Can roadmaps in the APW be configured to use planned start and end dates rather than approved start and end dates

Sue2 · ‎01-12-2022

Can roadmaps in the APW be configured to use planned start and end dates when extending dates or dragging and dropping items (that result in dates being extended) rather than having the approved start and end dates being altered.

I have a business process around Approved end dates where an Issue is triggered (prompting a change request) when approved end dates are surpassed by the planned dates. Therefore, I do not want users to be able to alter Planned end dates in the APW and thus by-passing the change process.

Namita Mishra · ‎01-12-2022

Hi @Sue,

The dates can be changed from Approved to Planned from Roadmap Preferences. This change cannot be made by roadmap viewers.

Users with sn_roadmap_plng.roadmap_admin role can perform this update.

For example: Below screenshot shows the Start & End date fields for Project. By default they are set to Approved Start / Approved End Dates.

Please mark the answer as correct if it answers your question.

Thanks,

Namita Mishra

View solution in original post

Namita Mishra · ‎05-24-2025

Hello Team,

Since the initial post by @Sue2 mentioned they have a policy and did not want to change the approved dates hence the solution as mentioned above.

However, in other scenarios I would NOT recommend to change the dates from approved start date\ approved end date to planned start date \ planned end date. This is designed for approved start and approved end date and the reason is we do not want the entire WBS to change.

Note: The project WBS is based on planned start date and planned end dates that is why if you configure the planned start date and planned end dates in SPW then you r entire WBS will get impacted. Most of the project managers won't like that behaviour.

Hope that clarifies why at the first place in the design it is kept as approved start date and approved end dates.

Happy Weekend !!

Thank You!

Namita Mishra

Jennifer Yiu · ‎06-17-2025

Thank you @Namita Mishra - design clarity makes sense. Since our first exploration in 2023, we've decided to focus efforts on developing framework, process and training for execution management of and toward planned start/end dates vs. alignment/SPW use of approved start/end dates for baseline/re-baseline purposes.

What's been helpful for our end users to understand in order for appropriate schedule maintenance and baseline management is that roadmap "items" are project task milestones that will not display if the dates are misaligned. Meaning the milestone that's within the bounds of the planned start/end date must also be within the approved start/end date bounds in order to display on a roadmap.