Swimlanes and grouping

Meet the new BigPicture navigation

A faster, smarter, and more intuitive way to work is here. We’ve redesigned BigPicture navigation to give you a smoother experience and better access to what matters most.

→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.

→ The rollout will happen gradually, and the previous navigation will be retired in September 2026.

Swimlanes and grouping

Swimlanes and grouping (old navigation)

Available swimlanes

image-20240909-074940.png

Organize data into the following swimlanes:

Swimlane

Result

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 New

BigPicture skills assigned to tasks

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.

Adjust the view to ensure you get the 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

Adjust the view to ensure you get the most out of your data.

First, select the main swimlane. Then, select how to group the data further 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

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.

Settings

Options

Settings

Options

Time period

Y - Year

H - Half Year

Q - Quater

M - Month

W - Week

Time period buttons.

Aggregation

 

A dropdown menu with the time period aggregation options.

 

Effort mode

image-20240320-081828.png

View

image-20240320-081905.png

Affected by

  • Coloring rules when grouping.

Swimlanes and grouping (new navigation)

Available swimlanes

resources-swimlanes.png

 

Organize data into the following swimlanes:

Swimlane

Result

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 New

BigPicture skills assigned to tasks

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.

Adjust the view to ensure you get the 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.

    resources-grouping.png
  • What percentage of individuals' capacity is allocated to a project.

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

    recources-workload.png

Manage grouping

Activate grouping

Adjust the view to ensure you get the most out of your data.

First, select the main swimlane. Then, select how to group the data further into additional swimlanes.

resoruces-group.png

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

Clear grouping

Click the orange dot to clear the grouping.

clear-grouping.png

View adjustment

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

Settings

Options

Settings

Options

Time period

Y - Year

H - Half Year

Q - Quater

M - Month

W - Week

resources-periods.png

Aggregation

resources-aggregation.png

 

Modes

resources-modes.png

 

View

resources-view.png

 

Affected by

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