Define Grouping

You can define groups using the Break On column. Each row you enter in the Break On column creates an additional sublevel group.

Note: Wherever you add a “break,” Open Plan adds a heading row in the spreadsheet or barchart views to indicate a group. You can add a heading label for the row or leave it blank.

To define a group:

1. In the Open Plan Explorer, select a project in the Project Views folder to display in spreadsheet or barchart view.
2. Right-click in the spreadsheet and select Preferences on the popup menu.
3. In the Spreadsheet Preferences dialog box Options tab, select Enable Grouping.
4. Click the Grouping tab and specify the breaks and summary rows. 



   If you assign a hierarchy code file with Break Level = 0, Open Plan automatically indents the hierarchy structure in the spreadsheet  (up to 40 levels) and color codes the levels as follows:

   • Levels 1 through 5 = Blue
   • Levels 6 through 10 = Green
   • Levels 11 through 15 = Gold
   • Levels 16 through 20 = Purple


   The colors repeat after level 20.

 The advantage of doing it this way is that you don’t have to manually enter each level of the hierarchy into the grid. When you use Break Level = 0, Open Plan automatically aligns and colors each level in the view.

 Although you cannot select colors when you use Break Level = 0, you can still manually select colors when you use any other Break Level.

5. Click OK to apply your changes.

Related Topics

• Spreadsheet View Overview
• Spreadsheet Preferences: Grouping Tab

Related Procedures

• Enable Outlining
• Enable Grouping
• Customize Spreadsheet Display Options
• Define Outlining
• Link Fields on a Spreadsheet