Configuration
Set up the board widget and its core behaviour. Widget Parameters Overview — All widget parameters and their accepted valuesConfigure Plans (Columns) — Control which Plans appear as columns on the board
Configure Swimlanes (Rows) — Define how work items are grouped into swimlanes
Configure Work Items Dataset — Filter and scope the work items shown on the board
Configure Unplanned Sidebar — Show a sidebar of unplanned backlog items
Configure Capacity Tracking — Enable and tune capacity bars per swimlane
Configure Dependencies Display — Show dependency links between cards
Use Page Parameters — Pass runtime values into the widget from the Polarion page URL
Swimlanes
Group work items into rows using different swimlane assignment types. User and Assignee Swimlanes — One swimlane per assigneeParent Item Swimlanes — Group by parent work item (e.g. Feature, Epic)
Enumeration Field Swimlanes — Group by any enumeration-typed field
Project Swimlanes — Separate rows per Polarion project
SAFe Swimlanes — Swimlane layout for SAFe team/ART structures
Sort Swimlanes — Control the order swimlanes appear on the board
Filter Swimlanes by Plan Range — Restrict swimlanes to a Plan date range
Filter Swimlanes by Team — Show only swimlanes belonging to a given team
Multi-Valued Field Swimlanes — Handle fields that carry more than one value
No Swimlanes Mode — Display the board as a flat list without row grouping
Customization
Control what appears on cards and how the board looks. Customize Card Content — Choose which work item fields appear on each cardCustomize Card Appearance — Adjust card size, layout, and visual weight
Customize Card Colors — Apply color rules based on field values
Highlight Work Items by Rules — Flag cards that match conditions (e.g. planned after due date)
Customize Progress Bars — Configure the progress indicator shown on cards
Customize Capacity Indicators — Style the capacity bar displayed per swimlane
Customize Tooltips — Configure the information shown in card hover tooltips
Customize Board Appearance — Global board layout and styling options
Capacity Management
Track team and individual capacity across the board. Track Team Capacity — Configure capacity bars at the team levelTrack User Capacity — Configure per-user capacity in assignee swimlanes
Visualize Capacity Load — Interpret the capacity bar and load indicators
Normalize Capacity Across Swimlanes — Scale capacity values for consistent comparison
Set Up Teams Service — Connect Planningboard to the Polarion Teams service
Track Vacation and Availability — Account for time off in capacity calculations
Configure Multi-Dimensional Capacity — Track more than one capacity dimension simultaneously
Planning Workflows
Move cards, manage backlogs, and run planning sessions. Drag and Drop Planning — Assign work items to Plans by dragging cards between columnsPrioritize Work Items — Reorder cards within a swimlane to set priority
Create Plans — Add new Plans directly from the board
Bulk Plan Creation — Create multiple Plans at once
Use Plan Templates — Apply a template when creating Plans
Visualize and Manage Dependencies — Display and navigate dependency relationships between cards
SAFe Planning Workflows — Run PI Planning and iteration planning with SAFe structures
SAFe Plan Naming Conventions — Naming patterns for SAFe Plans recognized by the board
Cross-Project Planning — Combine work items from multiple Polarion projects on one board
Manage Unplanned Backlog — Work with unassigned items in the sidebar
Advanced Configuration
Scripting and dynamic behaviour for complex setups. Item Scripts — JavaScript scripts that run per card to compute valuesConfig Scripts — Scripts that generate widget configuration dynamically
Data Scripts — Scripts that transform or augment the work item dataset
Template Functions — Functions available inside card and tooltip templates
Dynamic Filtering with Page Parameters — Drive board filters from URL parameters at runtime
Read-Only Mode — Lock the board to prevent drag-and-drop changes
Custom Project Templates — Package board configurations as reusable project templates
Scripted Page Parameters — Generate page parameter values programmatically
Troubleshooting
Sources
Sources
KB Articles
- Swimlane Assignment Types
- Planningboard Widget Parameters
viewSetup.vmConfig.java