Create a free-form roadmap view

Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.

Before you begin

Role required: sn_align_core.ap_read_only

About this task

You can create up to three private views and up to 10 shared (public) views per free-form roadmap.

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps

2. Select a free-form roadmap to open it.

3. Change the view as needed.

   For example, you can enable the Tracking mode toggle.

   The Save as new view option appears on the free-form roadmap header.

1. From the free-form roadmap header, select Save as new view.

2. On the Save as new view window, fill the details.

   1. Enter a name for the view in the View name field.

   2. Select the Shared view toggle to make this view public.

      Selecting the Shared view toggle makes the view visible to all stakeholders with whom this free-form roadmap is shared.

   3. Select Save.

Result

The shared view for the free-form roadmap is created and is visible to all stakeholders with whom this free-form roadmap is shared.

What to do next

• Share the free-form roadmap with your stakeholders to start collaborating on the free-form roadmap. See Share a free-form roadmap with stakeholders.
• Edit a free-form roadmap view to change the existing view. See Edit a free-form roadmap view.

Parent Topic:Managing free-form roadmap views