Set Up a Plans Gantt Chart

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What You Will Achieve

• 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

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Prerequisites

• Gantt installed on your Polarion server
• A Polarion project with existing Plans (releases, iterations, or sprints)
• Edit permissions on the project’s Documents & Pages

1

Create an Info/LiveReport Page

1. Open your Polarion project
2. Navigate to Documents & Pages
3. Select a space (for example, Default Space)
4. Click Expand Tools, then the Gear button, and select Create New
5. Choose Info/LiveReport Page and enter a title (for example, “Release Roadmap”)
6. Click Create

You should see an empty page ready for widget configuration.

2

Add the Plans Gantt Widget

In the widget picker on the right side of the page:

1. Expand the Plans category
2. Select Gantt (Plans)
3. The widget loads, displaying plans from your project

The Plans Gantt widget appears under a different category than the Work Items Gantt. Make sure you select Gantt (Plans) from the Plans section.

3

Configure the Plans Data Set

1. Open the widget parameters
2. In the Plans data set section, configure the scope to show plans with a specific template (for example, Release)
3. Click Apply

You should see only plans matching the selected template displayed as task bars on the Gantt chart.

4

Load Sub-Plans

To display child plans (for example, iterations beneath releases):

1. In the widget parameters, set Load Children to 2 to load two levels of plan hierarchy
2. Click Apply

You should see a hierarchy like:

Level	Example
0	Release (e.g., Version 2.0)
1	Iteration (e.g., Sprint 35)
2	Work Items (if enabled)

5

Show Work Items Within Plans

To display the actual work items contained in each plan:

1. In the widget parameters, find the Show Plan Work Item section
2. Set Enable Show Items to Yes
3. 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

4. Set the Parent Role to define how work item hierarchy is resolved within plans
5. Click Apply

You should now see work items displayed as task bars beneath their parent plan bars.

Plans Gantt charts typically use longer time scales. Set the Scale parameter to W (week) or M (month) for a better overview of release timelines.

6

Configure Work Item Dependency Links

If your work items have dependency relationships with work items:

1. In the Show Plan Work Item section, find Dependency Role
2. Select the link role used for dependencies (for example, depends_on)
3. Click Apply

Dependency arrows now appear between work items within the Plans Gantt view.

7

Adjust Display Options

Fine-tune the Plans Gantt view:

1. Set Sort by to control the order of plans (default is id)
2. Set Show Unplanned to Yes if you want to see plans without dates (they appear at today’s date in gray)
3. Enable Maximize View in the Advanced section for full-page display
4. 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.

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Plans Gantt Parameter Summary

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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