Interested in a ServiceNow event built for developers? Registration for now[dev]26 is officially open!

CIO Roadmap Customization

maliksneha9
Mega Sage

Hi everyone,

 

I am looking for some guidance on customizing the CIO Roadmap in SPM.

 

The requirement is to see milestones on the roadmap, along with the associated Business Unit. Currently, the OOB CIO Roadmap is displaying Projects based on the selected Portfolio filter.

 

Has anyone customized the CIO Roadmap to display milestones and Business Units instead of/along with Projects and Portfolios? or any customization at all? If so, what would be the recommended approach, preferably using OOB functionality where possible?

 

Any guidance or examples would be greatly appreciated. Thanks!

1 REPLY 1

PaulaaO
Mega Sage

Might be worth looking into Portfolio Planning/Strategic Planning instead, as the Workspace and the roadmaps that come with it are more user friendly.

 

As for the CIO Roadmap, you can try and have a play around within the Timeline Visualisation record (roadmap_page) - it is a High Risk file to configure as pointed out by the system.

 

You would need to replace the panel table to pm_project_task and in the condition to reference the Milestone = TRUE, however after looking into this only briefly it might be a bit more complicated than that.

 

I'd advise you to analyse the OOTB record first and to do that properly, display all the fields which drive the behaviour of the roadmap by turning off the OnLoad Client Script "Hide Fields" for roadmap_page table. Then try various scenarios to see if it's possible to configure it as you need for your use case. I had an attempt (2nd screenshot) which hasn't worked, but perhaps there is a combo that could.

PaulaaO_0-1787759644306.png

PaulaaO_1-1787762904684.png

Hope this helps - good luck 🙂