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sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

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ft:locale :

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ft:publication_title :

    - Australia Strategic Portfolio Management

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---

# Roadmaps in Portfolio Planning

# Roadmaps in Portfolio Planning {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura

Effectively plan work for your company using visual roadmaps in Portfolio Planning Workspace.

As your organization grows and priorities change, it's important to have the flexibility of changing existing plans and making new plans with ease. Using roadmaps, you can create a layout of current and upcoming plans
while aligning them with your business objectives. Share these visual plans with other stakeholders across the organization, drive meaningful conversations, and validate common understandings.

Each roadmap is a high-level block of work, prioritized by different planning personas such as enterprise project managers, portfolio managers, project managers, or others. Roadmaps also provide insights to the
stakeholders while guiding the delivery teams during development.  
The following are the types of roadmaps that you can work with:

* Portfolio plan roadmaps
* Free-form roadmaps
{#roadmaps-in-portfolio-planning__ul_uln_pgz_5wb}  
The features available in these roadmaps are:

* Hybrid roadmaps
* Roadmap-level milestones
* Planning item-level milestones
* Planning item dependencies
* Tracking mode
{#roadmaps-in-portfolio-planning__ul_uzq_wgz_5wb}  
Nota:  
Roadmaps are available with Portfolio Planning by default. Roadmap Planning (sn_roadmap_plng) is no longer available to install as a separate application.

## Portfolio plan roadmaps {#roadmaps-in-portfolio-planning__section_s21_hrb_2qb}

By creating a flexible portfolio plan using lenses, you can prioritize and roadmap work for your portfolio. Use these portfolio roadmaps to plan and track work in different perspectives of the organization separately,
while connecting them to the high-level plans of the company.

[Create a portfolio plan](https://servicenow-prod.fluidtopics.net/HBDMWD2GwqiK2LZ4Dw6FKw "Use lens and build a personalized portfolio plan in Portfolio Planning Workspace so that you can start to prioritize and align work in the planing perspective of your choice.") to get started.

## Free-form roadmaps {#roadmaps-in-portfolio-planning__section_n5n_hrb_2qb}

Free-form roadmaps provide you the flexibility of planning and tracking work from different
units of your company, such as work across multiple portfolios.

Using a filter condition, you can define what kind of work items you want on your roadmap. If
you want to have a roadmap dedicated to just the projects of your department, define a roadmap
for projects to start tracking the progress of current projects and create plans for new ones.
See [Create a free-form roadmap](https://servicenow-prod.fluidtopics.net/OlWPSszZ9btTOhnxQxdwjA "Create a standalone visual roadmap to start high-level planning of work from different units of the company.").

Free-form roadmaps provide you the flexibility of planning and tracking work from different units of your company, such as work across multiple portfolios.

Using a filter condition, you can define what kind of work items you want on your roadmap. If you want to have a roadmap dedicated to just the projects of your department, define a roadmap for projects to start tracking
the progress of current projects and create plans for new ones.

See [Create a free-form roadmap](https://servicenow-prod.fluidtopics.net/OlWPSszZ9btTOhnxQxdwjA "Create a standalone visual roadmap to start high-level planning of work from different units of the company.").

## Hybrid roadmaps {#roadmaps-in-portfolio-planning__id_qzl_y41_jqb}

In Portfolio Planning, with both the portfolio roadmaps and free-form roadmaps,
you can build hybrid roadmaps. For example, you can have a combination of projects and demands
in a single view.

## Milestones on the roadmap {#roadmaps-in-portfolio-planning__section_mjx_b5l_4rb}

You can create milestones for your roadmap, or for each planning item on the roadmap.  

Roadmap-level or portfolio-level milestones

:   The milestones created at the roadmap level can help with tracking launch dates or key
    events during that roadmap's timeline. To learn how to create roadmap milestones, see [Add milestones for roadmap](https://servicenow-prod.fluidtopics.net/XBijGBpcJ2bdIUmKE7wmzg "Track key dates of your plan's timeline by creating milestones and displaying them on the roadmap.").

Planning item milestones

:   Using the milestones created at the item level, you can focus better on strategic
    outcomes. These milestones help with tracking deadlines or other important dates. You can
    access milestones on projects and demands.

    You can create and update milestones for all types of planning items from the roadmap, but
    the project milestones are read-only. As any changes to project milestones may impact the
    associated project plans, it is recommended to create or update project milestones using
    Project Workspace in Project Portfolio Management (PPM).

    To learn how to create item-level milestones on a roadmap, see [Add milestones for roadmap items](https://servicenow-prod.fluidtopics.net/mGHmrI26m0Nm9baw674LQw "Track key outcomes of your planning items (such as demands and projects) by creating milestones for them, directly from the roadmap view.").

## Planning item dependencies {#roadmaps-in-portfolio-planning__section_spl_34r_1tb}

While planning, it is essential to know how your planning items are connected with each other.
Unless you know the dependency for each item, you might miss prioritizing time-critical projects
or demands. This lack of information may also put you at risk of not scheduling the right work
for the right time period.

Dependencies on the roadmap help you visualize these relationships between the planning items, so that you can adjust their scheduling
accordingly.

In Portfolio Planning, you can create simple or
hybrid dependencies. For example, you can establish dependencies between two projects or between
a project and an epic. Also, planning items can have dependency on items within the same
portfolio plan or on items that aren't planned yet.

The dependency lines help you easily identify the items that may have to be prioritized
together. Such easy identification of relationships between planning items provides better
collaboration and facilitates enhanced decision making in the planning process.

To learn about creating and managing dependencies, see [Add dependencies for roadmap items](https://servicenow-prod.fluidtopics.net/2Y9tGwv4tyTT345LWlHaMQ "Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling.").

## Tracking mode in roadmaps {#roadmaps-in-portfolio-planning__section_kt5_4yl_4rb}

Track status, progress, and metrics for each item on the roadmap. Using the status indicators
and the percentage complete score on the planning item bars, make informed decisions ahead of
time and easily communicate your work progress to the stakeholders.

See [Track the progress of roadmap items](https://servicenow-prod.fluidtopics.net/xz_X376cTabaD7cFxQ1ejw "Visually track the completion of a work item on your portfolio plan roadmap or free-form roadmap using the tracking mode.").


