Reschedule roadmap items in Strategic Planning Workspace

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Update the planned dates of your roadmap items to account for any changes in your scheduling priorities.

    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. To change the dates planned for a roadmap item, resize the roadmap item bar.
      Note:
      • When the start date of a demand is changed along the roadmap, the start date of the demand record in the Demand [dmn_demand] table and the timeline of the associated cost plan are automatically updated to match the new date.
      • When the dates of a project are changed along the roadmap, the changes are updated in the project record in the Project [pm_project] table.
    3. To reschedule the roadmap item, drag and drop the item to a timeline area of your choice.
      Update planned dates of a roadmap item.