Project 2016 Intermediate

Lesson - Filtering/Sorting/Grouping Information

Project 2016

NOTE To create a custom option based on an existing option, select the option you want to copy in the More Groups dialog box and then select the Copy button. Then, name the new option and make changes to the existing option as desired. To delete a custom option, open the More Groups dialog box and select the Organizer button. On the Groups page, select the custom option in the < filename > list box, select the Delete button, select Yes to confirm the deletion, and then close all open dialog boxes. If you chose to display the option on the Group by drop-down list, the option is removed from the menu when you delete it. Create a custom grouping option by selecting the Customize Group By option from the Group by drop-down. Create the custom option using the Group Definition dialog box. However, this group appears as Custom Group in the More Groups dialog box.

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Procedures

1. Switch to a task view to create a task group or switch to a resource view to create a resource group. 2. Select the View tab. 3. In the Data group, select the Group by command. 4. Select New Group by . 5. Type a name for the option in the Name box. 6. Select the Show in menu option to display the group on the Group by drop- down list, if desired. 7. Select the first empty field in the Field Name column. 8. Select the Field Name list. 9. Select the field by which you want to group the tasks or resources. 10. Select the Order field in the same row. 11. Select the Order list. 12. Select Order in which you want to group the tasks or resources. 13. Click Save.

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