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What You Will Achieve

After completing this tutorial, you will have:
  • The resource view enabled below your Gantt chart
  • Resource allocation markers displaying workload per team member
  • An understanding of load calculation modes and overallocation indicators

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Prerequisites

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Step 1: Enable the Resource View

  1. Enter page edit mode by clicking Edit on the Polarion page
  2. Open the widget parameters by clicking the widget gear icon
  3. Scroll to the Resource View section
  4. Set Show Resource View to Yes
Additional parameters appear after enabling the resource view:
ParameterPurposeDefault
Items per resourceOver-allocation threshold for leaf items count mode—
View HeightDefault height of the resource panel in pixels—
Resource FieldWhich work item field identifies the resourceassignee
Resource LabelColumn header text for resources—
Show UnassignedDisplay a row for unassigned work itemsNo
Resource Load CalculationHow workload is computedLeaf Items Count
  1. Click Apply
You should see a new panel appear below the Gantt chart showing one row per resource (team member), with colored markers indicating workload for each time period.

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Step 2: Understand the Resource View Layout

The resource view displays:
  • Resource rows: one row per team member (or per value of the configured resource field)
  • Item count: the number of work items assigned to each resource
  • Workload cells: colored cells aligned with the timeline, showing allocation per time period
  • Color indicators: green cells indicate allocation within capacity, red cells indicate overallocation
You can resize the resource view by dragging the horizontal divider line between the Gantt chart and the resource panel. The View Height parameter sets the initial height.

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Step 3: Choose a Load Calculation Mode

The resource view supports four load calculation modes, each suited to different planning needs: diagram

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Leaf Items Count

Counts how many leaf-level work items (items with no children) are assigned to each resource per time period. Each item counts as one unit regardless of estimated effort. The cell turns red when the count exceeds the Items per resource threshold.

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Estimate + Spent

Sums the remaining estimate and time already spent on each item. This total effort is distributed evenly across the task’s scheduled days, providing a comprehensive workload view that accounts for both completed and pending work.

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Remaining Estimate

Shows only the remaining effort required to complete each task. Past effort (time already spent) is excluded. Effort is distributed from today forward across the remaining scheduled days. This mode is useful for forecasting future workload.

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Assignment Allocation

Uses team-based assignment percentages to calculate workload. Each team member’s allocation across teams and projects is summed. When total allocation exceeds 100%, the cell turns red to indicate overallocation. This mode requires team assignment configuration.
For simple task tracking, Leaf Items Count is the easiest starting point. For effort-based planning with time tracking, use Estimate + Spent or Remaining Estimate. For team capacity management, use Assignment Allocation.

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Step 4: Configure the Resource Field

By default, the resource view uses the assignee field to identify resources. You can change this to any custom field:
  1. In the widget parameters, find Resource Field
  2. Change it to a different field (for example, a custom team field or enum field)
  3. Click Apply
The resource view reloads, showing rows based on the selected field’s values instead of assignees.

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Step 5: Show Unassigned Work Items

To see work items that have no resource assigned:
  1. In the widget parameters, set Show Unassigned to Yes
  2. Click Apply
A new row labeled “Unassigned” appears in the resource view, collecting all work items with no value in the resource field. This helps you spot unallocated work during planning.

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Step 6: Save Your Configuration

Click Apply to confirm the widget parameters, then save the Polarion page.

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Reading the Resource View

Visual IndicatorMeaning
Green cellAllocation within capacity
Red cellOverallocation detected
Number in cellWorkload value (items, hours, or percentage depending on mode)
Tooltip on hoverDetails about which work items contribute to the load
Work items that are filtered out of the Gantt view may still affect resource calculations depending on configuration. If a parent work item has no visible children due to filtering, it may be counted as a leaf item in load calculations.

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Next Steps

KB ArticlesSupport TicketsSource Code
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/widget/GanttWidgetDependenciesProcessor.java
  • prod-gantt-src/com.nextedy.polarion.gantt.client/src/js/config.js
  • prod-gantt-src/com.nextedy.polarion.gantt.client/src/js/compatability.js
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/model/Config.java
  • prod-gantt-src/com.nextedy.polarion.gantt.client/src/js/resources.js