Plan unscheduled items into roadmap

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add items without start or end dates yet to your portfolio plan or free-form roadmap.

    Vorbereitungen

    Role required: sn_align_core.apw_user

    Warum und wann dieser Vorgang ausgeführt wird

    Planning items that meet the criteria of your portfolio plan or free-form roadmap, but don’t have either the start or end dates are categorized as unscheduled items. As you progress in your planning, use the unscheduled items list to schedule these items into your roadmap timeline.

    Prozedur

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning and open your roadmap.
      Roadmap typeNavigation
      Portfolio plan roadmap
      1. From the Portfolio Plans tab, select a portfolio plan.
      2. From the Planning section, select Roadmap.
      Free-form roadmap

      From the Free-form Roadmaps tab, select a roadmap.
    2. From the sidebar, select Unscheduled items (Unscheduled items icon.).
    3. From the list of unscheduled items in the side panel, drag and drop a planning item at a place of your choice on the roadmap.
      Schedule unscheduled items.