> ## 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 an app for Siemens Polarion ALM 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.

Scheduler is an app 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.

![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](https://mintcdn.com/none-17b4493f/AuisNgWj2mZ3Ce9L/scheduler/assets/images/scheduler-board-timeline-view.png?fit=max\&auto=format\&n=AuisNgWj2mZ3Ce9L\&q=85\&s=6511541977be6a5afeee20272346dba2)

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.

## Quick Navigation

> [card] [Getting Started](https://learn.nextedy.com/scheduler/getting-started/index.md)
>
> Install Scheduler, create the demo project, build your first board, and schedule your first task.

> [card] [Concepts](https://learn.nextedy.com/scheduler/concepts/index.md)
>
> Understand the timeline, swimlanes and resources, capacity and load, dates and effort, and dependencies.

> [card] [Guides](https://learn.nextedy.com/scheduler/guides/index.md)
>
> Task-oriented instructions for adding the widget, configuring swimlanes, scheduling, linking, filtering, and advanced configuration.

> [card] [Reference](https://learn.nextedy.com/scheduler/reference/index.md)
>
> Widget parameters with their defaults, every toolbar control, the colour and load bands, and the administration pages.

> [card] [FAQ](https://learn.nextedy.com/scheduler/faq/index.md)
>
> Answers to the questions that come up most often when a board does not behave the way you expect.

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

## Common Tasks

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

## Need help?

> [card] [Open a support ticket](https://support.nextedy.com/support/tickets/new)
>
> Can't find the answer here? Open a ticket and the Nextedy support team will help you out.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.