Create a free-form roadmap view

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

    Antes de Iniciar

    Role required: sn_align_core.ap_read_only

    Por Que e Quando Desempenhar Esta Tarefa

    You can create up to three private views and up to 10 shared (public) views per free-form roadmap.

    Procedimento

    1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select a free-form roadmap to open it.
    3. Change the view as needed.
      For example, you can enable the Tracking mode toggle.

      The Save as new view option appears on the free-form roadmap header.

      shared view in portfolio planning.
    4. From the free-form roadmap header, select Save as new view.
    5. On the Save as new view window, fill the details.
      1. Enter a name for the view in the View name field.
      2. Opcional: Select the Shared view toggle to make this view public.
        Selecting the Shared view toggle makes the view visible to all stakeholders with whom this free-form roadmap is shared.
      3. Select Save.

    Resultado

    The shared view for the free-form roadmap is created and is visible to all stakeholders with whom this free-form roadmap is shared.

    O que Fazer Depois