Configuring Activity View Grouping
Configure grouping to define how fields are grouped on the Activities page.
To configure activity view grouping:
- 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.
- On the Projects navigation bar, click
Activities. - On the Activities page:
- Click the Activity View list and select an activity view to configure.
- Click the View
menu and select Customize View.
- In the Customize Activity View dialog box:
- Click the Grouping tab and configure the grouping options in each section.
- 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.
|