Sorting/Grouping: Resource

To display this screen:

• Project Settings >> Sorting/Grouping >> Resource.

Use this screen to create and maintain Resource Sorts.

A Resource Sort is a saved list of sort levels. Your application uses the sort levels to control the order of resources when you apply the sort.

Note: Table options are disabled if a resource sort is in progress.

Activity steps:

1. Display the Resource Sort screen.

2. To create a new Resource Sort, click New, then enter a Name.

   • To copy a Resource Sort, select it, then click Copy.

   • To rename a Resource Sort, select it, then click Rename.

   • To delete a Resource Sort, select it, then click Delete.

3. In the grid, add a row for each sort level you need.

4. In Field, select the Resource field to sort by.

5. In Direction, select Ascending or Descending.

   Note: Use the Up and Down arrows to set the order of the sort levels.

6. Optional: Select Keep outline structure to keep the current outline hierarchy when you apply the sort.

7. Optional: Select Locked to prevent changes to the selected Resource Sort.

8. Click OK to save your changes and close the screen.

9. Save your project.

Related topics and activities:

• Task Grouping

• Project Settings