- •Table of Contents
- •Preface
- •Primavera Products
- •Using Documentation and Help
- •Where to Get Support
- •Understanding Project Management
- •Why Use Project Portfolio Management?
- •Your Role in the Organization
- •Project Management Process Overview
- •Planning, Controlling, and Managing Projects
- •Quick Tour
- •Getting Started
- •Selecting a Language
- •The Workspace
- •What Is a Layout?
- •Customizing Displays
- •Sample Layouts
- •Using Wizards
- •Defining Administrative Preferences and Categories
- •Defining Default Settings
- •Allowing Users to Define the Default Hours per Time Period
- •Defining Standard Categories and Values
- •Defining Currencies
- •Setting User Preferences
- •Formatting Time Units
- •Formatting Dates
- •Setting View Currency and Symbols
- •Setting Mail Preferences
- •Implementing Wizards
- •Creating a Log of Tasks and Setting Startup, Group and Sort, and Column Options
- •Changing Your Password
- •Setting Profile and Spreadsheet Data Options
- •Setting Calculation Options for Resource and Role Assignments
- •Selecting Startup Filters
- •Structuring Projects
- •Setting Up the Enterprise Project Structure
- •Enterprise Project Structure Overview
- •Summarizing Projects
- •Setting Up the Enterprise Project Structure
- •Adding a New Project to the Enterprise Project Structure
- •Using Project Architect
- •Working with the Enterprise Project Structure
- •Using Root Nodes to Denote Project Status
- •Defining Enterprise Project Structure Details
- •Leveling Priority
- •Anticipated Dates
- •Auto-Numbering Activity IDs
- •Setting Up the Organizational Breakdown Structure
- •Viewing an OBS
- •Setting Up an OBS
- •Editing OBS Elements
- •Defining Resources and Roles
- •Resources Overview
- •Viewing and Adding Resources
- •Default Units/Time
- •Using Limits for Delayed Resource Start
- •Defining Resource Shifts
- •Defining and Assigning Resource Codes and Values
- •Setting Up Roles
- •Assigning Roles to Resources
- •Defining Custom Resource Curves
- •Reviewing Work Breakdown Structures
- •Viewing a WBS
- •Grouping by WBS Path
- •Adding WBS Elements and Assigning Properties
- •Using WBS Milestones
- •How Weights Affect Percent Complete
- •Assigning WBS Category Values
- •Defining Earned Value Settings for Specific WBS Elements
- •Assigning Estimation Weights to WBS Elements
- •Defining Budgets
- •Top-Down Budgeting
- •Establishing Budgets
- •Establishing a Monthly Spending Plan
- •Tracking Budget Changes
- •Establishing Funding
- •Tracking and Analyzing Budgets
- •Establishing Project Codes
- •Defining and Assigning Project Codes
- •Grouping, Summarizing, and Filtering by Codes
- •Working With User-Defined Fields
- •Creating User-Defined Fields
- •Working with User-Defined Fields
- •Working with Indicators
- •Creating Calendars
- •Adding Calendars
- •Modifying Calendars
- •Implementing the Schedule
- •Establishing Activity Codes
- •Creating Activity Codes and Values
- •Grouping and Summarizing by Codes
- •Working with Activities
- •Activities Overview
- •Adding Activities
- •Defining General Activity Information
- •Defining Schedule Information
- •Establishing Relationships
- •Dissolving Activities
- •Displaying Activity Details for Assignments
- •Assigning Resources and Roles
- •Recalculating Costs/Units for Assignments
- •Choosing the Rate Source and Rate Type for an Assignment
- •Assigning Resource Curves to Resource or Role Assignments
- •Manually Planning Future Period Assignments
- •Assigning Activity Codes and Adding Expenses
- •Viewing Activity Feedback and Posting Resource Notes
- •Assigning Work Products and Documents
- •Adding Steps
- •Setting Options for Using Weighted Steps
- •Creating and Assigning Activity Step Templates
- •Viewing Activity Summaries
- •Viewing Contract Manager Documents
- •Using Global Change
- •Working with Cost Accounts and Project Expenses
- •Cost Account and Expense Overview
- •Setting Up a Cost Account Structure
- •Adding Expenses and Entering Cost Information
- •Defining Expense Details
- •Analyzing Costs
- •Performing Top-down Estimation
- •Performing Top-down Estimation
- •Applying Saved Top-Down Estimates To a Project
- •Managing Baselines
- •Creating and Maintaining Baselines
- •Assigning Baselines to Projects
- •Comparing Current and Baseline Schedules
- •Updating Baselines
- •Ensuring Baseline Data Is Updated
- •Updating, Scheduling, and Leveling
- •The Update Process
- •Choosing a Method of Updating
- •Highlighting Activities for Updating
- •Updating Progress for Spotlighted Activities
- •Estimating Progress Automatically
- •Setting Auto Compute Actuals
- •Updating Using Timesheets
- •Updating Activities Manually
- •Removing Progress from Activities
- •Interrupting Activity Progress
- •Applying Actuals
- •Storing Period Performance (Past Period Actuals)
- •Scheduling Projects
- •Types of Activity Dates
- •Leveling Resources
- •Recalculating Resource and Role Assignment Costs
- •Managing Resource Assignments
- •Summarizing Projects
- •Setting Summarization Options
- •Summarizing Project Data
- •How Data Is Summarized
- •Managing Risks
- •Adding Risks
- •Calculating Exposure Values
- •Calculating a Risk’s Impact
- •Creating and Deleting Risk Types
- •Customizing Risk Layouts
- •Project Issues and Thresholds
- •Adding Issues
- •Assigning Tracking Layouts to Issues
- •Using the Issue Navigator
- •Adding Thresholds
- •Threshold Parameter Definitions
- •Monitoring Thresholds
- •Assigning Tracking Layouts to Thresholds
- •Maintaining a Project’s Document Library
- •Specifying Document Location References
- •Assigning Work Products and Documents
- •Tracking Projects
- •Creating Tracking Layouts
- •Working with Tracking Layouts
- •Customizing Tracking Layouts
- •Comparing Projects with Claim Digger
- •Claim Digger Overview
- •Comparing Projects/Baselines
- •Comparison Data
- •Creating and Using Reflections
- •Reflection Overview
- •Creating and Using Reflections
- •Reflection Guidelines
- •Checking Projects In and Out
- •Managing Remote Projects
- •Checking Out Projects
- •Checking In Projects
- •Customizing Projects
- •Working with Layouts
- •Layout Types
- •Creating, Opening, and Saving Layouts
- •Exporting and Importing Layouts
- •Copying and Pasting Resource Spreadsheet Data to Microsoft Excel
- •Grouping, Sorting, and Filtering Data
- •Grouping Data
- •Sorting Data
- •Reorganizing Data
- •Filtering Data
- •Combining Filters
- •Customizing Layouts
- •Modifying Columns
- •Adjusting the Timescale
- •Formatting Gantt Charts
- •Formatting Activity Network Layouts
- •Modifying Resource and Activity Usage Profile Settings
- •Customizing Reports
- •Reports Overview
- •Opening Reports
- •Creating and Modifying Reports
- •Using the Report Editor
- •Adding Data Sources and Rows to Reports
- •Adding Text Cells to Reports
- •Sorting Report Data Sources
- •Customizing a Report with the Report Editor: an Example
- •Using Report Groups
- •Setting Up Batch Reports
- •Printing Layouts and Reports
- •Defining Page Settings
- •Previewing Layouts and Reports
- •Printing Layouts and Reports
- •Selecting a Printer
- •Publishing Layouts and Reports in HTML Format
- •Publishing a Project on the World Wide Web
- •Project Web Site Overview
- •Publishing a Project Web Site
- •Customizing the Appearance of a Project Web Site
- •Publishing Activity and Tracking Layouts
- •Linking the Project Management and Contract Manager Modules
- •Linking the Project Management Module to Contract Manager
- •Linking a Project Management Project to a Contract Manager Project
- •Importing Contract Manager Data to a Project Management Module Project
- •Index
Grouping, Sorting, and Filtering Data 417
Grouping, Sorting, and Filtering Data
Grouping organizes activities or projects into
In this chapter categories that share a common attribute. For
example, focus on activities by resource,
Grouping Data
responsibility, or dates. Sorting arranges
Sorting Data
activities, resources, or projects in any order
Filtering Data
you select, such as by start date.
Filters enable you to narrow your selection to a specific data group. Use the standard filters provided or add new filters.
Read this chapter to learn how to group, sort, and filter data in your projects.
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418 Part 5: Customizing Projects
Grouping Data
Group to organize information in categories that share a common attribute, such as enterprise project structure (EPS), work breakdown structure (WBS), code value, or resource. Use predefined grouping options; for example, when displaying the Expenses window, group by vendor, WBS, or category.
Use these predefined grouping and sorting options for the WBS, expenses, work products and documents, thresholds, and risks windows.
You can also customize group criteria when you are working with projects, activities, and resources. Group by simple, one-level lists of information, such as dates, durations, costs, and other numeric data. You can also group by multiple data items in the same layout. For example, group by project, then total float. Each group band can have a unique color and font.
Group criteria can also be arranged in hierarchies of data at multiple levels (up to 20). These items include projects, WBS, project codes, and activity codes. Choose whether to indent each level in the hierarchy, and specify up to which level to show. If you limit the number of levels, you can group by additional data items.
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Grouping, Sorting, and Filtering Data 419
This layout is grouped by multiple levels of the WBS.
You can also specify customized grouping and sorting criteria when a Resource Usage Spreadsheet is shown as a bottom layout in the Activities window.
Customize grouping In the Activities window, click the Layout
Options bar, then choose Group and Sort. You can also click the Display
Options bar from the Projects or Resources window and then choose
Group and Sort By, Customize.
In the Group By field, select the data item by which you want to group data. Mark the Show Group Totals checkbox if you want to display total rolled up values for each item you select in the Group By field. For example, if you choose to group by WBS, each WBS band displays the sum of the values for the activities included in that WBS item.
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420 Part 5: Customizing Projects
Mark the Show Group Totals to display totals in the grouping bands. Clear the checkbox to hide any totals in the grouping bands
Mark Show Grand Totals to display a grand total band at the top of the window. Mark Show Summaries Only if you only want to display bands for the data items you select in the Group By field (for example, if you want to display WBS bands and hide the WBS’s activities).
Mark to decrease the space taken by indenting 
levels on the hierarchy and allow for the display of additional data.
To select the data item by which you want to group
data, click the Group By
field and select a value
from the drop-down list.
These settings apply to the Group By field selected above.
When grouping by a hierarchical item, such as WBS, mark the Indent checkbox to indent each level, and specify how many levels to show.
When grouping by numbers, dates, or durations, choose an interval for each group. For example, group activities by actual costs in increments of $3000.
Mark or clear the checkboxes to choose the text to display on the grouping bands. To display the field name on the grouping band, mark the Show Title checkbox. To display the ID or Code value on the grouping band, mark the Show ID/Code checkbox. To display the Name or Description on the grouping band, mark the Show Name/Description checkbox. To sort the grouping bands alphabetically rather than their order in their respective hierarchy, mark the Sort Grouping Bandings Alphabetically checkbox. To hide group title bands that do not contain activities within the group, mark the Hide If Empty checkbox.
You must select either Show ID/Code or Show Name/
Description.
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Set as a user preference To display a label on grouping bands for windows/dialog boxes where you cannot access a Group and Sort dialog box, choose Edit, User Preferences. Click the Application tab. In the Group and Sorting section, mark Show ID/Code, Show Name/Description, or both.
Mark to immediately rearrange updated activity data to reflect the group and sort criteria.
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