Creating Groups

Use

Use this procedure to create groups for components and events in Monitoring Dates . With groups you can monitor selected dates together.

In the dates overview, the system only displays dates for components and events that have been assigned to a group. You can also use groups for filtering and sorting.

If you have entered a profile on the initial screen and this profile contains an entry in the Group field, the system automatically creates an initial group, which contains all the selected components.

Procedure

  1. Choose Logistics or Start of the navigation path Accounting Next navigation step Project System Next navigation step Material Next navigation step Planning End of the navigation path or Start of the navigation path Execution Next navigation step Monitoring dates. End of the navigation path

  2. On the initial screen, enter the object(s) for whose components you want to monitor the dates. Such an object could be:

  • A project

  • A WBS element or a range of WBS elements

  • A network or a range of networks

If required, enter a profile for monitoring dates. In a profile you can pre-define in Customizing which date types are displayed, the traffic lights, and some scheduling settings.

  1. Choose Groups .

  2. The Groups screen appears on which any groups that exist for the selected components are listed.

  3. Enter a group name.

  4. Select a group and choose

Note Note

The groups are saved with the components. If you have not assigned components to a group, this group is not saved even if you have assigned events. If you choose , the system displays a message to this effect.

End of the note.

  1. Depending upon whether you only want to create groups or continue working in Monitoring Dates , leave the Groups screen as follows:

  • If you want to leave Monitoring Dates , choose to save the groups.

  • If you want to go to the dates overview, choose Dates .