Chapter 10: Organizing and Formatting Project Details

Chapter at a Glance

Sort task or resource data, page 219. Group tasks or resources and show summary or “roll-up” values per grouping, page 226. Create custom filters to show just the data you want to see, page 227. Create your own view with the table, group and filter definitions you want, page 231.

In This Chapter, You will Learn How to:

• Sort task and resource data.

• Display task and resource data in groups.

• Filter or highlight task and resource data.

• Create a custom table.

• Create a custom view.

Tip 

Do you need only a quick refresher on the topics in this chapter? See the Quick Reference entries on pages xxv–xlviii.

After you’ve built a project plan, chances are you will need to examine specific aspects of the plan for your own analysis or to share with other stakeholders. Although the built-in views, tables, and reports in Microsoft Office Project 2007 provide many ways to examine a project plan, you might need to organize information to suit your own specific needs.

In this chapter, you use some of the formatting tools in Project to change the way your data appears. Project includes powerful features that enable you to organize and analyze data that otherwise would require separate tools, such as a spreadsheet application.

Important 

Before you can use the practice files provided for this chapter, you need to install them from the book’s companion CD to their default locations. See “Using the Book’s CD” on page xix for more information.