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Working with Group and Sort Features

This set of controls appears throughout the application (most notably on the Activities, EPS, and Assignments pages) and offers similar functionality for grouping and sorting the fields (or columns) in a list, table, or scorecard. Options for text color, band background color, and showing data in bands are also provided.

To answer questions you need answered involving two or more fields, consider grouping by those fields. For example, if you need to know Do we have any code yellow activities that started this month or last and that are assigned to vendor ABC? then group and sort by your code, start date (to the month level), and vendor fields.

Customize Groupings illustrated on the Activities page

Table of Common Grouping and Sorting Screen Elements

Item

Description

item one

Common Group and Sort Example: In this example, the Activities page is grouped by the Project, WBS, and Start Date fields.

item  two

Custom Group and Sort Example: In this example, the Activities page is grouped by the Crew project code, then by Action, Primary Resource, and finally the Status activity code. This helps the user pinpoint the exact data they were looking for.

item  three

Custom Group and Sort Settings: These are the corresponding Customize Groupings dialog box settings applied to achieve the example in item 2 above. Even though the hierarchical fields are capable of displaying data in more nested levels, the user is only concerned with the top two levels indicated by a 2 in the To Level field.

Notes:

  • Most groupings support up to ten (10) levels with some pages such as the Activities, EPS, and Resource Assignments pages supporting up to twenty (20) levels of grouping by one or more fields.
  • Because projects can be in two different portfolios, the same project can appear in two different group bands when you are grouped by portfolio. If you edit one of these bands, the other bands will automatically be updated.

Related Topics

Grouping and Sorting Information


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