Rearranging View Information

In project and resource views, you can sort, group, or filter information by criteria you choose. To sort items in a view by a particular field, follow these steps:

1 In the view, click the heading of the field column you want to sort by. The field is sorted in either ascending or descending order.

2 To sort in the other direction, click the column heading a second time. To group items by a particular field in a view, follow these steps:

Display the view you want to work with. Above the table, click Filter, Group, Search.

In the expanded section that appears, click the arrow in the Group By box to see your grouping choices in the drop-down list (see Figure 24-4).

Figure 24-4. Click the field by which you want to group the information.

Click the field you want to group by. The table changes to reflect your grouping.

5 If you want a subgroup within the group, click Second Field in the Then By box. Some views also provide a third Then By box.

6 When you want to return to the original non-grouped order, click None in the Group By box.

To filter items by a built-in filter in a view, follow these steps:

1 Display the view in which you want to filter information.

2 Above the table, click Filter, Group, Search.

3 In the expanded section that appears, click the arrow in the Filter box to see your filter choices.

4 Click the filter you want to use.

The table changes immediately to show only those items that meet your filter criteria.

5 To see all items in the table again, click All Tasks (or All Resources or All Projects) in the Filter box.

To create a custom filter, follow these steps:

1 Display the view in which you want to filter information.

2 Above the table, click Filter, Group, Search.

3 In the expanded section that appears, click Custom Filter.

4 In the More Filters dialog box, enter the field you want to filter by in the Field Name box (see Figure 24-5).

3 More Filters - Web Page Dialog

Show rows where:

V

1 -II 1

Task Name Work

% Work Complete Actual Work Remaining Work Start Finish

Submitted On Project

Project Manager Lead Name

v|| 1

v|| 1

Figure 24-5. Click the field by which you want to filter your view information.

5 In the Test field, enter the test criteria, for example, Equals or Contains.

6 In the Value field, enter the value for the field and then click OK.

The task list changes immediately to show only those items that meet your filter criteria.

7 To see all items in the table again, click All Tasks in the Filter box.

You can also select the AutoFilter check box to add the AutoFilter arrows to each column in the current view.

To collapse the Filter, Group, Search section, click the - (minus) button in the upper-left corner of the section.

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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