Set Up a Cross-Team Gantt Chart

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Prerequisites

• Gantt version 23.4.0 or later
• A custom field of type Enum > Nextedy Team on your work item types

1

Create a Team Custom Field

1. Open Administration > Custom Fields for your project.
2. Create a new custom field with ID team (or a similar name).
3. Set the field type to Enumeration and select Nextedy Team as the enumeration source.

The Nextedy Team enumeration automatically lists all work items of type “Team” in your project as selectable options.

4. Add this field to the relevant work item types (e.g., Work Package, Feature).

2

Assign Work Items to Teams

Open each work item and set the team field to the appropriate team. This tells the Gantt which team is responsible for each work item.

3

Configure the Gantt Widget

1. Open the Gantt page in Edit mode.
2. Open Widget Parameters.
3. Configure the following settings:

Parameter	Value
Resource Field	team (your custom team field)
Show Resource View	Yes
Load Team Assignments	Yes

4. Click Apply.

The Load Team Assignments parameter only becomes visible after you enable Use Working Calendar and Load User Calendars under the Working Calendars section. Enable those two options first if you do not see Load Team Assignments. See Working Calendars Parameters for the full dependency chain.

4

Choose a Load Calculation Mode

For cross-team views, the most common calculation modes are:

• Leaf Items Count — shows how many work items each team has in each time period
• Estimate + Spent — shows the total effort (hours) distributed across the team’s scheduled work

Select the appropriate mode in Resource Load Calculation within the Resource View parameters.

If your teams have assignment work items defining per-user allocation percentages, select Assignment Allocation mode to see capacity as percentages rather than hours.

5

Filter by Team (Optional)

You can pre-filter the Gantt to show only a specific team’s work items by passing a team query parameter in the page URL. This limits both the task list and the resource allocation calculations to the selected team.

In the resource view, users allocated below 50% to a team may appear with grey markers instead of colored ones. Verify team assignment percentages if resources appear unexpectedly greyed out.

If your teams span multiple Polarion projects, consider using an external team management project to centralize team definitions and capacity data.

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Verification

• One row per team in the resource view below the Gantt chart
• Work item counts or effort hours displayed in each cell per team
• Color-coded cells indicating whether each team is within capacity (green) or overallocated (red)
• The team custom field values reflected in the resource column labels

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See Also

• Set Up the Resource View
• Configure Resource Fields
• Set Up Team Assignments Gantt
• Set Up a Release Gantt with Teams
• Configure External Team Management Project