Filtering, Sorting, and Grouping by Columns

You can customize your view with the following options.

Filtering

You click on the Filter icon to display a dialog where you can select columns to filter on. You can also use the header to define a filter criterion, such as choosing to view resources starting with "K" who are consultants, to find a specific resource.

When working with several filters, you can revert to the default filters of a layout by right-clicking on any column header to access a shortcut menu that enables you to restore the default filters.

Sorting

You can click on any column header to sort it by alphabetical order. Alternately, you can right-click on a column header to access a shortcut menu that enables you to Sort Ascending, Sort Descending, or to clear the sorting selection.

Sorting on Calculated Columns

Sorting is now enabled for calculated columns, such as the Period Load column, in the Web Components. This allows you to organize your data more efficiently within the system. To use this functionality, you must apply data limitations to reduce the number of items displayed. The column automatically becomes sortable if the displayed results remain below the threshold set by your administrator.

Grouping

You can group rows based on the values in a column. Right-click on a column header to access a shortcut menu that enables you to group or ungroup lines accordingly.

For example, in the RM, you can group resource rows based on the values of the Executing Department column. If you use this grouping in a Resource Gantt chart: resources who have no Executing Department values are grouped together; resources whose Executing Department is Engineering are grouped together; and resources whose Executing Department is Management Consulting are grouped together.

The total number of records grouped under a category is displayed in the grid header. This is helpful when you want to know whether you are expanding a group with a large amount of records.

Tip: You can expand and collapse the groups to see the assignments. Click the small arrow button in front of the group name to toggle between expanded and collapsed.

To group rows by column values, right-click on the column header of your selected column, then choose Group By This Column from the shortcut menu. Similarly, to ungroup rows, you can right-click on the column header and choose Ungroup.

This functionality is also available and works in the same way in assignment subgrids.