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# Build and view roadmap hierarchy in portlet level

To build and view roadmap hierarchy in the portlet level:

1. Add the Roadmap portlet to a PPM Dashboard page.

   For information about how to add portlets to PPM Dashboard pages, see Add portlets to a dashboard page.

2. Click the Roadmap portlet to open the Edit Preferences page.

3. Configure the following fields in the Preferences section.

   Field (*Required) | Description
   --- | ---
   *Root Entity Type | Entity type of the root entity in the roadmap hierarchy. Entity types in the auto-complete list are roadmap types. You can select only one value in this field.
   *Root Entity | Root entity in the roadmap hierarchy. The values in this field depend on the value selected in the Root Entity Type filed.
   Entity to Display | Name of the entity you want to be displayed in the roadmap hierarchy. If you provide a value for this field, only the entities whose level are higher than this entity are displayed while the sub-entities of this entity are not displayed in the roadmap hierarchy
   Start Year | Starting year of the roadmap hierarchy
   End Year | End year of the roadmap hierarchy

4. Click Save.

5. Go back to the Roadmap portlet.

   Note:

   - If the root entity is a portfolio, the Roadmap hierarchy can have 2 levels at most, displaying no more than 1000 requests along with their roadmaps.
   - If the root entity is a request, the roadmap hierarchy can have 5 levels in depth at most, displaying no more than 1000 requests along with their roadmaps.

The following table describes the items in the roadmap hierarchy.

Item | Description
--- | ---
| Clicking this to open the help text for the Roadmap portlet, which also illustrate the meanings of the icons in the roadmap chart.
Left pane
Entity Name | For a portfolio, this field displays the portfolio name. For a request, this field displays the value of the Description filed on the request detail page. Note: If the Description field is updated on the request detail page, the Entity Name value is not updated accordingly. 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 a request's roadmap displayed in the Gantt chart is 100. The maximum number of milestones for a request's roadmap displayed in the Gantt chart is 100.

https://admhelp.microfocus.com PPM 8942
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