> ## 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.

# Scheduler

> Nextedy SCHEDULER is a Polarion page widget that lays work items out as task bars on a day-by-day timeline across resource swimlanes, with per-day load, an Unplanned backlog, and dependency links.

export const SUPPORT_TICKET_URL = "https://support.nextedy.com/support/tickets/new";

export const SUPPORT_PORTAL_URL = "https://support.nextedy.com";

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>;
};

Scheduler is an extension for Siemens Polarion ALM that turns a work-item query into a schedule you can drag.
You add the **Scheduler** widget to a Polarion Rich Page, point it at a query, and the board renders in place: a day-by-day timeline in which every work item with dates becomes a task bar, laid out across swimlane rows.

Rows are resources.
By default there is one row per project user, taken from the work item's assignee; alternatively the rows can be the options of an enumeration field, so the board groups by team, component, or any other enumeration you already maintain.
Each row carries a per-day load marker showing booked effort against available capacity, so over-allocation is visible before the plan is committed.

Work items that match the query but are not scheduled yet wait in the **Unplanned** sidebar.
Drag one onto a row and it is scheduled on that date and assigned to that resource in a single gesture.
Dragging an existing bar moves it, and dependencies between tasks are stored as real Polarion work-item links that the board can draw as arrows.

Every change writes straight back to Polarion as you make it — there is no Save button on the board.

<Frame caption="A Scheduler board: day columns across the top, one swimlane row per user, task bars with per-day load markers, and the Unplanned backlog on the right.">
  <img src="https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-board-timeline-view.png?fit=max&auto=format&n=AuisNgWj2mZ3Ce9L&q=85&s=6511541977be6a5afeee20272346dba2" alt="Scheduler board on a Polarion page showing day columns from Jul 30 to Aug 12, swimlane rows for seven project users, two task bars on the Ayato Seller and Chaitali User rows with salmon-coloured over-capacity load markers above them, and the Unplanned sidebar listing unscheduled work-item cards" width="1500" height="1235" data-path="scheduler/assets/images/scheduler-board-timeline-view.png" />
</Frame>

## Quick Navigation

<Columns cols={3}>
  <Card title="Getting Started" icon="rocket" href="/scheduler/getting-started/index">
    Install the extension, create the demo project, build your first board, and schedule your first task.
  </Card>

  <Card title="Concepts" icon="lightbulb" href="/scheduler/concepts/index">
    Understand the timeline, swimlanes and resources, capacity and load, dates and effort, and dependencies.
  </Card>

  <Card title="Guides" icon="file" href="/scheduler/guides/index">
    Task-oriented instructions for adding the widget, configuring swimlanes, scheduling, linking, filtering, and advanced configuration.
  </Card>

  <Card title="Reference" icon="gear" href="/scheduler/reference/index">
    Widget parameters with their defaults, every toolbar control, the colour and load bands, and the administration pages.
  </Card>

  <Card title="FAQ" icon="circle-question" href="/scheduler/faq/index">
    Answers to the questions that come up most often when a board does not behave the way you expect.
  </Card>
</Columns>

## Key Features

* **Timeline of scheduled work items** — day columns with a month and day header, zoom in and out in fixed steps, and a red line marking today; weekends are hidden by default
* **Resource swimlanes** — rows built from project users (Assignment Type **Users (Assignee)**) or from the options of an enumeration field (**Enumeration Field** plus a **Field ID**)
* **Per-day resource load** — each row cell shows booked effort against capacity in one of four colour bands, from empty through to over capacity
* **Unplanned backlog sidebar** — unscheduled matches grouped under their parent work items, with saved-query, swimlane, resolved and free-text filters and a live item count
* **Drag to schedule and reschedule** — drop a card from the sidebar to schedule and assign it; drag a bar to move it; changes save automatically
* **Create work items on the timeline** — when **Enable Create New** is set, double-click or drag on an empty row to create a work item of the configured type
* **Dependency links** — connect two tasks and Scheduler writes a real Polarion "depends on" link; **Show Dependencies** draws the arrows over the board
* **Unplan without deleting** — **Unplan item** clears a task's schedule and returns it to the sidebar; the work item itself is untouched
* **Configured from widget parameters** — the query, swimlanes, date and duration mapping, effort mode, card height, tooltip fields, and the timeline window are all widget parameters
* **Polarion-native** — clicking a task opens it in Polarion's work item properties sidebar, and a per-item script can make individual tasks read-only

## Documentation Structure

| Section                                             | Purpose                                                              | Start Here                                                             |
| --------------------------------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------- |
| [Getting Started](/scheduler/getting-started/index) | Install Scheduler and get a working board                            | [Installation](/scheduler/getting-started/installation)                |
| [Concepts](/scheduler/concepts/index)               | Understand how the timeline, swimlanes, load, and dates fit together | [Board and Timeline](/scheduler/concepts/board-and-timeline)           |
| [Guides](/scheduler/guides/index)                   | Step-by-step instructions for specific tasks                         | [Add the Scheduler Widget](/scheduler/guides/add-the-scheduler-widget) |
| [Reference](/scheduler/reference/index)             | Look up parameters, controls, colours, and administration pages      | [Widget Parameters](/scheduler/reference/widget-parameters)            |
| [FAQ](/scheduler/faq/index)                         | Quick answers to common questions                                    | [General](/scheduler/faq/general)                                      |

## Common Tasks

* [Install Scheduler](/scheduler/getting-started/installation) — deploy the extension and create the demo project
* [Add the Scheduler widget to a page](/scheduler/guides/add-the-scheduler-widget) — put a board in your own project
* [Configure swimlanes](/scheduler/guides/configure-swimlanes) — switch between user rows and enumeration rows
* [Schedule and reschedule tasks](/scheduler/guides/schedule-and-reschedule-tasks) — plan from the sidebar and move bars on the timeline
* [Link task dependencies](/scheduler/guides/link-task-dependencies) — connect tasks and show the arrows
* [Filter the Unplanned sidebar](/scheduler/guides/filter-the-unplanned-sidebar) — narrow the backlog by query, swimlane, or text
* [Navigate the timeline](/scheduler/guides/navigate-the-timeline) — zoom, scroll to today, collapse and expand rows
* [Look up widget parameters](/scheduler/reference/widget-parameters) — find the parameter and default you need

## Need help?

<Card title="Open a support ticket" icon="ticket" href={SUPPORT_TICKET_URL} cta="Open a ticket" arrow="true">
  Can't find the answer here? Open a ticket and the Nextedy support team will help you out.
</Card>

<LastReviewed date="2026-08-05" />
