> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Assignments and Cross-Team Planning

> Nextedy GANTT introduces a dynamic approach to team management that goes far beyond Polarion's built-in static user-project allocations.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
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    timeZone: "UTC"
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  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
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};

## Why Teams Need More Than Enums

In standard Polarion, a team is typically just an enumeration value -- a label attached to a work item. This approach answers the question "which team owns this task?" but leaves critical resource planning questions unanswered:

* **Who** is actually working on a given team?
* **How much** of their time is allocated to this team versus others?
* **When** does this allocation start and end?

Polarion's built-in **Time-split Assignments** (Administration > Users) allows defining a user's allocation percentage to a *project*, but not to a *team* within that project. If multiple teams share a single project, or if team membership changes over time, the static allocation model falls short.

## Teams as Work Items

Gantt solves this by introducing two new work item types: **Team** and **Team Assignment**. Rather than relying on static enumerations, teams become fully functional Polarion work items with all the traceability and flexibility that comes with them.

| Work Item Type      | Purpose                                       | Key Fields                                            |
| ------------------- | --------------------------------------------- | ----------------------------------------------------- |
| **Team**            | Represents a team entity (e.g., Alpha, Beta)  | Title, capacity modifiers                             |
| **Team Assignment** | Links an assignee to a team for a time period | Assignee, start date, end date, allocation percentage |

Team assignment work items are linked to their parent team using a dedicated **assignment** link role. Each assignment specifies who is on the team, for how long, and at what percentage of their capacity.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001238063/1.jpeg?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=3ee38446ac84dbff327bcae4b70947e7" alt="Gantt with WEBINAR_TEAMS showing Alpha, Beta, and SW X teams and their percentage-based member assignments above a resource view of daily allocation bubbles" width="2390" height="1468" data-path="gantt/images/48001238063/1.jpeg" />
</Frame>

<Warning title="Unlinked Assignments Are Ignored">
  Every Team Assignment work item **must be linked** to a parent Team work item. Assignments without a parent team are silently excluded from capacity calculations, which can cause unexpected gaps in the resource view.
</Warning>

## How Capacity Flows Through the System

The capacity calculation follows a clear hierarchy. When the Gantt chart loads, it resolves each user's available hours by layering multiple inputs:

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/DDjWgCW2DWY5biNv/gantt/diagrams/concepts/team-assignments/diagram-1.svg?fit=max&auto=format&n=DDjWgCW2DWY5biNv&q=85&s=06ce0c227391ec993cb13c79a4be8467" alt="diagram" style={{ maxWidth: "520px", width: "100%" }} width="520" height="440" data-path="gantt/diagrams/concepts/team-assignments/diagram-1.svg" />
</Frame>

For example, if John has an 8-hour working day and a 50% team assignment, his effective capacity for that team is 4 hours per day. If capacity modifiers further reduce this, the final effective hours will be even lower.

## Allocation Percentage and Overallocation

The allocation percentage on each Team Assignment drives the resource view display. The resource view shows allocation markers for each user per time period, where **100% represents a full working day**. When a user's total allocation across all teams exceeds 100% on any given day, the resource view flags this as overallocation with a red marker.

Consider a scenario where Mark is assigned to two teams:

* **Team Alpha**: 60% from May 1 to May 15
* **Team Beta**: 80% from May 9 to May 20

Between May 9 and May 15, Mark's total allocation is 140% -- clearly overallocated. The Gantt resource view surfaces this conflict immediately, allowing project managers to adjust either the allocation percentages or the time periods.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001238063/2.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=8372afc71630a5e185592afc2f0bc86c" alt="Gantt where Mark is assigned to both the Alpha and Beta teams over overlapping dates, with red resource-view bubbles flagging his combined overallocation" width="2332" height="1330" data-path="gantt/images/48001238063/2.png" />
</Frame>

## Cross-Project Team Management

Teams often span multiple Polarion projects. Gantt supports this through an **external team management project** -- a single dedicated project that holds all Team and Team Assignment work items. Other projects reference this central project to pull team data into their Gantt charts.

The configuration property `nextedy.gantt.teamManagementProjectId` points to the project where team work items reside. If this property is not set, Gantt looks for teams in the current project. For organizations with teams spanning multiple projects, centralizing team definitions provides a single source of truth for capacity planning.

Showing teams from several projects on one cross-project Gantt -- here `Gantt_Teams` and `WEBINAR_TEAMS` together -- makes overallocations across the whole organization visible in a single resource view:

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001238063/3.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=d7979be8679c3b373eeff39174aacc9f" alt="Cross-project Gantt combining the Gantt_Teams and WEBINAR_TEAMS projects, with both teams' assignments stacked above a shared resource view of green and red allocation bubbles" width="2482" height="1728" data-path="gantt/images/48001238063/3.png" />
</Frame>

## Capacity Modifiers

Teams can define **capacity modifiers** that account for time spent on unplanned work. Two modifier fields are available:

* **Capacity Modifier A** (`nextedy.gantt.capacityModifierAField`) -- Represents the percentage of time consumed by unplanned work (meetings, emails, support). Applied to all tasks regardless of when they are scheduled.
* **Capacity Modifier B** (`nextedy.gantt.capacityModifierBField`) -- Represents uncertainty in future planning. Applied only to tasks scheduled beyond a configurable day limit (`nextedy.gantt.capacityModifierBFieldDayLimit`).

The effective capacity formula is: `effectiveCapacity = base * (1 - (modA + modB) / 100)`. This provides a realistic view of available capacity that accounts for the inevitable overhead of day-to-day work.

To learn more about capacity modifiers, see [Capacity Modifiers and Team Capacity](/gantt/concepts/capacity-modifiers).

## Configurable Work Item Type IDs

Starting with version 25.5.0, the work item type IDs used for teams and assignments are configurable via context properties:

* `nextedy.gantt.teamWorkItemType` -- defaults to `team`
* `nextedy.gantt.teamAssignmentWorkItemType` -- defaults to `teamAssignment`

This allows organizations that use different naming conventions to integrate with the team assignment system without renaming their existing work item types.

<Tip title="Lightbox Behavior">
  When creating a Team Assignment through the Gantt lightbox, the **Assignee** and **Assignment** (percentage) fields are automatically marked as required. The lightbox title updates dynamically to reflect the selected user and allocation percentage. Note that the "automatic" assignee option is not available for team assignments -- only explicit users can be selected.
</Tip>

## Related Pages

* [Capacity Modifiers and Team Capacity](/gantt/concepts/capacity-modifiers) -- understand modifier fields and formulas
* [Resource Load Calculation Modes](/gantt/concepts/resource-load-modes) -- how allocation mode computes load
* [Working Calendars and Scheduling](/gantt/concepts/working-calendars) -- the base calendar layer beneath team assignments

<LastReviewed date="2026-07-07" />
