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Swimlanes and grouping

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Contents:

Available swimlanes

new view of resources swimlane view.png

The new view lets you organize data into the following swimlanes:

Swimlane

Result

Individuals

People assigned to tasks (assignee)

Teams

BigPicture teams (go to the teams module to review the teams).

Projects NEW

Sub-boxes (for a project box that would be lower-level boxes, such as Program Increments, Iterations, Stages, Sprints etc.; for a portfolio box those would be project boxes in a portfolio)

Skills COMMING SOON

Skills swimlane will be introduced in the future.

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.

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.

image-20240312-092142.png
  • What percentage of individuals' capacity is allocated to a project.

image-20240320-054200.png
  • Workload associated with timeboxes on a project level (insight into the person’s aggregate workload in each timebox)

image-20240311-150428.png

Manage grouping

Activate grouping

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.

Group resourece module swimlanes.mp4

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:

  1. Individuals by:

    1. projects (sub-boxes)

    2. teams

  2. Teams by:

    1. projects (sub-boxes)

    2. individuals

  3. projects (sub-boxes) by:

    1. individuals

    2. teams

Note: Skills swimlane coming soon.

Clear grouping

Click the orange dot to clear the grouping.

image-20240819-103711.png

View adjustment

Make adjustments to ensure you get the insights you’re after.

  • Scale and aggregation

    image-20240320-081749.png
  • Effort mode

    image-20240320-081828.png
  • View

    image-20240320-081905.png

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