Group

Online Help > Group

What does the “Group” functionality do?

The “Group” functionality, as the name describes it, allows you to categorize and report project information in a variety of ways. Grouping also helps you to view rolled-up summary information of tasks, resources, or assignments in sheet views.

Can a group be applied in the app?

In Project Plan 365 the “Group” functionality can be found in “Project” menu.​

On which views can a group be applied?

A group can be applied on Gantt Chart, Task Sheet, Resource Sheet and Tracking Gantt views.​

How can a group be applied?

Tasks or resources can be grouped by selecting the “Group” option from the “Project” menu. Then, after selecting the desired group from the list or from the “More groups” dialog, the tasks or resources will be grouped and the changes will be applied to the current view.

Step by step on how to group tasks or resources:

1. Group tasks or resources by one criteria

1.1 In the View tab, select the desired view.

1.2. In order to group tasks, select a sheet view such as the Gantt Chart, Tracking Gantt, or Task Sheet view.

1.3. In order to group resources, select Resource Sheet view.

1.4. Go to Project - Group and select the desired criteria.

1.5. To return the view to its ungrouped state, in the Group pop-up, click No Group.

2. Group tasks or resources by multiple criteria.

2.1. In the View tab, select the desired view.

2.2. To group tasks, select a sheet view such as the Gantt Chart, Tracking Gantt or Task Sheet view.

2.3. To group resources, select Resource Sheet view.

2.4. Go to Project - Group - More groups.

2.5 In the More Groups dialog, select a grouping criteria, and then click Apply.