Contents:
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Grouping
The new grouping mechanism allows for a two-level grouping of tasks. Grouping provides you with better insight into your portfolio. Now, you can easily track things like individual allocation and workload across projects and teams.
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Make sure to adjust the view to ensure you get most out of your data. |
Thanks to grouping, you can get high-level insights into your projects on a portfolio level (see a few examples):
Based on assigned tasks, what is the workload assigned to each person in a project.
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What percentage of individuals' capacity is allocated to a project.
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Workload associated with timeboxes on a project level (insight into the person’s aggregate workload in each timebox)
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Manage grouping
Activate grouping
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Make sure to adjust the view to ensure you get most out of your data. |
First, select the main swimlane. Then, select how to further group the data into additional swimlanes.
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Note: Grouping is unavailable when the box you are in doesn’t have sub-boxes.
Grouping combinations
The new mechanism currently allows for the following grouping combinations:
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Note: Skills swimlane coming soon.
Clear grouping
Click the orange dot to clear the grouping.
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View adjustment
Make adjustments to ensure you get the insights you’re after.
Scale and aggregation
Effort mode
View
