Create planning items from the roadmap view
Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.
Before you begin
Role required: sn_align_core.apw_user
Procedure
- Navigate to Workspaces > Strategic 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 roadmap view, select the New <item type> option.
- For a free-form roadmap, the option depends on the roadmap's source table.
- For a portfolio plan roadmap, the option depends on the portfolio plan configuration.
| One planning item type | Multiple planning item types |
|---|---|
Image omitted: new-planning-item-simple.png New planning item on simple roadmap | Image omitted: new-planning-item.png Sample actions for a new planning item on hybrid roadmap. |
For a free-form roadmap, if the source table is Planning Item \[sn\_align\_core\_planning\_item\] table, then the options depend on the values configured for the **freeform\_planning\_items\_creation\_list** property. By default, project and demand are available. Work with your admin to configure these options. See [Enable custom item types in Strategic Planning](enable-custom-item-types-strategic-planning-workspace.md).
On the form, fill in the required field information.
For full field information, see Planning item form.
You can refine planning item descriptions—for item types such as Demand, Epic, Project, Capability, Feature, and Story—using the Write planning item skill, if the Now Assist for SPM application is installed.
Select Submit.
Result
The new item appears on the roadmap, at a place based on its approved start and end dates.
If you don’t fill both the approved start and end date fields, the item that you created would be moved to the list of unscheduled items. You can add them to your roadmap plan later. For more information, see Plan unscheduled items into a roadmap.
- Modify planning items from the roadmap view
Update the details of planning items or delete them from a portfolio plan or free-form roadmap so that your roadmap reflects the latest plans.
Parent Topic:Planning roadmaps in Strategic Planning Workspace