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MS Project Custom Grouping

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Alastair MorrisonMember for 19 years 8 months
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Can anyone tell me how to create custom groups , I want to create a P3 look and group activities by phase, system, discipline etc and identify by colour as P3 does. I have seen this done but cannot remember how to execute this myself. Any suggestions would be appreciated.

I do know it has something to do with setting up custom text fields?

Rgds


Alastair
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6 replies

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  1. 0
    Rajesh Khanna Sake ·
    #1
    Dear Alastair,

    it can be done like this ...

    give the group names to different resources ..
    then ... Goto Project tab/ Group by / Customize Group by
    p3 look can be achieved from here

    Cheers,

    Khanna
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  2. 0
    Alastair Morrison ·
    #2
    Thanks Rajesh

    I have also discovered the customise Fields option allowing me to creat group fields to srt and filter on.

    Thanks

    Alastair
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  3. 0
    James Griffiths ·
    #3
    The custom grouping function is extremely useful and I use it all the time, in a whole variety of ways. However, one of the most useful aspects of the group-by function is that you can apply a filter and the resultant value in the "summary-bar" is based on the filtered data. In the conventional MSP layout, the summary-task value doesn’t change, even if you apply a filter.

    James.
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  4. 0
    Alastair Morrison ·
    #4
    Now that is useful , most annoying before when summary didnt represent the activities that were in view as a result of a filter.

    Many Thanks for that

    Cheers

    Alastair Morrison
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  5. 0
    August O ·
    #5

    In MS Project, I have grouped

    In MS Project, I have grouped tasks using the group by function however, the groups are in ascending order. I need this to be sorted by start date. Is this possible? Thanks
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  6. 0
    Susanna Kate ·
    #6

    Thank you all for sharing

    Thank you all for sharing your views - Quite helpful stuff from Jame especially!

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