> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure External Team Management Project

> Set up a Nextedy GANTT chart that sources team and resource data from a separate Polarion project, enabling cross-project resource allocation views that reflect a centralized team structure.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## 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

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/Jklvz9qm2AdmIvBG/gantt/diagrams/guides/resources/external-team-management/diagram-1.svg?fit=max&auto=format&n=Jklvz9qm2AdmIvBG&q=85&s=0b72d146f0e78db1bebd65d179cefe57" alt="diagram" style={{ maxWidth: "520px", width: "100%" }} width="520" height="200" data-path="gantt/diagrams/guides/resources/external-team-management/diagram-1.svg" />
</Frame>

<Steps>
  <Step title="Create the Team Management Project">
    Create a dedicated Polarion project to hold all team-related work items:

    1. Create a new Polarion project (for example, `TeamManagement`)
    2. Configure the Team and Team Assignment work item types in this project
    3. Create Team work items representing each team
    4. Create Team Assignment work items under each team, specifying the assignee, allocation percentage, and date range
  </Step>

  <Step title="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.

    <Note title="Property Location">
      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.
    </Note>
  </Step>

  <Step title="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 |

    <Info title="Verify in application">
      If you are using the default work item type IDs (`team` and `teamAssignment`), you do not need to set these properties.
    </Info>
  </Step>

  <Step title="Enable Team Assignments in the Gantt Widget">
    In the Gantt widget parameters of each consuming project:

    1. Set **Show Resource View** to `Yes`
    2. Under **Working Calendars**, enable **Use Working Calendar**
    3. Enable **Load User Calendars**
    4. 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.

    <Warning title="Multi-Project Capacity Calculations">
      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.
    </Warning>
  </Step>

  <Step title="Verify the Configuration">
    After setting the properties and widget parameters:

    1. Open the Gantt chart in one of the consuming projects
    2. Switch to the resource view
    3. Verify that team names and member allocations match the data in the team management project
  </Step>
</Steps>

## 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

## See Also

* [Set Up Team Assignments Gantt](/gantt/guides/resources/team-assignments-gantt)
* [Set Up a Cross-Team Gantt Chart](/gantt/guides/resources/cross-team-gantt)
* [Set Up a Release Gantt with Teams](/gantt/guides/resources/release-gantt-with-teams)
* [Configure Capacity Modifier Fields](/gantt/guides/calendars/capacity-modifier-fields)

<LastReviewed date="2026-07-02" />