> ## 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.

# SAFe Integration

> Common questions about using Nextedy PLANNINGBOARD with the Scaled Agile Framework (SAFe).

***

## What SAFe planning modes does Planningboard support?

Planningboard supports several SAFe-specific plans modes selectable via the `plansMode` widget parameter:

| Mode                               | Value            | Description                                                      |
| ---------------------------------- | ---------------- | ---------------------------------------------------------------- |
| SAFe Sprints (Program)             | `safeSprints`    | Iteration plans within an Agile Release Train                    |
| SAFe Sprints (Portfolio)           | `safePflSprints` | Iteration plans across multiple programs in a solution portfolio |
| SAFe Program Increments (Program)  | `safePIs`        | PI-level planning within an Agile Release Train                  |
| SAFe Program Increments (Solution) | `safeSIs`        | PI planning across multiple ARTs in a solution train             |

Standard **Project Plans** (`PROJECT_PLANS`) remain available for non-SAFe use. See [Configuration FAQ](/planningboard/faq/configuration) for general widget parameter guidance.

***

## What SAFe swimlane assignment types are available?

Three SAFe-specific swimlane assignment types exist alongside the standard types:

* **Program / Solution Teams (SAFe)** — swimlanes for SAFe teams within the current program, sourced from Polarion SAFe Solution data.
* **Agile Release Train Teams (SAFe)** — swimlanes for teams within a specific ART, filtered by an ART ID parameter.
* **Programs (SAFe)** — swimlanes for SAFe programs within a solution train, used for portfolio-level planning.

These assignment types require the Polarion SAFe Solution to be installed and configured. To enable them, contact Nextedy support. See [Swimlanes FAQ](/planningboard/faq/swimlanes) for the full list of assignment types.

***

## Why does the configuration panel look different when I select a SAFe plans mode?

The widget parameter panel changes dynamically based on your `plansMode` selection. When you select **Project Plans**, the panel shows fields for Scope, Query, and Type. When you select a SAFe mode such as **SAFe Program Increments**, a different set of fields appears — including the **Program Increment Parameter ID** field — and plan items configuration is hidden (it is only available in Project Plans mode).

This is by design: each plans mode exposes only the configuration fields that are relevant to it. If you expect to see a field and it is not visible, check that you have selected the correct plans mode first.

***

## What is the Program Increment Parameter ID field and when do I need it?

The **Program Increment Parameter ID** field links the board to a Page Parameter that determines which Program Increment (PI) is currently in scope. It is shown only in SAFe sprint modes (`safeSprints` and `safePflSprints`).

You must first create the Page Parameter on the Polarion page that hosts the board widget, then reference its ID in this field. Without a valid Page Parameter reference, the board cannot resolve which PI to display. This step is required for SAFe sprint planning to work correctly.

<Warning title="Page Parameters must be created explicitly">
  Page Parameters are not created automatically. You must add them manually on the Polarion Wiki or LiveDoc page before referencing them in the widget. If this field is left empty or references a non-existent parameter, the board may display no plans.
</Warning>

***

## How should I configure the board at each SAFe hierarchy level?

Configuration differs across portfolio, program, and team levels:

```text theme={null}
SAFe Hierarchy — Planningboard Configuration by Level

Portfolio Level
  plansMode  : safeSIs  (Solution-level Program Increments)
  assignmentMode : SAFE_PROGRAMS  (programs as swimlanes)
  Notes: Requires Polarion SAFe Solution at portfolio level

Program Level
  plansMode  : safePIs  (Program Increments within an ART)
  assignmentMode : SAFE_TRAIN_TEAM  (teams within a specific ART)
  Notes: Specify ART ID in the ART ID parameter

Team Level
  plansMode  : safeSprints  (Iterations within the program)
  assignmentMode : SAFE_TEAM  (teams within the current program)
  Notes: Teams discovered from Polarion SAFe Solution data
```

Each level requires its own board widget instance configured independently. The most common support issue is applying portfolio-level settings at program level or vice versa — verify `plansMode` and `assignmentMode` match the intended hierarchy level.

***

## Does Planningboard automatically sync SAFe parent plans when I reassign a team?

Yes. When a team assignment changes for a work item in SAFe mode, Planningboard automatically syncs the item's parent SAFe User Story to the correct Team Program Increment plan. This remapping is based on the new team assignment and happens when you drag a card to a different swimlane.

<Note title="SAFe-specific automation">
  This automatic parent plan sync (`syncSAFEParentsFromChildren`) applies only in SAFe plans modes. It does not apply in standard Project Plans mode.
</Note>

***

## Can I use capacity tracking with SAFe planning modes?

Capacity tracking via `capacityLoad` and `multiCapacityLoad` is available in SAFe modes. When using the Teams Service integration (`useTeamsService = true`), user-level capacity loading (`userCapacityLoad`) is also available and overrides the plan's default capacity values.

<Info title="Verify in application">
  Multi-assignee capacity distribution and sub-item effort distribution are not currently supported. Each work item's effort is attributed to a single resource. This is a known limitation relative to Nextedy GANTT's capacity model.
</Info>

***

## Why are SAFe swimlane types not visible in my assignment type dropdown?

SAFe swimlane assignment types (Program / Solution Teams, ART Teams, Programs) require the Polarion SAFe Solution to be installed on your Polarion instance. If your Polarion environment does not include the SAFe Solution, these options will not appear.

If the SAFe Solution is installed but the options are still not visible, contact Nextedy support for setup guidance. The SAFe swimlane types are not enabled by default and may require additional configuration.

***

## Where can I learn more?

* [Swimlanes FAQ](/planningboard/faq/swimlanes) — all swimlane assignment types including standard types
* [Configuration FAQ](/planningboard/faq/configuration) — general widget parameter reference
* [Capacity FAQ](/planningboard/faq/capacity) — capacity bar setup and normalization
* [Troubleshooting FAQ](/planningboard/faq/troubleshooting) — resolving common configuration errors

<Accordion title="Sources">
  **KB Articles**

  * Swimlane Assignment Types

  **Support Tickets**

  * [#5879](https://support.nextedy.com/helpdesk/tickets/5879)

  **Source Code**

  * `PlanningBoardWidgetRenderer.java`
  * `Config.java`
  * `licenseReadonly.cy.ts`
  * `PlansMode.java`
  * `PlanningBoardWidgetDependenciesProcessor.java`
</Accordion>