Sorting tasks and resources in Microsoft Project allows you to view and search for these items easily. In Microsoft Project, you can sort tasks by duration, chronological start date, cost and task ID, and you can sort resources by pay rates or cost, resource ID, alphabetical name or alphabetically within their type. This video will explain the different types of sorting and their associated benefits, as well as how to turn permanent re-numbering of the sorting on or off.
In Project, you can sort tasks, resources, and assignments in several ways to…make them easier to search for.…You might sort tasks by duration when you're looking for tasks to shorten, or…sort resources by their pay rates when you're trying to reduce costs.…When you sort tasks, it's better to turn off the Summary tasks.…So to do that, click the Format Tab, and turn off Project Summary Task and…Summary Tasks, and now you have all your work tasks in the Project.…
To sort these tasks, go back to the View Tab, and click Sort, and you can…see that there are several built-in sorts.…So let's sort by start date.…Now you can see the start dates go in chronological order.…But if you have a cost-cutting initiative going on, you might want to sort by costs.…So go back to the Sort, choose by Cost.…I have to drag over, so we can see the Cost column, and now you can see the cost…goes from largest to smallest.…
If you want to get the tasks back into their original order, on the Sort…dropdown menu, choose by ID and then it sorts by the task ID.…
Author
Bonnie Biafore
Released
4/18/2013- Choosing the right Project edition
- Creating and saving projects
- Setting up calendars
- Creating individual and recurring tasks
- Linking and timing tasks
- Assigning tasks to resources
- Viewing your data differently with sorting, grouping, and filtering
- Fine-tuning the project schedule
- Understanding baseline, schedule, and actual values
- Reporting on the project status
- Sharing projects<br><br>
- The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
Skill Level Beginner
Duration
Views
-
Introduction
-
Welcome57s
-
-
1. Working with Project
-
Using the Ribbon4m 19s
-
Finding commands3m 49s
-
-
2. Setting Up Project Files
-
Setting up calendars2m 45s
-
Setting basic options5m 27s
-
3. Creating Tasks
-
Creating a manual task2m 31s
-
Creating a milestone task1m 25s
-
Creating a recurring task4m 18s
-
Creating a summary task4m 8s
-
Displaying summary tasks2m 30s
-
4. Linking and Timing Tasks
-
Linking tasks5m 51s
-
Adding lag or lead time2m 46s
-
Viewing tasks and task links4m 57s
-
-
5. Creating Resources
-
Understanding resources2m 16s
-
Creating a work resource8m 45s
-
Creating a cost resource3m 21s
-
-
6. Assigning Tasks to Resources
-
Finding overallocations3m 56s
-
7. Working with Views
-
Choosing a view4m 50s
-
Working with a table3m 1s
-
Using the Timeline view5m 17s
-
Sorting tasks and resources4m 27s
-
Grouping tasks and resources4m 45s
-
Modifying task bar layout2m 48s
-
Modifying text formatting2m 52s
-
-
8. Fine-Tuning the Project Schedule
-
Reviewing the critical path3m 53s
-
Splitting a task2m 7s
-
Adjusting a work contour2m 53s
-
Leveling resources4m 54s
-
Inactivating a task2m 41s
-
-
9. Tracking and Managing a Project
-
Adding tasks to a baseline5m 54s
-
Updating the schedule8m 45s
-
Assigning overtime4m 35s
-
Updating costs2m 15s
-
Rescheduling unfinished work3m 45s
-
10. Viewing and Reporting Project Information
-
Using earned value5m 12s
-
Printing views and reports4m 22s
-
11. Sharing Projects
-
Saving to other formats5m 27s
-
Importing and exporting5m 47s
-
-
Conclusion
-
Next steps56s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Sorting tasks and resources