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This page documents the API surface identified from source code analysis. Exact endpoint paths, parameter names, and response field names should be verified against your installed Planningboard version before integrating.

Endpoint Overview

All relative paths above are resolved under the Planningboard servlet base URL within Polarion.

GET /api/data

Retrieves the full Planningboard dataset for a configured board instance. The response includes work items (tasks), Plans, resources, assignments, dependencies, and capacity information, depending on the active assignmentMode and plansMode.

Query Parameters

Date Format

Date values in request parameters and responses use the format:
Example: 25-06-2026 09:00

Response Structure

The response is a JSON object. The top-level structure follows the Data model returned by PlanningBoardDataService.getData:
The items array contains work item (task) objects. Each item’s fields depend on the configured assignmentMode, plansMode, and capacity settings active for the board.
The exact fields present on each item object depend on the board configuration. Refer to Work Item Fields, Plan Fields, and Resource Fields for the field reference.

POST /api/data — Bulk Task Update

Updates one or more work items in a single request. Parameters are submitted as form-encoded key-value pairs.

Bulk Update Parameter Convention

Deletion via _!nativeeditor_status

Task deletion is triggered by including a parameter of the form:
When this control field is present with the value deleted for a given task ID, PlanningBoardDataService.deleteItem is called. Deletion is permanent — the work item is removed from Polarion.
Setting _!nativeeditor_status=deleted permanently deletes the work item from Polarion. This action cannot be undone from the Planningboard interface.

Update Response

A successful update returns the updated Item object as JSON, as produced by PlanningBoardDataService.updateItem.

POST /planningboard_license

Returns the current license status for the installed Planningboard plugin.

Request

No request body is required.

Response — LicenseResponse

See License Panel for how license status is surfaced in the board UI.

POST /capacity

Sets the capacity value for a specific Plan within a project.

Request Body

JSON object with the following fields:
The unit and interpretation of the capacity value depend on the active capacity configuration. See Capacity Parameters and Capacity Properties for details.

Response

The exact success/error response format should be confirmed against the installed version.

POST /planservice/fetchNewPlanParams

Retrieves the parameters needed to create new Plans, based on a parameters request structure. Used by the board UI before presenting the Plan creation dialog.

Request Body

A JSON object matching the parametersRequest structure:
The exact fields of parametersRequest are not fully specified in the available source context. Capture a live request from the board UI to confirm the complete structure.

Response

Returns a JSON object describing the available plan parameters (e.g. allowed plan types, date ranges, name templates). The response is used to populate the Plan creation form in the board.

POST /planservice/createPlan

Creates one or more new Polarion Plans based on provided plan parameters.

Request Body

A JSON object with a planParams array of PlanParameters objects:
Bulk creation is supported by including multiple objects in the planParams array.
The exact fields of the PlanParameters structure are not fully specified in the available source context. Use fetchNewPlanParams to discover the parameter schema at runtime, or capture a live request from the board UI.

Response

Returns the created Plan objects or a status indicator. Exact response format should be confirmed against the installed version.

Data Service — Assignment Modes

The PlanningBoardDataService that backs the API supports eight assignment modes, which control how work items map to swimlanes. The mode is set via the assignmentMode widget parameter. See Assignment Modes for detailed configuration of each mode.

Data Service — Plans Modes

The plansMode configuration controls which Plans appear as columns on the board and how they are loaded. See Plans Modes for details on each mode.

Data Service — Capacity Tracking

capacityLoad

Enables effort and capacity tracking on work items and Plans. When active, the data service calculates effort values from work item time tracking fields or a configured custom capacity field. Effort values can be sourced from:
  • Time tracking fieldsremainingEstimate / initialEstimate (time-based, converted using hoursPerDay).
  • Custom capacity field — a numeric custom field specified via configuration.

multiCapacityLoad

Enables per-swimlane or per-resource capacity tracking. Use this when the board is configured to show separate capacity bars per resource or team rather than a single board-wide capacity bar.
Capacity configuration property values must not contain leading or trailing whitespace. Incorrect whitespace causes capacity to silently fail to load. See Capacity Properties.

useTeamsService

When useTeamsService is enabled, the data service integrates with the IPlanningBoardTeamsService to retrieve:
  • Team capacity values
  • Per-user capacity values
  • Team member lists
When the Teams Service is active, its capacity data overrides any plan.capacity values set directly on the Plan. See Teams Service API and Teams Service Properties.

Data Service — Plan Assignment Logic

setPlan — Date-Based Plan Assignment

When a card is dragged to a different column (Plan), the setPlan service method assigns the work item to plans based on start_date and end_date:
  • The item is added to all Plans whose date range spans the given dates.
  • The item is removed from Plans whose date range falls outside the given dates.
In SAFe modes, setPlan also automatically syncs parent Plan assignments (syncSAFEParentsFromChildren): when a User Story’s team assignment changes, it is remapped to the correct Team Program Increment Plan based on the new team.

setResource — Resource Assignment by Mode

When a card is moved to a different swimlane, setResource updates the work item’s assignment based on the active assignmentMode:
The dependencyLinkRoles configuration specifies which Polarion link roles are treated as task dependencies. Items connected by these link roles are rendered as arrows (connectors) on the Planningboard. To configure dependency display, set dependencyLinkRoles to a comma-separated list of Polarion link role IDs. See Advanced Parameters for the widget-level setting.

Configuration Example

The following example shows a widget configuration that exercises the key data service features:
With capacityLoad=true, the GET /api/data response will include effort, effortDone, and effortTodo fields on each item. With dependencyLinkRoles set, dependency arrows are rendered on the board for items linked via depends_on or blocks link roles.

Data Flow Diagram


KB Articles
  • Planningboard: Customizable Statistics and Capacity Indicators
Source Code
  • PlanningBoardApiServlet.java
  • PlanningBoardDataService.java
Last modified on July 10, 2026