Customize Capacity Indicators

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Prerequisites

• Capacity tracking enabled on the widget (set capacityLoad = true in widget parameters — see Configure Capacity Tracking)
• At least one Plan with work items assigned to swimlanes
• Widget editor access to the Polarion page hosting the Planningboard

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How capacity indicators work

1

Choose a capacity mode

Planningboard supports three capacity modes, controlled by widget parameters:

Parameter	Type	Default	Effect
capacityLoad	boolean	false	Enables column-level capacity bars
multiCapacityLoad	boolean	false	Enables per-swimlane (per-resource) capacity bars
userCapacityLoad	boolean	false	Enables per-user capacity when the Teams service is active
capacityField	string	(none)	Custom field ID supplying capacity values (e.g. story points); falls back to remainingEstimate/initialEstimate when unset
hoursPerDay	number	8	Conversion factor for time-based effort to daily hours

Enable the mode that fits your planning context:

• Column-level only — set capacityLoad = true. A single bar per Plan column shows total load.
• Per-resource bars — set both capacityLoad = true and multiCapacityLoad = true. Each swimlane cell shows its own bar.
• Per-user capacity with Teams service — set capacityLoad = true and userCapacityLoad = true (requires useTeamsService = true).

Capacity configuration parameter values are whitespace-sensitive. Do not add trailing spaces after boolean values such as true or false in widget parameter fields — they may silently disable the feature.

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2

Configure the capacity field

By default, Planningboard derives effort from the work item’s remainingEstimate and initialEstimate time-tracking fields, converting them using hoursPerDay.To use a custom numeric field (for example, story points stored in a field called storyPoints):

1. Open the widget parameters for your Planningboard.
2. Set capacityField = storyPoints (use the exact Polarion field ID, matching case).
3. Ensure the field is populated on your work items before opening the board.

When using capacityField, the hoursPerDay conversion is applied to translate the field value into hours for capacity calculations. If your field already stores hours, set hoursPerDay = 1 to avoid double conversion.

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3

Customize the capacity tooltip

By default, hovering over a capacity bar shows aggregate values: Capacity, Done, Todo, and Available.You can replace this with a custom tooltip template using the columnTooltipTemplate configuration option. This is configured via a Config Script in the widget’s Advanced Properties section.

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Default tooltip (no template configured)

  Capacity:   40 h
  Done:       10 h
  Todo:       22 h
  Available:   8 h

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Custom tooltip with per-user breakdown

The columnTooltipTemplate accepts either a static string template or a JavaScript function receiving the column and row objects. The following example adds a per-user allocation breakdown with overallocation highlighting:

scheduler.columnTooltipTemplate = function(column, row) {
  var lines = "<b>" + column.text + "</b><br/>";
  if (column.users) {
    column.users.forEach(function(user) {
      var available = user.capacity - user.allocated;
      var style = available < 0 ? "color:red;" : "";
      lines += user.name + ": "
        + "<span style='" + style + "'>" + available + "</span>"
        + " / " + user.allocated
        + " / " + user.capacity + " h<br/>";
    });
  }
  return lines;
};
scheduler.setCurrentView();

After setting or changing columnTooltipTemplate programmatically, call scheduler.setCurrentView() to trigger a re-render. Without it, the board continues to show the previous tooltip until the next natural refresh.

The tooltip is attached to the .capacityLoad element on each Plan column (.plan[data-col-id]). The HTML rendered by your template is stored in the data-html attribute of that element and shown on hover.

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4

Display the Resource Load visualization

Beyond column capacity bars, Planningboard has a Toggle Resource Load visualization control in the toolbar. When active, it shows the current load of each assignee directly in the swimlanes.To enable it:

1. Open the board.
2. Click the Toggle Resource Load visualization button in the upper-left toolbar.

This is a per-session toggle — it does not require widget parameter changes.

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Capacity indicator layout reference

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Common pitfalls

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Limitations

• No multi-assignee effort distribution: When a work item has multiple assignees, Planningboard does not split its effort across them. The full effort is attributed to the primary resource. This is a known gap relative to Nextedy GANTT.
• No sub-item effort rollup: Effort on child work items is not automatically aggregated into a parent’s capacity contribution on the board.
• Swimlane sort order is coupled to item sort order: You cannot sort swimlane rows by capacity independently of the item sort order.

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Verification

• A colored bar in each Plan column header when capacityLoad is enabled.
• Per-swimlane bars in each cell when multiCapacityLoad is also enabled.
• The customized tooltip content when hovering over any capacity bar.

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See also

• Configure Capacity Tracking — enable and wire up capacity parameters
• Visualize Capacity Load — understand what the capacity bar values represent
• Normalize Capacity Across Swimlanes — balance capacity display across uneven swimlanes
• Track Team Capacity — team-level capacity with the Teams service
• Configure Multi-Dimensional Capacity — advanced multi-capacity setup
• Troubleshoot Capacity Calculation Issues