There are a number of ways to achieve this. This simplest assumes each of the task descriptions is the same for each “Phase C”. Go to Project, Filtered For, AutoFilter. You will now have an arrow in each of your column titles. Click on the Task Name arrow and select “Phase C”, you will have only phase C subtasks.
If the descriptions are different, but include the phrase “Phase C” then click the arrow, Custom, select “contains” on the left, and enter Phase C on the right – this assumes you are absolutely consistent in your data entry.
I prefer to use one of the Text Fields to achieve this kind of summary. Insert a text column – right click the title area, insert column, field name, choose text1 and enter. Now right click on the text1 column and choose customize fields, choose “text” in the top right and rename – “Phase” would be appropriate, (or “Lifecycle Phase” if others have different definitions of what a phase is). Fill in an “A” for each phase A, “B” for each Phase B etc. It is time consuming but worth it.
Go to Project Group by, More Groups, New, name it “*1 Phase” set the first level to “Phase” or whatever you named the text field to, set the back color, font style etc, and apply. It is now grouped by Phase with a title of A, B, C etc. You could enter “Phase A”, “Phase B” etc instead of just A, B, C. You could further explore the Value list option of the Custom Text field…
To select just one phase create a filter:
Go to Project, Filtered For, More Filters, New, name it “*1 Phase A” set the condition to Phase = A and save it, apply.
Spider Project is most functional and powerful professional project management software.
The first SP version was launched in 1993 and since then it has been constantly improved. Today is used in 34 countries though most Spider Project customers are in Russia. Spider Project offers numerous unique functional features and is the only PM software that optimizes resource, cost, and material constrained schedules and budgets for projects and portfolios.
The unique features of Spider Project include Quantity Based Scheduling, Conditional Scheduling, Skill Scheduling, Optimal Resource, Cost and Material Leveling, Resource Critical Path Calculation, Cash and Material Flows Calculation and Management, Trend Analysis, Advanced Risk Simulation and Analysis, Calculation of Success Probability Trends, Calculation and Management of required Project Time and Cost Buffers, Application of Corporate Norms, Management of many Parallel Budgets, Multiple WBS and many others.
Spider Project was and is used for management of many large scale programs in Russia, including $51bln construction program for 2014 Winter Olympic Games preparation.
The application areas where Spider Project is successfully used include Aerospace, Banking, Construction, Defense, Energy, Engineering, Infrastructure, Manufacturing, Metallurgy, Mining, Oil & Gas, Railways, Retail, Shipbuilding, Software Development, Telecommunications, Utilities, etc.
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There are a number of ways to achieve this. This simplest assumes each of the task descriptions is the same for each “Phase C”. Go to Project, Filtered For, AutoFilter. You will now have an arrow in each of your column titles. Click on the Task Name arrow and select “Phase C”, you will have only phase C subtasks.
If the descriptions are different, but include the phrase “Phase C” then click the arrow, Custom, select “contains” on the left, and enter Phase C on the right – this assumes you are absolutely consistent in your data entry.
I prefer to use one of the Text Fields to achieve this kind of summary. Insert a text column – right click the title area, insert column, field name, choose text1 and enter. Now right click on the text1 column and choose customize fields, choose “text” in the top right and rename – “Phase” would be appropriate, (or “Lifecycle Phase” if others have different definitions of what a phase is). Fill in an “A” for each phase A, “B” for each Phase B etc. It is time consuming but worth it.
Go to Project Group by, More Groups, New, name it “*1 Phase” set the first level to “Phase” or whatever you named the text field to, set the back color, font style etc, and apply. It is now grouped by Phase with a title of A, B, C etc. You could enter “Phase A”, “Phase B” etc instead of just A, B, C. You could further explore the Value list option of the Custom Text field…
To select just one phase create a filter:
Go to Project, Filtered For, More Filters, New, name it “*1 Phase A” set the condition to Phase = A and save it, apply.