Guides
Set Up the Resource View — Enable the resource view panel and configure load calculation modes, view height, and unassigned task visibility. Configure Resource Fields — Change which work item field drives the resource view, including custom enumeration and team fields. Set Up a Cross-Team Gantt Chart — Display teams as resource rows using a custom team field, showing team-level capacity without individual assignments. Set Up Team Assignments Gantt — Visualize per-user allocation percentages within teams using the Assignment Allocation load mode. Group Resources by Team — Collapse the resource list into one header row per team, each carrying the team’s own aggregated allocation. Set Up a Hierarchical Resource Picker — Replace the flat resource dropdown with a drill-down picker over a resource breakdown structure held as work items. Map Resources to Polarion Users — Merge a resource and the person assigned to tasks into one row, so their load is counted once rather than twice. Set Up a Release Gantt with Teams — Combine plan-based views with team resource allocation for release planning. Configure External Team Management Project — Source team and resource data from a separate Polarion project for cross-project capacity planning. Hide Inactive Resources — Automatically hide resources that have no tasks assigned in the current view. Mark Tasks Without Resource Allocation — Highlight unassigned tasks so unallocated work is visible during planning.See Also
- View Resource Allocation — introductory tutorial
- Calendars — configure working hours that affect capacity calculations
- Filter by Resource and Allocation — filter tasks by assigned resource