PLANNINGBOARD Widget Parameters

In this article, we describe the main widget parameters that you can setup for Planningboard.

TABLE OF CONTENTS

• Parameters for Work items
• Parameters for Plans (Columns)
• Queries
• Swimlanes (Rows)
• Unplanned Sidebar
• Advanced

Parameters for Work items

Specify what WIs shall be shown on the Planningboard.

- Scope: define the project scope for the current board.

- Query type: specify the type of the query(if used).
- Query: specify what WIs shall be shown on the board.

- Add Planned: enable this option if you'd like to load all planned items in addition to ones selected in the Type and Query fields.

- Sort by: define the way of sorting the cards;

- Dependency Roles: set dependency roles between cards if needed;

- Sidebar Fields: select what fields will be visible on the sidebar when clicking on the card.

Parameters for Plans (Columns)

Specify what Plans shall be shown as Columns.

- Plans Type: select a plan type that corresponds to your configuration. 

Note: In case you need one of the SAFe types, contact support to help you with the configuration.

- Plans: define what plans will be shown as columns on the Planning Board;

- Normalization: check this article to learn more about Normalization (What is "Normalization")

- Show # of last plans: decide how many last plans to load.

- Show # of next plans: decide how many last plans to load.

- Show Capacity Load: enable visualization of the load for each plan.

- Assign to Parent Plan: when enabled, the planned WI will be automatically assigned and planned to the parent Plan of the currently added Plan. 

Example:

Property disabled: WI is planned in Iteration 4

Property enabled: WI is also planned in the Parent Plan (Version 1.0)

- Report Link: decide if you want to open an additional link by clicking on a column label. The link can be parameterised by a plan linked to a selected column.

Example of the report link:

 /polarion/#/project/${plan.objectId.projectId}/wiki/SOME_REPOT?plan=${plan.objectId.itemId}

Queries

Specify queries for the Unplanned section of the PB.

- Queries: create some custom queries and easily access the specific unplanned cards right from the Planning board.

Example:
Create a query for work items with the status 'reviewed'.
It will show you all the corresponding cards under the Unplanned section. 

Swimlanes (Rows)

Specify what shall be shown as Swimlanes on the Planningboard.

- Assignment Type: choose one of the available type options according to the project configuration.

- User Role: This line may vary depending on the chosen assignment type.

- Report Link: decide if you want to open an additional link by clicking on a swimlane label. The link can be parameterised by the resource linked to a selected swimlane. See the following example of the report link value:

 /polarion/#/project/PlanningBoard/wiki/SOME_REPOT?user=${r.objectId.itemId}

Unplanned Sidebar

Specify the properties for the Unplanned sidebar.

- Load parents: when setting this property to 1+, all unplanned cards will be grouped according to the parent.

- Parent Roles: specify the parent role that shall be considered for the property above.
- Width: specify what % of the screen the unplanned section shall take.

Advanced

Extra or advanced configuration for the Planningboard.

- Go Back Label: give any name to the Go Back link; 

- Go Back Link: add any link here to be able to go to that page right from the Planningboard.

For any assistance, please don’t hesitate to reach out by submitting a ticket here.