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Before you start

  • You have an existing Planningboard widget embedded in a Polarion LiveDoc or Wiki page.
  • You have edit rights on the page and an active Planningboard license.
  • You know which Polarion field or hierarchy you want to use as the grouping dimension (assignee, parent item, enumeration field, project, or SAFe resource).

1

Open the widget configuration

  1. Open the page containing your Planningboard widget in Polarion.
  2. Switch the page to edit mode (Edit button in the Polarion toolbar).
  3. Expand the Tools panel next to the widget.
  4. Click the Edit (pencil) button to open the widget parameters panel.
The panel opens on the right side of the page. The Swimlanes (Rows) section is roughly halfway down.
2

Choose an assignment type

In the Swimlanes (Rows) section, open the Assignment Type dropdown. The available options are described below.
Widget Parameters panel showing the Swimlanes (Rows) section with Assignment Type set to Users (Assignee), User Role set to project_user, and an empty optional Report Link field

Users (Assignee)

Each swimlane represents one user who holds a specified role in the project. Use this for workload and capacity planning at the individual level.Example report link:

Parent Item

Each swimlane represents a parent work item (for example, a Feature or Epic). Child items can only be placed in the swimlane of their actual parent — dragging to a different row automatically snaps the card back to its correct parent.
When Parent Item is active you cannot freely assign items to any row. Planningboard enforces the parent–child relationship: dropping a card in the wrong parent swimlane will snap it back to its actual parent’s row.

Enumeration Field

Each swimlane represents one value from a Polarion enumeration custom field. Use this for team, component, priority, or any other enumeration-typed attribute.
Leaving the Rows Filter empty displays every enum value as a swimlane row. Select specific values in the multi-value selector dialog to show only those rows.
Support for swimlanes based on multi-valued enumeration fields (where a single work item can hold multiple values) is not yet available. The product team has committed to implementing this capability. Until then, use single-value enumeration fields for swimlane grouping. If your field validation returns a “field is not enumeration” error, verify that the field is registered as an enumeration type in the Polarion project configuration and rebuild the widget configuration.

Project

Each swimlane represents one Polarion project. Use this for cross-project planning views where multiple projects share a single board.

SAFe Assignment Types

Swimlane types designed for Scaled Agile Framework environments — Program / Solution Teams (SAFe), Agile Release Train Teams (SAFe), and Programs (SAFe) — are available but require additional configuration. Contact Nextedy support for setup guidance.

No Swimlanes

Disables row grouping entirely. All cards appear in a single flat view. Use this for high-level planning overviews where swimlane separation is not needed.
3

Configure sort order and visibility

Two additional options in the Swimlanes (Rows) section affect how rows are displayed:
4

Save and verify

  1. Click Save (or Apply) in the widget parameters panel.
  2. Reload the page — the board reloads automatically after a parameter save.
  3. Verify the swimlane rows appear as expected.
You should now see the board divided into labeled horizontal rows that match the assignment type you configured. Cards are grouped by the chosen criterion, and the toolbar Collapse all / Expand all controls work per row.

Configuration example

The following widget parameter scenario configures swimlanes by user assignee, limiting rows to members of the project_user role and linking each swimlane label to a per-user capacity report:
To switch to an enumeration field (for example, a team field):

Limitations

  • Page parameters in swimlane configuration accept string type only. Polarion page parameters ($pageParameters.xxx) are accepted in swimlane configuration as string values requiring manual text entry. An enum picker dropdown is not currently available. For multi-team deployments where string-entry is not sufficient, create a separate Planningboard page per team and configure swimlanes statically using link roles.
  • Custom Team work item types not supported. Planningboard’s swimlane configuration does not recognise custom Team work item types. Only Nextedy’s standard Team work item with its specific custom fields is supported. This differs from Gantt 25.5.0+, which added support for custom team types.
  • Swimlane sort order is coupled to item sort order. Changing the swimlane sort setting also affects how cards within each swimlane are ordered.

See also

KB Articles
  • Planningboard Widget Parameters
  • Swimlane Assignment Types
  • Planningboard interface & basic interactions
Support TicketsSource Code
  • PlanningBoardWidget.java
  • licenseReadonly.cy.ts
  • enum-rows-filter.cy.ts
  • widget.vm
  • planningboard.js
Last modified on July 9, 2026