Track the progress of roadmap items

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

    • Visually track the completion of a work item on your portfolio plan roadmap or free-form roadmap using the tracking mode.

    Vorbereitungen

    Role required: sn_align_core.apw_user

    Warum und wann dieser Vorgang ausgeführt wird

    Use a toggle to switch your roadmap view from planning mode to tracking mode. The roadmap item cards turn into progress bars to indicate the status and progress.

    Hinweis:
    While in Tracking mode, you cannot create, update, or reschedule roadmap items and milestones. This view is a read-only mode.

    Prozedur

    1. Navigate to Workspaces > Strategic 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. Select the Tracking mode option to turn on the tracking view of the roadmap.
      Roadmap tracking mode view.
    3. Wahlweise: Personalize the roadmap view in tracking mode.
      Hinweis:
      The group by and color by personalization that you've done in the planning mode of your roadmap gets carried over to the tracking mode but the metrics are not carried over.
      1. Enable or disable the visibility of the roadmap item status and percentage complete using the Status and % Complete toggles respectively.
      2. Display data points such as planned cost on the roadmap item bars by adding fields in the Metrics section.
        You can add up to two metrics in tracking mode.
      3. Personalize the display of milestones.
        You can choose to display the milestone with just its icon or along with its label.
        Milestone indicator with label Milestone indicator
        Milestone indicator with label. Milestone indicator.

    Ergebnisse

    The tracking view of your roadmap is displayed according to your personalization settings. A sample view of roadmap tracking is shown in the following image.

    Roadmap tracking mode.