> ## 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.

# Planningboard

> Capacity-aware sprint and release planning on a board of swimlanes and cards for Polarion.

Nextedy PLANNINGBOARD is a Planningboard for Siemens Polarion ALM that arranges Plans and work items as cards across swimlanes, giving teams a visual, capacity-aware view for sprint and release planning. It embeds directly into Polarion LiveDoc and Wiki pages as a configurable widget, complementing timeline-based tools with a board/Kanban-style planning experience.

## Quick Navigation

<Columns cols={3}>
  <Card title="Getting Started" icon="rocket" href="/planningboard/getting-started/index">
    Install Planningboard, set up your first project, and create your first Planningboard step by step.
  </Card>

  <Card title="Concepts" icon="lightbulb" href="/planningboard/concepts/index">
    Understand board structure, swimlane assignment modes, Plans modes, capacity tracking, and prioritization.
  </Card>

  <Card title="Guides" icon="file" href="/planningboard/guides/index">
    How-to guides for configuration, swimlane setup, capacity management, planning workflows, and advanced scripting.
  </Card>

  <Card title="Reference" icon="file" href="/planningboard/reference/index">
    Complete widget parameter listings, configuration properties, scripting API, assignment modes, and UI elements.
  </Card>

  <Card title="FAQ" icon="circle-question" href="/planningboard/faq/index">
    Answers to common questions on configuration, capacity, swimlanes, SAFe integration, and licensing.
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/planningboard/guides/troubleshooting/index">
    Resolve script errors, capacity calculation issues, drag-and-drop problems, and version update issues.
  </Card>
</Columns>

## Key Features

* **Board view of Plans and work items** — Polarion Plans become columns and work items render as cards, giving teams a visual overview of sprint and release scope
* **Configurable swimlanes** — Group cards by assignee, parent item, enumeration field, project, or SAFe team; run in no-swimlanes mode for a flat board
* **Capacity bars per swimlane** — Track capacity load visually with per-swimlane capacity bars and normalization across swimlanes
* **Plan queries** — Select which Plans appear on the board using Lucene-based Plan queries
* **Drag-and-drop planning** — Move work items between Plans and swimlanes directly on the board
* **Prioritization** — Order work items on the board and persist priority within Plans
* **Card content and appearance customization** — Configure which fields appear on cards, apply color rules, and highlight items planned after their due date
* **SAFe integration** — Support for SAFe Sprints, Program Increments, and Solution Train planning views with dedicated swimlane and Plans modes
* **Advanced scripting** — Item scripts, config scripts, data scripts, and template functions for extending board behavior
* **Cross-project planning** — Arrange work items from multiple Polarion projects on a single board

## Documentation Structure

| Section                                                        | Purpose                                                | Start Here                                                                          |
| -------------------------------------------------------------- | ------------------------------------------------------ | ----------------------------------------------------------------------------------- |
| [Getting Started](/planningboard/getting-started/index)        | Install Planningboard and create your first board      | [Installation](/planningboard/getting-started/installation)                         |
| [Concepts](/planningboard/concepts/index)                      | Understand how the board, swimlanes, and capacity work | [Introduction to Planningboard](/planningboard/concepts/introduction)               |
| [Guides](/planningboard/guides/index)                          | Task-oriented how-to guides for all feature areas      | [Widget Parameters Overview](/planningboard/guides/configuration/widget-parameters) |
| [Reference](/planningboard/reference/index)                    | Complete parameter and API lookup                      | [Widget Parameters](/planningboard/reference/widget-parameters/index)               |
| [FAQ](/planningboard/faq/index)                                | Answers to common questions                            | [General](/planningboard/faq/general)                                               |
| [Troubleshooting](/planningboard/guides/troubleshooting/index) | Diagnose and fix common problems                       | [Common Errors](/planningboard/guides/troubleshooting/common-errors)                |

## Common Tasks

* [Install Planningboard into a new project](/planningboard/getting-started/installation)
* [Create your first Planningboard](/planningboard/getting-started/first-planning-board)
* [Configure swimlanes (rows)](/planningboard/guides/configuration/swimlanes-configuration)
* [Configure Plans (columns)](/planningboard/guides/configuration/plans-configuration)
* [Track team capacity](/planningboard/guides/capacity/team-capacity)
* [Drag and drop work items between Plans](/planningboard/guides/planning/drag-and-drop)
* [Customize card content and appearance](/planningboard/guides/customization/card-content)

***

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/zUlmOSLBIQ0HyaAX/planningboard/diagrams/index/diagram-1.svg?fit=max&auto=format&n=zUlmOSLBIQ0HyaAX&q=85&s=788b5647c9f37ceeea88a752fee83462" alt="Polarion ALM feeding into the Planningboard Widget, which shows Sprint 1-3 columns with Alice, Bob, and Unassigned swimlanes, cards, capacity bars, the Unplanned Sidebar, and Toolbar Controls" width="760" height="460" data-path="planningboard/diagrams/index/diagram-1.svg" />
</Frame>

<Tip title="New to Planningboard?">
  Start with [Installation](/planningboard/getting-started/installation) to add the widget to your Polarion instance, then follow [Create Your First Planningboard](/planningboard/getting-started/first-planning-board) to set up your first board. The [Board Structure](/planningboard/concepts/board-structure) concept page explains how Plans, swimlanes, and cards relate to each other.
</Tip>
