Configure Plans (Columns)

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Before you start

1

Choose a Plans type

The Plans Type parameter (plansMode) determines which type of Plans are loaded as columns. Select the value that matches your project setup:

Plans Type value	Use when
PROJECT_PLANS (default)	Standard Polarion project Plans — iterations, releases, versions
SAFE_SPRINTS	SAFe iterations (sprints) within a Program; requires Polarion SAFe Solution
SAFE_PFL_SPRINTS	SAFe sprints at Portfolio level; requires Polarion SAFe Solution
SAFE_PIS	SAFe Program Increments within a Program; requires Polarion SAFe Solution
SAFE_SIS	SAFe Program Increments at Solution level; requires Polarion SAFe Solution

Selecting any SAFe Plans Type changes the configuration fields available in the widget parameters panel — the Plans query field is replaced by SAFe-specific fields. SAFe modes also require a Polarion SAFe Solution license. If you need a SAFe configuration, contact support for guided setup.

The Plan items section (Scope, Query, Type) and the Sync to parent option are only available when Project Plans (PROJECT_PLANS) is selected. These sections are hidden for SAFe modes because Plans are auto-discovered from the SAFe structure.

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2

Define which Plans appear (Project Plans mode)

When using Project Plans mode (PROJECT_PLANS), use the Plans field (plansQuery) to specify a Lucene query that filters which Plans appear as columns.Leave the field empty to load Plans automatically, or enter a query to restrict the set. Example: to show only Plans of a specific type:

type:iteration

To show Plans matching a custom field value:

customFields.team:TeamA

Instead of writing a query that enumerates specific Plans by ID, use Show # of last plans and Show # of next plans (see Step 3) to keep the board focused on the current planning window. This approach requires no query maintenance as Plans are created.

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3

Set the planning window (last and next plan counts)

Two parameters control how many Plans are displayed:

• Show # of last plans (lastPlans, default 1) — how many completed or past Plans to include to the left of the current Plan.
• Show # of next plans (nextPlans, default 5) — how many upcoming Plans to include to the right.

Example scenario: A team currently in Iteration 6 with lastPlans = 2 and nextPlans = 3 will see Iterations 4, 5, 6, 7, 8, and 9 on the board.

Loading many Plans at once increases the number of work items fetched. Keep the window to a practical range (typically 1–2 past, 3–6 future) to avoid slow board rendering on large projects.

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4

Enable capacity load visualization

Turn on the Show Capacity Load toggle (capacityLoad, default false) to display a capacity bar at the top of each Plan column. The capacity bar shows how much of the swimlane’s capacity has been consumed by planned work items.When enabled, hovering over a Plan column’s capacity bar opens a tooltip with a detailed capacity breakdown per swimlane.

See Configure Capacity Tracking for how to configure the capacity calculation (field, hours per day, normalization, and multi-capacity modes).

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5

(Optional) Assign work items to the parent Plan automatically

The Assign to Parent Plan toggle controls whether a work item dropped onto a Plan column is also automatically planned into that Plan’s parent Plan.

• Disabled (default): The work item is planned only in the target Plan (e.g., Iteration 4).
• Enabled: The work item is planned in both the target Plan and its parent Plan (e.g., Iteration 4 and Version 1.0).

Use this when your project hierarchy requires work items to appear at both iteration and release levels.

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6

(Optional) Add a report link on Plan column headers

The Report Link field (planLink, default: /polarion/#/project/${plan.objectId.projectId}/plan?id=${plan.objectId.itemId}) defines a URL that opens when a user clicks a Plan column label. The URL supports template variables resolved per Plan:

Variable	Resolves to
${plan.objectId.projectId}	The Polarion project ID containing the Plan
${plan.objectId.itemId}	The Plan’s item ID

Example — link to a custom Wiki report parameterized by Plan:

/polarion/#/project/${plan.objectId.projectId}/wiki/SPRINT_REPORT?plan=${plan.objectId.itemId}

The built-in default opens the Plan detail page in Polarion. Only change this if you want column clicks to open a custom report or dashboard instead.

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Configuration example

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Verification

• Plan columns matching your query and count settings, ordered chronologically from past (left) to future (right).
• Capacity bars visible at the top of each column if Show Capacity Load is enabled.
• Clicking a Plan column header navigates to the configured report link (or the Plan detail page if using the default).

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See also

• Widget Parameters Overview — full widget parameter reference
• Configure Swimlanes (Rows) — configure how work items are grouped into rows
• Configure Capacity Tracking — set up capacity fields, hours per day, and normalization
• Configure Work Items Dataset — control which work items appear on the board
• SAFe Planning Workflows — end-to-end SAFe configuration guidance