Show Plans and Work Items Together

Overview

The standard Work Items Gantt shows only work items. The Plans Gantt mode lets you visualize multi-level structures such as:

Release (Polarion Plan) > Iteration (Polarion Plan) > Work Package (work item) > Task (work item)

This guide walks you through configuring the Plans Gantt widget to show both plans and their associated work items.

Open a Polarion wiki page in edit mode.
Add a Gantt (Plans) widget to the page.
Configure the Plans data set parameter to select which plans appear. For example, filter by plan template Release to show only release-level plans at the top.

Step 2: Configure Plan Type Hierarchy

In the widget parameters, navigate to Plan Types Configurations:

Define which plan types you use (e.g., Release, Iteration).
For each plan type, specify which other plan types are allowed as parents. Unlike work items, plans do not use parent-child linking roles — you only specify the allowed parent plan types.

Step 3: Enable Show Plan Work Items

Scroll down in the widget parameters to the Show Plan Work Item section:

Toggle Enable Show Items to display work items within plans.
Configure the Data mapping fields for work items: Start Field, End Field, Duration Field, and Progress Field.

Showing work items under plans is optional. Some configurations only display the plan hierarchy without individual work items.

Step 4: Configure Work Item Types for Plans

In the Work Item Types Configuration section within the Plans Gantt parameters, define which work item types appear under plans. This configuration is identical to the Work Items Gantt setup:

Set the Item Type to display
Choose the Gantt Presentation Mode (Item, Derived Schedule, Auto-Mode, or Milestone)
Configure Parent Mode and Parent Types to control hierarchy placement

Step 5: Set the Load Children Depth

Set the Load Children parameter to control how many levels of the hierarchy to display. For example:

1 — Shows only the top-level plans
2 — Shows plans and their child plans
3 — Shows plans, child plans, and work items

If you need work items under iterations under releases, set Load Children to at least 3 and configure the Parent Link Roles to load work item children.

Plans do not support dependency links between each other. Dependency links can only be created between work items. If you need to establish relationships between plans, use the parent-child plan hierarchy instead.

The Gantt processes items sequentially, not level-by-level. If a work item has multiple parent relationships, it displays under the first-found parent. Use a custom field (such as a dedicated PlannedIn custom field) to manage complex parent scenarios.

Verification

You should now see your plan hierarchy displayed on the Gantt chart with releases at the top level, iterations nested beneath them, and work items shown as task bars under their respective iterations. Plan bars and work item bars are visually distinct.

Getting Started

Concepts

Guides

Reference

FAQ

Overview

Step 1: Add the Plans Gantt Widget

Step 2: Configure Plan Type Hierarchy

Step 3: Enable Show Plan Work Items

Step 4: Configure Work Item Types for Plans

Step 5: Set the Load Children Depth

Verification

See Also

Getting Started

Concepts

Guides

Reference

FAQ

​Overview

​Step 1: Add the Plans Gantt Widget

​Step 2: Configure Plan Type Hierarchy

​Step 3: Enable Show Plan Work Items

​Step 4: Configure Work Item Types for Plans

​Step 5: Set the Load Children Depth

​Verification

​See Also

Overview

Step 1: Add the Plans Gantt Widget

Step 2: Configure Plan Type Hierarchy

Step 3: Enable Show Plan Work Items

Step 4: Configure Work Item Types for Plans

Step 5: Set the Load Children Depth

Verification

See Also