Creating a New Group

When no groups exist that are similar to what you want, you can create a new group. To create a new group, do the following:

1 Click Project, Group By, More Groups.

2 In the More Groups dialog box, select the Task or Resource option to specify whether you're creating a task or resource group and then click New.

3 In the Name box, type a descriptive name for the new group.

4 Click in the first empty cell in the Field Name column, click the down arrow, and then click the name of the field by which you want to group.

The category for the field (Task, Resource, or Assignment) appears in the Field Type

2 cell.

5 To group assignments instead of tasks or resources, select the Group Assignments, Not Tasks check box for a task group or the Group Assignments, Not Resources check box for a resource group.

6 Change the order of the grouping to Descending, if necessary.

Group Tasks with Overallocated Resources

You can create and apply a custom group that shows which tasks have overallocated resources assigned. This can help you determine which tasks are more at risk of missing their dates or generating overtime costs.

1

Click Project, Group By, More Groups.

2

In the More Groups dialog box, select the Task option and then click New.

3

In the Name box, type Overallocated.

4

Select the Show In Menu check box.

5

Click in the Group By row in the Field Name column, click the down arrow, and then type ov to scroll quickly through the list of fields. Click Overallocated.

Your new group appears in the More Groups dialog box.

7

Click Apply to initiate the Overallocated grouping to the current view. Click Close to close the dialog box without grouping.

Any time you want to apply the Overallocated grouping to a task view, click Group By on the Standard toolbar, and then click Overallocated. The view is grouped between those tasks that have overallocated resources assigned and those that do not.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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