Create a copy of an existing free-form roadmap in Strategic Planning Workspace

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

    • Create a roadmap with the data of an existing roadmap. If the roadmap you want to create is similar to an existing roadmap, copying the existing roadmap saves your time.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Create a standalone roadmap to plan work across multiple units of your organization, such as projects of all departments. To learn more about free-form roadmaps, see Roadmaps in Strategic Planning.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning > Free-form Roadmaps
    2. Select a roadmap that you want to create a copy from.
    3. From the roadmap header, select the More actions icon (More actions icon in the free-form roadmap header.) and then select Duplicate roadmap.
    4. On the Duplicate roadmap window, fill the details.
      1. Enter a name for the roadmap in the Roadmap name field.
        By default, the name is ABC (Copy) where ABC is the name of the roadmap you copied from.
      2. Optional: Select Share with same users and groups option to grant access to the users of the roadmap you copied from.
        The action grants same read and edit access as is the users had for the roadmap you copied from.
      3. Select Confirm.

    Result

    • A new roadmap is created and a link is generated on the screen to access the new roadmap.
    • This roadmap is listed in the Free-form roadmaps tab of the Home page of Strategic Planning Workspace.

    What to do next

    • Update, personalize, and collaborate with your roadmap.
    • Add milestones or create dependencies for the items planned on your roadmap.