> ## 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.

# Planning Workflows

> Nextedy PLANNINGBOARD turns Polarion Plans and work items into draggable cards so teams can schedule, prioritize, and replan directly on the board.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/zUlmOSLBIQ0HyaAX/planningboard/diagrams/guides/planning/index/diagram-1.svg?fit=max&auto=format&n=zUlmOSLBIQ0HyaAX&q=85&s=ffd63837f59cfb44dc716005ff737cbe" alt="Planning workflow overview: cards drag from the Unplanned Backlog into Plan columns (Sprint 1, Sprint 2, Sprint 3, ...), organized into swimlane rows with per-cell capacity bars" width="760" height="390" data-path="planningboard/diagrams/guides/planning/index/diagram-1.svg" />
</Frame>

## Drag and Drop

**[Drag and Drop Planning](/planningboard/guides/planning/drag-and-drop)** — Move cards between Plans and swimlanes interactively; covers scheduling, rescheduling, and move behaviour.

## Prioritization

**[Prioritize Work Items](/planningboard/guides/planning/prioritization)** — Reorder cards within a Plan column to reflect delivery priority.

## Creating and Managing Plans

**[Create Plans](/planningboard/guides/planning/creating-plans)** — Add new Polarion Plans to the board directly from the widget.

**[Bulk Plan Creation](/planningboard/guides/planning/bulk-plan-creation)** — Generate multiple Plans at once using a template-driven approach.

**[Use Plan Templates](/planningboard/guides/planning/plan-templates)** — Define and apply reusable Plan templates to standardise sprint or release setup.

## Dependencies

**[Visualize and Manage Dependencies](/planningboard/guides/planning/dependencies)** — Display dependency links between work items across Plans and act on blockers.

## SAFe Planning

**[SAFe Planning Workflows](/planningboard/guides/planning/safe-planning)** — Organise Program Increments and iterations using SAFe swimlane and Plan conventions.

**[SAFe Plan Naming Conventions](/planningboard/guides/planning/safe-naming-conventions)** — Name Plans consistently so the board groups and filters them correctly in SAFe contexts.

## Backlog and Cross-Project Work

**[Manage Unplanned Backlog](/planningboard/guides/planning/unplanned-backlog)** — Work with the unplanned sidebar to hold and triage items not yet assigned to a Plan.

**[Cross-Project Planning](/planningboard/guides/planning/cross-project-planning)** — Display work items from multiple Polarion projects on a single board.

<Tip title="Starting out">
  If you are new to planning on Planningboard, begin with [Drag and Drop Planning](/planningboard/guides/planning/drag-and-drop) and [Prioritize Work Items](/planningboard/guides/planning/prioritization) to get comfortable with the core interaction model, then explore Plan creation and SAFe workflows as your process matures.
</Tip>

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

  * Planningboard interface & basic interactions
  * Introduction to Planningboard
  * Planningboard Widget Parameters

  **Support Tickets**

  * [#6174](https://support.nextedy.com/helpdesk/tickets/6174)
  * [#5879](https://support.nextedy.com/helpdesk/tickets/5879)
  * [#4711](https://support.nextedy.com/helpdesk/tickets/4711)

  **Source Code**

  * `Item.java`
  * `Config.java`
  * `PlansMode.java`
  * `PlanningBoardDataService.java`
  * `PlanningBoardWidgetRenderer.java`
</Accordion>