Add multi-level grouping to your reports for deeper analysis.
For Project Reports, the default grouping is Project > Person (showing projects at the top level, and the breakdown of people in each project at the lower level)
For People Reports, the default grouping is Person > Project (showing people at the top level, and the breakdown of projects each person is assigned to at the lower level)
Check the top left corner of the report to view the grouping levels.
Datapoints available for Grouping
You can group by:
Person-based Groupings
Person
Person
Team
Person Type (Person/ Placeholder)
Person Custom Fields
Person Contract Information
Employment Type
Default Role
Project-based Groupings
Project
Project Role
Project
Client
Project State (Active/ Archived)
Project Status (Confirmed/ Tentative)
Pricing Model
Primary Team
Project Custom Fields
Workstreams & Phases
Workstream
Phase
Grouping by multi-select custom fields and skills is not supported at the moment.
Add Groupings
The Group button enables you to create summary and breakdown views as needed.
Click ‘Add Grouping’ and use the arrows to explore options in each category.
Select single or multiple grouping as needed
Click ‘Apply’.
Remove Groupings
Click the X next to the grouping's name
'Project' in Project Reports or 'Person' in People Reports can't be removed and will show a lock icon instead.
Reorder Groupings
Drag the six-dot icon next to the grouping name to reorder the grouping levels.
Rules for Grouping in Project Reports
Project must be ordered above Person
Person-based groupings cannot be dragged above any project-based groupings.
Workstreams and Phases can be in any position in the grouping order
Rules for Grouping in People Reports
Person must be ordered above Projects
Project-based groupings cannot be dragged above any person-based groupings.
Workstreams and Phases can be in any position in the grouping order