Guides

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Scheduling

Configure Auto-Scheduling — Enable dependency-driven automatic date recalculation. Set the Gantt Time Range — Limit the visible timeline to a specific date range. Schedule in Hours Instead of Days — Switch to hour-level duration precision. Derive Parent Schedule from Children — Make parent task bars auto-adjust to child extents. Derive Schedule from Polarion Plans — Pull task dates from plan assignments. Prevent Tasks from Moving Outside Parent Range — Enforce parent boundary constraints. Perform What-If Analysis Without Saving — Experiment with schedule changes before committing. Disable Date Rounding on Drag — Allow precise date placement when dragging tasks.

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Dependencies

Create and Configure Dependency Links — Set up task-to-task dependency arrows. Configure Advanced Dependency Types (FS, SS, FF, SF) — Use all four dependency relationship types. Configure Link Lag and Delay — Add lead or lag time between linked tasks. Disable Dependency Linking — Turn off dependency creation in the chart. Dependency Metadata Storage — Understand how dependency data is persisted.

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Resources

Set Up the Resource View — Enable the resource allocation panel. Configure Resource Fields — Map the assignee field for resource tracking. Set Up a Cross-Team Gantt Chart — Visualize multiple teams on one chart. Set Up Team Assignments Gantt — Configure team-based capacity tracking. Set Up a Release Gantt with Teams — Combine release planning with team views. Configure External Team Management Project — Source team data from a central project. Hide Inactive Resources — Remove empty rows from the resource view. Mark Tasks Without Resource Allocation — Flag unassigned tasks visually.

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Calendars

Load Holidays and Non-Working Days — Configure global off-days. Load User Calendars — Enable per-user scheduling calendars. Set Up Work Item Calendars — Use work items as calendar definitions. Import Calendars from CSV — Bulk-load calendar data from files. Use Calendars from Another Project — Share calendars across projects. Customize Working Hours per Resource — Set different hours per user. Configure Capacity Modifier Fields — Account for unplanned work overhead.

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Visualization

Configure Item Colors — Control task bar color logic. Customize Progress-Related Coloring — Adjust overdue and progress colors. Configure the Time Scale — Set zoom levels and header formats. Configure Grid Columns — Add and arrange grid columns. Manage Column Visibility — Show and hide columns per user. Show Deadlines and Due Dates — Display deadline markers on the chart. Configure Milestone Work Items — Set up milestone diamond markers. Create and Configure Markers — Add vertical timeline markers. Compare Schedule with Baselines — Show planned vs actual schedule. Configure Resource Allocation Marker Colors — Customize resource view colors. Configure Right-Side Text on Task Bars — Display labels beside task bars. Customize Text Inside Task Bars — Control bar label content. Adjust Gantt Row Height — Change the height of task rows. Use Classic Project Brackets View — Switch to bracket-style parent bars. Use Square Task Borders — Replace rounded corners with square edges. Customize Gantt Tooltips — Configure hover tooltip content. Highlight Off-Days in the Timeline — Shade non-working days.

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Editing

Use the Lightbox Inline Editor — Edit work item fields directly in the Gantt. Configure Additional Fields in Create Dialog — Add fields to the new item form. Track and Calculate Progress — Manage task completion percentages. Use Inline Cell Editing — Edit values directly in grid cells. Use Undo and Redo — Reverse and replay editing actions. Configure Drag Children Behavior — Control child movement on parent drag. Handle Unsaved Changes and Session Timeout — Protect work during editing.

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Layout and Navigation

Use Fullscreen and Maximize Mode — Expand the Gantt to fill the screen. Configure Page Parameters — Pass dynamic values to the widget. Scroll to Today on Load — Auto-navigate to the current date. Configure the Toolbar and Menus — Customize toolbar buttons. Use Multiple Gantt Widgets — Place several Gantt charts on one page. Print and Export to PNG — Generate printable output.

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Filtering and Sorting

Use Gantt Filters — Filter visible tasks by text or criteria. Filter by Resource and Allocation — Narrow the view to specific users. Configure Item Sorting — Control task ordering in the grid. Use Dynamic Queries with Page Parameters — Build parameterized data sets. Manage Large Datasets with Max Items — Limit loaded items for performance.

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Scripting

Write Item Scripts — Customize individual task properties. Write Gantt Config Scripts — Configure chart-wide behavior. Write Page Scripts with Velocity — Use server-side scripting. Color Logic Script Examples — Practical color customization scripts. Calculate Progress with Scripts — Derive progress from custom logic. Create Markers with Scripts — Add dynamic timeline markers. Migrate Scripts for Polarion 2304+ — Update scripts for new Polarion versions. Debug Script Errors — Troubleshoot script issues.

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Plans Gantt

Show Plans and Work Items Together — Display plan bars with nested work items. Compute Plan Progress — Calculate plan completion percentages. Sync Work Item Dates to Plans — Align work item schedules with plan boundaries. Configure Multiple Plan Levels — Set up nested plan hierarchies.

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Troubleshooting

Troubleshooting Installation Issues — Resolve setup problems. Troubleshooting Blank or Non-Loading Gantt — Fix empty chart displays. Troubleshooting Save Failures — Diagnose save errors. Troubleshooting Script Errors — Debug script failures. Troubleshooting Reviewer Access Issues — Fix permission problems. Troubleshooting Today Marker Position — Correct date marker issues. Troubleshooting Performance Issues — Optimize chart loading. Troubleshooting Calendar Integration Issues — Fix calendar configuration.

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Integration

Import Dependencies from MS Project — Bring in external project data. Configure Gantt Workflow Conditions — Integrate with Polarion workflows. Apply Custom CSS to the Gantt Widget — Style the chart with CSS.