Add milestones for roadmap items in Portfolio Planning Workspace

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

    • Track key outcomes of your planning items (such as demands and projects) by creating milestones for them, directly from the roadmap view.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Select a roadmap item and create a milestone for it. Use the roadmap side panel to fill in the details and submit.

    For free-form roadmaps, milestones are supported only if the source table is Planning Item [sn_align_core_planning_item] or one of its extensions.
    Important:

    You can’t add a project milestone from the roadmap view. Creating or updating project milestones may impact the associated project plans. So, it’s recommended to create or update project milestones using Project Workspace in Project Portfolio Management (PPM).

    However, any existing milestones of the project are visible on the roadmap if you've integrated Portfolio Planning with Project Portfolio Management.

    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, click a planning item to which you want to add the milestone.
      The side panel opens showing the item details.
    3. Select the Milestones tab.
      Alternatively, you can click Full details and select the Milestones tab from the full details page.
    4. Select the Add milestone icon (Add milestone icon.).
      If the item doesn't have any milestones, select New milestone.
    5. On the form, fill in the fields.

      For field information, see Planning item milestone form.

    6. Select Save.
      When you go back to the Milestones tab, you can see the milestone listed there.
    7. Optional: Repeat steps 2 through 6 to add more milestones to your items.

    Result

    • Milestones that you created are indicated on the roadmap item bars.

      Here’s an image of a sample roadmap with the roadmap items indicating that they have milestones.Planning item-level milestones.

    • Pointing your cursor over these milestone indicators shows the details such as the milestone name, type, and due date.
    • Clicking one of these indicators opens the Milestones tab of the Item details side panel. Here, you can see a list of all the milestones for this planning item.

    What to do next

    Learn more about managing milestones: