You can specify custom group and sort settings for layout information displayed in a table format. For example, data displayed in a Project Table or column data displayed to the left of a Gantt Chart or spreadsheet.
- Choose View, Group and Sort By, Customize.
In the Top Layout window toolbar, you can also click the Display Options bar (in the right pane), then choose Top Layout Options, Group and Sort By, Customize, or right-click in the table, then choose Group and Sort By, Customize. - To include totals in the layout, mark the Show Grand Totals checkbox.
- To show only summary data for each hierarchical level included in the layout, mark the Show Summaries Only checkbox.
- In the first row of the Group By column, double-click, then select the first category by which to group.
- If you select WBS, mark the Indent checkbox to list the WBS levels you select in the To Level column. (To hide WBS levels that do not contain any data, mark the Hide If Empty checkbox at the bottom of the Group and Sort dialog box.) Select a font and color for each data group.
- If you select date fields, select the group interval.
- Mark the appropriate checkbox to determine the text that displays on the grouping band.
To display the field name on the grouping band, mark the Show Title checkbox.
To display the ID or Code value on the grouping band, mark the Show ID/Code checkbox.
To display the Name or Description on the grouping band, mark the Show Name/Description checkbox. - Mark Sort grouping bands alphabetically to display the grouping bands in alphabetical order rather than their order in their respective hierarchy.
- Mark Hide if empty to hide group title bands that do not contain activities within the group.
- To define sort fields, click Sort.
- Click Add, then in the Field Name column, double-click and select a sort field.
In the Sort Order column, select Ascending, Descending, or Hierarchical (option only appears for fields that are hierarchical). Repeat this step for each sort field you want to add. - Click OK, then click OK again.
Tips
- To use the predefined grouping, click Default.
- To delete a group or sort item, select it, then click Delete.