Add milestones for roadmap in Portfolio Planning Workspace

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

    • Track key dates of your plan's timeline by creating milestones and displaying them on the roadmap.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    For the timeline of your portfolio plan or free-form roadmap, create milestones such as launch dates, deadlines, or other key events directly from the roadmap view.

    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 More actions drop-down, select New milestone.
      More actions dropdown on the roadmap header.
    3. On the form, fill in the fields.

      For field information, see Roadmap milestone form.

    4. Select Submit.
    5. Optional: Repeat steps 2 through 4 to add more milestones to your roadmap.

    Result

    Milestones that you created are visible on the roadmap.

    Here is an image of a sample roadmap with the milestone bar showing different milestones for the planning period.Roadmap milestones

    The color of the milestone, shown on the legend, indicates the status of the milestone.
    • Red: Missed milestone.
    • Green: Achieved milestone.
    • Grey: Upcoming milestone.

    If multiple milestones are scheduled close to each other, they might appear grouped in the milestone bar. In this case, you can expand and collapse the milestone bar to view all the milestones of that period.

    milestone group