Resource Management Questions - Nextedy Documentation

How do I enable the resource view?

Enable the resource view by setting the showResourceView widget parameter to true. This displays a resource allocation panel below the Gantt chart, showing per-resource workload markers across the project timeline. See View Resource Allocation for a step-by-step setup guide.

What resource load modes are available?

The Gantt resource view supports four load calculation modes controlled by the resourceLoadMode configuration property:

Mode	Value	Description
Task count	`num`	Shows the number of tasks assigned per resource per day
Allocated hours	`time`	Shows total allocated working hours per resource per day
Remaining hours	`remaining`	Shows remaining available capacity (total minus allocated)
Allocation percentage	`allocation`	Shows utilization as a percentage, color-coded by load level

Use allocation mode to quickly identify overloaded resources. Cells turn red when a resource is allocated beyond their available capacity.

How are resource load colors determined?

Resource allocation markers use configurable color thresholds defined by the resourceMarkersColorConfig property. This configuration includes an ok color for within-capacity states and an over color for overallocated states. When using allocation mode, cells are color-coded based on whether the resource’s utilization exceeds their available working hours.

Can I hide resources that have no tasks assigned?

Yes, use the resource hiding toggle in the toolbar to hide resources with no visible tasks in the current view. This reduces visual clutter when working with large resource pools. The toggle dynamically re-evaluates which resources have active tasks and shows or hides them accordingly.

How does Gantt calculate resource capacity from working calendars?

The Gantt chart uses working calendars to determine available working hours per resource per day. Each resource can have a per-user working calendar assigned via a calendar work item type in Polarion. The calendar defines regular weekly hours per weekday in HH:mm,HH:mm format, with - marking non-working days. Calendars support inheritance, so a child calendar inherits base hours from a parent and can override specific days.

Working hours for a specific date are resolved in this order: base calendar, then regular weekday hours, then schedule tweaks, then exceptions (time off / time on).

Can I manage holidays and schedule exceptions in working calendars?

Yes, working calendars support three types of exceptions linked via the affects link role:

Time off — marks specific dates as non-working (holidays, PTO)
Time on — marks specific dates as working days (overriding regular non-working days)
Schedule tweak — adjusts working hours for a date range without changing the working/non-working status, using workstart and workend fields

Exception work items must be linked to the calendar via the affects link role for the system to recognize them.

How do I set up a global working calendar for my project?

Configure the nextedy.gantt.calendarHolder server property with a Polarion user ID. The system uses the calendar work item assigned to that user as the global working calendar. This is useful for establishing organization-wide working hours without assigning calendars to each individual user.

Ensure the calendar work item has a valid From and To date range that covers your project’s scheduling period.

Can I assign tasks to teams instead of individual users?

Yes, the Gantt supports team-based assignment mode via the teamAssignments configuration property. When enabled, the lightbox shows a team picker instead of a user picker for resource assignment. Related properties include teamCustomField, teamAssignmentStartField, teamAssignmentEndField, and teamAssignmentCapacityField for defining the team assignment data model.