Group activities by hierarchy
When viewing hierarchical data, such as by EPS, you can further organize the layout by grouping and sorting.
- Choose Project, Activities, then choose View, Group and Sort By.
- Click a cell in the Group By section, then select the field by which you want to group.
- If the field you are grouping by has a hierarchy (or levels) associated with it, choose whether to display all levels or up to a specific level in the layout in the To Level field.
Hierarchical fields include WBS, resources, roles, cost accounts, activity codes, resource codes, and project codes. - To change the grouping band's appearance, double-click the Font & Color cell and select the text properties and color you want to use.
- To group by additional fields (up to 20 levels or items), repeat steps 2 through 4.
Note
- If both Indent and Sort Grouping Bands Alphabetically are checked, the grouping bands are sorted alphabetically within each parent.
- In the Activity Network, when you select a hierarchy grouping, the left side of the window contains the WBS hierarchy so you can filter activities according to the WBS.
Last Published Friday, March 29, 2024