Pivot is a function that allows you to view and manage your project from different perspectives by grouping work packages according to area, team or responsible person.
How do I use the Pivot function?
1. Click the Pivot icon located at the top of the Work Package column in the timeline.
In the pop-up window, select your desired grouping and click the "Update View" button.
The available grouping options include:
- Area
- Team
- Responsible Person
When grouping by area, you can choose the level of detail for the grouping based on your specified model. Open the pivot selection window and click the arrow on the right side of the area selection to customize your grouping further.
Most editing functions, such as moving work packages in schedule, and updating the status of work packages, are available in the grouping mode. However, some actions related to multiple work packages are restricted in this mode. For instance, rearranging work packages cannot be performed while grouping is active.
When you add work packages to a group, the information from the selected grouping attribute is inherited by the newly created work package. For example, if you group by area, the area information will carry over to the new package.
You can also use multiple grouping attributes simultaneously. In this case, you can change the order of the grouped attributes by dragging them from the six-dot handle on the right side of the Pivot selection window to your desired position.
Note that if you are using only one grouping attribute, the order of attributes does not matter.
