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Configuring Activity View Grouping

Configure grouping to define how fields are grouped on the Activities page.

To configure activity view grouping:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page:
    1. Click the Activity View list and select an activity view to configure.
    2. Click the View menu and select "" Customize View.
  4. In the Customize Activity View dialog box:
    1. Click the Grouping tab and configure the grouping options in each section.
    2. Click OK.

Tips

  • When activities are grouped, the Gantt chart on the Activities page displays a summary bar for each group. The summary bar represents the time period from the earliest Early Start to the latest Early Finish for the group.
  • Use the To Level list to select the number of hierarchy levels when grouping by a hierarchical field. When grouping by dates, use the To Level list to select a time interval.
  • The band color you select will display in the table and the Activity Network.
  • You can also access activity view grouping from the View menu. Click the View menu and select Group.
  • 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.

Related Topics

Configuring Activity Views

Configuring Activity View Columns

Configuring Activity View Filters

Configuring Activity View Bars

Configuring Activity View Gantt Chart

Configuring Activity Network

Configuring Activity View Access

Grouping Tab of the Customize Activity View Dialog Box

Customize Groupings Dialog Box of the Activities Page


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