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Groups Tab

 
The Groups tab provides the ability to assign the project to different groups (roadmaps, logical families, and parent project) used for display in the Gantt.
 
Groups Tab
 
1

Fields

1. Fields
Roadmaps
The Roadmaps field displays any associated capabilities or enterprise phases.
 
To edit a roadmap, select it in the field list and click the pencil icon (you can also double click the roadmap name). This opens the Roadmap Information window; changes made here are immediately applied to the roadmap item.
 
To remove a current roadmap association, select it in the field list and click the X icon . This removes the roadmap association from the list, but does not delete the roadmap itself.
 
To add a roadmap association to the project, click the plus icon . This brings up the Roadmap Information selection window:
From this window, you can select a roadmap, create a new roadmap, or edit a roadmap.
  • To choose a current roadmap, select it from the pull-down menu and click the Add to Project button. This closes the window and adds the roadmap to the field list.
  • To add a new roadmap, click the Create button to open the Roadmap Information window. After filling out the information, the new roadmap will be selected and available to add.
  • To edit a current roadmap, select it from the pull-down menu and click the Edit button. This opens the Roadmap Information window to make the needed edits.
  • Click the Cancel button to close this window without making any changes.
 
Logical Families
Logical families are groupings of projects with similar characteristics; for example, "Outreach" to denote those projects that involve the community. The Viewing Filter allows projects to be filtered by logical families. Also, the Display Group on the ribbon bar allows projects to be grouped by logical families.
 
To add a logical family to the project, type the name in the box. A list of matching values will appear if families have previously been created; select the desired item. If the family is new, press Enter after the name to create it; the new family will then appear in an item box.
To remove a logical family from the project, click the blue X in the item box .  This removes the logical family from the field, but does not delete the family itself.
 
Tags
Custom Tags can be used to further categorize a project, such as "Risk" to denote a project associated with a risk. The Viewing Filter allows projects to be filtered by custom tags.
 
To add a custom tag to the project, type the name in the box. A list of matching values will appear if custom tags have previously been created; select the desired item. If the custom tag is new, press Enter after the name to create it; the new custom tag will then appear in an item box.
To remove a custom tag from the project, click the blue X in the item box .  This removes the custom tag from the field, but does not delete the custom tag itself.
 
Parent Project
You can create a project hierarchy by assigning a parent project. To add or change the parent project, select the desired project from the pull-down menu. To remove the parent association, click the Clear bar at the top of the menu list.
2

Window Buttons

2. Window Buttons
The Clear Changes button resets all fields on all tabs of the Project Information window to the original values; it is only available when editing an existing project. The Delete button immediately removes the current project and all of its children. This button is only available when editing an existing project. A confirmation window pops up:
The Apply button saves edits made in any tab of the Project Information window, and then closes the window. The Cancel button reverses edits made in any tab of the Project Information window, and then closes the window.
 
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