170 Part 2: Structuring Projects
Grouping, Summarizing, and Filtering by Codes
Use project codes to group projects in Activity Table and Gantt Chart layouts within the Projects window. Grouping enables you to focus on a particular aspect of projects, such as product line or location. In the following example, projects assigned the same division values are grouped together and identified by description bands. Current bars, which represent the early or actual start and finish dates for each project, and summary bars, which represent all projects within each group band, are included in the layout. The summary bar begins at the earliest start date of all projects that are assigned the code value and extends to the latest early finish date of all projects that are assigned the code value.
Group by project codes so the layout is easy to read.
To select the bars included in the Gantt Chart, click the Display Options bar, then choose Bars.
Summary bar |
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Current bar |
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Group by project code Click the Display Options bar, then choose Group and Sort By. Choose a specific project code or choose Customize to include additional codes or other project elements in your layout. The module creates a group band for each Group By parameter you select in the Group and Sort dialog box.
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Establishing Project Codes 171
You can customize the appearance of each group band, choose whether to show summary data, indent the group band, specify the lowest level you want to include for the Group By element, and enter the time interval by which to group daterelated elements.
Mark to hide group title 
bands that do not contain
activities within the group.
For more information about summarizing data, see “Summarizing Projects” on page 325.
Click in the first row of the Group By column, then select the project code or other parameter by which you want to group. You can group by more than one item by adding additional rows. Mark the Indent checkbox for hierarchical items to show all levels or only levels up to the number indicated in the To Level cell. You can indent only one level per group. If you select a date Group By item, you can select the time interval in the Group Interval cell. To change the font and background color of the group bands, double-click the Font & Color cell for each item.
Summarize project code groups By default, the module summarizes the data included under each group band at the group band level in the layout and shows summary bars in the Gantt Chart. If the Gantt Chart is not displayed, click the Display Options bar, then choose Show on Top, Gantt Chart. The summary data are current up to the date when data were last summarized.
Primavera - Project Management
172 Part 2: Structuring Projects
Mark to display a summary bar for each group band in the layout. If your layout is grouped by EPS also, mark the Display checkbox for the
EPS Summary bar.
To exclude the project details and show only a summarized band, doubleclick the band. A plus sign (+) displays before the group band name when a group is summarized. To summarize all groups in the layout, click the Layout Options bar and choose Collapse All.
Filter by project code You can create custom filters that use project codes to limit the projects that are included in the Projects window. For example, to review only the projects within a specific division, select the Division project code. Click the Display Options bar, then choose Filter By, Customize. Click New in the Filters dialog box to add a filter.
Identify the filter with a meaningful name.
Select the filter parameter. In this case, all projects with the project code value of Accounting for the Division project code will be selected.
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Click OK to return to the Filters dialog box. The new filter is listed under User Defined filters, and the corresponding select checkbox is marked, indicating it is active. Click Apply to see the projects selected by the filter, or click OK to apply the filter to the layout and close the dialog box.
This layout contains the projects selected by the filter. You can also display specific information for these projects by modifying column data—click the Display Options bar, then choose Columns, Customize.
Primavera - Project Management