Customize Groupings Dialog Box of the EPS Page

Overview

Use this dialog box to organize data into categories that share a common attribute, such as WBS, code value, or resource in the table on the EPS page. Group by simple, one-level lists of information or by multiple data items; group criteria can also be arranged in hierarchies of data at multiple levels. If you limit the number of levels, you can group additional data items.

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.

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 display for 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 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.

Show field rollups option

Determines whether to display summarized values, such as the dates of the Gantt chart or table.

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

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page:
    1. Select a view from the EPS View list.
    2. Click the View "" menu and select "" Group.

Related Topics

About Grouping and Sorting

Configuring Project View Grouping


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