> ## 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.

# Getting Started

> Nextedy PLANNINGBOARD is a Planningboard app for Siemens Polarion ALM that arranges Plans and work items as cards across swimlanes for capacity-aware sprint and release planning.

<Columns cols={3}>
  <Card title="Installation" icon="download" href="/planningboard/getting-started/installation">
    Install the Planningboard plugin on your Polarion server.
  </Card>

  <Card title="License Installation" icon="file" href="/planningboard/getting-started/licensing">
    Activate your Planningboard license after installation.
  </Card>

  <Card title="Setup into New Projects" icon="file" href="/planningboard/getting-started/setup-new-project">
    Add the Planningboard widget to a brand-new Polarion project.
  </Card>

  <Card title="Setup into Existing Projects" icon="file" href="/planningboard/getting-started/setup-existing-project">
    Integrate Planningboard into a Polarion project that is already in use.
  </Card>

  <Card title="Create Your First Planningboard" icon="gauge" href="/planningboard/getting-started/first-planning-board">
    Configure the widget and display Plans and work items as cards on a board.
  </Card>

  <Card title="Basic Board Interactions" icon="file" href="/planningboard/getting-started/basic-interactions">
    Navigate the board, move cards between swimlanes, and use drag-and-drop planning.
  </Card>
</Columns>

<Tip title="Recommended order">
  If you are setting up Planningboard for the first time, work through these pages in order: **Installation** → **License Installation** → **Setup into New Projects** or **Setup into Existing Projects** → **Create Your First Planningboard** → **Basic Board Interactions**.
</Tip>

```text theme={null}
Planningboard setup flow
========================

  [ Polarion server ]
         |
         v
  +--------------+
  |  Install     |  Copy plugin folder, restart Polarion
  |  plugin      |
  +--------------+
         |
         v
  +--------------+
  |  Activate    |  Add license file via Administration
  |  license     |
  +--------------+
         |
         v
  +--------------+
  |  Configure   |  Add Planningboard widget to a
  |  project     |  LiveDoc or Wiki page
  +--------------+
         |
         v
  +--------------+
  |  Set Plan    |  Define the Plan query so the board
  |  query       |  knows which Plans to display
  +--------------+
         |
         v
  +--------------+
  |  Configure   |  Choose swimlane assignment type,
  |  swimlanes   |  capacity, and card appearance
  +--------------+
         |
         v
  +---------------------------+
  |  Plan — drag, prioritize, |
  |  track capacity per lane  |
  +---------------------------+
```

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

  * Install Planningboard
  * How to setup Planningboard into existing projects (based on E-library template)
  * Introduction to Planningboard

  **Support Tickets**

  * [#6174](https://support.nextedy.com/helpdesk/tickets/6174)
  * [#5879](https://support.nextedy.com/helpdesk/tickets/5879)

  **Source Code**

  * `Config.java`
  * `PlanningBoardWidgetRenderer.java`
  * `PlanningBoardSetupService.java`
  * `licenseReadonly.cy.ts`
  * `capacityHelperData.cy.ts`
</Accordion>