Time period and aggregation

Time period and aggregation (old navigation)

Adjust the timeline view

You can adjust your timeline view by different time periods and aggregations. If the time period exceeds your screen resolution, the horizontal scroll bar will let you scroll your resource data (capacity, workload, etc.) along the timeline.

Available time periods and aggergations in the new Resources module.

Select the time period

Use the [letter] button above the timeline to select the respective time period:

Week [W]
Month [M]
Quarter [Q]
Half year [H]
Year [Y]

Aggregate the time period

Aggregate the selected time period by clicking one of the available options from the dropdown menu.

Daily
Weekly
Monthly
Quarterly
Yearly
By timeboxes (for example, by Sprints) - Before you set aggregation by timeboxes, select the Timeboxes in the View menu.

Tasks with short durations (like 1 day) cannot be stretched on a timeline set to a Year or Half Year time period view (but they can be moved).

Set the timeline’s beginning date

To set the timeline's beginning date, click the start date and select a date from the date picker. You can also click the Today button on the date picker to set today’s date as the beginning of the timeline.

Setting the beginning date of the timeline.

Navigate the timeline view

Navigation buttons

When you set the time period to one year, half a year, a quarter, and so on, the navigation arrows will help you quickly move along the timeline throughout the selected period. The actions apply to time periods and are affected by the selected aggregation.

The Today button always adjusts the timeline to show the current date, and the Previous and Next buttons (<< and >>) always adjust the timeline by the time period selected. Both actions are independent of the aggregation options.

Time period	Aggregation	Action
Time period
Year	Yearly	Previous year	Previous quarter	Today	Next quarter	Next year
	Quarterly	Previous year	Previous quarter	Today	Next quarter	Next year
	Monthly	Previous year	Previous month	Today	Next month	Next year
	Weekly	Previous year	Previous month	Today	Next month	Next year
	by timeboxes	Previous year	Previous timebox	Today	Next timebox	Next year
Half year	Quarterly	Previous half year	Previous month	Today	Next month	Next half year
	Monthly	Previous half year	Previous month	Today	Next month	Next half year
	Weekly	Previous half year	Previous week	Today	Previous week	Next half year
	by timeboxes	Previous half year	Previous timebox	Today	Next timebox	Next half year
Quarter	Quarterly	Previous quarter	Previous month	Today	Next month	Next quarter
	Monthly	Previous quarter	Previous month	Today	Next month	Next quarter
	Weekly	Previous quarter	Previous week	Today	Next week	Next quarter
	Daily	Previous quarter	Previous week	Today	Next week	Next quarter
	by timeboxes	Previous quarter	Previous timebox	Today	Next timebox	Next quarter
Month	Monthly	Previous month	Previous week	Today	Next week	Next month
	Weekly	Previous month	Previous week	Today	Next week	Next month
	Daily	Previous month	Previous day	Today	Next day	Next month
	by timeboxes	Previous month	Previous timebox	Today	Next timebox	Next month
Week	Weekly	Previous week	Previous day	Today	Next day	Next week
	Daily	Previous week	Previous day	Today	Next day	Next week
	by timeboxes	Previous week	Previous day	Today	Next day	Next week

Move to the closest timebox

Right-click the No timeboxes in this period tab to see the Move to closest timebox button.

Today’s date marker

Additionally, when you click the Today button, a marker on your timeline will appear to mark the current day. The marker can activate only if the today’s date is within the time period and aggregation you selected.

A marker marking the current day on the timeline in the new resources module.

About the yearly timeline view

The new timeline view lets you set a one-year period starting from a specific date and aggregate data by quarters and the entire year.

With this extended timeframe displayed on the resources grid, you can analyze annual data for a clear overview of upcoming team tasks, capacity, and workload. You can also leverage it to generate a resource heat map for planned hours in your fiscal year and provide upper management with long-term insights into resource needs.

When you set your timeline to a year, you can perform the same actions as with shorter periods, including:

use the Scenario mode,
switch between the Individuals, Teams, projects, and Skills swimlanes and group them,
export your yearly view to PDF,
send a link to your yearly view using the share view option.

The Year time period is available for all box scope types: none-scope, own-scope, and sub-scope boxes.

Yearly timeline aggregation limitations

You can have your timeline display time period aggregations as granular as individual days or set the time period to show the entire year, for example, a fiscal year.

However, not every aggregation can be selected for every time period. Aggregation options that are not available for the selected time period are grayed out on the dropdown menu.

In the table below, you can see which aggregations you can apply to specific time periods on your timeline.

Time period	Time period aggregation
Time period	Daily	Weekly	Monthly	Quarterly	Yearly	Timeboxes
Year	No	Yes	Yes	Yes	Yes	Yes
Half year	No	Yes	Yes	Yes	No	Yes
Quarter	Yes	Yes	Yes	Yes	No	Yes
Month	Yes	Yes	Yes	No	No	Yes
Week	Yes	Yes	No	No	No	Yes

Aggregation limitations

If box periods overlap, aggregation by timeboxes is not available.
If there are no timeboxes for a given time period, the "No timeboxes in this period" message appears.

For the time between defined timeboxes, data is aggregated based on the length of that period; e.g., if the time slot between periods is nine days, data from nine days will be aggregated.
Aggregation before and after defined time periods are based on the corner time periods, for example, if in the project lasts two years, there were two weeks sprints at the beginning of the project and 1-week sprint at the end of the project, the aggregation will be visualized:
- as 2 week periods before the project starts
- as 1 week period after the project ends