Planning roadmaps in Portfolio Planning
Create a layout of the plans for upcoming projects or initiatives while aligning them with your business objectives using roadmaps in a centralized workspace. Facilitate collaboration among stakeholders and adjust plans on the go.
Roadmaps in Portfolio Planning Workspace are of two types: Portfolio plan roadmaps and free-form roadmaps.
For portfolio plans, only those planning items that are prioritized from the Prioritization page are shown on the roadmap. See Prioritize work.
Use the information in the following sections to start using roadmap capabilities for your business plans.
- Create a free-form roadmap
Create a standalone visual roadmap to start high-level planning of work from different units of the company. - Duplicate a free-form roadmap
Create a roadmap with the data of an existing roadmap. If the roadmap you want to create is similar to an existing roadmap, duplicating the existing roadmap saves your time. - Create planning items from roadmap view
Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view. - Plan unscheduled items into roadmap
Add items without start or end dates yet to your portfolio plan or free-form roadmap. - Reschedule roadmap items
Update the planned dates of your roadmap items to account for any changes in your scheduling priorities. - Add milestones for roadmap
Track key dates of your plan's timeline by creating milestones and displaying them on the roadmap. - Add milestones for roadmap items
Track key outcomes of your planning items (such as demands and projects) by creating milestones for them, directly from the roadmap view. - Add dependencies for roadmap items
Create dependencies and visualize relationships between planning items of your portfolio or free-form roadmap, so that you can adjust their scheduling. - 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. - Track the progress of roadmap items
Visually track the completion of a work item on your portfolio plan roadmap or free-form roadmap using the tracking mode.
Parent Topic:Portfolio Planning
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