10 Organizing and Formatting Project Details

To sort data in a view page 219

1 Switch to the view or table you want to sort

2 On the Project menu, point to Sort, and then click the field by which you want to sort the view. To specify a custom sort, click Sort By, and in the Sort dialog box, choose the options you want

To group data in a view, page 223

1 Switch to the view or table you want to group.

2 On the Project menu, point to Group By: No Group, and then choose the criteria by which you want to group the view. To specify different grouping options, click Customize Group By, and then choose the options you want in the Customize Group By dialog box.

To turn AutoFilter on or off, page 228

On the Project menu, point to Filtered For: All Tasks, and then click AutoFilter.

To filter data in a view, page 228

1 Switch to the view you want to filter.

2 On the Project menu, point to Filtered For, and click More Filters.

3 In the More Filters dialog box, choose the filter you want, and then click Apply.

To create a custom filter, page 229

1 On the Project menu, point to Filtered For: All Tasks (for task views) or All Resources (for resource views), and then click More Filters.

2 In the More Filters dialog box, click New.

3 In the Filter Definition dialog box, select the options you want.

To remove a filter, page 231

On the Project menu, point to Filtered For:<filter name>, and then click All Tasks (for task views) or All Resources (for resource views).

To create a custom table, page 231

1 On the View menu, point to Table: Entry, and then click More Tables.

2 Do one of the following:

To create a new table, click New.

To create a new table based on an exisiting table, select the task or resource table you want to use as a basis for a new custom table, and then click Copy.

3 In the Table Definition dialog box, select the options you want, and then click OK.

To create a custom view, page 235

1 On the View menu, click More Views.

2 In the More Views dialog box, do one of the following:

To create a view, click New. Click Single View or Combination View in the Define New View dialog box, and then click OK.
To redefine a view, click the view’s name, and then click Edit.
To create a new view based on another view, click the view’s name, and then click Copy.

3 In the View Definition dialog box, choose the options you want, and then click OK.