Group By Summary fields

The Group By Summary field indicates whether this row in the task or resource sheet is the summary row for tasks or resources grouped by a particular category. There can be multiple levels of groupings, for example, groupings by priority within phases, or groupings by standard rate within resource type (work resource or material resource).

There are several categories of Group By Summary fields.

Data Type    Yes/No

Group By Summary (task field)

Entry Type    Calculated

How Calculated    If the row is the group summary, this field is set to Yes. If the row is a task within the grouping, this field is set to No.

Best Uses    The main use of this field is for programming custom applications. Add the Group By Summary field to a task sheet when you have grouped tasks in a particular way and you want to sort or filter the tasks. The Group By Summary field shows whether the row, outside of its normal grouped context, is a summary row or a task row.

Example    You generally like to view your project grouped by start date and then by resource name. However, when you filter for critical tasks, the grouping summary rows are included with the filter if any of the tasks within the grouping are critical tasks. Because you want to see clearly whether a row is a grouping summary row, you add the Group By Summary field to the task sheet.

Remarks    The cells of grouping summary rows are also highlighted in different colors to show the level of grouping.

Task information for the group is rolled up into the group summary row. Such information includes rolled-up costs, start dates, finish dates, priority, and work.

Group By Summary (resource field)

Entry Type    Calculated

How Calculated    If the row is the group summary, this field is set to Yes. If the row is a resource within the grouping, this field is set to No.

Best Uses    The main use of this field is for designing custom applications. Add the Group By Summary field to a resource sheet when you have grouped resources in a particular way and you want to sort or filter the resources. The Group By Summary field shows whether the row, outside of its normal grouped context, is a summary row or a resource row.

Example    You generally like to view your project grouped by standard rate within a resource group. However, when you filter for overallocated resources, the grouping summary rows are included with the filter if any of the resources within the grouping are overallocated. Because you want to see clearly whether a row is a grouping summary row, you add the Group By Summary field to the resource sheet.

Remarks    The cells of grouping summary rows are highlighted in different colors to show the level of grouping.

Resource information for the group is rolled up into the group summary row. Such information includes rolled-up costs, start dates, finish dates, work, and units.

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