Editing Roadmap for a Request

Caution: If you have customized the request type APM - Roadmap, you can not edit phases or milestones information for a roadmap.

We recommend that you do not customize the OOTB request type APM - Roadmap.

Edit Roadmap Phases

To edit roadmap phases,

  1. Open the roadmap you want to edit.

  2. Click Edit in the Phases section.

    The Roadmap Phases section changes into the edit mode.

  3. Under the edit mode, you can do the following to edit the phases:

    • Edit the existing phases information.

    • Add a new phase by clicking Add Row.

    • Delete a phase by clicking Delete Row after selecting the phase you want to delete.

    • Create a phase based on an existing phase by selecting the existing phase and then clicking Copy and Paste.

    • Adjust the phases sequence by clicking Move Up or Move Down after selecting the desired phase.

Edit Roadmap Milestones

To edit roadmap milestones,

  1. Open the roadmap you want to edit.

  2. Click Edit in the Milestones section.

    The Roadmap Milestones section changes into the edit mode.

  3. Under the edit mode, you can do the followings to edit the milestones:

    • Edit the existing milestones information.

    • Add a new milestone by clicking Add Row.

    • Delete a milestone by clicking Delete Row after selecting the milestone you want to delete.

    • Create a milestone based on an existing milestone by selecting the existing milestone and then clicking Copy and Paste.

    • Adjust the milestones sequence by clicking Move Up or Move Down after selecting the desired milestone.

      Note: If you want to edit the URL field of a milestone, you may have to click Edit at the end of the milestone line to open the Link Properties window.