Group Tab of the Customize Project Issues Dialog Box

Overview

Use this tab to select how you want to arrange or group issues.

On this tab, you can select up to three levels, or fields, by which you want to group issues. Grouping gathers all of the issues together that contain the same value for the selected field. For example, if you select to group by Status, all issues with an Open status are grouped together, all issues with an On Hold status are grouped together, and all issues with a Closed status are grouped together. To display issues in the Chart format, you must select at least one group by level. Each selected grouping level appears with a colored band when displaying issues in the List format. From the Band Color list, you can select the background color you want to display for each grouping level. The Text list lets you select the color of the text that displays in the grouping level band.

You can additionally mark or clear the following options to customize the text that appears in each colored band:

Screen Elements

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.

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

The type of sorting, either ascending (A to Z; 1 to 10) or descending (Z to A; 10 to 1), that you want applied to the data in each grouping level.

For example, if you group by a field called Zone with possible values of A, B, and C and select a descending sort order, the group of Zone: C rows appears first, followed by the group of Zone: B rows, and finally the group of Zone: A rows. Choose ascending to restore an alphabetic order.

Screen elements for grouping and column selection often accompany one another. The preferred default sort order for the main table's rows is specified on the Columns tab, if available.

Show field title in band option

Determines whether to display the selected field name in each grouping level followed by the field value in the format field Name: Value. You can click each level or band to expand its list of entries.

For example, if you set up a grouping level by a field called Zone, the following text appears in the bands of actual table data:

  • Zone: Zone A
  • Zone: Zone B
  • Zone: Zone C

Show field rollups in band option

Determines whether to display summary information for all cost, numeric, integer, start date, and end date fields in the grouping level.

Show ID/Code Value in band option

Determines whether to display the issue code value associated with the grouping level.

This option applies only when grouping by an issue code.

Show Name/Code Description in band option

Determines whether to display the issue code description associated with the grouping level.

This option applies only when grouping by an issue code.

Getting Here

From the Issues page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Issues.
  3. On the Issues page, click Customize.
  4. In the Customize Project Issues dialog box, click the Group tab.

From the Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Project Issues portlet and click Customize.
  4. In the Customize Project Issues dialog box, click the Group tab.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the My Issues portlet and click Customize.
  4. In the Customize My Issues dialog box, click the Group tab.

Related Topics

Customizing Project Issues


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