Grouped view of projects and tasks

  • Thread starter Constantinos Symeonides
  • Start date
C

Constantinos Symeonides

I have an Enterprise Outline Code (text, 1-level only)
that specifies the type of a project (e.g. Maintenance,
Training, R&D, Internal etc.). I want to be able to
produce (either in Project Professional or Project Web
Access) a grouped view of all current projects. Meaning
that I want something like a master project where the top
level contains 1 entry for each type of project; then I
want to be able to expand each entry to show all projects
of that type, and then expand each project to show its
tasks etc. I mainly need this so that I can look at
monthly progress information for all projects, or for all
projects of a certain type, or for a single project etc.
all in one view.

I've tried creating a master project and using the "Group
by" feature. This does group entries by project type, but
doesn't produce the structure described above; instead,
tasks and summary tasks (i.e. project entries) just get
mixed up and the hierarchy is lost.

I've also tried creating a Portfolio Analyzer view, but my
custom Enterprise Outline Code doesn't appear in the
Fields list; also, if I put the "Projects" field in the
Row area, then all I get is the data for each Project
(i.e. I can't expand to get data for each task) and there
doesn't seem to be a "Tasks" field.

Any help or advice would be greatly appreciated.

Best regards,
Constantinos Symeonides
 

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