NEW Resources module (beta)

How to access the new view of the Resources module

To access grouping, click the Try out new features (beta) button at the top. You can switch between the views at any time.

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Usability improvements

• Snipe to a search result task

• Task dates visible during resizing

• Tooltips added for clarity

• Grid cells show units (hours, man-days, percentage, story points)

• Jump to the nearest task in a swimlane

• Custom task colors are available

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Workload, capacity, and utilization - tile coloring

When you switch to a new view of the Resources module, new coloring is introduced to help you better track the over and under-allocation of the resources.

Setup of custom coloring rules no longer requires BigPicture Enterprise.

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Swimlanes and grouping

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

• Individuals

• Teams

• Projects new

• Skills New

The new grouping mechanism allows for a two-level grouping of tasks and provides better insight into your portfolio. Now, you can easily track things like capacity and workload across projects and teams.

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Backlog panel

In the Backlog panel, you can find all the unscheduled tasks present in your box. Having those tasks listed in the Backlog panel lets you easily schedule and assign them by moving a task from the backlog to swimlanes.

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Limitations

Skill panel is unavailable in the new view of the Resources module

Use the skills swimlane view to manage skills.

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Yearly timeline view

The yearly resources timeline view is available to help you plan and analyze your team's tasks, capacity, and workload for the long term.

• You can set your timeline's time period to one year.

• Customize it to start on a specific date.

• Aggregate it by weeks, months, quarters, and a year.

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