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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.
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.
What percentage of individuals' capacity is allocated to a project.
Workload associated with timeboxes on a project level (insight into the person’s aggregate workload in each timebox)
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.
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:
Individuals by:
projects (sub-boxes)
teams
Teams by:
projects (sub-boxes)
individuals
projects (sub-boxes) by:
individuals
teams
Note: Skills swimlane coming soon.
Clear grouping
Click the orange dot to clear the grouping.
View adjustment
Make adjustments to ensure you get the insights you’re after.
Scale and aggregation
Effort mode
View
