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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

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Step 1: Create a LiveDoc for the Gantt

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

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Step 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. Fill in the WI Type Configuration section to define how each work item type appears in the chart.

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Step 3: Set Date Fields

Select the start and end date fields that correspond to your team assignment custom fields:
ParameterValue
Start FieldYour custom team assignment start date field
End FieldYour custom team assignment end date field

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Step 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.

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Step 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 to the assignee field
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.
Each 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.
Team 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:
  • Assignee (marked with a red asterisk) — select the team member from the dropdown
  • Assignment — specify the allocation percentage for that member
The lightbox title updates dynamically to show the selected user name and assignment percentage. The resource view then aggregates these percentages across all teams for each user, making overallocation immediately visible.
ScenarioResource View Display
User at 50% in Team Alpha, 30% in Team Beta80% total — green cell
User at 70% in Team Alpha, 50% in Team Beta120% total — red cell (overallocated)
User at 100% in one team only100% — green cell
The resources dropdown in the team assignment lightbox only shows explicit users. The automatic assignee option is not available for team assignments, distinguishing them from regular work item assignments.

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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

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

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See Also

KB ArticlesSupport TicketsSource Code
  • prod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/TeamAssignmentsTests.cy.ts
  • prod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/ganttCustomTeamWorkItemType.cy.ts
  • prod-gantt-src/com.nextedy.polarion.gantt/src/com/nextedy/polarion/gantt/model/impl/TaskResourceService.java
  • prod-gantt-src/com.nextedy.polarion.gantt.client/src/js/resources.js
  • prod-gantt-src/com.nextedy.polarion.gantt.client/cypress/e2e/Aresource-view/AganttInitialEstimation.cy.ts