Update a roadmap milestone in Strategic Planning Workspace

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

    • Update or delete the milestones that you added to your portfolio plan or free-form roadmap so that they reflect any change of plans.

    Before you begin

    Add milestones for a roadmap in Strategic Planning Workspace.

    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 reschedule a milestone, you can drag and drop it at a timeline area of your choice.
      GIF showing the drag and drop of a milestone in the milestone bar.

      If you want to update other details or delete the milestone, proceed with the following steps.

    3. From the roadmap view, click the milestone that you want to update.
      The side panel opens showing the milestone details.
    4. Update or delete the milestone.
      • To update, edit the field details and click Save.

        For information on the form fields, see Roadmap configuration form.

      • To delete the milestone, click Delete.

        Select OK to confirm.