> ## 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.

# Plans Widget Parameters

> The plans widget provides an alternative view of Nextedy RISKSHEET data, organized around project planning and scheduling perspectives.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

<Info title="Verify in application">
  This page has thin source coverage. The plans widget parameters documented below are derived from configuration management and servlet code. Additional widget-specific parameters may be available in your Risksheet version. Consult your Polarion administrator or the configuration editor for the complete parameter list.
</Info>

## Widget Overview

The plans widget renders Risksheet within a Polarion plans page context. It uses the same underlying sheet configuration as the standard Risksheet view but accepts additional URL and widget parameters to control the rendering context. The sheet configuration file (risksheet.json) defines the columns, levels, formulas, and styles applied to the grid; the configuration editor supports YAML editing of this file since v25.5.0.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/yWl5nA2D0IzEnZC1/risksheet/diagrams/reference/configuration/plans-widget-params/diagram-1.svg?fit=max&auto=format&n=yWl5nA2D0IzEnZC1&q=85&s=5a9e7beb4fd7a747078426e21ddc9ab5" alt="diagram" style={{ maxWidth: "540px", width: "100%" }} width="540" height="260" data-path="risksheet/diagrams/reference/configuration/plans-widget-params/diagram-1.svg" />
</Frame>

## Context Parameters

These parameters establish the project and document context for the Risksheet instance within the plans widget.

| Parameter     | Type     | Default                | Description                                                                                                                                                                                                            |
| ------------- | -------- | ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `projectId`   | `string` | See application        | The Polarion project identifier that contains the Risksheet document. Passed as a query parameter to establish project context for data loading and API calls.                                                         |
| `document.id` | `string` | See application        | The unique identifier of the Risksheet document within the Polarion project. Specifies which document's sheet configuration and data should be rendered in the widget.                                                 |
| `revision`    | `string` | `""` (empty = current) | Document revision identifier. An empty string indicates the current/head revision. When a non-empty revision is provided, the grid automatically enters read-only mode to prevent edits to historical document states. |

<Warning title="Read-Only on Historical Revisions">
  When `revision` is set to a non-empty value, the Risksheet grid is forced into read-only mode regardless of the `readonly` configuration property. This is a safety mechanism to prevent modifications to historical document states.
</Warning>

## Configuration Editor Parameters

When the configuration editor is opened from the plans widget context, the following parameters are passed to the editor URL.

| Parameter       | Type     | Default                               | Description                                                                                                                                                                  |
| --------------- | -------- | ------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `configEditUrl` | `string` | `${baseUrl}/risksheet/configuration/` | Base URL for the Risksheet configuration editor interface. The system appends `projectId`, `document.id`, and `type` as query parameters when opening the editor window.     |
| `type`          | `string` | See application                       | The type of configuration to edit (e.g., `columns`, `settings`, `levels`). Determines which configuration editor panel or section is displayed when the editor window opens. |

### Opening the Configuration Editor

The configuration editor opens in a new browser window. The final URL combines the base URL with context parameters:

```text theme={null}
${configEditUrl}?project=${projectId}&document=${document.id}&type=${type}
```

<Tip title="Pop-up Blocker">
  Ensure your browser allows pop-up windows from your Polarion server domain. The configuration editor opens as a new browser window and will be blocked if pop-ups are disabled. See [Browser Compatibility](/risksheet/reference/compatibility/browser-compatibility) for browser configuration guidance.
</Tip>

## Sheet Configuration Properties

The following sheet configuration sections affect how the plans widget renders the Risksheet grid. These are set in the sheet configuration and are loaded when the widget initializes.

### Display Properties

| Property                           | Type     | Default         | Description                                                                                                                                                                                  |
| ---------------------------------- | -------- | --------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `columns`                          | `array`  | `[]`            | Defines the columns displayed in the Risksheet grid including their `bindings`, types, headers, and rendering properties. The plans widget renders the same column set as the standard view. |
| `headers`                          | `object` | `{}`            | Configures row header width/renderer and column header heights for grid layout customization.                                                                                                |
| `headers.rowHeader.renderer`       | `string` | See application | Custom renderer function for row headers (e.g., `rowHeaderRpnNew` for risk-priority-based coloring).                                                                                         |
| `headers.columnHeader.height`      | `number` | `32`            | Height in pixels for column headers.                                                                                                                                                         |
| `headers.columnGroupHeader.height` | `number` | `32`            | Height in pixels for column group headers when columns are organized into groups.                                                                                                            |
| `levels`                           | `array`  | `[]`            | Defines hierarchical levels in the Risksheet with control columns for expand/collapse and zoom navigation.                                                                                   |
| `views`                            | `array`  | `[]`            | Defines saved views — named column visibility presets allowing users to switch between different column sets within the plans widget.                                                        |
| `sortBy`                           | `array`  | `[]`            | Defines default sort order by specifying column IDs in priority sequence.                                                                                                                    |

### Permission Properties

| Property             | Type      | Default | Description                                                                                                                                                   |
| -------------------- | --------- | ------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `readonly`           | `boolean` | `false` | Makes the entire Risksheet read-only. When set to `true`, the grid prevents all user edits. Automatically forced to `true` when viewing historical revisions. |
| `downstreamReadonly` | `boolean` | `false` | Makes downstream linked items read-only, preventing edits to items from other documents while allowing edits to primary risk items.                           |

### Data Source Properties

| Property    | Type     | Default | Description                                                                                                                                                                                    |
| ----------- | -------- | ------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `dataTypes` | `object` | `{}`    | Configures risk and task data types including work item types, link roles, document scoping, and menu visibility. The plans widget uses the same data type configuration as the standard view. |
| `formulas`  | `object` | `{}`    | Named JavaScript formula functions referenced by column `formula` properties for calculated columns.                                                                                           |

<Info title="Enumerations and Rating Scales">
  Rating scales (severity, occurrence, detection) and enumerations are **not** defined inside the sheet configuration. They live in **Polarion Administration → Enumerations**. A column references them by setting its `type` to `rating:<enumId>`, `enum:<enumId>`, or `multiEnum:<enumId>` and pointing `bindings` at the corresponding custom field on the risk work item type. Dependent enumerations are a column-level feature (v25.3.1+), configured on the individual column rather than as a top-level configuration section.
</Info>

### Styling Properties

| Property         | Type     | Default | Description                                                                                                                       |
| ---------------- | -------- | ------- | --------------------------------------------------------------------------------------------------------------------------------- |
| `styles`         | `object` | `{}`    | Named CSS class definitions for conditional cell formatting. Styles defined here apply to cells rendered within the plans widget. |
| `cellDecorators` | `object` | `{}`    | Maps column IDs to JavaScript functions (cell decorators) that toggle style classes on cells based on cell values.                |

## Runtime Properties (Server-Managed)

The following properties appear on the runtime configuration object delivered to the browser, but they are **set by the server at runtime** based on the current user, license, and document context. Do **not** include them in your sheet configuration — values supplied by the configuration file are ignored or overwritten.

| Property       | Type      | Description                                                                                                                                                                                      |
| -------------- | --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| `canAdmin`     | `boolean` | Server-injected. Indicates whether the current user has administrative privileges for editing the sheet configuration. Controls access to the configuration editor from within the plans widget. |
| `reviewer`     | `boolean` | Server-injected. Indicates that the current user is acting in a reviewer role, restricting editing to review-specific UI controls while blocking data modifications.                             |
| `source`       | `string`  | Server-injected. Path indicating which configuration source (document attachment or template) the runtime configuration was loaded from. Used for trace/diagnostic purposes.                     |
| `templateName` | `string`  | Server-injected. Name of the template the configuration was inherited from, when the configuration is loaded from a global template rather than a document-specific attachment.                  |

## URL Construction

The plans widget constructs several URLs from the context parameters to access Risksheet services:

### Data Service URL

```text theme={null}
${baseUrl}/risksheet/data/${projectId}/${documentId}?revision=${revision}
```

Fetches the work item data for the grid. When `revision` is empty, returns current data. When set, returns data from the specified historical revision.

### Document URL

```text theme={null}
${baseUrl}/wiki/${projectId}/${documentId}
```

Direct URL to the source Polarion LiveDoc document. Used for the "Open in Polarion" navigation action.

### Risksheet Navigation URL

```text theme={null}
${baseUrl}/risksheet/view/${projectId}/${documentId}?revision=${revision}&comparingTo=${comparingTo}
```

Constructs the URL for navigating to the full Risksheet view from within the plans widget. The `comparingTo` parameter is added when baseline comparison is active.

<Info title="Verify in application">
  The exact URL patterns may vary based on your Polarion server configuration and Risksheet version. The patterns above are derived from the URL template functions in the configuration parser.
</Info>

## API Endpoints Used by the Plans Widget

The plans widget communicates with the following server endpoints:

| Endpoint         | Method | Description                                                                                                  |
| ---------------- | ------ | ------------------------------------------------------------------------------------------------------------ |
| `/api/config`    | GET    | Loads the full runtime configuration object including formulas, styles, cell decorators, and query factories |
| `/api/document`  | GET    | Returns document metadata including version, revision, license status, permissions, and configuration        |
| `/api/panel`     | GET    | Renders the customizable top panel HTML via Velocity template                                                |
| `/api/keepalive` | GET    | Session heartbeat to prevent Polarion session timeout during long editing sessions                           |
| `/api/pdfscript` | GET    | Generates PDF export scripts when export is triggered from within the plans widget                           |
| `/config/update` | POST   | Saves sheet configuration changes when editing from the configuration editor                                 |

### Session Keep-Alive

The keep-alive endpoint sends periodic HTTP 200 responses to maintain the Polarion session during extended risk analysis sessions within the plans widget. This prevents automatic logout when users spend significant time reviewing or editing risk data.

## Version and License Information

The plans widget displays version and license information from the document metadata API:

| Property          | Type     | Description                                                                                        |
| ----------------- | -------- | -------------------------------------------------------------------------------------------------- |
| `version`         | `string` | Full Risksheet version string including build metadata                                             |
| `shortVersion`    | `string` | Shortened version identifier for display purposes                                                  |
| `currentRevision` | `string` | Latest revision number of the document, used to determine if viewing current or historical version |

## Complete Example

Risksheet is a generic tool supporting any risk management methodology (FMEA, HARA, TARA, STRIDE, CVSS); the minimal sheet configuration below uses a Risk Priority Number (RPN) calculation typical of Failure Mode and Effects Analysis (FMEA), but the same structure applies to other methodologies. Start from the closest solution template for your industry rather than from a blank configuration.

```yaml theme={null}
readonly: false
columns:
  - id: systemItemId
    header: ID
    width: 80
    readOnly: true
  - id: title
    header: Title
    bindings: title
    width: 250
  - id: sev
    header: Severity
    bindings: severityRating
    type: rating:severity
    width: 100
  - id: occ
    header: Occurrence
    bindings: occurrenceRating
    type: rating:occurrence
    width: 100
  - id: rpn
    header: RPN
    formula: commonRpn
    width: 80
formulas:
  commonRpn: "function(info){ var value = info.item['occ']*info.item['sev']; return value?value:null; }"
styles:
  .rpn1: "{background-color: #eaf5e9 !important; color: #1d5f20 !important;}"
  .rpn2: "{background-color: #fff3d2 !important; color: #735602 !important;}"
  .rpn3: "{background-color: #f8eae7 !important; color: #ab1c00 !important;}"
cellDecorators:
  rpn: "function(info){ var val = info.value; $(info.cell).toggleClass('rpn1', val>0 && val<=150); $(info.cell).toggleClass('rpn2', val>150 && val<=250); $(info.cell).toggleClass('rpn3', val>250); }"
headers:
  columnHeader:
    height: 32
global:
  culture: en
```

The RPN thresholds used in `cellDecorators` (150, 250) are deployment-specific — adjust them to match your organization's risk acceptance criteria.

## Related Pages

* [Work Items Widget Parameters](/risksheet/reference/configuration/work-items-widget-params) -- parameters for the work items widget embedding
* [Sheet Configuration Format](/risksheet/reference/configuration/risksheet-json-format) -- complete sheet configuration format reference
* [Configuration Properties Index](/risksheet/reference/configuration/properties-index) -- alphabetical listing of all configuration properties
* [Default Configuration Values](/risksheet/reference/configuration/default-values) -- default values for all properties
* [Template Path Configuration](/risksheet/reference/configuration/template-path-configuration) -- how templates provide widget configuration
* [Browser Compatibility](/risksheet/reference/compatibility/browser-compatibility) -- browser requirements for the configuration editor pop-up

<LastReviewed date="2026-06-24" />
