Reviewing Your Tasks or Resources by Outline Code

Grouping, filtering, and sorting by outline codes is similar to changing the order of tasks and resources based on values in other fields. You simply apply a group, filter, or sort criterion that uses the custom outline code.

To quickly group tasks or resources using a custom outline code, do the following:

1 Click Project, Group By, Customize Group By.

2 In the Customize Group By dialog box, click the down arrow in the Field Name cell and then click the name of the outline code.

3 If necessary, change the value in the Order cell, the color and pattern of the group, and other group settings.

For information about customizing a group and creating a permanent group using a field, see "Modifying a Group," earlier in this chapter on page 795.

To quickly filter tasks or resources using a custom outline code, follow these steps:

1 Display the sheet view whose rows you want to filter.

2 On the Formatting toolbar, click AutoFilter.

The AutoFilter arrows appear in the column heading for each field in the sheet view.

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3 Click the arrow in the outline code column.

4 Click the value by which you want to filter or click Custom if you want to create a custom filter based on the outline code.

Note To turn off the AutoFilter arrows, click the AutoFilter button on the Formatting toolbar.

For information about customizing a filter, see "Customizing Filters," earlier in this chapter on page 799.

To sort your tasks or resource using an outline code, do the following:

1 Click Project, Sort, Sort By.

2 In the Sort By dialog box, click the down arrow in the Sort By box and then click the name of the outline code in the list.

3 If necessary, select the Ascending or Descending option to change the sort order.

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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