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.

Benefits of free-form roadmap views

Portfolio managers can create personalized views as needed by applying settings such as grouping, milestones selection, dependencies selection, and tracking mode.

• Views can be created as private or public.
• Can create up to three private views and up to 10 shared (public) views.
• Free-form roadmap views can be shared with stakeholders to enable collaboration on the free-form roadmap.
• Switch between shared and private views as needed.

• Create a free-form roadmap view
  Create a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.
• Edit a free-form roadmap view
  Edit a customized free-form roadmap view based on your requirements, so you can access it when you log in again and share it with stakeholders for collaboration.
• Delete a free-form roadmap view
  Delete a customized free-form roadmap view if it is no longer needed or if the maximum limit of ten shared or three private views has been reached.