Configure External Team Management Project

When to Use This

Use an external team management project when:

Multiple Polarion projects share the same teams and team members
You want a single source of truth for team assignments and capacity
Resource allocation needs to be visible across project boundaries

Step 1: Create the Team Management Project

Create a dedicated Polarion project to hold all team-related work items:

Create a new Polarion project (for example, TeamManagement)
Configure the Team and Team Assignment work item types in this project
Create Team work items representing each team
Create Team Assignment work items under each team, specifying the assignee, allocation percentage, and date range

Step 2: Set the Team Management Project Property

In each Polarion project that needs to reference the external team data, add the following configuration property under Administration > Configuration Properties:

nextedy.gantt.teamManagementProjectId=TeamManagement

Replace TeamManagement with the actual project ID of your team management project.

This property must be set in the project that contains the Gantt widget, not in the team management project itself. Each consuming project needs this property.

Step 3: Configure Team Work Item Types (Optional)

If your team management project uses custom work item type IDs instead of the defaults, set these context properties:

Property	Default	Description
`nextedy.gantt.teamWorkItemType`	`team`	Work item type ID for Team items
`nextedy.gantt.teamAssignmentWorkItemType`	`teamAssignment`	Work item type ID for Team Assignment items

If you are using the default work item type IDs (team and teamAssignment), you do not need to set these properties.

In the Gantt widget parameters of each consuming project:

Set Show Resource View to Yes
Under Working Calendars, enable Use Working Calendar
Enable Load User Calendars
Enable Load Team Assignments

The Gantt now pulls team structure and capacity data from the external project while displaying work items from the current project.

When teams span multiple projects, capacity calculations in the resource view reflect the allocation defined in the team management project. Ensure that team assignments in the central project accurately represent each member’s availability across all projects to avoid misleading overallocation indicators.

Step 5: Verify the Configuration

After setting the properties and widget parameters:

Open the Gantt chart in one of the consuming projects
Switch to the resource view
Verify that team names and member allocations match the data in the team management project

Verification

You should now see:

Resource view rows populated with teams and members from the external team management project
Allocation percentages reflecting the assignments defined in the central project
Work items from the current project distributed under the correct team members

Getting Started

Concepts

Guides

Reference

FAQ

Configure External Team Management Project

When to Use This

Step 1: Create the Team Management Project

Step 2: Set the Team Management Project Property

Step 3: Configure Team Work Item Types (Optional)

Step 4: Enable Team Assignments in the Gantt Widget

Step 5: Verify the Configuration

Verification

See Also

Getting Started

Concepts

Guides

Reference

FAQ

​When to Use This

​Step 1: Create the Team Management Project

​Step 2: Set the Team Management Project Property

​Step 3: Configure Team Work Item Types (Optional)

​Step 4: Enable Team Assignments in the Gantt Widget

​Step 5: Verify the Configuration

​Verification

​See Also

When to Use This

Step 1: Create the Team Management Project

Step 2: Set the Team Management Project Property

Step 3: Configure Team Work Item Types (Optional)

Step 4: Enable Team Assignments in the Gantt Widget

Step 5: Verify the Configuration

Verification

See Also