Set Up a Release Gantt with Teams

Prerequisites

Team and Team Assignment work item types are configured (version 23.4.0+)
A custom field of type Enum > Nextedy Team exists on both your Plan and work item types
Separate Iterations (Plans) exist for each team

Step 1: Create the Nextedy Team Custom Field

If you have not already created a team custom field, add one to both your Plan type and your work item type (such as Work Package):

Navigate to Administration > Work Items > Custom Fields
Create a field with type Enum > Nextedy Team
Apply it to both the Plan and the relevant work item types

The Nextedy Team enumeration automatically populates with all work items of type Team, letting you assign plans and tasks to specific teams.

Step 2: Assign Teams to Iterations

For each Iteration (Plan), set the team custom field to the appropriate team:

Open the Iteration in Polarion
Select the matching team from the team custom field dropdown
Ensure each team has its own set of Iterations for proper separation

Step 3: Create Page Parameters

Set up two page parameters on your LiveDoc page to enable interactive filtering:

Page Parameter	Configuration
Release	Points to the Plan/Release field, allowing selection of a specific release
Team	Points to the team custom field, allowing selection of a specific team

When creating the Team page parameter, use team as the parameter ID. This specific naming is required for proper integration with the Gantt query field.

Step 4: Configure the Gantt Query

Connect the page parameters to the Gantt widget by setting the Query Type to Lucene + Velocity and entering a query such as:

team.KEY:$pageParameters.team  #if($pageParameters.Release.singleValue())  AND PLAN:($pageParameters.Release) #end

This query filters work items by the selected team and optionally by the selected release. Add the Page Parameter widget to the same LiveDoc page alongside the Gantt widget. This provides dropdown selectors for switching between teams and releases without editing widget parameters.

Step 6: Add Iteration Markers (Optional)

To visually distinguish iteration boundaries on the Gantt chart, add a marker script in the Markers Script field of the widget parameters. The script queries plans matching the selected team and adds colored markers at each iteration due date.

If you use marker or item scripts, update the project ID references to match your actual Polarion project. Scripts referencing incorrect project IDs will fail silently and no markers will appear.

Step 7: Handle Unplanned Work Items (Optional)

If work items lack explicit start and end dates, you can use an item script to inherit the iteration dates. Add a script in the Item Script field that checks each work item for an assigned iteration and, if no dates are set, uses the iteration start and due dates as the task schedule.

Understanding the Resource View

With this configuration, the resource view shows team members and their workload within the context of the selected team and release:

Team members appear as resource rows with their assigned work items
Outside of Team row appears when a work item is assigned to the selected team but the assignee is not a member of that team — click to expand and see the specific user

Verification

You should now see:

Page parameter dropdowns for Team and Release on the LiveDoc page
The Gantt chart filtering work items based on the selected team and release
Resource view rows showing team member allocation for the filtered scope
Iteration markers (if configured) highlighting plan boundaries

Getting Started

Concepts

Guides

Reference

FAQ

Prerequisites

Step 1: Create the Nextedy Team Custom Field

Step 2: Assign Teams to Iterations

Step 3: Create Page Parameters

Step 4: Configure the Gantt Query

Step 5: Add the Page Parameter Widget

Step 6: Add Iteration Markers (Optional)

Step 7: Handle Unplanned Work Items (Optional)

Understanding the Resource View

Verification

See Also

Getting Started

Concepts

Guides

Reference

FAQ

​Prerequisites

​Step 1: Create the Nextedy Team Custom Field

​Step 2: Assign Teams to Iterations

​Step 3: Create Page Parameters

​Step 4: Configure the Gantt Query

​Step 5: Add the Page Parameter Widget

​Step 6: Add Iteration Markers (Optional)

​Step 7: Handle Unplanned Work Items (Optional)

​Understanding the Resource View

​Verification

​See Also

Prerequisites

Step 1: Create the Nextedy Team Custom Field

Step 2: Assign Teams to Iterations

Step 3: Create Page Parameters

Step 4: Configure the Gantt Query

Step 5: Add the Page Parameter Widget

Step 6: Add Iteration Markers (Optional)

Step 7: Handle Unplanned Work Items (Optional)

Understanding the Resource View

Verification

See Also