Personalize roadmap view in Portfolio Planning Workspace

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

    • Customize the way that your roadmap is displayed. Group the roadmap items, color them by a category, add numerical data points, and display milestones and dependencies to analyze your roadmap efficiently and take informed decisions.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    This task provides guidance on different options to personalize your roadmap view. Choose the options that you want to apply.

    Any settings that you apply here are saved as preferences per roadmap. All users who can access the roadmap would see the same settings.

    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. Modify the scale of the timeline of your roadmap.
      Select the time scale icon (Time scale icon.) and choose Month, Quarter, or Year.
      Note:
      The timescale view that you choose is saved in the roadmap preferences.
    3. Use the side panel to personalize how your roadmap looks like.
      1. From the side bar, select the Personalize icon (Personalize icon.).
      2. Group and color your roadmap items by the available attributes.

        You can group the roadmap items by up to two attributes and color-code them by one attribute.

        You can work with your admin to add other attributes for the Group by, Color by, and Metrics fields. See Customize the display preferences for Prioritization and Roadmap in Portfolio Planning Workspace.

      3. Enable visibility of owners of the roadmap items by using the Owner toggle.
      4. Display data points such as planned cost on the roadmap item bars by adding fields in the Metrics section.

        You can add up to three metrics.

        Sample metrics on roadmap items.

      5. If your roadmap items (such as projects, epics, or demands) have milestones, adjust how they’re displayed using the toggles in the Milestones section.
        For more information, see Customizing milestone display on roadmap in Portfolio Planning Workspace.
      6. If your roadmap items have dependencies, adjust how they’re displayed using the toggles in the Dependencies section.
        For more information, see Customizing roadmap item dependency display in Portfolio Planning Workspace.
      7. Identify the current date on your timeline using the current date indicator.
        Enable the Current date line toggle from the Other settings section.
    4. Filter the data shown on the roadmap by applying conditions to the planning items.
      1. From the sidebar, select the Filter roadmap items icon (Filter roadmap items icon.).
        The side panel opens to show the currently applied filters in the Filter overview.
      2. Select Update filter to add or update the conditions.
        Use the AND and OR operators to build your conditions.
      3. Select Apply.
    5. Quickly enable or disable the display of dependency lines between the roadmap items using the Display dependency lines icon (Display dependency lines icon.).
    6. Zoom in, zoom out, and reset the zoom of your roadmap view by using the zoom options.
      Roadmap zoom options.
      Note:
      The zoom level that you choose isn’t saved as the roadmap preferences.
    7. Apply quick filters for Prioritization and Roadmap data in Portfolio Planning