What You Will Achieve
After completing this tutorial, you will have:- A Plans Gantt widget showing Polarion Plans as top-level task bars
- Nested sub-plans displayed beneath parent plans
- Work items shown within their parent plans
- A multi-level Gantt view suitable for release and iteration planning
Prerequisites
- Nextedy GANTT installed on your Polarion server
- A Polarion project with existing Plans (releases, iterations, or sprints)
- Edit permissions on the project’s Documents & Pages
The Plans Gantt widget uses a different data model than the Work Items Gantt. Plans are Polarion’s built-in planning containers (releases, iterations, sprints). If you need to schedule individual tasks, use the Work Items Gantt instead.
Step 1: Create an Info Page
- Open your Polarion project
- Navigate to Documents & Pages
- Select a space (for example, Default Space)
- Click Expand Tools, then the Gear button, and select Create New
- Choose Info Page and enter a title (for example, “Release Roadmap”)
- Click Create
Step 2: Add the Plans Gantt Widget
In the widget picker on the right side of the page:- Expand the Plans category
- Select Gantt (Plans)
- The widget loads, displaying plans from your project
Step 3: Configure the Plans Data Set
- Open the widget parameters
- In the Plans data set section, configure the scope to show plans with a specific template (for example, Release)
- Click Apply
Step 4: Load Sub-Plans
To display child plans (for example, iterations beneath releases):- In the widget parameters, set Load Children to
2to load two levels of plan hierarchy - Click Apply
| Level | Example |
|---|---|
| 1 | Release (e.g., Version 2.0) |
| 2 | Iteration (e.g., Sprint 35) |
| 3 | Work Items (if enabled) |
Step 5: Show Work Items Within Plans
To display the actual work items contained in each plan:- In the widget parameters, find the Show Plan Work Item section
- Set Enable Show Items to Yes
- Configure the field mappings for the work items:
- Start Field: the work item field holding the start date
- End Field: the work item field holding the end date
- Duration Field: the work item field holding duration
- Set the Parent Role to define how work item hierarchy is resolved within plans
- Click Apply
Step 6: Configure Plan Dependency Links
If your plans have dependency relationships with work items:- In the Show Plan Work Item section, find Dependency Role
- Select the link role used for dependencies (for example,
depends_on) - Click Apply
Step 7: Adjust Display Options
Fine-tune the Plans Gantt view:- Set Sort by to control the order of plans (default is
id) - Set Show Unplanned to Yes if you want to see plans without dates (they appear at today’s date in gray)
- Enable Maximize Gantt View in the Advanced section for full-page display
- Click Apply and save the page
Work item creation from within Plans Gantt may be limited to the lowest plan level. If you need to create work items at multiple plan levels, consider using separate Gantt widgets for each level.
Plans Gantt Parameter Summary
| Parameter | Purpose | Default |
|---|---|---|
| Plans Data Set | Which plans to display | Project scope |
| Load Children | Depth of sub-plan loading | 0 |
| Show Plan Work Item | Display work items within plans | Disabled |
| Sort by | Plan sort order | id |
| Show Unplanned | Show undated plans | Disabled |
| Scale | Timeline scale | W (week) |
Next Steps
- Set Up a Basic Gantt Chart — learn the Work Items Gantt for task-level scheduling
- Create Your First Dependency Link — connect tasks with dependency arrows
- View Resource Allocation — monitor team workload across plans
Sources
Sources
KB Articles
- Setup GANTT that shows Polarion Plans and Work Items
- Setup Basic Gantt Chart
- Setup gantt to track in hours not days
prod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/GanttCreatePlan.cy.tsprod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/widget/PlansGanttWidget.javaprod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/Rewritten Tests/testGanttOnPlan.cy.tsprod-gantt-src/com.nextedy.polarion.gantt.client/src/js/index.jsprod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/Rewritten Tests/testGanttCreatePlan.cy.ts