Personalize roadmap view

Customize the way that your roadmap is displayed. Group the roadmap items, color them by a category, add numerical data points, and display milestones and dependencies to analyze your roadmap efficiently and take informed decisions.

Before you begin

Role required: sn_align_core.apw_user

About this task

This task provides guidance on different options to personalize your roadmap view. Choose the options that you want to apply.

Any settings that you apply here are saved as preferences per roadmap. All users who can access the roadmap would see the same settings.

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning and open your roadmap.

1. Modify the scale of the timeline of your roadmap.

   Select the time scale icon (

**Note:** The timescale view that you choose is saved in the roadmap preferences.

1. Use the side panel to personalize how your roadmap looks like.

   1. From the side bar, select the Personalize icon (

2.  Group and color your roadmap items by the available attributes.

    You can group the roadmap items by up to two attributes and color-code them by one attribute.

    You can work with your admin to add other attributes for the Group by, Color by, and Metrics fields. See [Customize planning item display preferences in Portfolio Planning](update-source-table-preferences-roadmap-portfolio-planning.md).

3.  Enable visibility of owners of the roadmap items by using the **Owner** toggle.

4.  Display data points such as planned cost on the roadmap item bars by adding fields in the **Metrics** section.

    You can add up to three metrics.

5.  If your roadmap items \(such as projects, epics, or demands\) have milestones, adjust how they’re displayed using the toggles in the Milestones section.

    For more information, see [Customizing milestone display on roadmap](customizing-milestone-display-roadmap-portfolio-planning.md).

6.  If your roadmap items have dependencies, adjust how they’re displayed using the toggles in the Dependencies section.

    For more information, see [Customizing roadmap item dependency display](customizing-roadmap-item-dependency-display-portfolio-planning.md).

7.  Identify the current date on your timeline using the current date indicator.

    Enable the **Current date line** toggle from the Other settings section.

1. Filter the data shown on the roadmap by applying conditions to the planning items.

   1. From the sidebar, select the Filter roadmap items icon (

    The side panel opens to show the currently applied filters in the Filter overview.

2.  Select **Update filter** to add or update the conditions.

    Use the **AND** and **OR** operators to build your conditions.

3.  Select **Apply**.

1. Quickly enable or disable the display of dependency lines between the roadmap items using the Display dependency lines icon (

1. Zoom in, zoom out, and reset the zoom of your roadmap view by using the zoom options.

**Note:** The zoom level that you choose isn’t saved as the roadmap preferences.

1. Apply quick filters for Prioritization and Roadmap data in Portfolio Planning

2. Customizing milestone display on roadmap
   Easily track the milestones of your roadmap timeline or its planning items by choosing how the milestones are displayed on the roadmap view.

3. Customizing roadmap item dependency display
   Improve the efficiency of identifying the relationships between your planning items by choosing how the dependencies are displayed on the roadmap view.

Parent Topic:Planning roadmaps in Portfolio Planning