Configure Grouping Options

Configure grouping options for views to specify how data is grouped on a page. You can customize the color and appearance of your grouping bands by level.

Note: View options may vary per page. The title of the  Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure grouping:

Navigate to a page, and then select  Settings.
In the Manage Views or Settings panel, select the Grouping tab.
To configure the grouping options, select the Configure tab and do the following:
1. In the Group By section, select your grouping options:
  - Group By: Defines how data is grouped together on the page.
  - Sort Order: Defines how data is sorted within groupings.
  - Grouping Interval: Specifies an interval by which to separate your groupings. This field is only available when grouping by hierarchical fields.
    Note: To add grouping rows, select the  Context menu, and select Add Above or Add Below.
2. In the Band Options section, select view options:
  - Show field title: Displays the title of the field by which data is grouped in a band.
  - Show field rollups: Displays the calculated total of all data in a grouping band.
  - Hide if empty: Hides grouping bands that do not contain any data.
  - In the Display text in band using field, select an option to specify the text to appear in the band.
    Note: This field only applies to group by fields that have both an ID and name.
To configure grouping band color options, select the Theme tab and do the following:
1. In the Style list, select a grouping style.
2. In the Colors list, select a default or custom color theme.
3. To add a custom theme, select Add Custom Colors, and then choose up to six colors for the custom theme. Each color corresponds to a grouping band level. You can create multiple custom color themes and select them in the Colors list. After choosing a custom theme from the list, you can edit its individual colors or select  Remove Custom Colors to delete the theme.
Apply the view:
In the Manage Views panel:
1. Select Save. When selected, you are saving all changes to the current view.
2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
4. Select Reset.
5. Select  Close.
In the Settings panel:
- Select Save.

Tips

Use the Show/Hide empty groups toggle on the Activities page, Schedule Comparison page to automatically show or hide grouping bands that do not have any data.
On the Task List page, empty grouping bands are visible by default. This benefits task planners who need to quickly assign tasks to users or companies without assignments. Select Hide if empty under Band Options to hide grouping bands that do not have data on the Task List page.
All resource assignments in a group must be the same type (labor or nonlabor) to be included in grouping bands. Materials are not calculated together because there may be different units of measure.
WBS items have an additional sorting option for grouping on the Task List page. Select Hierarchy on the Grouping tab to apply a hierarchical sort order when managing views.