Accessing Roadmaps (Standard Version)
In order to access Roadmaps (Standard Version), navigate to any Portfolio or Programme and click on the Roadmap Sub-Register (Tab).
NOTE: Only Projects related to the selected Portfolio or Programme will be available in the Standard Roadmap Sub-Register (Tab).
Configure Column List
In order to change which columns are displayed for each Project in the Roadmap view, click on Configuration, then tick the relevant Project Columns to be displayed.
NOTE: The sequence of the Projects in the Roadmap View can be changed to Sort By these columns (click on the column header).
Milestones and Dependencies
Milestones and Dependencies will automatically appear in the Roadmap view, to change this, click on Configuration, then tick or untick the required Settings to add or remove the following:
- RAG
- Dependencies
- Milestones
- Events
NOTE: Hover text provides more details relating to the item shown.
Working with Roadmaps (Standard Version)
Roadmap supports governance by providing the ‘big picture’ view of the Programme or Portfolio. Use these features to build and navigate your Roadmap view:
Project Selection
Click on the Projects tab to select which Projects within the selected Portfolio/Programme to include/exclude in the Roadmap view.
Search Project
This feature helps you find and position the view on a specific project, particularly useful if the list of projects is long. In the Gantt Chart view, simply click on the magnifying glass icon and select a Project or type characters to be searched for.
Inspect Individual Project
By double-clicking on a Project, the Project app section will open in an overlay window. This gives the user access to all information attached to the Project, including the ability to view the latest Project Summary Report.
Sub-Register View
In Roadmap (Enterprise Version) the Gantt view has an additional section at the bottom of the screen – the Sub-Register Viewer. This shows records related to Projects in the Gantt view above, actively filtered to reflect any selection made there. This viewer can be configured to just show those Sub-Registers that are relevant to your organisation. This could include Dependencies, Issues, Risks, Milestones, Investment, Resource Demand or others. Data can be viewed through lists or charts, some of those can be configured in the view by the user.
Click on any item listed to expand their full record and inspect all information stored for it.
Kanban Board
Roadmap (Enterprise Version) includes a configurable Kanban Board view for Projects (and, depending on context, Programmes and Portfolios). Pick from a configurable list of categories to act as buckets for the view. Certain categories may allow update right in the board, allowing you to drag the card between buckets to make the update.
Double-click on a Project to drill-through.
Click on Compact View to reduce size of each Project.
Additional Features
Monthly/Quarterly View
Adjust the level of granularity displayed in the Roadmap by clicking between Quarterly and Monthly view.
Hover over the Milestones to display more details, even where there are more than one, the details will all be displayed.
Focus Mode
Switch Focus Mode On to restrict the Projects included in the Roadmap view to only those with a Dependency Relationship with the selected Project. Simply click on the Project to select.
NOTE: Click on to reset view back to display All Projects.
Sorting
Simply click on the Column Header to change the sort order of the Projects selected. For example, see screenshot (below) for Projects sorted by Finish Date:
Color by Category
Change the Row Color of the Roadmap using Color by Category to help identify certain aspects relating to the Projects selected. For example the screenshot below shows a different color for each Strategy:
NOTE: Select from Current Health, Current Stage, Project Track, Risk Assessment, Strategic Impact or Strategy.
Organisational Events
Navigate to Administration Menu and add Organisational Events and Event Types (Under the Roadmap Menu) to configure additional Events to be added in the Roadmap view.
Create the Organisational Event Type first, this will include the option to specify a color:
Then create the Organisational Event, selecting the relevant Organisational Type.
NOTE: Multiple Events can be created. These can be added/removed from the Roadmap view individually (using Filters).