- Choose Project, Resource Assignments, then choose View, Group and Sort By, Customize or click the Display Options bar and choose Group and Sort By.
- Choose one of the predefined group and sort options, or, to customize grouping and sorting, choose Customize.
If you choose Customize
- In the Group By column, double-click the cell, then select the field by which you want to group.
- Click Sort, then select a sort order for the grouping. Click OK.
- To change a group's display color and font, double-click the appropriate Font & Color field.
- To group and sort by additional fields, repeat steps 1 and 2.
Tips
- To remove a grouping field, select the field you want to remove, then click Delete.
- If you manually plan future period resource/role allocation in the Resource Usage Spreadsheet, you should group and sort data in a way that enables you to easily identify resources/roles, the activities to which they are assigned, and the activities’ associated projects (because the same activity name may appear in different projects). For example, you can group and sort the Resource Usage Spreadsheet by project and by resource.
Create a future period bucket planning layout
Future period bucket planning