---
title: "Navigation and interface (Resources)"
canonical: "https://support.appfire.com/space/DLP/2211744025/Navigation%20and%20interface%20(Resources)"
format: markdown
---
> Macro (aura-html)

The Resources module can display data essential to managing your resources in several views (swimlanes). The view customization options are under the **View** dropdown. 

The **View** options are the same for the old and [new Resources modules](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211939101).

The following options are available:

![image-20241216-085637.png](media://2f17d80c-1f68-40e5-a37f-f3f4c78c2cca)

- Expand/ Collapse all rows (swimlanes)
- Show:
  - [Workload](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211874660) (adds the workload row to every swimlane)
  - Remaining capacity (adds the remaining capacity row to every swimlane)
  - [Capacity](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212528792) (adds the capacity row to every swimlane)
  - Values on heatmap (displays values on the [colored bars](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211713717) in every enabled row)
  - Tasks (displays tasks in respective swimlanes)
  - Overall assignment (shows all the tasks assigned to a resource across all the boxes the resource is assigned to)
  - [Timeboxes](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211746298) (if configured, displays timeboxes)
- Warnings:
  - Estimates
  - Assignment
  - Workload contour

## [Warnings](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212006855)

Warnings highlight the misconfigured and potentially problematic tasks that need extra attention. Once enabled, you will see a red frame around the problematic tasks.

![image](media://f3a3c618-dfdf-401f-a7ba-3b50b7874754)

## Show overall assignment

The **Show overall assignment** option displays all the tasks your resources are assigned to, even if those tasks belong to the scope of other boxes. This gives you a real insight into the resource's actual workload and remaining capacity, allowing you to quickly see if you can assign them more tasks from your project.

### Identify tasks in the scope of other boxes

The tasks in the scope of other boxes are translucent. Those tasks update the resource's workload and impact their remaining capacity.

When you mouse over such a task, a warning tooltip will inform you that it does not belong to the current box and that you cannot edit it.

![new-resource-grid.png](media://f4dca2dd-4697-4e5e-97b3-b0a95c864ed9)

## Grid overview

The table below describes all the information presented on the resource grid. If you want to add or hide some information, use the **View** menu and uncheck the view options.

![grid-overview.png](media://94f4aedf-7f13-4a70-b9f9-69201bc6dc63)

| **Feature** | **Description** |
| --- | --- |
| Timeboxes | Define consecutive timeframes used for work planning, such as sprints, iterations, increments, or stages. |
| Summary row | Shows the sum of all the data available in a selected time range. |
| Unassigned work | Show the sum of the unassigned work. |
| Allocation (workload) vs capacity | In the [new Resources module view](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211939101), new coloring rules are applied to:<br>- Individuals, projects, and skills:
  - <span style="color: #36b37e">Green</span> - utilization under 100%
  - <span style="color: #ff5630">Red </span>- utilization is above 100%
- Teams:
  - <span style="color: #36b37e">Green</span> - 0% to 80% utilization
  - <span style="color: #fff0b3">Yellow</span> - 80 to 101% utilization
  - <span style="color: #ff5630">Red</span> - 101% or higher utilization<br>To learn more, see the [Coloring rules - workload vs capacity](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211746193) page.<br>In the old Resources module view, when the workload is:<br>- Less than 75% of the capacity, the bar will change to <span style="color: #36b37e">green</span> color (under-allocation).
- Between 75% and 100% of the capacity, the bar will change to an <span style="color: #ff991f">orange</span> color (moderate allocation).
- Over 100% of the capacity, the bar will change to <span style="color: #ff5630">red</span> color (overallocation).<br>To learn more, see the [Coloring rules - workload vs capacity](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211941300) (old Resources module view) page. |
| Overall assignment | This feature can show all the tasks to which the resource is assigned that do not fit the Program's scope. Those tasks will be transparent and can not be reassigned or moved. |
| [Capacity](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2212528792) | The availability of a resource derived from the Workload plans and reduced by the non-working days resulting from Holiday plans. |
| Remaining capacity | Remaining availability when the resource is assigned to a task in a given time period. |
| Non-working days | Non-availability period of the resource. |

## Working/ non-working days view

Modify the 'View' options (deselect items). The grayed-out grid days indicate time off for a given resource.

![view-options.png](media://4e017e5f-fceb-4723-b5ad-4b9a2878e031)

![days-grid.png](media://8ce0e95f-b041-4e1d-9190-4c6d32af0879)

## [Timeboxes](https://appfire.atlassian.net/wiki/spaces/DLP/pages/2211746298)

There is a graphical representation of timebox aggregation periods when no timeboxes are shown on a timeline.

There is also the possibility to right-click on a timebox and choose "go to earlier timeboxes”. It helps when timeboxes are enabled, but none are in the given period.

![timeboxes.png](media://ee73adb8-b839-49f4-b27a-3fa4d0505639)

## Time period

Adjust the timeline to focus on the period you’re interested in.

Use the arrows in the app's header to move to the previous or next period. 

![image-20241216-073622.png](media://102bb2e8-96e7-4448-97e0-4233d089c225)

Adjust the period displayed on the timeline:

- week
- month
- quarter
- half-year
- year [new view]

![image-20241215-232456.png](media://288c39c7-a078-4d1a-9055-ef0dc59a6112)

## Aggregation

You can change the way data is aggregated:

- daily
- weekly
- monthly
- quarterly [new view]
- yearly [new view]
- by timeboxes (if configured)

![image-20241215-232128.png](media://61670fe3-c662-463d-bf49-e71a1cea63e2)

### Turn on the aggregation by timeboxes

Click a timebox (in the header row) to activate the aggregation. 

![image-20250303-095123.png](media://0a07d796-3712-4554-93c0-e1494ed01364)

**Conditions:**

Before you set aggregation by timeboxes, select the **Timeboxes** in the** **View menu.

![image](media://c9f0d371-30fb-4847-9739-3c81a961103a)

### 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.

![image](media://018ea720-b78d-4762-bca1-b1131245cf27)

- 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

**Navigation options**

| **Action** | **Result** |
| --- | --- |
| Right-click | Move to the closest timebox<br>![image](media://7eb84215-1c6a-4ad3-ad8d-448cdc8e971e) |

## Task tooltip

The tooltip shows the issue key and summary field information and is very useful when the task duration is too short to display both fields.

Hold the pointer over a task to display the tooltip.

In the example below, you can see the tooltip for PROJ-1-67.

![image-20250401-111434.png](media://f4949f8f-3202-4bf1-b333-7285538956ff)