Modify Script Includes for milestone icons in Portfolio Planning Workspace

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

    • Modify the Script Includes for milestone icons of the roadmap and portfolio plan to customize the icons to be shown in the Roadmap tab in the workspace.

    Antes de Iniciar

    Role required: admin

    Procedimento

    1. Navigate to All > System Definition > Script Includes.
    2. From the list, select RoadmapMilestoneAPIImpl.
    3. Update the milestone icon type in the Script field of the Script Include.
      In the getMilestoneMetadata method, update the return value to the required icon.

      For example, if you want to display the Circle exclamation icon (Circle exclamation outline icon.) for key event milestone, update the return value to 'circle-exclamation-outline' for the key_event milestone.

      The default icons are as follows:
      • key_event: 'flag-fill'
      • launch_date: 'rocketship-fill'
      • important_date: 'calendar-clock-fill'
      • key_milestone: 'diamond-fill'
      • deadline: 'star-fill'
      Milestone types in Strategic Planning.
    4. Select Update.