Plan unscheduled items into a roadmap
Add items without start or end dates yet to your portfolio plan or free-form roadmap.
Before you begin
Role required: sn_align_core.apw_user
About this task
Planning items that meet the criteria of your portfolio plan or free-form roadmap, but don’t have either the start or end dates are categorized as unscheduled items. As you progress in your planning, use the unscheduled items list to schedule these items into your roadmap timeline.
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 sidebar, select Unscheduled items (
Image omitted: unscheduled-items-icon.png
Unscheduled items icon.\).
Unscheduled items icon.\).
- From the list of unscheduled items in the side panel, drag and drop a planning item at a place of your choice on the roadmap.
Image omitted: unscheduled-items.gif
Schedule unscheduled items.
Schedule unscheduled items.
Parent Topic:Planning roadmaps in Strategic Planning Workspace
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