--- title: "Swimlanes and grouping" canonical: "https://support.appfire.com/space/SPM/1918701793/Swimlanes%20and%20grouping" format: markdown --- > Macro (aura-html) ## Swimlanes and grouping (old navigation)
Expand ## Available swimlanes ![image-20240909-074940.png](media://1b8e7f56-0c25-4418-a9a7-4181587c6009) Organize data into the following swimlanes: | **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. ![image](media://dfef5781-419d-416e-8e1c-064d2ee1a027) > ✅ 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](media://642f240d-a397-435d-a8f5-c64b62550c5c) - What percentage of individuals' capacity is allocated to a project. ![image-20240320-054200.png](media://0c446003-33c6-4a2f-889e-278b751671df) - Workload associated with timeboxes on a project level (insight into the person’s aggregate workload in each timebox) ![image-20240311-150428.png](media://0b0dcd12-f5cc-4979-b8c0-9adb312833b4) ## 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](media://4ed260f5-88b3-4e06-9ec4-5e1200e2d942) > 📝 **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](media://2b504675-3095-4e25-9534-ee0556e93559) > Macro (anchor) ## View adjustment Make adjustments to ensure you get the insights you’re after. | **Settings** | **Options** | | --- | --- | | **Time period** | Y - Year
H - Half Year
Q - Quater
M - Month
W - Week
![Time period buttons.](media://0bfa7804-3532-436e-99fc-b708a7cc7f54) | | **Aggregation** | ![A dropdown menu with the time period aggregation options.](media://11e088a5-c827-4518-87af-515eb3578d69) | | **Effort mode** | ![image-20240320-081828.png](media://1511ce4c-900a-432f-8df5-2cf8c0d7f1ca) | | **View** | ![image-20240320-081905.png](media://72096318-8d94-4e7c-8004-33507c52b975) | ## Affected by - [Coloring rules](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918799470) when grouping.
## Swimlanes and grouping (new navigation)
Expand ## Available swimlanes ![resources-swimlanes.png](media://820e89d4-7745-4a9e-bfc3-6ca0369d48ab) Organize data into the following swimlanes: | **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. ![image](media://dfef5781-419d-416e-8e1c-064d2ee1a027) > ✅ 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. - 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 > ✅ 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](media://de7d457c-db5f-40f4-bbd0-cd38b31d645c) > 📝 **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](media://55f13476-cdf8-4b46-836a-0d3147c5d8f7) > Macro (anchor) ## View adjustment Make adjustments to ensure you get the insights you’re after. | **Settings** | **Options** | | --- | --- | | **Time period** | Y - Year
H - Half Year
Q - Quater
M - Month
W - Week
![resources-periods.png](media://4ad1a86e-2d92-45d4-be34-7bf968f755f9) | | **Aggregation** | ![resources-aggregation.png](media://499b54d0-47fd-4c12-8f4b-7b1127940bee) | | **Modes** | ![resources-modes.png](media://bc91f527-33d1-4b6c-ae58-f5cca9f68532) | | **View** | ![resources-view.png](media://2e58f2b7-c3a8-4e5a-b411-f6d14991dc6b) | ## Affected by - [Coloring rules](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918799470) when grouping.