Grouping Documents within a Workspace

[Suzanne Slade]

Hi

Within a Workspace, how can I group documents together, e.g. similar to the
Projectserverexperts website where the documents within the knowledgebase are
grouped as Common Errors, How To and Developers?

We have been using folders to separate out documents, however from what I
understand this isn't best practice.

 

[Dale Howard [MVP]]

Suzanne --

Thank you for using our Project Server Experts web site, and for asking this
excellent question. Here's how to apply grouping to a document library:

1. Navigate to the Document library for a project in PWA
2. Click the Modify Settings and Columns link in the sidepane on the left
3. In the Views section at the bottom, click the All Documents view
4. On the Edit View page, expand the Group By section at the bottom of the
page
5. Select the columns used for grouping in the "First group..." and "Then
group..." fields
6. Select the option to either expand or collapse the grouping by default
7. Click the OK button
8. Click the "Go Back to Shared Documents" link at the top of the page

You should now see grouping applied to your document librarary. If you wish
to apply grouping to every document library, you will need to peform those
steps for every existing library. To apply grouping to future document
libraries, you will need to modify the WSS site template using the following
FAQ:

http://www.projectserverexperts.com/Shared Documents/CustomizeWSStemplate.htm

Also, I don't believe that using folders is a bad practice. Use folders if
you need them, but perhaps grouping the documents will solve the problem.
Hope this helps.

 

[Suzanne Slade]

Dale thank you, thats exactly what I needed.

I will apply it to one site to start with and get people used to
standardised file naming conventions before applying it across other sites.

The ProjectServer expert site has proved very helpful to answer some of my
start up pilot questions, thank you for making the information available.

Suzanne

 

[Dale Howard [MVP]]

Suzanne --

You are more than welcome, my friend!