PLANNINGBOARD Widget Parameters

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

Parameters for Work items:

- 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):

- Plans Type: select a plan type that corresponds to your company's needs; 

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 this function if you'd like to visualize even better the load for each Iteration;

- Assign to Parent Plan: enable this option if you want to see the Parent Plan on the WI properties.

For example, with this option disabled, we will see in properties that this card/WI is planned for Iteration 4; 

But if you enable this option you'll see that it also shows its Parent Plan (Version 1.0 in our case)

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

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

Queries:

- Queries: you can create some custom queries for easy access to unplanned cards right from the Planning board; 

For example, if you create a query for work items with the status 'reviewed', then it will show you all corresponded cards under the Unplanned section; 

Swimlanes (Rows):

- Assignment Type: choose one of the available type options according to your project needs. The second 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 parametrised by resource linked to a selected swimlane. See following example of the report link value:

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

Unplanned Sidebar:

- Set the Unplanned Sidebar parameters. It's nice to use the 'Load parents' option, so all unplanned cards would be grouped according to this setting.

- In case, if 'Load parents' is set to 0, all unplanned items will load just one by one.

Advanced:

- 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.