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Prerequisites

Before you begin, ensure that:
  • You have Team and Team Assignment work item types configured in Polarion (version 23.4.0 or later)
  • Team Assignment work items are linked to parent Team work items
  • Custom date fields exist for team assignment start and end dates
1

Create a LiveDoc for the Gantt

Unlike Polarion’s built-in Time-split Assignments (Administration > Users), which allocate a user’s time to a project rather than to a team, this setup models allocation at the team level:
Polarion Time-split Assignments table with Project, % of Total Time, and Assigned Items count columns
Create a new LiveDoc page that will host the Gantt widget. In the widget parameters:
  1. Set the Work Item Type to Team
  2. Set Load Children to 1 so the Gantt loads both Team and Team Assignment work items
2

Configure the Parent Role

In the widget parameters, specify the Parent Role that links Team Assignment work items to their parent Team work items — the assignment link role (opposite role “is assigned to”). Fill in the WI Type Configuration section to define how each work item type appears in the chart.In Polarion Administration, define the two work item types this guide relies on — team (Team) and teamAssignment (Team Assignment):
Polarion work item type configuration listing the team type labeled Team and the teamAssignment type labeled Team Assignment
Add the three custom fields that hold each assignment’s period and capacity on the teamAssignment type — from and to (Date) and capacity labeled % Assignment (Integer):
teamAssignment-custom-fields.xml editor defining from and to Date fields and a capacity Integer field labeled % Assignment
Create the assignment work item link role (opposite role “is assigned to”) that connects each Team Assignment to its parent Team:
Polarion link role configuration row defining the assignment link role with the is assigned to opposite role
Optionally, add capacity-modifier custom fields to the team type — capModA (Outstanding Buffer %) and capModB (Unclear Buffer %) — to reserve a share of each member’s time for unplanned work or future uncertainty:
team-custom-fields.xml editor defining supportsProjects Enum, capModA Outstanding Buffer Integer, and capModB Unclear Buffer Integer fields
3

Set Date Fields

Select the start and end date fields that correspond to your team assignment custom fields:
4

Set Resource Load Calculation

Set the Resource Load Calculation field to Assignment Allocation. This tells the Gantt to calculate resource load based on the percentage allocation specified in each team assignment rather than task estimates.
5

Enable the Resource View

In the widget parameters under Resource View:
  1. Set Show Resource View to Yes
  2. Configure the Resource Field to point at the field that identifies the resource
Resource Field is the one parameter to get right here, because it decides more than the resource view: a Team Assignment takes its resource from that field rather than from its assignee, and the lightbox renders that field’s control. Point it at assignee for a plan of named people, or at a field holding a resource work item to draw from a Resource Breakdown Structure. It defaults to the project property nextedy.gantt.workitems.default.resource_field, and to assignee where that is unset.The resource view displays each team member’s allocation percentage. Cells turn green when allocation is within capacity (at or below 100%) and red when the resource is overallocated.
Unlinked Team Assignments Are IgnoredEach Team Assignment work item must be linked to a parent Team work item. Assignments not associated with a parent team are ignored during capacity calculations. Verify all team assignment links before relying on the resource view data.
Required Fields Are Auto-EnforcedTeam Assignment work items are treated specially by the Gantt. The system automatically enforces the presence of fields required for team assignment handling, so you do not need to set those fields as required in Polarion.

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How Allocation Percentages Work

When you open a team assignment in the lightbox, you see two required fields:
  • The resource field (marked with a red asterisk) — select the team member, or the resource, from its control
  • Assignment — specify the allocation percentage for that member
Where a resource field other than assignee is configured, the lightbox hides the Assignee field entirely for a new assignment and for one that already carries a resource, so the two cannot be filled in inconsistently. The lightbox title updates dynamically to show the selected resource and assignment percentage. The resource view then aggregates these percentages across all teams for each user, making overallocation immediately visible.
Team Assignment GT-557 Mark selected, with the from 2023-04-11, to 2023-04-13, and % Assignment 50 fields highlighted in the editor

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Allocating in Hours Instead of Percent

Where an assignment is better expressed in hours than as a share of a day, name the field carrying that figure:
With it configured the resource allocation cell shows hours; without it, a percentage per workable day. Available since version 26.9.0.

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Cross-Project Team Management

If your teams span multiple Polarion projects, you can centralize team management in a single project and reference it from other projects. See Configure External Team Management Project for details on cross-project team setups.

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Verification

A working setup has each Team work item (Alpha, Beta, Gama) as a parent with its Team Assignment children carrying the assignees:
Polarion work item table showing teams GT-556 Gama, GT-555 Beta, and GT-554 Alpha with Team Assignment children such as Steve, Mark, and John and their Assignees
You should now see:
  • Team work items displayed as parent rows in the Gantt chart
  • Team Assignment work items nested under their respective teams
  • The resource view showing allocation percentages per user, with green cells for normal allocation and red cells for overallocation
In the rendered Gantt, teams appear as bars with their assignments below, and the resource view aggregates each user’s allocation per day — here a red bubble flags Steve at a combined 120% (GT-561 at 40% plus GT-560 at 80%):
Team Assignments Gantt with Alpha, Beta, and Gama team bars above a resource view whose green and red allocation bubbles show Steve Developer overloaded at 120 percent

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See Also