Grouping
Available in: All plans
Last updated: 26-Feb-2026
Overview
Grouping lets you organise activities into a collapsible hierarchy — by WBS level, activity status, activity codes, resources, or any other field. Group headers display aggregated values (sums, averages, counts) so you can analyze your schedule at any level of detail.
Open the Grouping dialog by clicking Grouping in the Activities Grid toolbar.
The Grouping Dialog
The dialog opens as a wide modal (Configure Grouping) with three main areas:
| Area | Width | Purpose |
|---|---|---|
| Available Fields (left) | 35% | Browse fields grouped by category, with search |
| Grouping Levels (centre) | 45% | Your selected grouping levels in priority order |
| Preview (right) | 20% | Live preview of the resulting hierarchy |
An Options section appears below the three columns.
On tablet, the preview stacks below the two main columns. On mobile, all sections stack vertically in a single column.
Adding Grouping Levels
- In the Available Fields panel, browse categories or type in the search bar to find a field.
- Click a field to add it as the next grouping level.
- Repeat to add up to 7 levels (maximum).
Fields are organized into 10 categories in collapsible accordion sections: General, Dates, Durations, Percent Complete, Costs, Units, Activity Codes, Lists, User Defined Fields, and more.
Reordering Levels
Grouping levels are applied in order — Level 1 is the outermost group, Level 2 nests inside it, and so on.
- Drag and drop the numbered level cards to rearrange them.
- Each card shows a numbered badge (1, 2, 3…) indicating its position in the hierarchy.
Removing Levels
Click the remove (✕) button on any level card to delete it. Or click Clear Grouping in the footer to remove all levels at once.
Built-in Templates
The dialog offers three one-click templates to get you started quickly:
| Template | Levels | Best For |
|---|---|---|
| WBS Hierarchy | WBS Level 1 → Level 2 → Level 3 | Standard P6-style WBS breakdown |
| Phase & Status | Phase (Activity Code) → Status | Tracking progress by project phase |
| Resource Allocation | Resource → WBS Level 1 | Seeing which resources work on which WBS elements |
Click a template to replace your current grouping configuration with the template's levels.
WBS Level Selector
When you add a WBS field as a grouping level, a special WBS Level Selector appears on that level's card:
- Choose Level 1 through Level N (where N is the deepest WBS level in your schedule).
- Choose All Levels (Full Hierarchy) to display the complete WBS tree.
- A helper label shows: "Maximum level in this XER: Level N".
The same level selector appears for hierarchical Activity Codes (e.g., Phase → Sub-Phase) when the code type has multiple depth levels.
Live Preview
The right panel updates in real time (with a 450 ms debounce) to show a mock tree of your grouping hierarchy using actual data from the loaded schedule. Each preview node shows:
- An expand/collapse chevron
- The group label
- An activity count badge
Click nodes in the preview to expand or collapse them. The preview renders up to 3 levels deep and samples up to 15 activities.
Options
Three checkboxes appear in the Options section below the columns:
| Option | Default | Description |
|---|---|---|
| Show empty groups | Off | Display group headers even if they contain zero activities after filtering. |
| Show summaries | On | Display aggregated values (sum, average, min, max) in group header rows. |
| Collapse all | Off | Start with all groups collapsed after applying. |
Row Model Modes
When you add your first grouping level, the dialog detects the appropriate row model mode automatically:
| Mode | When Used | Description |
|---|---|---|
| Default | First level is not WBS or Activity Code | Standard flat grouping with basic aggregation. |
| WBS Custom | First level is a WBS field | Hierarchical tree with proper parent–child nesting, WBS-specific aggregations, and depth-based indentation. |
| Activity Code Custom | First level is an Activity Code | Hierarchical tree for multi-level activity codes with parent–child nesting. |
You can also manually select a row model mode using the mode selector at the top of the dialog.
Working with Groups in the Grid
Once grouping is applied:
- Click a chevron to expand or collapse a single group.
- Shift+Click a chevron to expand or collapse a group and all its descendants.
- Ctrl+Shift+E expands all groups.
- Ctrl+Shift+C collapses all groups.
- Right-click a group header for Expand All, Collapse All, Expand This, or Collapse This.
Group headers display inline aggregated values in each column (sums for cost/duration fields, averages for percentages, counts for activity counts). When Show summaries is enabled, dedicated summary rows may appear below each group with additional rollup data.
Large-Tree Performance
When expanding a large hierarchy (500+ nodes), Kazinex processes the expansion in batches (100 nodes per frame) with a progress bar so the UI stays responsive.
Applying or Clearing
- Click Apply Grouping to save your configuration and close the dialog.
- Click Cancel to discard changes.
- Click Clear Grouping in the footer to remove all grouping and return to a flat activity list.
Next Steps
- Filtering — Add conditions to show only specific activities
- Column Chooser — Control which columns appear in the grid
- Activities Grid — Return to the main grid reference