Group activities by hierarchy

When viewing hierarchical data, such as by EPS, you can further organize the layout by grouping and sorting.

1. Choose Project, Activities, then choose View, Group and Sort By, Customize.
2. Click a cell in the Group By section, then select the field by which you want to group.
3. If the field you are grouping by has a hierarchy (or levels) associated with it, choose whether to display all levels or up to a specific level in the layout in the To Level field.
   
   Hierarchical fields include WBS, resources, roles, cost accounts, activity codes, resource codes, and project codes.
   
4. To change the grouping band’s appearance, double-click the Font & Color cell and select the text properties and color you want to use.
5. To group by additional fields (up to 20 levels or items), repeat steps 2 through 4.

Note

• If both Indent and Sort Grouping Bands Alphabetically are checked, the grouping bands are sorted alphabetically within each parent.
• In the Activity Network, when you select a hierarchy grouping, the left side of the window contains the WBS hierarchy so you can filter activities according to the WBS.