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Grouping and Summarizing by Codes
Use global, EPS, and project activity codes to group activities and projects in Activity Table, Gantt Chart, and Activity Network layouts. Grouping enables you to focus on specific activities, such as those within a particular phase or department. The following example shows activities grouped by the global activity codes Location and Project Manager.
Group by location and project manager so the layout is easy to read.
When you summarize an activity group, the early date bar begins at the earliest start date of all activities in the code value and extends to the latest early finish date of all activities in the code value.
For more information about grouping and sorting, see “Grouping, Sorting, and Filtering Data” on page 417.
Summary bar
Group by activity code In the Activities window, click the Layout Options bar, then choose Group and Sort. Under Group By, click the first available line, then select the project, EPS, or global activity code by which you want to group.
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If you are grouping by a hierarchical element, you can select the lowest level you want to include in the layout.
Group by as many fields as necessary for your layout.
For more information about summarizing data, see “Summarizing Projects” on page 325.
Summarize 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 Layout Options bar, and choose Show on Top, Gantt Chart. The summary data are current up to the date when data were last summarized.
Mark to display a summary bar for each group band in the layout.
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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.
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