You can create a hierarchy on your sheet by indenting rows. When you indent a row, it becomes a child of the row above it (the "parent" row).
Note that hierarchy creates relationships between rows; it does not control row formatting.
Indenting and Outdenting Rows
To indent a row, click on a cell in the row that you want to indent and then click the Indent button in the left toolbar or use the keyboard shortcut [Ctrl] + ] ([Command] + ] on Mac). Indents are displayed only in a sheet's Primary Column; however, the relationship is applied to the entire row. More information on the Primary Column can be found here in the Help Center.
If the Indent icon is grayed out, check for blank rows. In order to indent a row, it must contain data in at least one cell, and its parent row must also contain data in at least one cell. There must also be data in at least one cell of the row directly above the one you're trying to indent.
To remove the parent-child relationship, click on a cell in the child row and then click the Outdent button on the left toolbar or use the keyboard shortcut [Ctrl] + [ ([Command] + [ on a Mac).
Keep the following in mind as you work with hierarchy:
- There is no fixed level of indenting. You can continue indenting rows on your sheet to create multiple levels of hierarchy.
- When you click and drag a row that has items indented below it, the child rows will move with the selected item.
- You can’t delete a parent row without also deleting its indented child rows. (To delete the row without deleting the child rows, remove the parent-child relationship first).
- When dependencies are enabled on a project sheet, parent rows reflect a roll-up summary of the start date, end date, duration, and % complete values entered for the indented child rows. Check out the Help Center article on the Parent Roll-Up Functionality for more information.
Expanding and Collapsing Indented Rows
When you expand or collapse rows and then save the sheet, this changes the sheet structure for all collaborators shared to it. That is, everyone who uses the sheet will see the same rows collapsed and expanded that you do.
To show or hide the indented items beneath a parent row, click expand/collapse / in the parent row’s Primary Column.
To expand or collapse all sub-items on a sheet, right-click on the Primary Column header (Mac users can [Ctrl] + click) and select Expand All or Collapse All.
For an instructional demonstration on creating hierarchy, please review the video walk-through below:
If you don't have YouTube access, click here to watch the video.