Group

‚ÄčYou can use groups to categorize and report project information in a variety of ways. Grouping also allows you to view rolled-up summary information of tasks, resources, or assignments in sheet views.

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Group tasks or resources by one criterion

In the Task Views or Resource Views group, click the view you want.

To group tasks, select a sheet view such as the Gantt Chart, Task Sheet, or Task Usage view. You can also group tasks in the Network Diagram view.

To group resources, select a sheet view such as the Resource Sheet or Resource Usage view.

On the View tab, in the Data group, click the group you want from the Group by box.

To return the view to its ungrouped state, in the Group By box, click No Group.

 

Group tasks or resources by multiple criteria

In the Task Views or Resource Views group, click the view you want.

To group tasks, select a sheet view such as the Gantt Chart, Task Sheet, or Task Usage view. You can also group tasks in the Network Diagram view.

To group resources, select a sheet view such as the Resource Sheet or Resource Usage view.

In the Data group, click More Groups in the Group by box.

Do one of the following:

Under Groups, click Task or Resource, select a grouping criterion, and then click Apply.

To return the view to its ungrouped state, in the Group By box, click No Group.


Group assignments

In the Task Views or Resource Views group, click the view you want. To group assignments, select the Task Usage or Resource Usage view.

In the Data group, click More Groups in the Group by box.

Under Groups, click Task or Resource, select a grouping criterion, and then click Apply.

To return the view to its ungrouped state, in the Group By box, click No Group.