Building and Viewing Roadmap Hierarchy in the Portfolio Level

You can build and view roadmap hierarchy in the portfolio level if your administrator has set the request type asset as the roadmap type.

To build and view roadmap hierarchy in the portfolio level:

  1. Open the portfolio page where you want to build roadmap hierarchy.
  2. Go to the Contents > Proposals/Projects/Assets tab, and click Add.

    The Add New Proposals/Projects/Assets window opens.

  3. In the Include Assets field, select the entities you want to include in the roadmap hierarchy.
  4. Click Add.

    Your selected entities are listed as assets in the Proposals/Projects/Assets tab.

  5. Go to the Roadmap tab.

    The system fetches the assets of the roadmap type from the Proposals/Projects/Assets tab to generate the roadmap hierarchy.

    The assets not of roadmap type are not included in the roadmap hierarchy.

    Note:  

    • The roadmap hierarchy can have 2 levels in depth at most, displaying no more than 1000 requests along with their roadmaps.

    • A request may have more than one roadmap, however, only the active and last updated roadmap is displayed in the roadmap hierarchy. If the request does not have an active roadmap, the right side of the request line is empty.

      For information about creating a roadmap for a request, see Creating Roadmap for a Request

The following table describes the items in the roadmap hierarchy.

Item Description
Toolbar Section
 

Click this to provide filters to search roadmaps.

For more information, see Using Filters in Roadmap Hierarchy.

  Click this to open the Legend window that displays the meanings of the icons in the roadmap chart.
  Click this to open the Help text.
 

Click this to export roadmap hierarchy to PDF.

From The star year of the roadmap hierarchy you want to view
To The end year pf the roadmap hierarchy you want to view
Left pane
Entity Name

For a portfolio, this field displays the portfolio name.

Clicking the link opens the request detail page in another window.

<Customized_Columns>

Customized columns if any.

For more information, see Adding Customized Columns in Roadmap Hierarchy.

The icons displayed next to the entity names indicate that the entities have roadmaps attached.
Click this to expand entities and roadmaps.
Click this to collapse entities and roadmaps.
Right pane

The roadmap Gantt chart shows the phases and milestones of the roadmap for each entity.

Note:  

  • The maximum number of phases for an asset's roadmap displayed in the Gantt chart is 100.
  • The maximum number of milestones for an asset's roadmap displayed in the Gantt chart is 100.