To view this page, follow these steps:

1. Navigate to the Success blueprint tab on the Engagement page.
2. Click the View initiative roadmap option. You can see a visual representation of the success initiatives and the outcomes based on the Due date.
   
   
   

The list of outcomes is displayed in the left panel. Select an outcome from the list to view the initiatives associated with it. You can hover over an initiative to see a quick snapshot. You can customize the roadmap view:

• Click on the Progress option to select the types of initiatives (Canceled, On-Track, Completed) you want to view.
• Click on the Select timescale icon to view the roadmap by year, month, or quarter.
• Click on the Gear icon to personalize the view by grouping, color, metrics displayed, and so on.
• Select an initiative to view the initiative record in the side panel. You can do the following:
  • Modify the record if required and click Save.
  • Click the Comments tab to add any additional comments.
  • Click the Attachments tab to add one or more attachments to this initiative.
  make any changes if required and click Save.