Strategic Planning Workspace – showing multi-day, global events (e.g. change freeze) on the Roadmap
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3 hours ago
Hi community,
We have a customer requirement in Strategic Planning Workspace (SPW) that I believe cannot be met out of the box, and I'd appreciate input from the SPM product team or anyone who has solved something similar.
Requirement:
The customer wants to see important company-wide periods on the SPW Roadmap, such as the Christmas change freeze or a year-end shutdown. These periods:
- last several days or weeks, not a single date,
- ideally apply to all portfolio plans and roadmaps, not to one project or planning item, or option to set whether they apply only to some plan.
- should ideally be shown as a shaded vertical band across all roadmap rows, similar to the "today" line.
What I found so far
- Roadmap milestones (sn_milestones_milestone) have only one date field, due_date, so a milestone can't represent a date range.
- Each milestone is linked to a single roadmap or plan through source_table/source_item. There is no global milestone that appears on every roadmap.
- The Personalize panel only controls whether milestones and labels are shown. I found no configuration for highlighted periods.
- Freeze periods already exist as blackout schedules in cmn_schedule / cmn_schedule_span for Change Management, and the Change Schedule displays them as shaded bands.
Questions
- Is there any out-of-the-box way, in the current or an upcoming release, to display a date range or highlighted period on the SPW Roadmap?
- Does the SPW roadmap timeline component expose any property in UI Builder, such as time markers or shaded regions, that we could use without customizing the component?
- Is anything on the roadmap for milestones with a start and end date, or for global milestones shared across all portfolio plans?
- Are there plans to integrate Change Management blackout or maintenance schedules into SPW?
- Has anyone implemented a milestone sync like the one described above? We'd especially like to hear about any issues with milestone grouping, time zones (date-time spans versus the date-only due_date), or performance across many plans.
- Is adding a custom field to sn_milestones_milestone (for example, a reference to the source schedule span) supported and upgrade-safe, or would you recommend a separate mapping table?
Possible Options?
A – Manual start/end milestones. Users create two roadmap milestones (START and END) by hand on each roadmap. This is pure out-of-the-box.
B – Blackout schedules plus sync. The same sync mechanism as B, but the source is the existing cmn_schedule blackout schedules, flagged with u_show_on_spw_roadmap. Change Management remains the master.
C – Custom vertical band component. A custom Next Experience component overlays shaded date ranges on the SPW roadmap.
D– Link to the Change Schedule. A link from SPW opens the Change Schedule filtered to freeze schedules, where shaded bands already exist. This complements the other options rather than solving the requirement on its own.
Thanks in advance!
