Setup into Existing Projects

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What you will achieve

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Prerequisites

• Planningboard is installed on your Polarion server (see Installation)
• A valid Planningboard license is applied (see License Installation)
• You have project administrator access to the target Polarion project
• The project contains at least one Plan with work items

1

Open Documents & Pages in your project

Navigate to your existing project in Siemens Polarion ALM and open the Documents & Pages section from the left sidebar.Choose a space where you want to host the Planningboard. For most teams the Planning space is a natural home, but you can use any space you have write access to.

If your project has no dedicated planning space, create one now. A descriptive space name such as Planning makes it easy for team members to find the board later.

What you should see: The Documents & Pages tree for your project, listing existing spaces and pages.

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2

Create a new LiveReport page

Inside the chosen space, create a new LiveReport Page and give it a recognizable name such as PlanningBoard.

Planningboard runs as a widget embedded inside a LiveReport page. It cannot be placed on a plain Wiki page — you must use a LiveReport page type.

What you should see: A blank LiveReport page open in edit mode, ready for widgets to be added.

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3

Insert the Planningboard widget

With the LiveReport page open in edit mode, open the widget picker. From the list of available widgets, select Plans - Planningboard.

The widget is inserted into the page and loads the Planningboard using the project’s existing Plan structure.What you should see: The Planningboard widget renders on the page, displaying cards grouped into swimlanes based on the default configuration. Plans detected from the project appear as columns.

Only one Planningboard widget is supported per page. If you need boards for multiple teams or planning levels, create a separate LiveReport page for each board.

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4

Verify the board loads correctly

Save the page and view it in read mode. Confirm that:

• Plans appear as columns across the board
• Work items appear as cards within the swimlanes
• Swimlanes are populated (the default Assignment Type (assignmentMode) groups items by assignee)

If the board appears empty, your project’s Plans may not match the default query. See Step 5 to configure the Plan query.What you should see: A board with at least one Plan column and cards placed in swimlane rows corresponding to assignees.

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5

Configure the widget parameters (optional first pass)

Click the widget’s settings icon to open its parameter panel. The two most important parameters for an initial setup are:

Parameter	Purpose	Example value
Plans (plansQuery)	Lucene query selecting which Plans appear on the board	type:releasePlan
Work Item Type (wiType)	Work item type filter restricting which items load as cards	story
Assignment Type (assignmentMode)	How work items map to swimlanes	ASSIGNEE
Show # of last plans (lastPlans)	Number of past Plans to show	1 (default)
Show # of next plans (nextPlans)	Number of future Plans to show	5 (default)

Minimal example — show release plans containing stories, grouped by assignee:

• Plans: type:releasePlan
• Work Item Type: story
• Assignment Type: ASSIGNEE
• Show # of last plans: 1
• Show # of next plans: 5

Start with the defaults before tuning. The board is usable without any parameter changes if your project already has Plans and assigned work items.

What you should see: After saving the widget parameters, the board refreshes to show only the Plans and work items matching your filters.

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Setup flow at a glance

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Next steps

• Create Your First Planningboard — walk through a complete planning session end-to-end
• Basic Board Interactions — drag cards, use the sidebar, and refresh the board
• Concepts — understand swimlanes, capacity bars, Plan queries, and normalization
• Guides — task-oriented how-to guides for swimlane configuration, capacity setup, and more