Edit roadmap for a request
This section provides details on how to edit roadmap for a request.
Caution: If you have customized the request type APM - Roadmap, you cannot edit phases or milestones information for a roadmap.
We recommend that you do not customize the preconfigured request type APM - Roadmap.
Edit roadmap phases
This section describes how to edit roadmap phases.
To edit roadmap phases:
- Open the roadmap you want to edit.
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Click Edit in the Phases section.
The Roadmap Phases section changes into the edit mode.
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Under the edit mode, you can do the following to edit the phases:
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Edit the existing phases information.
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Add a new phase by clicking Add Row.
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Delete a phase by clicking Delete Row after selecting the phase you want to delete.
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Create a phase based on an existing phase by selecting the existing phase and then clicking Copy and Paste.
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Adjust the phases sequence by clicking Move Up or Move Down after selecting the desired phase.
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Edit roadmap milestones
This section describes how to edit roadmap milestones.
To edit roadmap milestones:
- Open the roadmap you want to edit.
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Click Edit in the Milestones section.
The Roadmap Milestones section changes into the edit mode.
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Under the edit mode, you can do the followings to edit the milestones:
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Edit the existing milestones information.
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Add a new milestone by clicking Add Row.
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Delete a milestone by clicking Delete Row after selecting the milestone you want to delete.
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Create a milestone based on an existing milestone by selecting the existing milestone and then clicking Copy and Paste.
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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.
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