> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up a Plans Gantt Chart

> This tutorial guides you through creating a Plans Nextedy GANTT chart that displays Polarion Plans as first-class Gantt items.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## 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

* [Gantt installed](/gantt/getting-started/installation) on your Polarion server
* A Polarion project with existing Plans (releases, iterations, or sprints)
* Edit permissions on the project's Documents & Pages

<Note>
  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](/gantt/getting-started/setup-basic-gantt) instead.
</Note>

<Steps>
  <Step title="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.
  </Step>

  <Step title="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

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001165845/1.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=944976c46db686aaf3b5c07f3998c998" alt="Roadmap report with the project navigation on the left and Releases, Iterations, and work items rendered as nested Gantt bars on the right" width="2448" height="712" data-path="gantt/images/48001165845/1.png" />
    </Frame>

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

  <Step title="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**

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001165845/2.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=877595ba613ae0c013ce35ea02951ddd" alt="Widget parameters with Type set to Plan and a Query entry reading Template: Release" width="586" height="316" data-path="gantt/images/48001165845/2.png" />
    </Frame>

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

  <Step title="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**

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001165845/3.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=e94f8f1973fe0b18a5b4ca8366e47934" alt="Load Children parameter field set to the value 2" width="554" height="136" data-path="gantt/images/48001165845/3.png" />
    </Frame>

    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)     |

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/DDjWgCW2DWY5biNv/gantt/diagrams/getting-started/setup-plans-gantt/diagram-1.svg?fit=max&auto=format&n=DDjWgCW2DWY5biNv&q=85&s=15b8223f7838147b03b46c7adb92d820" alt="diagram" style={{ maxWidth: "520px", width: "100%" }} width="520" height="280" data-path="gantt/diagrams/getting-started/setup-plans-gantt/diagram-1.svg" />
    </Frame>
  </Step>

  <Step title="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

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001165845/4.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=b4c336645e46d965b8e3d48c786bd61d" alt="Show Plan Work Item section with Enable Show Items set to Yes and Start, Duration, and Progress fields mapped to start, initialEstimate, and gantt_progress" width="640" height="724" data-path="gantt/images/48001165845/4.png" />
    </Frame>

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

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001165845/6.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=1eafd2152012c350dfb791810e8372e3" alt="Show Plan Work Item section with the Parent Role field set to implements to resolve work item hierarchy within plans" width="450" height="816" data-path="gantt/images/48001165845/6.png" />
    </Frame>

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

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/DW7SPQWol8VdzZS9/gantt/images/48001165845/7.png?fit=max&auto=format&n=DW7SPQWol8VdzZS9&q=85&s=da500efb027886a1766b3df33471c3f8" alt="Plans Gantt with Version 2.0, Iterations, and individual DP work items expanded in the left tree and rendered as nested bars with Verified statuses" width="2330" height="968" data-path="gantt/images/48001165845/7.png" />
    </Frame>

    <Tip title="Scale Setting">
      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.
    </Tip>
  </Step>

  <Step title="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.
  </Step>

  <Step title="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

    <Info title="Verify in application">
      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.
    </Info>
  </Step>
</Steps>

## 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](/gantt/getting-started/setup-basic-gantt) -- learn the Work Items Gantt for task-level scheduling
* [Create Your First Dependency Link](/gantt/getting-started/first-dependency) -- connect tasks with dependency arrows
* [View Resource Allocation](/gantt/getting-started/first-resource-view) -- monitor team workload across plans

<LastReviewed date="2026-07-07" />
