Explore the Demo Project

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What You Will Achieve

• A demo Polarion project created from the Gantt Demo template
• A pre-configured Gantt chart with sample tasks, hierarchy, and dependencies
• Hands-on experience navigating the Gantt chart interface

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Prerequisites

• Gantt installed on your Polarion server
• Polarion administrator access (required to create projects from templates)

1

Open the Gantt Administration Page

1. Log in to Polarion as an administrator
2. Navigate to Polarion Administration (click the gear icon in the top navigation)
3. In the left sidebar, select Nextedy GANTT > Setup

You should see the Setup page, which confirms the add-on is installed, shows the installed and latest version, and provides Download Page and Changelog buttons plus on-screen instructions for creating the demo project.

2

Create the Demo Project

1. On the Setup page, follow the on-screen instructions to create a new project
2. On the second page of the wizard, select the Nextedy GANTT Demo template from the project template list
3. Enter a project name and complete the project creation wizard

The Nextedy GANTT Demo template is automatically registered in Polarion when the extension is installed. If you do not see the template in the project creation wizard, verify that the extension is properly installed by checking the installation steps.

You should see a new project in your Polarion project list.

3

Open the Demo Gantt Chart

1. Open the newly created demo project
2. In the left navigator, select Gantt (the demo’s pre-configured Gantt page; it also appears under Documents & Pages)

You should see a fully populated Gantt chart with:

• Sample work items displayed as task bars on the timeline
• Parent-child hierarchy showing grouped items
• Dependency links drawn as arrows between related tasks
• A toolbar with zoom controls, edit toggle, and action buttons

4

Explore the Gantt Interface

Take a few minutes to familiarize yourself with the key elements of the Gantt chart:

Element	Description
Task bars	Horizontal bars representing work items, positioned on the timeline
Grid columns	Left-side table showing work item details (ID, title, dates)
Dependency arrows	Lines connecting dependent tasks
Today marker	Vertical red line indicating the current date
Toolbar	Top bar with zoom, edit, save, and filter controls
Footer	Bottom bar showing item count and version

Try these interactions:

1. Zoom in/out using the toolbar zoom buttons or the hamburger menu > Set Scale
2. Scroll the timeline by clicking and dragging the timeline background
3. Click a task bar to see work item details in the sidebar
4. Expand/collapse parent items by clicking the triangle icon next to their name

Click the Edit button in the toolbar to enter edit mode. In edit mode, you can drag task bars to reschedule, resize them to change duration, and create new dependency links by dragging between task connection points.

5

Review the Widget Configuration

To understand how the demo Gantt is configured:

1. Enter page edit mode (click Edit on the Polarion page)
2. Click the widget gear icon to open the widget parameters
3. Review the configured settings: Query, Type, Parent Role, Dependency Role, and Load Children

This gives you a reference configuration you can replicate in your own projects.

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What the Demo Includes

• Sample work items of various types (epics, user stories, tasks) with dates and assignments
• Dependency links between work items showing finish-to-start relationships
• A pre-configured Gantt wiki page with the Work Items Gantt widget already set up
• Parent-child relationships demonstrating hierarchical display

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Next Steps

• Set Up a Basic Gantt Chart — create your own Gantt widget in an existing project
• Set Up a Plans Gantt Chart — configure the Plans Gantt for release-level planning
• Create Your First Dependency Link — learn to create dependencies interactively
• Licensing and User Access — configure user access and manage licenses