Create a free-form roadmap

Create a standalone visual roadmap to start high-level planning of work from different units of the company.

始める前に

Role required: sn_align_core.apw_user

このタスクについて

Create a standalone roadmap to plan work across multiple units of your organization, such as projects of all departments. To learn more about free-form roadmaps, see Roadmaps in Portfolio Planning.

Select a source table as a starting point to base your roadmap on. Select one of project or demand for a simple roadmap or Planning Item table for a hybrid roadmap.

手順

1. Navigate to Workspaces > Portfolio Planning Workspace > Portfolio Planning > Free-form Roadmaps
2. Select New.
   If this is the first free-form roadmap in your ServiceNow® instance, select Create your first free-form roadmap.
3. Use the Create free-form roadmap wizard to fill out the details of your roadmap.
   1. Select a source table to base your roadmap on.
   2. Add conditions to filter the data from the source table.

      For example, if your source table is Project, the related filter condition can be Business Unit is Finance AND Active is true.

   3. Enter details of the name and planned dates for the roadmap.
4. Select Create.

タスクの結果

• A new roadmap is created and displayed.
• This roadmap is listed in the Free-form roadmaps tab of the home page of Portfolio Planning Workspace.

次のタスク

• Update, personalize, and collaborate with your roadmap.
• Add milestones or create dependencies for the items planned on your roadmap.

• Update details of free-form roadmap
  Update the details of a free-form roadmap to reflect the changes in priorities or the timeline of the roadmap.
• Share a free-form roadmap with stakeholders
  Add people from your organization who are the stakeholders for the work involved in your roadmap plan so that they have visibility into the roadmap's progress.
• Collaborate on a free-form roadmap with stakeholders
  Add comments and attachments to a free-form roadmap for other users of your organization can review and share their feedback. Collaborate and ensure that your roadmap aligns with your company's priorities.
• Managing free-form roadmap views
  Portfolio managers can create customized views for their free-form roadmap by applying personalization settings such as grouping, milestones selection, dependencies selection, and tracking mode. Portfolio owners or editors can share these personalized views with stakeholders to enable easier collaboration on the free-form roadmaps.