Customizing milestones display on roadmap in Strategic Planning Workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Easily track the milestones of your roadmap timeline or its planning items by choosing how the milestones are displayed on the roadmap view.

    The Personalize (Personalize icon.) side panel on the roadmap provides different toggles to personalize the display of milestones on your roadmap.

    • For portfolio plan roadmaps, these toggles are always available.
    • For free-form roadmaps, these toggles are available only if the roadmap's source table is the Planning Item table [sn_align_core_planning_item] or one of its extensions.

    Milestone display toggles.

    Milestones toggle Roadmap view

    Roadmap milestones

    Shows the milestones of the roadmap timeline.

    Roadmap-level-milestones

    Item milestones

    Shows the milestones of the planning items.

    Milestones on roadmap item bars.

    Only milestones

    Shows just the milestones on the roadmap by hiding all the planning item bars.

    When you select this toggle, the group by and color by fields are changed and made inactive. Your previous personalization settings are available when you turn off this toggle.

    You can also see that the milestone indicators are colored in this view.
    • Red: Missed
    • Green: Achieved
    • Black/Dark gray: Upcoming
    注:
    If the total number of item-level milestones, including the milestones for unscheduled items, exceeds 100, the item milestone indicators aren’t visible on the roadmap. You can work with your admin to change this number to a value of your preference. For more information, see Update the display limit of items on Prioritization and Roadmap.

    Display only milestones toggle.

    Milestone label

    Shows the milestone labels.

    図 : 1. Milestone indicator with label
    Milestone indicator with label.
    図 : 2. Milestone indicator without label
    Milestone indicator.