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.

Before you begin

Role required: sn_align_core.apw_user

About this task

Use a toggle to switch your roadmap view from planning mode to tracking mode. The roadmap item cards turn into progress bars to indicate the status and progress.

Note: While in Tracking mode, you cannot create, update, or reschedule roadmap items and milestones. This view is a read-only mode.

Procedure

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

1. Select the Tracking mode option to turn on the tracking view of the roadmap.

1. Personalize the roadmap view in tracking mode.

   Note: The group by and color by personalization that you've done in the planning mode of your roadmap gets carried over to the tracking mode but the metrics are not carried over.

   1. Enable or disable the visibility of the roadmap item status and percentage complete using the Status and % Complete toggles respectively.

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

      You can add up to two metrics in tracking mode.

   3. Personalize the display of milestones.

      You can choose to display the milestone with just its icon or along with its label.

      Milestone indicator with label	Milestone indicator

Result

The tracking view of your roadmap is displayed according to your personalization settings. A sample view of roadmap tracking is shown in the following image.

Parent Topic:Planning roadmaps in Strategic Planning Workspace