Activity center — Grouping

Overview

You can group activities displayed in Activity Center so that all of them are shown as belonging to their respective project. As a result, a project tree emerges with activities being smaller "branches" of projects that are "main branches". One of the advantages of activity grouping is that addable field values, i.e. actual hours or EAC expenses, "roll up" to the project level.     

By the same token, it is possible to group projects under respective portfolios. The data rollup principle applies here too. 

Group by project

When ungrouped, activities from all projects are displayed as a single list. By using the Projects filter, you can filter out activities belonging to a specific project. See Activity center - Filters. 

To group activities by projects:

1. Click on the toolbar.
2. Select Project.

Group by project custom field

In addition to grouping by project name, it is possible to group by a project custom field. 

To group by a project custom field:

1. Click on the toolbar.
2. Click the Project custom fields > dropdown menu.
3. Select a field to group by. 

Group by portfolio

Grouping by portfolio is helpful when portfolios are used in an extensive way as it offers a clearer view of projects and help access a particular project quicker. 

To group by portfolio:

1. Click on the toolbar.
2. Select Portfolio.

Addable column rollup

An essential feature of grouping is that the addable column values, i.e. ones the total of which can be calculated, will roll up to the next level giving you total and subtotals for both projects and portfolios. 

The list of columns the values of which currently roll up to the portfolio level is as follows:

• Actual hours (timelogs)
• Billable hours
• Non-billable hours
• Estimated hours
• Hours left
• All columns from the sections:
  • Budget and costs
  • Billable
  • Invoiced
  • Profit (except for Target profit, % and Profit variance, %)