1. Once you have selected the Project and the Phase where you want to apply a new Group By, please click “Group” as shown in the screenshot.
2. Next, select the batch you would like to Group By. For this example, we are grouping by Supplier. Click Apply afterward.
3. Your Project Sheet Items will now be grouped by the items you select. You will see blue rows, representing the Group By batch chosen.
4. You can Group By up to two different batches or selections, as shown below. Click Apply.
Notice that in case you select a second batch to Group By, the second Group By header will appear with light blue rows, underneath the first Group By blue rows.
5. If you find a Group By helpful and would like to keep it as a Preset, check the box as shown below and then click on Apply.
6. Going forward, the saved Preset Group By will appear inside this dropdown menu.
Any colleague with access to the columns used in it will see this recently added preset. The Preset is saved specifically for this Phase.
7. Group settings are applied per Phase. When you switch between projects that share a Phase, the specs will be grouped in the same manner.
8. If you made a mistake, you can delete a saved Preset.
Open the dropdown with all saved Group settings in this Phase, hover your mouse over the option you want to delete, and click Delete.
Confirm you want to delete the preset.
Note: If any team member has already applied these settings to the Phase, deleting the Preset does not impact them in any way. It just disappears from the list of saved settings.
We hope this article was helpful, please rate the article, and reach us via Live Help if you still need assistance.