, in the Resource Sheet view, you can choose the Standard Rate criterion to organize resources in groups, according to the standard rate set for the resource. After selecting a criterion, a yellow border displays the group name and type of group followed by a list of the tasks or resources within the group. You can expand or collapse groups just as you do summary tasks using the plus (+) symbol or minus (-) symbol that appears to the left of the group name. In addition, you can use some of the outlining buttons on the View ribbon to collapse and expand groups. By default, summary tasks do not appear when you apply a group to a view. However, you can change the settings for a criterion to display summary tasks if desired.

Grouping resources by type

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