Update roadmap item dependencies in Strategic Planning Workspace

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

    • Update or delete the dependencies for the planning items on your roadmap so that they reflect any change of plans.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    Use the roadmap side panel to change the details of a dependency or delete it.

    Dependencies for free-form roadmaps are available only if the roadmap's source table is Planning Item [sn_align_core_planning_item] or one of its extensions.

    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, click a planning item whose dependencies you want to update or delete.

      The side panel opens showing the item details.

    3. Select More > Dependencies.
      Dependencies for this planning item are listed in the form of cards.
    4. From the side panel, locate your dependency and use the More actions icon (More actions icon.) to edit or delete.
      ChoiceSteps
      Edit dependency
      1. Select Edit.
      2. In the Dependency details form, update the required fields and select Save.

        For field information, see Dependency form.
      Delete dependency
      1. Select Delete.
      2. In the confirmation dialog box, Select Delete.