Create planning items from roadmap view in Portfolio Planning Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.

    Before you begin

    Role required: sn_align_core.apw_user

    Procedure

    1. Navigate to Workspaces > Portfolio 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. From the roadmap view, select the New <item type> option.
      • For a free-form roadmap, the option depends on the roadmap's source table.
      • For a portfolio plan roadmap, the option depends on the portfolio plan settings.
      One planning item type Multiple planning item types

      New planning item on simple roadmap

      Sample actions for a new planning item on hybrid roadmap.
    3. On the form, fill in the required field information.
      For full field information, see Demand planning item form or Project planning item form.
    4. Select Submit.

    Result

    The new item appears on the roadmap, at a place based on its approved start and end dates.

    If you don’t fill both the approved start and end date fields, the item that you created would be moved to the list of unscheduled items. You can add them to your roadmap plan later. For more information, see Plan unscheduled items into roadmap in Portfolio Planning Workspace.