The names shown in the group summary rows
can be displayed in the corresponding group-by summary bars on the Gantt chart
in order to improve visibility, while applying different groups to the
schedule, as shown in the example below:
The schedule in the picture above shows
task information grouped first by the start dates and then by the names of the
resources assigned. It also shows the summary task information so we can
conclude that the Show summary tasks checkbox is selected in the Group
Definition dialog box while defining the group. Note that the checkboxes
for the summary tasks in the Show/Hide group of the FORMAT tab can also be used
to show or hide the summary task rows on the view.
The Text1 field’s formula extracts
the name information in the group summary rows and returns the part of the text
before the colon character, in uppercase:
[Group By Summary], UCase( Left( [Name], InStr( [Name], ":" ) – 1 ) )
The Group By Summary is a flag field
indicating whether or not the summary row is a group summary row, and thus it
helps us to distinguish the group summary rows from the summary task rows in
the formula. It is important to select the Use formula button in the
section “Calculation for task and group summary rows” in the Custom Fields
dialog box while entering the formula, otherwise the formula will not calculate
for the group summary rows. The following steps explain how to modify bar
Double-click any blank point on the Gantt
chart to open the Bar Styles dialog box.
Scroll-down to locate the name *Group By
Summary in the first column and click its row when found.
Click the Text tab in the lower
part of the dialog box, and enter or select the field Text1 in the
box named Left, and also remove any other field entries.
Click OK to close the dialog box.
Use the Text Styles dialog box
(see the FORMAT tab) to customize the formatting of the text displayed (item
to change: Bar Text – Left).
You can hide the Text1 column after
completing testing on the formula. Note that the color and shape formatting of
the group-by-summary bars can also be customized in the Bar Styles
dialog box so that they look different than the summary task bars, as it is
seen in the picture.