Project 2013 Advanced

Project 2013

Lesson 1 - Filtering/Sorting/Grouping Information

group. Notice that all the work resources are hidden. Click the plus (+) symbol to redisplay the work resources.

Practice the Concept: Group the resources by the standard rate. Then select the No Group option on the Group by submenu on the View ribbon to remove the grouping. Switch to the Gantt Chart view. Group the tasks by the constraint type. Drag the split bar to the right and then double-click the right border of the Task Name column in the field name row at the top to view the group names. Select the Outline button on the View ribbon and select the Outline Level 1 command. Then, select the No Group command from the Group by submenu to remove the grouping.

C REATING A C USTOM G ROUPING

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Discussion

If the default list of grouping criterion does not meet your needs, you can create your own custom criterion. When you create a custom criterion in the Group Definition dialog box, you name it and then select the fields by which you want the project information grouped. You can also set the font for the criterion, as well as indicate the desired cell background and pattern. You can then apply the new criterion to the desired view.

By default, summary tasks are not included when tasks are grouped. If desired, you can select the Show summary tasks option to display summary tasks in a group.

New custom groups automatically display in the More Groups dialog box. You can access the More Groups by going to the View tab – Data Group. In addition, you can choose to display the custom group on the Group by submenu on the View ribbon, if desired.

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