Create planning items from the roadmap view in Strategic 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 > Strategic 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 configuration.
      One planning item type Multiple planning item types

      New planning item on simple roadmap

      Sample actions for a new planning item on hybrid roadmap.

      For a free-form roadmap, if the source table is Planning Item [sn_align_core_planning_item] table, then the options depend on the values configured for the freeform_planning_items_creation_list property. By default, project and demand are available. Work with your admin to configure these options. See Enable custom item types in Strategic Planning.

    3. On the form, fill in the required field information.
      For full field information, see 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 a roadmap in Strategic Planning Workspace.