The Group By functionality allows you to group projects by selected columns. This functionality allows you to group projects, for example by project status, stage/phase, organization etc. You can also use multiple grouping criteria to group projects by primary and secondary criteria, for example you can group projects by On-time Status and Organization.
Note: Clicking the Group by button within the context of an initiative brings up projects only pertaining to that initiative.
To enable the group by functionality:
- Navigate to the Projects page by clicking the Projects link on the left navigation bar, or by selecting Go To > Projects from the top navigation bar.
- From the Projects page, click the
button, or from the Data menu, select Group By. By default the screen loads with the Group By icon disabled and the Group By Option set to None.
The Grouping row is displayed just below the header row. The Group By columns are displayed under the first column. - From the drop-down menu, select a column for grouping. Projects are grouped based on your selection. If you select None, all qualifying projects are displayed ungrouped. Typically text fields are enabled for grouping and numeric fields are summed for each group used for grouping. Certain fields like Project ID and Project Name, which are unique fields, are not eligible for grouping column selection.
- To filter based on multiple criteria, select a project column name and drag it next to your first filter criteria. The Group by drop-down value automatically changes to Custom, and the projects are displayed based on the multiple grouping columns. To remove a column from the grouping criteria, select and drag the column away.