Add milestones for roadmap
Track key dates of your plan's timeline by creating milestones and displaying them on the roadmap.
Before you begin
Role required: sn_align_core.apw_user
About this task
For the timeline of your portfolio plan or free-form roadmap, create milestones such as launch dates, deadlines, or other key events directly from the roadmap view.
Procedure
- Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning and open your roadmap.
| Roadmap type | Navigation |
|---|---|
| Portfolio plan roadmap |
|
| Free-form roadmap | From the Free-form Roadmaps tab, select a roadmap. |
- From the More actions drop-down, select New milestone.
More actions dropdown on the roadmap header.
On the form, fill in the fields.
For field information, see Roadmap milestone form.
Select Submit.
Repeat steps 2 through 4 to add more milestones to your roadmap.
Result
Milestones that you created are visible on the roadmap.
Here is an image of a sample roadmap with the milestone bar showing different milestones for the planning period.
Roadmap milestones
The color of the milestone, shown on the legend, indicates the status of the milestone.
- Red: Missed milestone.
- Green: Achieved milestone.
- Grey: Upcoming milestone.
If multiple milestones are scheduled close to each other, they might appear grouped in the milestone bar. In this case, you can expand and collapse the milestone bar to view all the milestones of that period.
milestone group
- Update a roadmap milestone
Update or delete the milestones that you added to your portfolio plan or free-form roadmap so that they reflect any change of plans.
Parent Topic:Planning roadmaps in Portfolio Planning