> ## 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.

# Unplanned Sidebar

> The **Unplanned Sidebar** is a collapsible panel displayed on the right side of the Nextedy PLANNINGBOARD. It serves as a backlog holding all work items not yet assigned to a Plan.

***

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/vfRg9jxXRntLqZFW/planningboard/diagrams/reference/ui-elements/sidebar/diagram-1.svg?fit=max&auto=format&n=vfRg9jxXRntLqZFW&q=85&s=fd828cb71d5f8a4114e614acb820ad33" alt="Planningboard layout showing the Unplanned Sidebar with filter and search controls, parent groups containing WI cards, and an item counter, next to the Board Area grid of Plan columns and swimlane rows with scheduled cards" width="940" height="390" data-path="planningboard/diagrams/reference/ui-elements/sidebar/diagram-1.svg" />
</Frame>

***

## Overview

| Attribute             | Value                                                              |
| --------------------- | ------------------------------------------------------------------ |
| Panel position        | Right side of the board                                            |
| Default visibility    | Visible (toggle with **Show Unplanned** toolbar button)            |
| License requirement   | Licensed users only — panel is hidden for unlicensed users         |
| Primary interaction   | Drag card from sidebar onto a board swimlane/Plan cell to schedule |
| Secondary interaction | Click a card to open the Work Item Properties sidebar              |

***

## Visibility Toggle

The sidebar can be shown or hidden using the **Show Unplanned** toolbar button (`#btnShowUnplanned`). This button is only visible to licensed users.

* When hidden, the board area expands to fill the full width.
* When shown, the board area narrows to accommodate the sidebar.
* The panel preference is saved between sessions.

<Note title="License restriction">
  The **Show Unplanned** button and the sidebar panel itself are only rendered for licensed users. Unlicensed users see neither the button nor the sidebar.
</Note>

***

## Item Display and Grouping

Items in the sidebar are grouped by **parent hierarchy**. The `updateSidebarHeader` function applies all active filters, sorts items by parent, groups them into parent-hierarchy dividers, and updates the item count indicator.

### Item Counter

A counter at the bottom of the sidebar displays the number of currently visible items relative to the total:

```
X out of Y work items
```

The counter updates in real time as filters are applied or cleared.

### Parent Hierarchy Grouping

Items are organized under collapsible parent-group dividers. The depth of parent levels loaded is controlled by the `PARAMETER_US_DEPTH` widget parameter (see [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters)).

The link role used to determine parent-child relationships is set by `PARAMETER_PARENTS_LINK_ROLE` (see [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters)).

| Widget Parameter              | Purpose                                                     | Default         |
| ----------------------------- | ----------------------------------------------------------- | --------------- |
| `PARAMETER_US_DEPTH`          | Number of parent levels loaded in sidebar hierarchy         | See application |
| `PARAMETER_PARENTS_LINK_ROLE` | Link role defining parent-child relationships for hierarchy | See application |

<Tip title="Performance note">
  Deep parent hierarchies (high `PARAMETER_US_DEPTH` values) increase data load time. Keep depth to the minimum required for your planning workflow.
</Tip>

***

## Filters

The sidebar supports multiple filter modes. Some filter modes are mutually exclusive — enabling one clears the other.

### Filter Controls

| Control                        | Element             | Description                                                        |
| ------------------------------ | ------------------- | ------------------------------------------------------------------ |
| Funnel icon                    | Filter button       | Opens the filter panel to select resource or query filters         |
| **Filter Verified WIs** button | Upper-right button  | Toggles whether resolved/verified work items appear in the sidebar |
| **Filter columns** option      | Filter panel option | Hides verified work items that are already planned on the board    |
| Search field                   | Text input          | Real-time text search across item content and parent names         |
| Clear filter                   | Clear action        | Removes all active resource and query filters                      |

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-5ad22d57.gif?s=ea9198d51f6e7c5ca85fc3d7aaaf4b88" alt="Unplanned sidebar showing the funnel filter icon, search field, Filter columns button, and 137 work items listed" width="556" height="462" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-5ad22d57.gif" />
</Frame>

***

### Filter: Resolved / Verified Items (`toggleFilterResolved`)

Toggles whether **resolved** (verified) work items appear in the sidebar.

* When active: resolved items are hidden from the sidebar.
* When inactive: resolved items are shown alongside unresolved items.
* Items with the `Verified` status that have already been placed on the board **cannot be moved or unplanned**.

<Warning title="Verified item lock">
  Once a card with `Verified` status is placed on the board, it cannot be moved or returned to the sidebar via drag and drop.
</Warning>

***

### Filter: Column Filtering (`toggleFilterColumns`)

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-ecae80fa.gif?s=7c104e79fd04cc383834d232bb5b8073" alt="Unplanned sidebar after Filter columns is applied, showing 1 out of 8 work items remaining visible" width="336" height="620" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-ecae80fa.gif" />
</Frame>

Hides verified work items that are **already planned** (already placed in a Plan column on the board).

* Differs from the resolved toggle: this filter targets items that appear on the board in a plan column, regardless of their resolved status.
* Use this to keep the sidebar clean by removing items that have already been scheduled.

***

### Filter: Resource Filter (`filterSidebarByResource`)

Filters sidebar items to show only those assigned to a **specific resource** (person or team).

* Accessed via the funnel icon filter panel.
* **Mutually exclusive with query filtering** — enabling a resource filter clears any active query filter.
* To remove: use the clear filter action (`clearSidebarFiler`).

***

### Filter: Query Filter (`filterSidebarByQuery`)

Filters sidebar items to show only those matching a **specific Polarion query**.

* Predefined queries must be configured via widget parameters (see [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters)).
* Accessed via the funnel icon filter panel under the **Queries** section.
* **Mutually exclusive with resource filtering** — enabling a query filter clears any active resource filter.

***

### Filter: Search (`searchSidebar`)

Performs real-time text search across sidebar items.

| Attribute                      | Behavior                                                                                                    |
| ------------------------------ | ----------------------------------------------------------------------------------------------------------- |
| Scope                          | Searches both item content and parent names                                                                 |
| Case sensitivity               | Case-insensitive                                                                                            |
| Interaction with other filters | Combines with active resource/query filters (search narrows the already-filtered set)                       |
| Clearing search                | Clearing the search text restores the previously filtered set — it does not clear resource or query filters |

***

### Clearing Filters (`clearSidebarFiler`)

The clear filter action removes all active **resource** and **query** filters and shows all unplanned items (subject to the resolved toggle state).

<Note title="What clear does NOT reset">
  Clearing filters does **not** reset the search text field or the resolved/verified toggle. Those must be cleared independently.
</Note>

***

## Filter Precedence and Combination

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/vfRg9jxXRntLqZFW/planningboard/diagrams/reference/ui-elements/sidebar/diagram-2.svg?fit=max&auto=format&n=vfRg9jxXRntLqZFW&q=85&s=a350d312281b17942354273fcd8bf42a" alt="Filter precedence flow: Resolved Toggle then Column Filter, then mutually exclusive Resource Filter or Query Filter, merging into Search Text, producing the Displayed Items X of Y counter" width="520" height="420" data-path="planningboard/diagrams/reference/ui-elements/sidebar/diagram-2.svg" />
</Frame>

* Resource filter and query filter are **mutually exclusive** — enabling one clears the other.
* Search combines with whichever of the above filters are active.
* The resolved toggle and column filter apply independently before resource/query filtering.

***

## Drag and Drop

The primary interaction with the sidebar is **drag and drop**: drag a card from the sidebar onto a board cell (Plan column × swimlane row) to schedule it.

| Aspect                            | Behavior                                                                      |
| --------------------------------- | ----------------------------------------------------------------------------- |
| Source                            | Unplanned sidebar items                                                       |
| Target                            | Board cells (Plan column × swimlane intersection)                             |
| Effect on drop                    | Work item is assigned to the Plan and resource/swimlane; removed from sidebar |
| Drag blocked in prioritize mode   | Drag is disabled when Prioritization mode is active                           |
| Drag blocked for unlicensed users | Unlicensed users cannot drag cards; changes are not persisted                 |

### Alt+Drag to Duplicate

Holding **Alt** while dragging creates a **duplicate assignment** to another resource instead of moving the item:

* Creates a multi-resource assignment (comma-separated resource list on the work item).
* Cannot duplicate to the **Not Assigned/Other** swimlane.
* When duplicating from **Not Assigned/Other**, the **Not Assigned/Other** assignment is automatically removed.

***

## Click to Open Work Item Properties

Clicking a card in the sidebar opens the **Work Item Properties** sidebar, where fields of the selected work item can be reviewed and modified.

* Fields displayed in the properties sidebar are configured via the `PARAMETER_SIDEBAR_FIELDS` widget parameter.
* Default fields: `title`, `status`, `plannedIn`.
* Users can personalize displayed fields using the **Select Fields** (gear icon) button in the sidebar. These additions are per-user and apply to all work items of the same type.
* After saving changes in the properties sidebar, the board **preserves your swimlane and scroll position** — the board does not jump back to the top.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/f2B5Oj-k4j8GirhH/planningboard/assets/images/article-planningboard-interface-basic-in-182aad57.gif?s=bf2f494f5d48ade9183c6ff93de0532f" alt="Work Item Properties sidebar open on the right while the board stays in position, showing personalized field additions that apply per user across all work items of the same type" width="2832" height="1089" data-path="planningboard/assets/images/article-planningboard-interface-basic-in-182aad57.gif" />
</Frame>

### Sidebar Fields Widget Parameter

| Widget Parameter           | Type               | Default                        | Description                                                            |
| -------------------------- | ------------------ | ------------------------------ | ---------------------------------------------------------------------- |
| `PARAMETER_SIDEBAR_FIELDS` | Array of field IDs | `title`, `status`, `plannedIn` | Work item fields shown in the properties sidebar when a card is opened |

See [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters) for the full field reference.

***

## Height Management (`modSchedHeight`)

The sidebar and board area heights are **automatically managed** to fit the browser window or Polarion iframe. No manual height configuration is required.

* Height adjusts dynamically when the browser window is resized.
* Behavior differs slightly when embedded in a Polarion LiveDoc or Wiki page (iframe) versus standalone.

***

## Unplanning Items from the Board

Items can be returned from the board to the sidebar using the **Unplan** card quick action (visible on hover). See [Card Quick Actions](/planningboard/reference/ui-elements/card-quick-actions) for details.

The **Unplan** action:

* Moves the card from its current Plan/swimlane cell back into the Unplanned Sidebar.
* Clears the work item's date and resource assignment.
* Makes the item available for re-planning.

<Warning title="Verified items cannot be unplanned">
  Cards with `Verified` status cannot be unplanned — the action is blocked for verified items.
</Warning>

***

## Configuration Reference

### Widget Parameters Affecting the Sidebar

| Parameter                     | Where Configured  | Description                                    | Reference                                                                                 |
| ----------------------------- | ----------------- | ---------------------------------------------- | ----------------------------------------------------------------------------------------- |
| `PARAMETER_SIDEBAR_FIELDS`    | Widget Parameters | Fields shown in the Work Item Properties panel | [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters) |
| `PARAMETER_US_DEPTH`          | Widget Parameters | Parent hierarchy depth loaded in the sidebar   | [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters) |
| `PARAMETER_PARENTS_LINK_ROLE` | Widget Parameters | Link role used to build parent-child hierarchy | [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters) |

### Sidebar Behavior Summary

| Feature             | Behavior                                                  | Notes                                               |
| ------------------- | --------------------------------------------------------- | --------------------------------------------------- |
| Sidebar visibility  | Toggle via **Show Unplanned** toolbar button              | Licensed users only                                 |
| Item grouping       | Grouped by parent hierarchy                               | Depth set by `PARAMETER_US_DEPTH`                   |
| Item counter        | Shows `X of Y work items`                                 | Updates with each filter change                     |
| Resource filter     | Filter by assignee or team                                | Mutually exclusive with query filter                |
| Query filter        | Filter by predefined Polarion query                       | Mutually exclusive with resource filter             |
| Search              | Real-time, case-insensitive, combined with active filters | Does not clear resource/query filters               |
| Resolved toggle     | Show/hide verified items                                  | Does not affect already-placed verified items       |
| Column filter       | Hide already-planned verified items                       | Independent of resolved toggle                      |
| Clear filter        | Clears resource and query filters only                    | Search text and resolved toggle unaffected          |
| Drag and drop       | Drag to board cell to schedule                            | Blocked in prioritize mode and for unlicensed users |
| Alt+drag            | Create duplicate multi-resource assignment                | Cannot target the **Not Assigned/Other** swimlane   |
| Click card          | Open Work Item Properties panel                           | Fields configured via `PARAMETER_SIDEBAR_FIELDS`    |
| Scroll preservation | Board position preserved after saving properties          | No jump to top on save                              |
| Height              | Automatic, fits browser/iframe                            | No manual configuration                             |

***

## Related Pages

* [Toolbar Controls](/planningboard/reference/ui-elements/toolbar) — the **Show Unplanned** toggle button lives in the toolbar
* [Card Quick Actions](/planningboard/reference/ui-elements/card-quick-actions) — the Unplan action that returns items to the sidebar
* [Swimlane Controls](/planningboard/reference/ui-elements/swimlane-controls) — swimlane behavior that interacts with sidebar assignments
* [Work Items Parameters](/planningboard/reference/widget-parameters/work-items-parameters) — `PARAMETER_SIDEBAR_FIELDS`, `PARAMETER_US_DEPTH`, `PARAMETER_PARENTS_LINK_ROLE`
* [UI and Display Parameters](/planningboard/reference/widget-parameters/ui-parameters) — additional display configuration
* [License Panel](/planningboard/reference/ui-elements/license-panel) — license enforcement that controls sidebar access

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

  * Planningboard interface & basic interactions

  **Source Code**

  * `unplanned_sidebar.js`
  * `planningboard.js`
  * `PlanningBoardWidgetRenderer.java`
  * `PlanningBoardWidget.java`
  * `widget.vm`
</Accordion>