> ## 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.

# Configure Capacity Tracking

> Enable and configure capacity bars in Nextedy PLANNINGBOARD to track how much work is planned against available capacity in each swimlane and Plan column.

## Before you begin

* The board must already be configured with Plans (columns) and swimlanes (rows). See [Configure Plans (Columns)](/planningboard/guides/configuration/plans-configuration) and [Configure Swimlanes (Rows)](/planningboard/guides/configuration/swimlanes-configuration).
* Capacity tracking works with time-based effort fields (`remainingEstimate`, `initialEstimate`) or a custom numeric field on work items. Decide which approach your team uses before proceeding.

<Steps>
  <Step title="Enable capacity load visualization">
    Open the widget parameters for your Planningboard widget.

    Under **Parameters for Plans (Columns)**, locate the **Show Capacity Load** toggle and enable it. This activates the `capacityLoad` property, which defaults to `false`.

    ```properties theme={null}
    capacityLoad = true
    ```

    Once enabled, a **capacity bar** appears at the top of each Plan column, showing the aggregate planned effort versus capacity for that Plan.

    <Tip title="Toggling capacity bars at runtime">
      Users can show or hide the capacity visualization at any time using the **Toggle Resource Load visualization** button in the board toolbar (the bar-chart icon). This does not change the widget configuration — it is a per-session display toggle.
    </Tip>
  </Step>

  <Step title="Choose a capacity field">
    By default, Planningboard reads effort from Polarion's built-in time-tracking fields (`remainingEstimate` and `initialEstimate`). If your team uses a custom numeric field instead (for example, story points stored in a custom field), set the `capacityField` property to that field's ID.

    ```properties theme={null}
    capacityField = storyPoints
    ```

    Leave `capacityField` empty to use the default time-based fields.

    <Warning title="Whitespace sensitivity">
      Capacity configuration property values are whitespace-sensitive. Do not include leading or trailing spaces around the field ID. A value such as `capacityField =  storyPoints ` (with extra spaces) will not resolve correctly.
    </Warning>
  </Step>

  <Step title="Set hours per day (time-based capacity only)">
    If you are using time-based effort fields, Planningboard converts effort values using the `hoursPerDay` property. The default is `8` hours per day.

    ```properties theme={null}
    hoursPerDay = 8
    ```

    Adjust this value to match your team's working day (for example, `6` for a 6-hour working day). This affects how the capacity bar computes load when effort is stored in hours.
  </Step>

  <Step title="Decide between single and multi-dimensional capacity">
    Planningboard supports two capacity modes:

    | Mode                                | Property                   | When to use                                                                                              |
    | ----------------------------------- | -------------------------- | -------------------------------------------------------------------------------------------------------- |
    | Single capacity                     | `capacityLoad = true`      | One capacity bar per Plan column aggregated across all swimlanes                                         |
    | Multi-dimensional capacity          | `multiCapacityLoad = true` | Each swimlane cell shows its own capacity bar, useful when different resources have different capacities |
    | User-level capacity (Teams service) | `userCapacityLoad = true`  | Per-user capacity drawn from the Teams service integration                                               |

    These modes build on each other — `multiCapacityLoad` requires `capacityLoad = true` to take effect:

    ```properties theme={null}
    # Option A — column-level capacity only
    capacityLoad = true
    multiCapacityLoad = false
    userCapacityLoad = false

    # Option B — per-swimlane capacity (multiCapacityLoad requires capacityLoad = true)
    capacityLoad = true
    multiCapacityLoad = true
    userCapacityLoad = false
    ```

    <Note title="User-level capacity requires Teams service">
      `userCapacityLoad = true` depends on the Teams service integration (`useTeamsService = true`). Without the Teams service configured, this property has no effect. See [Set Up Teams Service](/planningboard/guides/capacity/teams-service-setup) and [Track User Capacity](/planningboard/guides/capacity/user-capacity).
    </Note>
  </Step>

  <Step title="(Optional) Enable Teams service for plan-level capacity">
    If your project uses the Polarion Teams service, enable it to supply accurate per-team and per-user capacity values that override the default plan capacity:

    ```properties theme={null}
    useTeamsService = true
    selectedTeam = team-alpha
    ```

    `selectedTeam` filters the board to a specific team ID. Leave it empty to show all teams.
  </Step>

  <Step title="Verify in the board">
    After saving the widget parameters, open or refresh the Planningboard. You should now see:

    * A **capacity bar** at the top of each Plan column (if `capacityLoad = true`).
    * The bar fills proportionally as work items are planned into the column.
    * Hovering over a capacity bar shows a **tooltip** with detailed capacity information: total planned effort, available capacity, and the load percentage.

    <Frame>
      <img src="https://mintcdn.com/none-17b4493f/zUlmOSLBIQ0HyaAX/planningboard/diagrams/guides/configuration/capacity-configuration/diagram-1.svg?fit=max&auto=format&n=zUlmOSLBIQ0HyaAX&q=85&s=40d32d17425e4a3602bb8b5da03af104" alt="Plan column header showing the Iteration 4 capacity bar at 78% with 40 h capacity and 31 h planned, above the work item cards in the swimlanes below" width="580" height="270" data-path="planningboard/diagrams/guides/configuration/capacity-configuration/diagram-1.svg" />
    </Frame>

    <Tip title="Capacity tooltip">
      The detailed capacity tooltip only appears if capacity tracking is enabled in the widget parameters. If hovering over the bar shows nothing, verify that `capacityLoad` is set to `true` and the widget has been saved and reloaded.
    </Tip>
  </Step>
</Steps>

## Known limitations

* **No multi-assignee effort distribution.** When a work item has multiple assignees, Planningboard does not split the effort across them — the full effort is attributed to the primary resource. This differs from Nextedy GANTT's behavior.
* **No sub-item effort roll-up.** Effort from child work items is not automatically aggregated into parent items for capacity calculation purposes.
* **Swimlane sort order is coupled to item sort order.** Sorting items affects swimlane display order; these cannot be independently configured.

For troubleshooting capacity bars that do not appear or show unexpected values, see [Capacity Calculation Issues](/planningboard/guides/troubleshooting/capacity-issues).

## See also

* [Widget Parameters Overview](/planningboard/guides/configuration/widget-parameters)
* [Configure Swimlanes (Rows)](/planningboard/guides/configuration/swimlanes-configuration)
* [Configure Plans (Columns)](/planningboard/guides/configuration/plans-configuration)
* [Track Team Capacity](/planningboard/guides/capacity/team-capacity)
* [Track User Capacity](/planningboard/guides/capacity/user-capacity)
* [Normalize Capacity Across Swimlanes](/planningboard/guides/capacity/capacity-normalization)
* [Configure Multi-Dimensional Capacity](/planningboard/guides/capacity/multi-capacity)
* [Visualize Capacity Load](/planningboard/guides/capacity/capacity-visualization)
* [Capacity Calculation Issues](/planningboard/guides/troubleshooting/capacity-issues)

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

  * Planningboard Widget Parameters
  * Planningboard: Customizable Statistics and Capacity Indicators
  * Planningboard interface & basic interactions

  **Support Tickets**

  * [#4714](https://support.nextedy.com/helpdesk/tickets/4714)
  * [#6174](https://support.nextedy.com/helpdesk/tickets/6174)
  * [#6777](https://support.nextedy.com/helpdesk/tickets/6777)

  **Source Code**

  * `PlanningBoardWidget.java`
  * `Config.java`
  * `planningboard.js`
  * `widget.vm`
  * `PlanningBoardDataService.java`
</Accordion>