Introduction to PLANNINGBOARD

Planningboard is a dynamic planning and prioritization board for Polarion ALM. It enables you to visually assign, schedule, and track Work Items across iterations, versions, teams, and users - all on a highly customizable board view.

This article serves only as the introduction to Planningboard. You can use it as a launchpad for more advanced configuration and usage articles.

TABLE OF CONTENTS

• What is Planningboard for?
• Core elements & terminology
• Key features
• Example use cases

What is Planningboard for?

Planningboard helps you answer:

• What work needs to be done?

• Who is doing it?

• When will it be done?

• Within what plan will it be done?

• Are we overloaded or underutilized?

It replaces spreadsheet-style planning with an interactive drag-and-drop interface.

Core elements & terminology

Key features

Planningboard isn’t just a visual tracker - it’s a planning workspace built on top of Polarion Plans. It reflects reality across many teams and allows real-time replanning, role-based filtering, and advanced load balancing.

Some of its key capabilities:

✅ Customizable cards

Display the exact fields and details you need for planning.

✅ Interactive prioritization

Drag-and-drop to reprioritize tasks directly on the board.

✅ Dependencies made visible

Show links between Work Items, so you can plan with full context.

✅ Capacity view

Optional load bars let you visualise and balance workload across iterations or team members.

✅ Real-time replanning and filtering

Adjust assignments live, filter by roles, and instantly see impacts.

Example use cases

• A Scrum team assigning tasks to a sprint

• A release manager tracking progress across teams in a release

?️ Check out more articles on how Planningboard works and its configuration:

• PLANNINGBOARD interface & basic interactions 
• PLANNINGBOARD Widget Parameters

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