Grouping Tab of the Customize Activity View Dialog BoxOverview Use this tab to determine how fields are grouped. Screen Elements Select fields to group by section: Field list The field you want to use to arrange the data into smaller more manageable groups. Data rows with similar field values can be arranged into expandable hierarchies with up to 10 or 20 levels and sorted by group to reduce visual complexity and speed user access to specific data. To Level list The level to which values of a hierarchy are shown, or, if a date is selected, the way dates are broken up for the group bands. Band Color list The color to visually represent each hierarchical level. Text Color list The color for the text to be displayed within each grouping band. Sort Order list Determines whether columns are sorted in ascending or descending order, or by hierarchy. Band Options section Show field title option Determines whether to show the title of the field in the table or Gantt chart. Show field rollups option Determines whether to display summarized values, such as the dates of the table or Gantt chart. Clear the option to prevent this information from displaying. Hide if empty option Determines whether to hide grouping bands that do not contain any projects (if on the EPS page) or activities (if on the Activities page). Display text in bands using section Determines what can be edited in the first column of the Project Table. This section is enabled when EPS, Project Owner, or a project code are selected for at least one of the field lists. ID/Code option The short name or ID/Code within the grouping band. If you select this option and EPS is selected in the field list, you can edit the EPS code in the first column on the EPS page. Name/Description option The long name or name/description within the grouping band. If you select this option and EPS is selected in the field list, you can edit the EPS description in the first column on the EPS page. ID/Code and Name/ Description option The short and long name within the grouping band. If you select this option and EPS is selected in the field list, you can edit the EPS code in the first column on the EPS page. Tips Grouping bands are displayed by default when you group by a project code or EPS even if the bands are empty. Select the Hide if empty option in the Customize View or Customize Groupings dialog boxes to remove these bands from view. Getting Here
|
|
|