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Microsoft Project 2007: The Missing Manual by Bonnie Biafore

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Grouping Project Elements

Grouping tasks, resources, and assignments with similar characteristics makes it easy for you to scan and analyze your project information. For example, if you group tasks by schedule variance, troubled tasks will jump right out at you. You can group resources by hourly rate to find low-cost options, or a retirement community where you must be at least 55. In Project, the Group feature lets you segregate tasks, resources, or assignments by field values. For example, you can group tasks into critical and non-critical (Critical field Yes or No) to find the ones to shorten. Grouping resources by overtime rate helps identify the least expensive people for a weekend assignment.

Tip

If you're confused by the different uses of the word "group" in Project, see the box on Creating a Group for clarification.

Working with Groups

Like sorting, groups can work with several fields, as Figure 23-30 shows. For example, you can group first by critical and noncritical, and then by task duration, so you can find the longest critical tasks for fast-tracking (Finding Tasks to Fast-track).

To apply a group, choose Project… "Group by", and then choose the group you want. To see all available groups, choose Project… "Group by" … More Groups to open the More Groups dialog box. To remove groupings, on the Standard toolbar, click the "Group by" down arrow (or choose Project … "Group by"), and then choose No Group.

Figure 23-30. When you group items, the group summary rows subtotal the ...

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