Project Mode - Nextedy Documentation

See Assignment Modes for an overview of all available swimlane assignment types.

Overview

When assignmentMode is set to Project (PROJECT), the board automatically discovers the sub-projects of the current Polarion project group and renders one swimlane per sub-project. Only sub-projects the current user can read are included; the current project itself is excluded from the swimlane list. This mode is suited to teams or program managers who need to plan and track work across multiple projects simultaneously — for example, a program-level Planningboard spanning several team projects.

Project Mode swimlane grid with an Unplanned Sidebar column spanning both rows and three Plan columns (Iteration 1-3), with Sub-project A and Sub-project B swimlane rows containing work item cards

Configure Project Mode in the Widget Parameters panel under Swimlanes (Rows) → Assignment Type.

Assignment Mode Parameter

Parameter	Type	Default	Description
`assignmentMode`	`string`	`ASSIGNEE`	Set to `PROJECT` to enable Project Mode. Controls how work items are grouped into swimlane rows.

Swimlane Display Parameters

The following parameters apply when assignmentMode = PROJECT.

Parameter	Type	Default	Description
`showEmptySwimlanes`	`boolean`	`false`	When `true`, sub-project swimlanes are displayed even if they contain no planned work items. When `false`, empty swimlane rows are hidden.
`collapsibleSwimlanes`	`boolean`	`true`	Allows users to collapse and expand individual swimlane rows to manage board complexity.
`swimlaneSort`	`string`	`alphabetical`	Determines the vertical order of swimlanes. Controls how sub-project rows are sorted on the board.

Optional Report Link

Parameter	Type	Default	Description
`reportLink`	`string`	—	Attaches a project-specific report URL to each swimlane. Allows navigating to a report filtered for that sub-project directly from the board.

The reportLink parameter is optional. If not configured, swimlane headers render without a report navigation link.

Swimlane Discovery

Planningboard resolves the swimlane list at render time by querying the sub-projects of the current Polarion project group. The discovery behavior follows these rules:

Rule	Detail
Scope	Sub-projects within the current project group only
Exclusion	The current project itself is not included as a swimlane
Access filter	Only sub-projects readable by the current user are shown
Empty projects	Controlled by `showEmptySwimlanes`; hidden by default

The exact mechanism for project group resolution (e.g., whether nested sub-groups are traversed) is not confirmed by available context. Verify the depth of sub-project discovery against the live product.

Dragging and Assigning Work Items

When Project Mode is active, dragging a card from the unplanned sidebar or another swimlane to a project’s row assigns that work item to the corresponding sub-project. The assignment is made according to the configured assignmentMode = PROJECT logic in the data service.

Work items with status Verified are locked on the board. They cannot be dragged to a different swimlane or unplanned. This restriction applies to all assignment modes including Project Mode.

Configuration Example

The following widget parameter snippet shows a minimal Project Mode configuration. Widget parameters are set in the Widget Parameters panel when editing the Planningboard widget on a Polarion LiveDoc or Wiki page.

assignmentMode=PROJECT
showEmptySwimlanes=false
collapsibleSwimlanes=true
swimlaneSort=alphabetical

Extended example with capacity tracking enabled:

assignmentMode=PROJECT
showEmptySwimlanes=true
collapsibleSwimlanes=true
swimlaneSort=alphabetical
capacityLoad=true
hoursPerDay=8

Set showEmptySwimlanes=true when first configuring a cross-project board so all sub-projects appear as rows, making it easier to distribute unplanned items. Switch back to false once the board is populated to keep the layout focused.

Capacity Tracking in Project Mode

When capacityLoad=true, Planningboard renders capacity bars for each Plan column and can aggregate capacity per swimlane. In Project Mode each swimlane corresponds to a sub-project rather than an individual resource, so capacity reflects the aggregated effort of all work items planned to that sub-project.

Parameter	Type	Default	Description
`capacityLoad`	`boolean`	`false`	Enables capacity load visualization. Renders capacity bars in Plan column headers and swimlane cells.
`multiCapacityLoad`	`boolean`	`false`	Enables per-swimlane capacity tracking. When `true`, each swimlane cell shows its own capacity progress independently.
`capacityField`	`string`	—	Custom field ID containing capacity values (e.g., story points). If not set, time-tracking fields (`remainingEstimate` / `initialEstimate`) are used.
`hoursPerDay`	`number`	`8`	Number of working hours per day used for capacity calculations when converting between time and day-based values.

Capacity configuration parameters are whitespace-sensitive. Ensure values do not contain leading or trailing spaces when entered in the Widget Parameters panel.

Sorting

The swimlaneSort parameter controls the vertical order of sub-project swimlanes.

Value	Behavior
`alphabetical`	Sub-project swimlanes are sorted alphabetically by project name (default)

Whether additional sort values (e.g., by project ID or custom order) are supported in Project Mode is not confirmed by available context. Check the Assignment Type → Sort By dropdown in the Widget Parameters panel for the current list of available options.

Limitations

Current project excluded: The project in which the Planningboard widget is embedded is never rendered as a swimlane row. Only sibling sub-projects within the same project group appear.
Read permission required: Sub-projects the current user cannot read are silently excluded from the swimlane list. Users with partial project access see only the sub-projects they can read.
No multi-assignee distribution: Project Mode does not distribute capacity across multiple assignees within a sub-project swimlane. Capacity is aggregated at the project level. This is consistent with the general Planningboard limitation of no multi-assignee capacity distribution (see Capacity Parameters).
Swimlane sort coupled to item sort: The swimlane sort order in Project Mode is coupled to the overall item sort order on the board. Reordering items may affect swimlane rendering order.

Relationship to Other Assignment Modes

Project Mode is one of several swimlane assignment types available in Planningboard.

Assignment Mode	Swimlane rows based on
`PROJECT`	Sub-projects in the current project group
`ASSIGNEE`	Individual users (assignees) in the project
`PARENT`	Parent work items linked via a specified link role
`ENUM`	Values of an enumeration custom field
`SAFE_TEAM`	SAFe teams within the current program
`SAFE_TRAIN_TEAM`	Teams within a specific Agile Release Train
`SAFE_PROGRAMS`	SAFe programs within a solution train
`none`	No swimlane grouping; all items in a single view

For details on each mode, see:

Where to Configure

Open the Polarion LiveDoc or Wiki page containing the Planningboard widget.
Enter edit mode and open the widget’s Widget Parameters panel.
Navigate to Swimlanes (Rows).
Set Assignment Type to Project.
Optionally configure showEmptySwimlanes, collapsibleSwimlanes, swimlaneSort, and reportLink.
Save the widget parameters.

For full parameter reference, see Swimlanes (Rows) Parameters.

Sources

KB Articles

Swimlane Assignment Types
Filter user swimlanes by Plan range
Planningboard interface & basic interactions

Support Tickets

#5879
#6777

Source Code

PlanningBoardWidgetRenderer.java
PlansMode.java
PlanningBoardDataService.java
PlanningBoardWidgetDependenciesProcessor.java
AssignmentMode.java

​Overview

​Widget Parameters

​Assignment Mode Parameter

​Swimlane Display Parameters

​Optional Report Link

​Swimlane Discovery

​Dragging and Assigning Work Items

​Configuration Example

​Capacity Tracking in Project Mode

​Sorting

​Limitations

​Relationship to Other Assignment Modes

​Where to Configure

Overview

Widget Parameters

Assignment Mode Parameter

Swimlane Display Parameters

Optional Report Link

Swimlane Discovery

Dragging and Assigning Work Items

Configuration Example

Capacity Tracking in Project Mode

Sorting

Limitations

Relationship to Other Assignment Modes

Where to Configure