By the end of this tutorial, you will have a working Scheduler board on a Polarion page.
You will place the widget, load your project’s work items into it, and learn to read the four areas of the board: the timeline grid, the swimlane rows, the Unplanned sidebar, and the status footer.Reading the board is the foundation for everything else — scheduling, capacity, and dependencies all show up in these four areas.
The Scheduler plugin installed and active (see Installation)
A Polarion project containing work items — they do not need dates yet
Permission to create or edit pages in that project
1
Open a page in edit mode
Scheduler is a Rich Page widget: it runs inside a Polarion page that accepts widgets, typically a Live Report page.
Open your Polarion project and go to Documents & Pages
Open the page that should host the board, or create a new page for it
Click Expand Tools, then Edit to put the page into edit mode
The page toolbar and the widget palette become available.
Keep one Scheduler widget per page.
If you need boards for different teams or different queries, create a separate page for each one.
2
Insert the Scheduler widget
Open the widget palette and locate the widget labelled Scheduler — it is tagged Plans, Work Items and Nextedy, and its details read “Nextedy SCHEDULER”
Place it on the page
Save the page
What you should see: the board renders in place of the widget and loads your project’s work items.
It opens in the timeline view, with the resource load visualization switched on.
The widget works out of the box with its default parameters.
When you are ready to point it at a specific query, swimlane mode, or date fields, see Add the Scheduler Widget — the parameters live under Expand Tools → Edit, then the widget’s Edit widget parameters action.
3
Read the timeline grid
The grid occupies most of the board.
Each column is one day, and the header is two lines: the month on top, the day underneath.
What you see
What it means
A red vertical line
The current date
Missing Saturdays and Sundays
Weekends are hidden by default
A column with a black diagonal hatch
A non-working day from the calendar
A coloured bar spanning columns
A scheduled work item, from its start day to its end day
The grid starts 10 days before today by default and runs forward across the configured window; the exact span is printed in the footer.
Day columns are 60 pixels wide by default and change in 30-pixel steps with Zoom in the timeline and Zoom out the timeline.
Your zoom level and your choice of view are stored in your browser, so the board comes back the way you left it.
Use Scroll to today to bring the red current-date line back into view.
Down the left edge of the grid is one row per resource.
Out of the box the rows are the project’s users: the widget’s Swimlanes (Rows) parameter has Assignment Type set to Users (Assignee), and the set of users is narrowed by the User Role parameter, which defaults to project_user.Each row carries a per-day load marker showing load / capacity — for example 6 / 8 for six hours booked against an eight-hour day.
The marker changes colour as the day fills up and turns red above capacity.
See Capacity and Load for the bands and Configure Swimlanes for the enumeration-field alternative to user rows.A row can be shown two ways:
Expanded — the row opens into child lines that hold the individual task bars
Collapsed — the row folds into a single summary line that keeps only the load markers
Collapse rows and Expand rows switch all rows at once, and Toggle Resource Load visualization switches between this timeline layout and a flat layout with exactly one line per resource and no load markers.
The same rows after Collapse rows: one summary line per resource, keeping only the per-day load / capacity markers.
Row names are rendered as links, but clicking a row name does not navigate anywhere.
To filter the sidebar down to one resource, use the funnel menu’s Swimlanes submenu instead — see Filter the Unplanned Sidebar.
5
Read the Unplanned sidebar
The panel on the right, headed Unplanned, holds the work items that match the board’s query but are not scheduled on the timeline.
It takes up 20% of the board width by default and is switched on by the toolbar’s Show unscheduled items in sidebar button.
Sidebar element
What it does
Funnel menu (Unplanned)
Switches the sidebar between all unplanned items, a saved query, and a single swimlane
Search… box
Filters the visible cards by free text
Card groups
Groups cards under their parent work item when the widget loads parents; ungrouped items appear under -- NO PARENT --
Header count
Reads for example 21 out of 28 work items when a filter narrows the list
The footer runs along the bottom of the board and tells you what the board is currently showing.
Footer area
Example
What it tells you
Items
Items loaded: 25 / Scheduled: 3
How many work items the query returned, and how many of them sit on the timeline
Range
Timeline range: Jul 20 - Sep 28
The first and last day of the window currently loaded
Product and version
Nextedy SCHEDULER 26.6.0
The product name and the installed plugin version
Settings gear
—
Opens Administration → Nextedy SCHEDULER → Setup in a new browser tab
The Scheduled figure counts the work items currently drawn on the timeline; the rest of the loaded items are the unscheduled ones.
The Unplanned sidebar keeps its own count in its header, and that count is worked out separately — it follows the sidebar’s own filter and includes the parent work items loaded for grouping, so it does not have to agree with Items loaded minus Scheduled.
If the query matches no work items, the board still draws the rows and day columns and the footer reads Items loaded: 0.
There is no separate “no results” message, so an empty grid means the query — not a rendering problem.
Check the widget’s Query parameter and the sidebar’s funnel filter.
Use Refresh data in the toolbar to reload the work items in place after someone changes them in Polarion.
